Advocate Group LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing reports that the firm holds positions in 122 different companies.
The portfolio is heavily weighted toward large-cap technology and industrial names, with Microsoft Corporation being the largest holding at 12,480,413 shares. Other top positions include General Mills (17,678,089 shares), Prologis (5,848,228 shares), and Visa (4,866,790 shares).
Significant holdings in the energy sector include ExxonMobil Holdings (689,409 shares), BP PLC Sponsored ADR (5,149,764 shares), and Chevron Corporation (14,886,007 shares). The filing also lists substantial stakes in healthcare companies such as Pfizer (11,260,594 shares) and Merck & Co (10,579,825 shares).
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs), including Vanguard Total Stock Market ETF (5,658,988 shares), Vanguard International Equity Index Fund (8,634,935 shares), and Vanguard Small Cap Growth ETF (3,905,310 shares).
