Advocate Investing Services LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 449 separate positions held by the firm.
The firm's principal owner listed in the filing is Joseph Gallagher, located in Woodbine, Maryland. The filing indicates that the firm holds no voting power or shared investment power over the disclosed assets.
The portfolio includes a mix of large-cap technology companies, industrial manufacturers, and energy firms. Apple Inc. is the largest holding, with 7,847 shares. Other notable positions include Microsoft Corp. with 5,864 shares, Amazon.com Inc. with 3,437 shares, and Visa Inc. with 3,268 shares.
The filing also lists significant positions in energy and industrial sectors. Exxon Mobil Holdings Corp. holds 1,669 shares, followed by Chevron Corporation with 2,207 shares. In the industrial space, Deere & Co. is listed with 1,650 shares, and Caterpillar Inc. with 100 shares.
Advocate Investing Services LLC also holds several exchange-traded funds (ETFs). The BlackRock Science & Technology Opportunities Fund is the largest ETF holding with 10,300 shares, followed by the BlackRock Resources & Commodities Trust with 3,200 shares.
