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Your Advocates Ltd Portfolio holdings

AUM $350M
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
+7.96%
1 Year Est. Return
+21.03%
3 Year Est. Return
+50.04%
5 Year Est. Return
+43.34%
10 Year Est. Return
–
AUM
$350M
AUM Growth
+$22M
Cap. Flow
-$1.8M
Cap. Flow %
-0.51%
Top 10 Hldgs %
89.84%
Holding
249
New
18
Increased
45
Reduced
37
Closed
39

Top Buys

Rank Stock Value
1
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.4M
2
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.1M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$930K
4
AHLT icon
American Beacon AHL Trend ETF
AHLT
+$176K
5
WFC icon
Wells Fargo
WFC
+$117K

Top Sells

Rank Stock Value
1
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.56M
2
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.11M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$629K
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$546K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$402K

Sector Composition

Rank Sector Weight
1 Miscellaneous 97.26%
2 Energy 1.37%
3 Technology 0.68%
4 Industrials 0.26%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
151
Thermo Fisher Scientific
TMO
$227B
$5.01K ﹤0.01%
10
– –
PLTR icon
152
Palantir
PLTR
$419B
$4.9K ﹤0.01%
+42
New +$5.73K
FIS icon
153
Fidelity National Information Services
FIS
$21.6B
$4.86K ﹤0.01%
125
– –
DHR icon
154
Danaher
DHR
$146B
$4.76K ﹤0.01%
25
– –
VRSK icon
155
Verisk Analytics
VRSK
$24.2B
$4.49K ﹤0.01%
25
– –
CPNG icon
156
Coupang
CPNG
$27.5B
$4.34K ﹤0.01%
250
– –
ANET icon
157
Arista Networks
ANET
$244B
$4.25K ﹤0.01%
25
– –
CP icon
158
Canadian Pacific Kansas City
CP
$80.5B
$3.9K ﹤0.01%
45
– –
TTWO icon
159
Take-Two Interactive
TTWO
$40.1B
$3.5K ﹤0.01%
14
– –
AXP icon
160
American Express
AXP
$220B
$3.48K ﹤0.01%
10
– –
AUPH icon
161
Aurinia Pharmaceuticals
AUPH
$2.14B
$3.39K ﹤0.01%
200
– –
PLUG icon
162
Plug Power
PLUG
$3.03B
$3.21K ﹤0.01%
1,185
– –
CNC icon
163
Centene
CNC
$33.1B
$3.02K ﹤0.01%
47
– –
EFV icon
164
iShares MSCI EAFE Value ETF
EFV
$32.2B
$2.98K ﹤0.01%
+39
New +$3.02K
DXCM icon
165
DexCom
DXCM
$33.2B
$2.96K ﹤0.01%
44
– –
SPOT icon
166
Spotify
SPOT
$112B
$2.75K ﹤0.01%
6
– –
UFOX
167
Defiance Space and Connective Tech ETF
UFOX
$854M
$2.68K ﹤0.01%
28
+4
+17% +$355
INTC icon
168
Intel
INTC
$506B
$2.65K ﹤0.01%
19
– –
GEHC icon
169
GE HealthCare
GEHC
$31.1B
$2.62K ﹤0.01%
41
– –
DXC icon
170
DXC Technology
DXC
$1.86B
$2.54K ﹤0.01%
287
– –
NOW icon
171
ServiceNow
NOW
$146B
$2.48K ﹤0.01%
25
-10
-29% -$990
FISV
172
Fiserv Inc
FISV
$28.2B
$2.45K ﹤0.01%
50
– –
NCLH icon
173
Norwegian Cruise Line
NCLH
$7.15B
$2.11K ﹤0.01%
100
– –
LMT icon
174
Lockheed Martin
LMT
$121B
$2.04K ﹤0.01%
4
+1
+33% +$541
SO icon
175
Southern Company
SO
$101B
$1.94K ﹤0.01%
20
– –
5 6
7
8 9

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DWM
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Your Advocates Ltd's Q2 2026 Portfolio in Review

As of Q2 2026, Your Advocates Ltd held 249 positions worth $350M, up 6.7% from $328M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Your Advocates Ltd's Q2 2026 filing shows 18 new, 45 increased, 37 reduced and 39 closed positions. Its largest new stake was Rocket Lab Corp: 971 shares worth $98.7K. The largest sale was Dimensional Emerging Markets Core Equity 2 ETF, an estimated $1.56M.

By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, up from 97% a quarter earlier, followed by Energy and Technology.

  • Your Advocates Ltd's largest Q2 2026 buy was Rocket Lab Corp: 971 shares worth $98.7K.
  • Your Advocates Ltd added most to Schwab Intermediately-Term US Treasury ETF in Q2 2026, an estimated $1.4M increase.
  • Your Advocates Ltd's biggest Q2 2026 reduction was Dimensional Emerging Markets Core Equity 2 ETF, cutting an estimated $1.56M.
  • Your Advocates Ltd fully exited Monopar Therapeutics in Q2 2026, selling an estimated $183K.
  • Your Advocates Ltd's ten largest holdings make up 90% of its $350M portfolio in Q2 2026.
  • Your Advocates Ltd opened 18 new positions and closed 39 in Q2 2026.
  • Your Advocates Ltd's portfolio value rose 6.7% quarter-over-quarter to $350M.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.