Your Advocates Ltd Portfolio holdings
Top Buys
Top Sells
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$878K |
| 2 |
SPDR Gold Trust
GLD
|
+$385K |
| 3 |
Halliburton
HAL
|
+$294K |
| 4 |
Occidental Petroleum
OXY
|
+$244K |
| 5 |
CIM
Chimera Investment
CIM
|
+$68.3K |
Sector Composition
| 1 | Energy | 1.91% |
| 2 | Technology | 0.64% |
| 3 | Industrials | 0.24% |
| 4 | Consumer Discretionary | 0.12% |
| 5 | Healthcare | 0.09% |
Similar funds
Your Advocates Ltd's Q1 2026 Portfolio in Review
As of Q1 2026, Your Advocates Ltd held 265 positions worth $328M, up 7% from $306M the previous quarter. Its ten largest holdings account for 89% of the portfolio.
Your Advocates Ltd deployed $15.7M of net new capital in Q1 2026, opening 26 new positions and adding to 40 existing holdings. Its largest new stake was Vanguard Total International Stock ETF: 6,060 shares worth $467K.
By sector, the portfolio is most concentrated in Energy at 1.9% of assets, up from 1.5% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was PIMCO Active Bond Exchange-Traded Fund, an estimated $878K trimmed.
- Your Advocates Ltd's largest Q1 2026 buy was Vanguard Total International Stock ETF: 6,060 shares worth $467K.
- Your Advocates Ltd added most to Dimensional US Core Equity 1 ETF in Q1 2026, an estimated $4.83M increase.
- Your Advocates Ltd's biggest Q1 2026 reduction was PIMCO Active Bond Exchange-Traded Fund, cutting an estimated $878K.
- Your Advocates Ltd fully exited Halliburton in Q1 2026, selling an estimated $294K.
- Your Advocates Ltd's ten largest holdings make up 89% of its $328M portfolio in Q1 2026.
- Your Advocates Ltd opened 26 new positions and closed 33 in Q1 2026.
- Your Advocates Ltd's portfolio value rose 7% quarter-over-quarter to $328M.
Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.