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YAL

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
TRMB icon
176
Trimble
TRMB
$13.9B
$1.74K ﹤0.01%
34
– –
DIS icon
177
Walt Disney
DIS
$182B
$1.73K ﹤0.01%
18
– –
POOL icon
178
Pool Corp
POOL
$6.73B
$1.72K ﹤0.01%
8
– –
RIVN icon
179
Rivian
RIVN
$22.8B
$1.7K ﹤0.01%
+98
New +$1.53K
LUNR icon
180
Intuitive Machines
LUNR
$2.38B
$1.6K ﹤0.01%
75
-40
-35% -$1.12K
LIN icon
181
Linde
LIN
$220B
$1.6K ﹤0.01%
3
– –
FBIN icon
182
Fortune Brands Innovations
FBIN
$5.15B
$1.59K ﹤0.01%
29
– –
IBN icon
183
ICICI Bank
IBN
$109B
$1.45K ﹤0.01%
50
+20
+67% +$541
STZ icon
184
Constellation Brands
STZ
$21.9B
$1.39K ﹤0.01%
10
– –
COIN icon
185
Coinbase
COIN
$48.7B
$1.17K ﹤0.01%
8
– –
GXO icon
186
GXO Logistics
GXO
$5.54B
$1.17K ﹤0.01%
23
– –
SMCI icon
187
Super Micro Computer
SMCI
$26B
$1.08K ﹤0.01%
37
+2
+6% +$64
CVX icon
188
Chevron
CVX
$409B
$829 ﹤0.01%
5
+2
+67% +$372
LULU icon
189
lululemon athletica
LULU
$11.4B
$799 ﹤0.01%
7
-15
-68% -$2K
VLTO icon
190
Veralto
VLTO
$23.5B
$709 ﹤0.01%
8
-20
-71% -$1.74K
FLY
191
Firefly Aerospace
FLY
$3.63B
$676 ﹤0.01%
+23
New +$860
ENB icon
192
Enbridge
ENB
$109B
$651 ﹤0.01%
12
– –
EWZ icon
193
iShares MSCI Brazil ETF
EWZ
$8.6B
$621 ﹤0.01%
18
+3
+20% +$112
TSLZ icon
194
T-Rex 2X Inverse Tesla Daily Target ETF
TSLZ
$26.6M
$575 ﹤0.01%
54
– –
LCID icon
195
Lucid Motors
LCID
$1.84B
$314 ﹤0.01%
+47
New +$303
FBTC icon
196
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
$306 ﹤0.01%
6
– –
MBC icon
197
MasterBrand
MBC
$1.73B
$298 ﹤0.01%
29
– –
ZION icon
198
Zions Bancorporation
ZION
$10.1B
$286 ﹤0.01%
4
– –
FTI icon
199
TechnipFMC
FTI
$31.3B
$265 ﹤0.01%
4
-1,717
-100% -$122K
BVN icon
200
Compañía de Minas Buenaventura
BVN
$8.61B
$234 ﹤0.01%
8
+1
+14% +$34
6 7
8
9 10

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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.