Advocate Investing Services
Advocate Investing Services reported 449 stocks worth $128M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are GSY (9.7%), TCAF (8.9%) and XLP (4.0%). Compared with Q2 2026, the fund opened new positions in XOM and VTEB, added to XLP, SPHD and ICSH, trimmed GSY, TCAF and IXC and sold out of XOM, SO and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GSY Invesco Actively Managed Exc | $12.4M | 9.7% | 248K | −13K (−5%) | 4 of 4 | |
| 2 |  TCAF T. Rowe Price Capital Appreciation Equity ETF | $11.4M | 8.9% | 270K | −12K (−4%) | 4 of 4 | |
| 3 |  XLP State Street | $5.1M | 4.0% | 64K | +1,410 (+2%) | 4 of 4 | |
| 4 |  SPHD Invesco S&P 500 High | $4.6M | 3.6% | 95K | +345 (+0%) | 4 of 4 | |
| 5 |  IXC Ishares Global Energy ETF | $3.5M | 2.7% | 61K | −2,000 (−3%) | 4 of 4 | |
| 6 |  XME ST Srt Spdr S&P Mtls and | $3.1M | 2.5% | 30K | No change | 4 of 4 | |
| 7 |  XLK Select Sector Spdr TR | $3.1M | 2.4% | 16K | −200 (−1%) | 4 of 4 | |
| 8 |  VYM Vanguard Whitehall Fds | $2.7M | 2.1% | 17K | −1,446 (−8%) | 4 of 4 | |
| 9 |  AAPL Apple Inc | $2.6M | 2.0% | 7,847 | No change | 4 of 4 | |
| 10 |  VIG Vanguard Dividend Appreciation ETF | $2.6M | 2.0% | 11K | −729 (−6%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $208K | 1,521 |
TEVA PHARMACEUTICAL INDS LTD | $58K | 1,700 |
 SO Southern Co | $51K | 529 |
 OKE Oneok Inc New | $11K | 125 |
DIGITALBRIDGE GROUP INC | $5K | 303 |
🔒 Free account: see all 27.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Advocate Investing Services 13F FAQ
What does Advocate Investing Services own?
Advocate Investing Services reported 449 stocks worth $128M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are GSY (9.7%), TCAF (8.9%) and XLP (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Advocate Investing Services buy and sell in Q3 2026?
Compared with Q2 2026: 16 new positions, 43 added to, 59 trimmed and 27 sold out. New positions include XOM and VTEB. It sold all of XOM, SO and OKE.
When will Advocate Investing Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Advocate Investing Services's portfolio worth?
The Q3 2026 filing reports $128M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.