Your Advocates Ltd., LLP

CIK

1774437

Location

HOUSTON, TX

Portfolio Value

Micro $30,757,972

Diversification

Highly concentrated

Filing Date

Global Rank

#7,025 / 8,232 ▲ 308

Top Industry

Oil & Gas Integrated 30.5%

3Y Alpha vs SPY

+3.0%

Period ended 2 months ago

Filed Apr 30, 2026 · 45d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+89.7%

SPY

+76.3%

Annualised alpha

+3.0%

Max drawdown

−14.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

130 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

61.4%

−1.7 pts

Top 5

89.7%

+2.3 pts

Top 10

93.0%

+0.8 pts

HHI

4,001

Highly concentrated−142

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.8%	$20,531,287	5
Energy	20.2%	$6,217,701	12
Technology	6.8%	$2,087,839	28
Industrials	2.2%	$661,761	22
Consumer Cyclical	1.3%	$409,056	15
Healthcare	1.0%	$309,363	19
Financial Services	0.8%	$234,750	10
Consumer Defensive	0.7%	$214,402	7
Basic Materials	0.2%	$69,630	4
Communication Services	0.1%	$18,938	6
Utilities	0.0%	$3,245	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
COP	Conocophillips	+2,488	19,923	$2,629,836
SPY	Spdr S&P 500 ETF Trust	+182	2,370	$1,541,305
TOST	Toast, Inc.	+100	2,608	$69,138
DIA	Spdr Dow Jones Industrial Average ETF Trust	+50	192	$88,932
XOM	Exxon Mobil Corp	+47	18,378	$3,118,011
LUNR	Intuitive Machines, Inc.	+19	115	$2,134
CAG	Conagra Brands Inc.	+19	1,019	$16,018
ASTS	AST SpaceMobile, Inc.	+14	75	$6,215
SMCI	Super Micro Computer, Inc.	+10	35	$796
NOW	ServiceNow, Inc.	+10	35	$3,659
AMZN	Amazon Com Inc	+7	470	$97,886
COIN	Coinbase Global, Inc.	+5	8	$1,396
PEP	Pepsico Inc	+3	349	$54,196
ZION	Zions Bancorporation, National Association /Ut/	+1	4	$230
YUMC	Yum China Holdings, Inc.	+1	115	$5,609
LMT	Lockheed Martin Corp	+1	3	$1,813
YUM	Yum Brands Inc	+1	115	$17,880
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
OXY	Occidental Petroleum Corp /De/	−4,850	136	$8,840
GLD	Spdr Gold Trust	−859	43,919	$18,897,906
ACM	Aecom	−360	3,752	$318,244
INDI	indie Semiconductor, Inc.	−220	320	$1,030
TEM	Tempus AI, Inc.	−100	200	$9,044
INTC	Intel Corp	−50	19	$838
FUBO	FuboTV Inc.	−46	4	$37
MSFT	Microsoft Corp	−28	486	$179,902
FIS	Fidelity National Information Services, Inc.	−26	125	$5,863
SHOP	Shopify Inc.	−25	360	$42,703
AAPL	Apple Inc.	−24	5,568	$1,413,102
NVDA	Nvidia Corp	−11	223	$38,891
TTWO	Take Two Interactive Software Inc	−8	14	$2,765
SPOT	Spotify Technology S.A.	−4	6	$2,909
CRWD	CrowdStrike Holdings, Inc.	−3	25	$9,760
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
MNPR	Monopar Therapeutics	3,344	$183,217
QCOM	Qualcomm Inc/De	200	$25,756
YSS	York Space Systems Inc.	1,000	$22,170
ASML	Asml Holding NV	4	$5,283
UBER	Uber Technologies, Inc	50	$3,596
ENB	Enbridge Inc	12	$649
CVX	Chevron Corp	3	$620
NFE	New Fortress Energy Inc.	1,000	$590
BVN	Buenaventura Mining Co Inc	7	$252
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
HAL	Halliburton Co	10,419	$294,440
MGY	Magnolia Oil & Gas Corp	500	$10,945
EOG	Eog Resources Inc	103	$10,816
ASO	Academy Sports & Outdoors, Inc.	145	$7,244
AMD	Advanced Micro Devices Inc	30	$6,424
BMNR	Bitmine Immersion Technologies, Inc.	200	$5,430
TTD	Trade Desk, Inc.	100	$3,796
TKR	Timken Co	25	$2,103
BL	Blackline, Inc.	22	$1,216
BP	Bp PLC	21	$729
RIVN	Rivian Automotive, Inc. / DE	17	$335
MTUS	Metallus Inc.	12	$205
AUC	ATIF Holdings Ltd	5	$28
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

130 positions · $30,757,972 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 130 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	43,919	-859	$18,897,906	+6.5%	61.44%
XOM	Exxon Mobil Corp Energy	Added	18,378	+47	$3,118,011	+41.3%	10.14%
COP	Conocophillips Energy	Added	19,923	+2,488	$2,629,836	+61.1%	8.55%
SPY	Spdr S&P 500 ETF Trust	Added	2,370	+182	$1,541,305	+3.3%	5.01%
AAPL	Apple Inc. Technology	Reduced	5,568	-24	$1,413,102	−7.0%	4.59%
ACM	Aecom Industrials	Reduced	3,752	-360	$318,244	−18.8%	1.03%
MNPR	Monopar Therapeutics Healthcare	NEW	3,344	NEW	$183,217	NEW	0.60%
MSFT	Microsoft Corp Technology	Reduced	486	-28	$179,902	−27.6%	0.58%
SLB	Slb Limited/Nv Energy	Held	3,254	0	$167,223	+33.9%	0.54%
TSLA	Tesla, Inc. Consumer Cyclical	Held	440	0	$163,570	−17.3%	0.53%
MPC	Marathon Petroleum Corp Energy	Held	663	0	$161,891	+50.1%	0.53%
FTI	TechnipFMC plc Energy	Held	1,721	0	$118,972	+55.1%	0.39%
FDX	Fedex Corp Industrials	Held	331	0	$117,895	+23.3%	0.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	470	+7	$97,886	−8.4%	0.32%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	192	+50	$88,932	+30.3%	0.29%
ALL	Allstate Corp Financial Services	Held	400	0	$82,936	−0.4%	0.27%
KO	Coca Cola Co Consumer Defensive	Held	1,073	0	$81,601	+8.8%	0.27%
CLS	Celestica Inc Technology	Held	273	0	$76,898	−4.7%	0.25%
GEV	GE Vernova Inc. Industrials	Held	87	0	$75,942	+33.6%	0.25%
MCO	Moodys Corp /De/ Financial Services	Held	171	0	$74,598	−14.6%	0.24%
TOST	Toast, Inc. Technology	Added	2,608	+100	$69,138	−22.4%	0.22%
CTVA	Corteva, Inc. Basic Materials	Held	810	0	$67,805	+24.9%	0.22%
PEP	Pepsico Inc Consumer Defensive	Added	349	+3	$54,196	+9.1%	0.18%
HD	Home Depot, Inc. Consumer Cyclical	Held	146	0	$48,017	−4.4%	0.16%
GRMN	Garmin Ltd Technology	Held	200	0	$46,402	+14.4%	0.15%
ADP	Automatic Data Processing Inc Technology	Held	227	0	$46,121	−21.0%	0.15%
WFC	Wells Fargo & Company/Mn Financial Services	Held	550	0	$43,785	−14.6%	0.14%
SHOP	Shopify Inc. Technology	Reduced	360	-25	$42,703	−31.1%	0.14%
UNH	Unitedhealth Group Inc Healthcare	Held	150	0	$40,588	−18.0%	0.13%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	40	0	$39,857	+15.6%	0.13%
KEYS	Keysight Technologies, Inc. Technology	Held	140	0	$39,531	+39.0%	0.13%
NVDA	Nvidia Corp Technology	Reduced	223	-11	$38,891	−10.9%	0.13%
AVGO	Broadcom Inc. Technology	Held	110	0	$34,046	−10.6%	0.11%
A	Agilent Technologies, Inc. Healthcare	Held	296	0	$33,738	−16.2%	0.11%
MCD	Mcdonalds Corp Consumer Cyclical	Held	88	0	$27,349	+1.7%	0.09%
URI	United Rentals, Inc. Industrials	Held	37	0	$26,956	−10.0%	0.09%
QCOM	Qualcomm Inc/De Technology	NEW	200	NEW	$25,756	NEW	0.08%
CAT	Caterpillar Inc Industrials	Held	35	0	$24,796	+23.7%	0.08%
YSS	York Space Systems Inc. Industrials	NEW	1,000	NEW	$22,170	NEW	0.07%
SBUX	Starbucks Corp Consumer Cyclical	Held	240	0	$21,501	+6.4%	0.07%
WMT	Walmart Inc. Consumer Defensive	Held	168	0	$20,879	+11.6%	0.07%
UNP	Union Pacific Corp Industrials	Held	85	0	$20,622	+4.9%	0.07%
APH	Amphenol Corp /De/ Technology	Held	150	0	$18,952	−6.5%	0.06%
YUM	Yum Brands Inc Consumer Cyclical	Added	115	+1	$17,880	+3.7%	0.06%
CAG	Conagra Brands Inc. Consumer Defensive	Added	1,019	+19	$16,018	−7.5%	0.05%
AME	Ametek Inc/ Industrials	Held	50	0	$10,718	+4.4%	0.03%
NFLX	Netflix Inc Communication Services	Held	110	0	$10,576	+2.6%	0.03%
TRV	Travelers Companies, Inc. Financial Services	Held	35	0	$10,208	+0.6%	0.03%
RSG	Republic Services, Inc. Industrials	Held	45	0	$9,855	+3.3%	0.03%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	25	-3	$9,760	−25.6%	0.03%