Your Advocates Ltd., LLP

CIK

1774437

Location

HOUSTON, TX

Portfolio Value

Micro $27,230,698

Diversification

Highly concentrated

Filing Date

Global Rank

#7,562 / 8,517 ▼ 1889

Top Industry

Oil & Gas Integrated 27.4%

3Y Alpha vs SPY

-0.7%

Period ended 46 days ago

Filed Aug 5, 2026 · 10d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+82.2%

SPY

+75.3%

Annualised alpha

+1.6%

Max drawdown

−16.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

122 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

59.7%

−7.0 pts

Top 5

87.7%

−6.4 pts

Top 10

91.1%

−6.4 pts

HHI

3,772

Highly concentrated−1,001

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.1%	$18,002,145	6
Energy	17.5%	$4,760,628	10
Technology	8.4%	$2,299,997	28
Industrials	3.0%	$822,632	26
Consumer Cyclical	1.8%	$487,920	15
Financial Services	1.4%	$378,070	10
Consumer Defensive	0.8%	$207,284	5
Healthcare	0.6%	$154,093	12
Basic Materials	0.3%	$70,476	4
Communication Services	0.2%	$45,539	5
Utilities	0.0%	$1,914	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	+1,458	2,008	$165,941
OXY	Occidental Petroleum Corp /De/	+986	1,122	$54,495
TOST	Toast, Inc.	+400	3,008	$83,682
YUM	Yum Brands Inc	+323	438	$70,018
NFLX	Netflix Inc	+300	410	$29,274
YUMC	Yum China Holdings, Inc.	+273	388	$15,857
GLD	Spdr Gold Trust	+202	44,121	$16,253,293
UBER	Uber Technologies, Inc	+150	200	$14,432
WMT	Walmart Inc.	+124	292	$33,071
XOM	ExxonMobil Holdings Corp	+116	18,494	$2,528,499
NVDA	Nvidia Corp	+80	303	$60,627
ASTS	AST SpaceMobile, Inc.	+21	96	$8,530
IBN	Icici Bank Ltd	+20	50	$1,451
AMZN	Amazon Com Inc	+7	477	$113,688
KO	Coca Cola Co	+5	1,078	$87,609
MSFT	Microsoft Corp	+5	491	$183,152
PEP	Pepsico Inc	+4	353	$47,796
SMCI	Super Micro Computer, Inc.	+2	37	$1,085
CVX	Chevron Corp	+2	5	$828
DIA	Spdr Dow Jones Industrial Average ETF Trust	+1	193	$100,821
BVN	Buenaventura Mining Co Inc	+1	8	$234
LMT	Lockheed Martin Corp	+1	4	$2,037
MCD	Mcdonalds Corp	+1	89	$24,057
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
FTI	TechnipFMC plc	−1,717	4	$265
COP	Conocophillips	−1,681	18,242	$1,896,438
YSS	York Space Systems Inc.	−500	500	$12,310
IAU	Ishares Gold Trust	−291	526	$39,718
INDI	indie Semiconductor, Inc.	−270	50	$224
SPY	Spdr S&P 500 ETF Trust	−220	2,150	$1,605,555
MPC	Marathon Petroleum Corp	−216	447	$114,284
TSLA	Tesla, Inc.	−55	385	$161,931
LUNR	Intuitive Machines, Inc.	−40	75	$1,604
VLTO	Veralto Corp	−20	8	$709
LULU	lululemon athletica inc.	−15	7	$799
NOW	ServiceNow, Inc.	−10	25	$2,482
CRWD	CrowdStrike Holdings, Inc.	−6	19	$14,499
AAPL	Apple Inc.	−3	5,565	$1,610,288
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
FDXF	FedEx Freight Holding Company, Inc.	165	$24,915
EOSE	Eos Energy Enterprises, Inc.	2,000	$11,760
T	At&T Inc.	400	$8,280
ONDS	Ondas Inc.	1,000	$8,240
EROC	ERock, Inc.	400	$5,800
PROP	Prairie Operating Co.	7,000	$5,054
PLTR	Palantir Technologies Inc.	42	$4,900
RIVN	Rivian Automotive, Inc. / DE	98	$1,700
FLY	Firefly Aerospace Inc.	23	$676
LCID	Lucid Group, Inc.	47	$314
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	1,063,042	$76,624,067
FNDA	Schwab Fundamental U.S. Small Company ETF	210,457	$6,825,120
VXUS	Vanguard Total International Stock ETF	6,060	$467,286
MNPR	Monopar Therapeutics	3,344	$183,217
VB	Vanguard Morningstar Small-Cap ETF	109	$28,549
VEA	Vanguard FTSE Developed Markets ETF	440	$28,195
QCOM	Qualcomm Inc/De	200	$25,756
CAG	Conagra Brands Inc.	1,019	$16,018
BNDW	Vanguard Total World Bond ETF	124	$8,475
ASC	Ardmore Shipping Corp	166	$2,531
IFNNY	Infineon Technologies AG	50	$2,260
DNLI	Denali Therapeutics Inc.	100	$1,920
RGR	Sturm Ruger & Co Inc	42	$1,683
WFRD	Weatherford International plc	17	$1,607
NRG	Nrg Energy, Inc.	9	$1,315
RLAY	Relay Therapeutics, Inc.	100	$995
PINS	Pinterest, Inc.	50	$917
NFE	New Fortress Energy Inc.	1,000	$590
NAUT	Nautilus Biotechnology, Inc.	150	$582
AIRG	Airgain Inc	100	$550
KMX	Carmax Inc	10	$415
MMYT	MakeMyTrip Ltd	6	$223
ZKIN	ZK International Group Co., Ltd.	143	$220
CTSO	Cytosorbents Corp	250	$141
AEVA	Aeva Technologies, Inc.	10	$131
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

122 tracked positions · $27,230,698 total · filing declares 210 positions · $349,851,412 · as of Jun 30, 2026

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

Showing 1–50 of 122 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Added	44,121	+202	$16,253,293	−14.0%	59.69%
XOM	ExxonMobil Holdings Corp Energy	Added	18,494	+116	$2,528,499	−18.9%	9.29%
COP	Conocophillips Energy	Reduced	18,242	-1,681	$1,896,438	−27.9%	6.96%
AAPL	Apple Inc. Technology	Reduced	5,565	-3	$1,610,288	+14.0%	5.91%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,150	-220	$1,605,555	+4.2%	5.90%
ACM	Aecom Industrials	Held	3,752	0	$261,889	−17.7%	0.96%
MSFT	Microsoft Corp Technology	Added	491	+5	$183,152	+1.8%	0.67%
WFC	Wells Fargo & Company/Mn Financial Services	Added	2,008	+1,458	$165,941	+279.0%	0.61%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	385	-55	$161,931	−1.0%	0.59%
SLB	Slb Limited/Nv Energy	Held	3,254	0	$151,278	−9.5%	0.56%
GE	General Electric Co Industrials	Held	350	0	$130,805	+31.7%	0.48%
MPC	Marathon Petroleum Corp Energy	Reduced	447	-216	$114,284	−29.4%	0.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	477	+7	$113,688	+16.1%	0.42%
FDX	Fedex Corp Industrials	Held	331	0	$103,646	−12.1%	0.38%
GEV	GE Vernova Inc. Industrials	Held	87	0	$102,212	+34.6%	0.38%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	193	+1	$100,821	+13.4%	0.37%
ALL	Allstate Corp Financial Services	Held	400	0	$95,176	+14.8%	0.35%
KO	Coca Cola Co Consumer Defensive	Added	1,078	+5	$87,609	+7.4%	0.32%
TOST	Toast, Inc. Technology	Added	3,008	+400	$83,682	+21.0%	0.31%
MCO	Moodys Corp /De/ Financial Services	Held	171	0	$77,449	+3.8%	0.28%
YUM	Yum Brands Inc Consumer Cyclical	Added	438	+323	$70,018	+291.6%	0.26%
CTVA	Corteva, Inc. Basic Materials	Held	810	0	$68,598	+1.2%	0.25%
UNH	Unitedhealth Group Inc Healthcare	Held	150	0	$62,344	+53.6%	0.23%
NVDA	Nvidia Corp Technology	Added	303	+80	$60,627	+55.9%	0.22%
OXY	Occidental Petroleum Corp /De/ Energy	Added	1,122	+986	$54,495	+516.5%	0.20%
HD	Home Depot, Inc. Consumer Cyclical	Held	146	0	$51,491	+7.2%	0.19%
ADP	Automatic Data Processing Inc Technology	Held	227	0	$50,836	+10.2%	0.19%
KEYS	Keysight Technologies, Inc. Technology	Held	140	0	$49,009	+24.0%	0.18%
PEP	Pepsico Inc Consumer Defensive	Added	353	+4	$47,796	−11.8%	0.18%
GRMN	Garmin Ltd Technology	Held	200	0	$47,508	+2.4%	0.17%
URI	United Rentals, Inc. Industrials	Held	37	0	$41,916	+55.5%	0.15%
AVGO	Broadcom Inc. Technology	Held	110	0	$41,552	+22.0%	0.15%
SHOP	Shopify Inc. Technology	Held	360	0	$41,104	−3.7%	0.15%
IAU	Ishares Gold Trust	Reduced	526	-291	$39,718	−44.9%	0.15%
A	Agilent Technologies, Inc. Healthcare	Held	296	0	$39,317	+16.5%	0.14%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	40	0	$37,418	−6.1%	0.14%
CAT	Caterpillar Inc Industrials	Held	35	0	$37,271	+50.3%	0.14%
WMT	Walmart Inc. Consumer Defensive	Added	292	+124	$33,071	+58.4%	0.12%
NFLX	Netflix Inc Communication Services	Added	410	+300	$29,274	+176.8%	0.11%
APH	Amphenol Corp /De/ Technology	Held	150	0	$26,448	—	0.10%
FDXF	FedEx Freight Holding Company, Inc. Industrials	NEW	165	NEW	$24,915	NEW	0.09%
SBUX	Starbucks Corp Consumer Cyclical	Held	240	0	$24,525	+14.1%	0.09%
MCD	Mcdonalds Corp Consumer Cyclical	Added	89	+1	$24,057	−12.0%	0.09%
UNP	Union Pacific Corp Industrials	Held	85	0	$23,120	+12.1%	0.08%
YUMC	Yum China Holdings, Inc. Consumer Cyclical	Added	388	+273	$15,857	+182.7%	0.06%
RVSN	Rail Vision Ltd. Industrials	Held	3,333	0	$15,365	−44.3%	0.06%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	19	-6	$14,499	+48.6%	0.05%
UBER	Uber Technologies, Inc Technology	Added	200	+150	$14,432	+301.3%	0.05%
CLS	Celestica Inc Technology	Held	273	0	$13,257	+4.7%	0.05%
YSS	York Space Systems Inc. Industrials	Reduced	500	-500	$12,310	−44.5%	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.