Your Advocates Ltd., LLP

CIK

1774437

Location

HOUSTON, TX

Portfolio Value

Small $349,278,078

Diversification

Highly concentrated

Filing Date

Global Rank

#4,789 / 8,794 ▼ 504 · as of Jun 2026

Top Industry

Oil & Gas Integrated 27.3%

Period ended 3 months ago

Filed Aug 5, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

55.7%

+1.8 pts

Top 5

95.0%

+0.3 pts

Top 10

97.7%

−0.2 pts

HHI

3,722

Highly concentrated+176

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.4%	$340,023,077	39
Energy	1.4%	$4,760,628	10
Technology	0.7%	$2,326,445	28
Industrials	0.2%	$822,632	26
Consumer Cyclical	0.1%	$487,920	15
Financial Services	0.1%	$378,070	10
Consumer Defensive	0.1%	$207,284	5
Healthcare	0.0%	$154,093	12
Basic Materials	0.0%	$70,476	4
Communication Services	0.0%	$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

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+32,769	718,149	$24,015,302
FNDA	Schwab Fundamental U.S. Small Company ETF	+21,028	2,508,244	$79,519,252
BIV	Vanguard Intermediate-Term Bond ETF	+11,919	223,762	$17,433,297
AHLT	American Beacon AHL Trend ETF	+6,079	33,667	$973,110
WFC	Wells Fargo & Company/Mn	+1,458	2,008	$165,941
OXY	Occidental Petroleum Corp /De/	+986	1,122	$54,495
—		+520	4,117	$147,238
TOST	Toast, Inc.	+400	3,008	$83,682
VB	Vanguard Morningstar Small-Cap ETF	+363	4,929	$1,723,101
YUM	Yum Brands Inc	+323	438	$70,018
NFLX	Netflix Inc	+300	410	$29,274
YUMC	Yum China Holdings, Inc.	+273	388	$15,857
VEU	Vanguard FTSE All-World Ex-US ETF	+269	1,412	$221,613
GLD	Spdr Gold Trust	+202	44,121	$16,253,293
EDV	Vanguard World Funds Extended Duration ETF	+179	225	$19,779
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
BNDW	Vanguard Total World Bond ETF	+48	172	$11,787
VXUS	Vanguard Total International Stock ETF	+28	6,088	$520,463
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
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	−69,465	3,469,604	$194,719,230
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−2,059	9,264	$923,605
FTI	TechnipFMC plc	−1,717	4	$265
COP	Conocophillips	−1,681	18,242	$1,896,438
BILZ	PIMCO Ultra Short Government Active ETF	−1,015	1,220	$112,496
ABI	VictoryShares Pioneer Asset-Based Income ETF	−808	276	$12,944
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−743	4,845	$264,859
FBCG	Fidelity Blue Chip Growth ETF	−734	99	$7,715
ACSG	American Century Small Cap Growth Insights ETF	−595	901	$89,365
YSS	York Space Systems Inc.	−500	500	$12,310
BAB	Invesco Taxable Municipal Bond ETF	−323	1,192	$60,790
BUYZ	Franklin Disruptive Commerce ETF	−295	16,492	$337,921
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
CWI	State Street SPDR MSCI ACWI ex-US ETF	−35	576	$29,825
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

11 positions

Ticker	Company	Shares	Value
FDXF	FedEx Freight Holding Company, Inc.	165	$24,915
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	300	$15,933
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
MNPR	Monopar Therapeutics	3,344	$183,217
DVVY	Invesco Diversified Dividend Opportunities ETF	614	$28,753
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	447	$28,567
QCOM	Qualcomm Inc/De	200	$25,756
FAAA	Fidelity AAA CLO ETF	502	$22,901
CAG	Conagra Brands Inc.	1,019	$16,018
ASC	Ardmore Shipping Corp	166	$2,531
AGNG	Global X Funds Global X Aging Population ETF	50	$2,421
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
NAUT	Nautilus Biotechnology, Inc.	150	$582
AIRG	Airgain Inc	100	$550
KMX	Carmax Inc	10	$415
BRCC	BRC Inc.	453	$351
MMYT	MakeMyTrip Ltd	6	$223
ZKIN	ZK International Group Co., Ltd.	143	$220
CTSO	Cytosorbents Corp	250	$141
AEVA	Aeva Technologies, Inc.	10	$131
SDRL	SEADRILL Ltd	2	$91
VTRS	Viatris Inc	6	$81
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

155 tracked positions · $349,278,078 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 155 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Reduced	3,469,604	-69,465	$194,719,230	+10.6%	55.75%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	2,508,244	+21,028	$79,519,252	+6.4%	22.77%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	718,149	+32,769	$24,015,302	+4.5%	6.88%
BIV	Vanguard Intermediate-Term Bond ETF	Added	223,762	+11,919	$17,433,297	+5.0%	4.99%
GLD	Spdr Gold Trust	Added	44,121	+202	$16,253,293	−14.0%	4.65%
XOM	ExxonMobil Holdings Corp Energy	Added	18,494	+116	$2,528,499	−18.9%	0.72%
COP	Conocophillips Energy	Reduced	18,242	-1,681	$1,896,438	−27.9%	0.54%
VB	Vanguard Morningstar Small-Cap ETF	Added	4,929	+363	$1,723,101	+16.6%	0.49%
AAPL	Apple Inc. Technology	Reduced	5,565	-3	$1,610,288	+14.0%	0.46%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,150	-220	$1,605,555	+4.2%	0.46%
AHLT	American Beacon AHL Trend ETF	Added	33,667	+6,079	$973,110	+24.8%	0.28%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	9,264	-2,059	$923,605	—	0.26%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Held	16,622	0	$583,681	+5.2%	0.17%
VXUS	Vanguard Total International Stock ETF	Added	6,088	+28	$520,463	+11.4%	0.15%
BUYZ	Franklin Disruptive Commerce ETF	Reduced	16,492	-295	$337,921	−0.6%	0.10%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	4,845	-743	$264,859	−14.2%	0.08%
ACM	Aecom Industrials	Held	3,752	0	$261,889	−17.7%	0.07%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	1,412	+269	$221,613	+40.2%	0.06%
MSFT	Microsoft Corp Technology	Added	491	+5	$183,152	+1.8%	0.05%
WFC	Wells Fargo & Company/Mn Financial Services	Added	2,008	+1,458	$165,941	+279.0%	0.05%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	385	-55	$161,931	−1.0%	0.05%
SLB	Slb Limited/Nv Energy	Held	3,254	0	$151,278	−9.5%	0.04%
		Added	4,117	+520	$147,238	+6.0%	0.04%
GE	General Electric Co Industrials	Held	350	0	$130,805	+31.7%	0.04%
AAAA	Amplius Aggressive Asset Allocation ETF	Held	4,163	0	$121,517	+15.1%	0.03%
MPC	Marathon Petroleum Corp Energy	Reduced	447	-216	$114,284	−29.4%	0.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	477	+7	$113,688	+16.1%	0.03%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	1,220	-1,015	$112,496	−45.5%	0.03%
FDX	Fedex Corp Industrials	Held	331	0	$103,646	−12.1%	0.03%
GEV	GE Vernova Inc. Industrials	Held	87	0	$102,212	+34.6%	0.03%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	193	+1	$100,821	+13.4%	0.03%
ALL	Allstate Corp Financial Services	Held	400	0	$95,176	+14.8%	0.03%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	901	-595	$89,365	−38.1%	0.03%
KO	Coca Cola Co Consumer Defensive	Added	1,078	+5	$87,609	+7.4%	0.03%
TOST	Toast, Inc. Technology	Added	3,008	+400	$83,682	+21.0%	0.02%
MCO	Moodys Corp /De/ Financial Services	Held	171	0	$77,449	+3.8%	0.02%
YUM	Yum Brands Inc Consumer Cyclical	Added	438	+323	$70,018	+291.6%	0.02%
CTVA	Corteva, Inc. Basic Materials	Held	810	0	$68,598	+1.2%	0.02%
UNH	Unitedhealth Group Inc Healthcare	Held	150	0	$62,344	+53.6%	0.02%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	1,192	-323	$60,790	−21.8%	0.02%
NVDA	Nvidia Corp Technology	Added	303	+80	$60,627	+55.9%	0.02%
OXY	Occidental Petroleum Corp /De/ Energy	Added	1,122	+986	$54,495	+516.5%	0.02%
CVY	Invesco Zacks Multi-Asset Income ETF	Held	956	0	$53,316	+21.6%	0.02%
APH	Amphenol Corp /De/ Technology	Held	150	0	$52,896	+39.5%	0.02%
HD	Home Depot, Inc. Consumer Cyclical	Held	146	0	$51,491	+7.2%	0.01%
ADP	Automatic Data Processing Inc Technology	Held	227	0	$50,836	+10.2%	0.01%
KEYS	Keysight Technologies, Inc. Technology	Held	140	0	$49,009	+24.0%	0.01%
PEP	Pepsico Inc Consumer Defensive	Added	353	+4	$47,796	−11.8%	0.01%
GRMN	Garmin Ltd Technology	Held	200	0	$47,508	+2.4%	0.01%
URI	United Rentals, Inc. Industrials	Held	37	0	$41,916	+55.5%	0.01%

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.