Your Advocates Ltd., LLP
Filing Date
Global Rank
#7,376
/ 8,586
▲ 188
Top Industry
Oil & Gas Integrated
30.5%
3Y Alpha vs SPY
+2.1%
Period ended 3 months ago
Filed Apr 30, 2026 · 47d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+87.4%
SPY
+78.1%
Annualised alpha
+2.1%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 66.8% | $20,531,287 |
| Energy | 20.2% | $6,217,701 |
| Technology | 6.8% | $2,087,839 |
| Industrials | 2.2% | $661,761 |
| Consumer Cyclical | 1.3% | $409,056 |
| Healthcare | 1.0% | $309,363 |
| Financial Services | 0.8% | $234,750 |
| Consumer Defensive | 0.7% | $214,402 |
| Basic Materials | 0.2% | $69,630 |
| Communication Services | 0.1% | $18,938 |
| Utilities | 0.0% | $3,245 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| NOW | ServiceNow, Inc. | +10 | 35 | $3,659 | |
| SMCI | Super Micro Computer, Inc. | +10 | 35 | $796 | |
| AMZN | Amazon Com Inc | +7 | 470 | $97,886 | |
| COIN | Coinbase Global, Inc. | +5 | 8 | $1,396 | |
| PEP | Pepsico Inc | +3 | 349 | $54,196 | |
| YUMC | Yum China Holdings, Inc. | +1 | 115 | $5,609 | |
| ZION | Zions Bancorporation, National Association /Ut/ | +1 | 4 | $230 | |
| YUM | Yum Brands Inc | +1 | 115 | $17,880 | |
| LMT | Lockheed Martin Corp | +1 | 3 | $1,813 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
7 positions ·
$214,402 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRCC |
BRC Inc.
Consumer Defensive
|
Held | 453 | $351 | 0.16% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Held | 10 | $1,500 | 0.70% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Added | 1,019 | $16,018 | 7.47% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 168 | $20,879 | 9.74% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 40 | $39,857 | 18.59% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 349 | $54,196 | 25.28% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 1,073 | $81,601 | 38.06% |