Strategic Advocates LLC

CIK

1991340

Location

LOGAN, UT

Portfolio Value

Micro $10,841,298

Diversification

Diversified

Filing Date

Global Rank

#8,087 / 8,605 ▼ 3513 · as of Mar 2026

Top Industry

Semiconductors 12.2%

3Y Alpha vs SPY

+1.0%

Period ended 3 months ago

Filed May 15, 2026 · 55d

11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+75.4%

SPY

+71.9%

Annualised alpha

+0.9%

Max drawdown

−26.5%

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

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

Top Position

13.1%

−6.9 pts

Top 5

31.2%

−11.4 pts

Top 10

42.1%

−14.9 pts

HHI

350

Diversified−282

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.3%	$3,396,010	51
Unclassified	22.9%	$2,480,551	9
Industrials	12.7%	$1,372,669	25
Financial Services	7.5%	$818,318	28
Consumer Cyclical	5.8%	$631,552	12
Healthcare	5.6%	$610,114	19
Communication Services	5.5%	$596,611	9
Energy	3.4%	$367,015	13
Basic Materials	3.1%	$339,667	8
Consumer Defensive	0.7%	$79,859	7
Utilities	0.7%	$78,187	4
Real Estate	0.7%	$70,745	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
S	SentinelOne, Inc.	+3,500	5,000	$64,400
DNA	Ginkgo Bioworks Holdings, Inc.	+2,886	7,267	$44,546
CLF	Cleveland-Cliffs Inc.	+2,000	4,000	$33,800
TWST	Twist Bioscience Corp	+693	1,760	$83,635
LVS	Las Vegas Sands Corp	+560	774	$41,703
SMR	NUSCALE POWER Corp	+547	2,868	$31,089
BE	Bloom Energy Corp	+212	219	$29,672
HESM	Hess Midstream LP	+200	1,000	$38,870
PEGA	Pegasystems Inc	+199	492	$20,939
CRSP	CRISPR Therapeutics AG	+134	1,329	$63,220
BWXT	BWX Technologies, Inc.	+125	448	$91,611
OKLO	Oklo Inc.	+123	786	$38,977
RMBS	Rambus Inc	+74	287	$24,690
IDXX	Idexx Laboratories Inc /De	+61	69	$38,770
AMGN	Amgen Inc	+3	24	$8,444
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VVR	Invesco Senior Income Trust	−112,627	439	$1,413
NVDA	Nvidia Corp	−90,481	2,504	$436,697
SOFI	SoFi Technologies, Inc.	−65,565	27	$428
QQQ	Invesco Qqq Trust, Series 1	−55,963	2,466	$1,423,325
PATH	UiPath, Inc.	−55,244	2,512	$27,883
IONQ	IonQ, Inc.	−42,239	7,288	$210,113
PLTR	Palantir Technologies Inc.	−40,375	1,667	$243,848
KIO	KKR Income Opportunities Fund	−38,712	135	$1,485
DBX	Dropbox, Inc.	−34,650	1,328	$30,172
AAPL	Apple Inc.	−33,817	1,105	$280,437
NFLX	Netflix Inc	−29,880	1,228	$118,072
ANET	Arista Networks, Inc.	−28,744	1,420	$174,347
LGI	Lazard Global Total Return & Income Fund Inc	−27,608	451	$7,256
FLC	Flaherty & Crumrine Total Return Fund Inc	−27,428	98	$1,626
BSX	Boston Scientific Corp	−25,392	2,073	$130,080
AMZN	Amazon Com Inc	−24,391	840	$174,946
QBTS	D-Wave Quantum Inc.	−23,504	10,398	$150,043
ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	−22,563	367	$7,384
ETHE	Grayscale Ethereum Staking ETF	−22,345	159	$2,714
DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc	−21,847	81	$1,625
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund	−21,612	323	$6,915
RGTI	Rigetti Computing, Inc.	−16,525	7,505	$105,370
GOOGL	Alphabet Inc.	−16,097	379	$108,985
FCX	Freeport-Mcmoran Inc	−15,823	2,260	$132,842
NOW	ServiceNow, Inc.	−15,284	580	$60,639
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	462	$115,767
PWR	Quanta Services, Inc.	192	$105,411
FIX	Comfort Systems USA Inc	71	$97,908
APH	Amphenol Corp /De/	683	$86,297
IBKR	Interactive Brokers Group, Inc.	1,205	$80,819
MPWR	Monolithic Power Systems Inc	37	$40,453
MEDP	Medpace Holdings, Inc.	71	$34,093
RWT	Redwood Trust Inc	4,000	$22,440
RYZ	Ryerson Holding Corp	513	$11,532
FSSL	FS Specialty Lending Fund	695	$8,694
HALO	Halozyme Therapeutics, Inc.	101	$6,527
HON	Honeywell International Inc	20	$4,741
TMO	Thermo Fisher Scientific Inc.	9	$4,423
WMS	Advanced Drainage Systems, Inc.	16	$2,194
DY	Dycom Industries Inc	6	$2,032
ALAB	Astera Labs, Inc.	11	$1,205
RIVN	Rivian Automotive, Inc. / DE	65	$978
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	3,951	$335,755
MA	Mastercard Inc	567	$323,688
BAC	Bank Of America Corp /De/	4,665	$256,575
ADBE	Adobe Inc.	696	$243,593
FSCO	FS Credit Opportunities Corp.	33,117	$208,637
CRM	Salesforce, Inc.	758	$200,801
PACS	PACS Group, Inc.	5,182	$198,936
IBIT	iShares Bitcoin Trust ETF	3,813	$189,315
LLY	ELI LILLY & Co	173	$185,919
UNP	Union Pacific Corp	802	$185,518
BPRE	Bluerock Private Real Estate Fund	11,577	$173,655
DAL	Delta Air Lines, Inc.	2,450	$170,030
AHR	American Healthcare REIT, Inc.	3,464	$163,015
LRCX	Lam Research Corp	816	$139,682
SHOP	Shopify Inc.	809	$130,224
RCL	Royal Caribbean Cruises Ltd	450	$125,514
COST	Costco Wholesale Corp /New	145	$125,039
UBER	Uber Technologies, Inc	1,462	$119,460
WFC	Wells Fargo & Company/Mn	1,280	$119,296
ANGX	Angel Studios, Inc.	24,740	$115,535
CDNS	Cadence Design Systems Inc	359	$112,216
MRK	Merck & Co., Inc.	1,029	$108,312
NUE	Nucor Corp	642	$104,716
ETHA	iShares Ethereum Trust ETF	4,575	$102,617
XOM	Exxon Mobil Corp	843	$101,446
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

189 positions · $10,841,298 total · as of Mar 31, 2026

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

Showing 1–50 of 189 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,466	-55,963	$1,423,325	−96.0%	13.13%
GLD	Spdr Gold Trust	Reduced	2,158	-243	$928,565	−2.4%	8.57%
NVDA	Nvidia Corp Technology	Reduced	2,504	-90,481	$436,697	−97.5%	4.03%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	834	-12,990	$310,039	−95.0%	2.86%
AAPL	Apple Inc. Technology	Reduced	1,105	-33,817	$280,437	−97.0%	2.59%
AVGO	Broadcom Inc. Technology	Reduced	829	-11,673	$256,583	−94.1%	2.37%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,667	-40,375	$243,848	−96.7%	2.25%
GE	General Electric Co Industrials	Reduced	855	-13,840	$242,623	−94.6%	2.24%
MUC	Blackrock Muniholdings California Quality Fund, Inc. Financial Services	Held	22,621	0	$235,258	−1.9%	2.17%
IONQ	IonQ, Inc. Technology	Reduced	7,288	-42,239	$210,113	−90.5%	1.94%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	840	-24,391	$174,946	−97.0%	1.61%
ANET	Arista Networks, Inc. Technology	Reduced	1,420	-28,744	$174,347	−95.6%	1.61%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	374	-6,742	$172,410	−95.7%	1.59%
INTC	Intel Corp Technology	Reduced	3,900	-8,998	$172,107	−63.8%	1.59%
META	Meta Platforms, Inc. Communication Services	Reduced	265	-7,401	$151,614	−97.0%	1.40%
QBTS	D-Wave Quantum Inc. Technology	Reduced	10,398	-23,504	$150,043	−83.1%	1.38%
DDOG	Datadog, Inc. Technology	Reduced	1,265	-8,306	$149,333	−88.5%	1.38%
EME	EMCOR Group, Inc. Industrials	Reduced	198	-1,436	$146,185	−85.4%	1.35%
MSFT	Microsoft Corp Technology	Reduced	367	-10,606	$135,852	−97.4%	1.25%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	2,260	-15,823	$132,842	−85.5%	1.23%
AXP	American Express Co Financial Services	Reduced	433	-5,816	$130,973	−94.3%	1.21%
BSX	Boston Scientific Corp Healthcare	Reduced	2,073	-25,392	$130,080	−95.0%	1.20%
HWM	Howmet Aerospace Inc. Industrials	Reduced	551	-8,013	$126,983	−92.8%	1.17%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	Held	10,400	0	$121,160	−1.4%	1.12%
NFLX	Netflix Inc Communication Services	Reduced	1,228	-29,880	$118,072	−96.0%	1.09%
VRT	Vertiv Holdings Co Industrials	NEW	462	NEW	$115,767	NEW	1.07%
MSTR	Strategy Inc Technology	Reduced	906	-6,906	$113,068	−90.5%	1.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	379	-16,097	$108,985	−97.9%	1.01%
PWR	Quanta Services, Inc. Industrials	NEW	192	NEW	$105,411	NEW	0.97%
RGTI	Rigetti Computing, Inc. Technology	Reduced	7,505	-16,525	$105,370	−80.2%	0.97%
NTAP	NetApp, Inc. Technology	Reduced	1,024	-10,530	$104,847	−91.5%	0.97%
FIX	Comfort Systems USA Inc Industrials	NEW	71	NEW	$97,908	NEW	0.90%
ET	Energy Transfer LP Energy	Reduced	5,000	-12,585	$96,500	−66.7%	0.89%
IBM	International Business Machines Corp Technology	Reduced	391	-1,748	$94,774	−85.0%	0.87%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	1,591	-765	$93,916	−47.7%	0.87%
PANW	Palo Alto Networks Inc Technology	Reduced	572	-14,753	$91,703	−96.8%	0.85%
BWXT	BWX Technologies, Inc. Industrials	Added	448	+125	$91,611	+64.1%	0.85%
AGX	Argan Inc Industrials	Reduced	162	-1,124	$88,233	−78.1%	0.81%
APH	Amphenol Corp /De/ Technology	NEW	683	NEW	$86,297	NEW	0.80%
TWST	Twist Bioscience Corp Healthcare	Added	1,760	+693	$83,635	+147.1%	0.77%
IBKR	Interactive Brokers Group, Inc. Financial Services	NEW	1,205	NEW	$80,819	NEW	0.75%
APP	AppLovin Corp Communication Services	Reduced	189	-2,179	$75,222	−95.3%	0.69%
S	SentinelOne, Inc. Technology	Added	5,000	+3,500	$64,400	+186.2%	0.59%
CRSP	CRISPR Therapeutics AG Healthcare	Added	1,329	+134	$63,220	+0.9%	0.58%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	192	-651	$63,146	−78.2%	0.58%
CVX	Chevron Corp Energy	Reduced	300	-1,079	$62,070	−70.5%	0.57%
DIS	Walt Disney Co Communication Services	Reduced	637	-641	$61,394	−57.8%	0.57%
PHYS	Sprott Physical Gold Trust Financial Services	Held	1,732	0	$61,382	+7.3%	0.57%
NOW	ServiceNow, Inc. Technology	Reduced	580	-15,284	$60,639	−97.5%	0.56%
KO	Coca Cola Co Consumer Defensive	Reduced	771	-1,131	$58,634	−55.9%	0.54%