ADVOCATE GROUP LLC
Top Portfolio Positions
103 positions ·
$508,501,981 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GIS |
General Mills Inc
Consumer Defensive
|
547,322 | $20,371,324 | 4.01% | |
| VZ |
Verizon Communications Inc
Communication Services
|
340,554 | $17,095,810 | 3.36% | |
| ABBV |
AbbVie Inc.
Healthcare
|
75,672 | $16,457,903 | 3.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
64,825 | $15,845,823 | 3.12% | |
| CVX |
Chevron Corp
Energy
|
71,426 | $14,778,039 | 2.91% | |
| ENB |
Enbridge Inc
Energy
|
236,809 | $12,820,839 | 2.52% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
161,846 | $12,557,631 | 2.47% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
97,350 | $11,710,231 | 2.30% | |
| EVRG |
Evergy, Inc.
Utilities
|
141,388 | $11,582,504 | 2.28% | |
| TGT |
Target Corp
Consumer Defensive
|
85,290 | $10,337,148 | 2.03% |
Portfolio Trend
16 quarters · across all stocks
Holdings in GIS
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,371,324 | 547,322 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $25,114,789 | 540,103 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $27,257,253 | 540,604 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $25,994,838 | 501,734 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $30,618,279 | 512,097 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $33,359,617 | 523,124 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $39,553,247 | 535,589 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $29,445,632 | 465,470 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $33,068,031 | 472,603 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $31,514,341 | 483,794 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $30,970,968 | 483,997 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $31,945,319 | 416,497 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $36,240,338 | 424,062 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $36,054,661 | 429,990 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $34,579,991 | 451,377 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $31,733,213 | 420,586 | Shares | Sole | 2022-07-27 | |
| No 13F history on record for this holder in this stock. | ||||||