Long-term investor
Advocate Investing Services LLC @advocateinvestingservice
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110509).
Record
- Tracked since 2025-12-31 (257 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months n/a · 1 year n/a · all +5.7%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GSY · 10.1% · long · since 2025-12-31
- TKNZ · 8.9% · long · since 2025-12-31
- XLP · 4.0% · long · since 2025-12-31
- SPHD · 3.7% · long · since 2025-12-31
- XME · 2.5% · long · since 2025-12-31
- IXC · 2.4% · long · since 2025-12-31
- XLK · 2.4% · long · since 2025-12-31
- VYM · 2.3% · long · since 2025-12-31
- VIG · 2.2% · long · since 2025-12-31
- AAPL · 1.7% · long · since 2025-12-31
- VGT · 1.6% · long · since 2025-12-31
- EMXC · 1.6% · long · since 2025-12-31