Long-term investor

Advocate Group LLC @advocategroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001853401).

Record

• Tracked since 2023-06-30 (1161 days), 117 trades recorded
• Returns: week — · month — · 90 days +5.1% · 6 months +8.7% · 1 year +13.7% · all +25.7%
• Max drawdown -5.4% · Sharpe 0.37 · win rate 34% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• 921943858 · 5.7% · long · since 2023-06-30
• 922908637 · 4.3% · long · since 2023-06-30
• ABBV · 2.8% · long · since 2023-06-30
• GIS · 2.8% · long · since 2023-06-30
• CSCO · 2.4% · long · since 2023-06-30
• JNJ · 2.3% · long · since 2023-06-30
• VZ · 2.3% · long · since 2023-06-30
• 922020805 · 2.0% · long · since 2025-03-31
• CAT · 1.9% · long · since 2023-06-30
• ENB · 1.9% · long · since 2023-06-30
• 808524854 · 1.8% · long · since 2023-06-30
• MRK · 1.7% · long · since 2023-06-30

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