ADVOCATE GROUP LLC

CIK 0001853401 · 601 CARLSON PKWY, SUITE 1100, MINNETONKA, MN, 55305 · 9526932630

Reported Value

$559M

Q2 2025

Positions

119

Filings on Record

2019–present window

Filed

Jul 25, 2025

original filing

Summary

Advocate Group Llc reported $559M in U.S.-listed holdings across 119 positions for Q2 2025.

Its largest position, GIS, represents 4.6% of the portfolio.

Compared with Q1 2025, the fund opened 10 new positions and exited 5.

13F Reported Value

By security type

Composition data arrives with ticker enrichment.

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#	Issuer	Class	% Portfolio	Value ↓	Shares

Quarter	Reported Value	Positions	Filed	Type	Links
Q1 2026	$639M	126	Apr 13, 2026	13F-HR	changes · EDGAR ↗
Q4 2025	$618M	123	Jan 20, 2026	13F-HR	changes · EDGAR ↗
Q3 2025	$608M	122	Oct 20, 2025	13F-HR	changes · EDGAR ↗
Q2 2025	$559M	119	Jul 25, 2025	13F-HR	changes · EDGAR ↗
Q1 2025	$548M	114	Apr 22, 2025	13F-HR	changes · EDGAR ↗
Q4 2024	$531M	115	Jan 21, 2025	13F-HR	changes · EDGAR ↗
Q3 2024	$552M	118	Oct 9, 2024	13F-HR	changes · EDGAR ↗
Q2 2024	$497M	121	Jul 10, 2024	13F-HR	changes · EDGAR ↗
Q1 2024	$503M	122	Apr 25, 2024	13F-HR	changes · EDGAR ↗
Q4 2023	$466M	116	Jan 19, 2024	13F-HR	changes · EDGAR ↗
Q3 2023	$432M	117	Oct 17, 2023	13F-HR	changes · EDGAR ↗
Q2 2023	$454M	116	Jul 20, 2023	13F-HR	changes · EDGAR ↗
Q1 2023	$458M	120	Apr 19, 2023	13F-HR	changes · EDGAR ↗
Q4 2022	$464.5B	117	Jan 18, 2023	13F-HR	changes · EDGAR ↗
Q3 2022	$405M	112	Oct 19, 2022	13F-HR	changes · EDGAR ↗
Q2 2022	$430M	111	Jul 27, 2022	13F-HR	changes · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.