Your Advocates Ltd., LLP
Long book
$327.9M
Q1 2026
Positions
232
Top-10 weight
89%
concentration
Last quarter
+7.8%
SPY +14.8%
Turnover
22%
of book per quarter
Strategy in plain words
auto-generated from filingsYour Advocates Ltd., LLP is a wealth-management firm allocating client money, specialised in financials (65% of the long book), running a $327.9M US long book across 232 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQ 1 ETF, DIMENSIONAL INTERNATIONAL CO, DIMENSIONAL EMRG MRKT CORE, SCHWAB INTERMEDIATE-TERM US, DIMENSIONAL US SMALL CAP ETF.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.6%
Q2 2024
+6.9%
Q3 2024
-2.0%
Q4 2024
+1.3%
Q1 2025
+7.4%
Q2 2025
+7.0%
Q3 2025
+3.6%
Q4 2025
+2.4%
Q1 2026
+7.8%
Sector allocation
Energy 58%
Technology 20%
Industrials 7%
Services media 4%
Consumer discretionary 3%
Healthcare 2%
Consumer staples 2%
Financials 2%
Long book by quarter
What does Your Advocates own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| XOM EXXON MOBIL CORP | Energy | 18.4K | $3.1M | 1.0% | +0.3% |
| COP CONOCOPHILLIPS | Energy | 19.9K | $2.6M | 0.8% | +14.3% |
| AAPL APPLE INC | Technology | 5.6K | $1.4M | 0.4% | -0.4% |
| ACM AECOM | Services media | 3.8K | $318K | 0.1% | -8.8% |
| MNPR MONOPAR THERAPEUTICS INC | Healthcare | 3.3K | $183K | 0.1% | New |
| MSFT MICROSOFT CORP | Technology | 486 | $180K | 0.1% | -5.4% |
| SLB SLB LTD | Energy | 3.3K | $167K | 0.1% | Held |
| TSLA TESLA INC | Industrials | 440 | $164K | 0.0% | Held |
| MPC MARATHON PETROLEUM CORP | Energy | 663 | $162K | 0.0% | Held |
| FTI TECHNIPFMC PLC | Industrials | 1.7K | $119K | 0.0% | Held |
| FDX FEDEX CORP | Industrials | 331 | $118K | 0.0% | Held |
| GE General Electric Company | Industrials | 350 | $99K | 0.0% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 470 | $98K | 0.0% | +1.5% |
| ALL ALLSTATE CORP | Financials | 400 | $83K | 0.0% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 1.1K | $82K | 0.0% | Held |
| GEV GE VERNOVA INC | Industrials | 87 | $76K | 0.0% | Held |
| MCO MOODY'S CORP | Services media | 171 | $75K | 0.0% | Held |
| TOST TOAST INC-CLASS A | Technology | 2.6K | $69K | 0.0% | +4.0% |
| CTVA CORTEVA INC | Consumer staples | 810 | $68K | 0.0% | Held |
| HPQ HP INC. | Technology | 3.5K | $67K | 0.0% | Held |
| PEP PEPSICO INC | Consumer staples | 349 | $54K | 0.0% | +0.9% |
| HD HOME DEPOT INC | Consumer discretionary | 146 | $48K | 0.0% | Held |
| GRMN GARMIN LTD | Technology | 200 | $46K | 0.0% | Held |
| ADP AUTOMATIC DATA PROCESSING | Technology | 227 | $46K | 0.0% | Held |
| WFC WELLS FARGO & CO | Financials | 550 | $44K | 0.0% | Held |
| SHOP SHOPIFY INC - CLASS A | Technology | 360 | $43K | 0.0% | -6.5% |
| SAP SAP SE | Technology | 250 | $42K | 0.0% | Held |
| CQP CHENIERE ENERGY PARTNERS LP | Utilities | 145 | $41K | 0.0% | Held |
| UNH UNITEDHEALTH GROUP INC | Financials | 150 | $41K | 0.0% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 40 | $40K | 0.0% | Held |
| KEYS KEYSIGHT TECHNOLOGIES IN | Technology | 140 | $40K | 0.0% | Held |
| NVDA NVIDIA CORP | Technology | 223 | $39K | 0.0% | -4.7% |
| DD DUPONT DE NEMOURS INC | Materials | 811 | $37K | 0.0% | Held |
| AVGO BROADCOM INC | Technology | 110 | $34K | 0.0% | Held |
| A AGILENT TECHNOLOGIES INC | Healthcare | 296 | $34K | 0.0% | Held |
| DOW DOW INC | Materials | 750 | $31K | 0.0% | Held |
| RVSN RAIL VISION LTD | Industrials | 3.3K | $28K | 0.0% | -96.7% |
| MCD MCDONALD'S CORP | Consumer discretionary | 88 | $28K | 0.0% | Held |
| URI UNITED RENTALS INC | Services media | 37 | $27K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 30, 2026 | 233 | $327.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 2, 2026 | 240 | $306.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 3, 2025 | 222 | $298.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 204 | $278.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 7, 2025 | 211 | $260.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 4, 2025 | 209 | $251.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 25, 2024 | 232 | $254.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 29, 2024 | 241 | $238.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 1, 2024 | 236 | $236.9M | canonical | SEC ↗ |