Advocate Investing Services LLC - Portfolio Stock Holdings

Advocate Investing Services LLC disclosed 471 stock positions in a recent SEC 13F filing. $127,523,418 of stock holdings were filed, with the largest holdings including GSY, TCAF, and XLP. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $186,574,770 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.