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Latest Strategic Advocates LLC Stock Portfolio

$25.83Million | No. of Holdings #259

Strategic Advocates LLC Performance

2026 Q2+12.38%
YTD+9.44%
2025+15.24%

About Strategic Advocates LLC and 13F Hedge Fund Stock Holdings

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Strategic Advocates LLC reported an equity portfolio of $25.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Strategic Advocates LLC are QQQ, BIL, CSD. The fund has invested 7.1% of it's portfolio in INVESCO QQQ TRUST SERIES I and 6.5% of portfolio in STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF. <br><br> The fund managers got completely rid off CHEVRON CORPORATION COM (CVX), EQUINOR ASA SPONSORED ADR (EQNR) and HESS MIDSTREAM LP CL A SHS (HESM) stocks. They significantly reduced their stock positions in SCHWAB U.S. SMALL-CAP ETF (FNDA), GRAYSCALE ETHEREUM STAKING MINI ETF and ISHARES BLOCKCHAIN AND TECH ETF (DMXF). Strategic Advocates LLC opened new stock positions in LAM RESEARCH CORP COM NEW (LRCX), STELLANTIS N.V SHS (STLA) and ROCKET LAB CORP COM. The fund showed a lot of confidence in some stocks as they added substantially to DYCOM INDS INC COM (DY), ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (AOA) and ASTERA LABS INC COM.
Strategic Advocates LLC Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$25.83Million
  as of Aug 13, 2026

Strategic Advocates LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Strategic Advocates LLC made a return of 12.38% in the last quarter. In trailing 12 months, it's portfolio return was 18.22%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
lam research corp com new108,333
stellantis n.v shs34,440
rocket lab corp com33,138
planet labs pbc com cl a28,790
dow hldgs inc com27,360
blacksky technology inc cl a new27,166
space exploration techn corp class a com stk19,649
eos energy enterprises inc com cl a17,640
New stocks bought by Strategic Advocates LLC

Additions

Ticker% Inc.
dycom inds inc com1,433
ishares 10 year investment grade corporate bond etf1,320
astera labs inc com990
ensign group inc com985
vanguard information technology etf702
advanced drain sys inc del com631
vanguard morningstar growth etf500
caterpillar inc com450
Additions to existing portfolio by Strategic Advocates LLC

Reductions

Ticker% Reduced
schwab u.s. small-cap etf-97.86
grayscale ethereum staking mini etf-97.86
grayscale ethereum staking etf-97.48
ishares blockchain and tech etf-96.97
global x robotics & artificial intelligence etf-83.53
progressive corp com-81.55
axon enterprise inc com-77.94
ww grainger inc com-75.76
Strategic Advocates LLC reduced stake in above stock

Sold off

Ticker$ Sold
redwood trust inc com-22,440
mara holdings inc com-16,548
vertex inc cl a-13,352
equinor asa sponsored adr-42,200
hess midstream lp cl a shs-38,870
kinder morgan inc del com-19,280
ryerson hldg corp com-11,532
parsons corp del com-17,984
Strategic Advocates LLC got rid off the above stocks

Sector Distribution

Strategic Advocates LLC has about 63% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Financial Services
  • Basic Materials
Sector%
Others63
Technology19
Industrials6.4
Consumer Cyclical3
Healthcare2.7
Communication Services1.8
Financial Services1.6
Basic Materials1.2

Market Cap. Distribution

Strategic Advocates LLC has about 31.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED63
MEGA-CAP16.1
LARGE-CAP15.1
MID-CAP5.2

Stocks belong to which Index?

About 28.4% of the stocks held by Strategic Advocates LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others71.6
S&P 50022.7
RUSSELL 20005.7
Top 5 Winners (%)%
INTC
intel corp com
216.4 %
MU
micron technology inc com
167.2 %
DELL
dell technologies inc cl c
128.0 %
BE
bloom energy corp com cl a
121.0 %
DDOG
datadog inc cl a com
117.4 %
Top 5 Winners ($)$
QQQ
invesco qqq trust series i
0.4 M
INTC
intel corp com
0.4 M
BIL
state street spdr s&p kensho new economies composite etf
0.3 M
IVOG
vanguard s&p small-cap 600 growth etf
0.2 M
DDOG
datadog inc cl a com
0.2 M
Top 5 Losers (%)%
VAW
vanguard information technology etf
-73.2 %
VB
vanguard morningstar growth etf
-70.4 %
EDV
vanguard morningstar mega cap growth etf
-65.6 %
noble corp plc wt exp 020428
-44.6 %
yieldmax mstr option income strategy etf
-41.8 %
Top 5 Losers ($)$
GLD
spdr gold shares
-0.1 M
VAW
vanguard information technology etf
-0.1 M
VB
vanguard morningstar growth etf
-0.1 M
VAW
vanguard energy etf
-0.1 M
PLTR
palantir technologies inc cl a
0.0 M

Strategic Advocates LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Strategic Advocates LLC

Strategic Advocates LLC has 259 stocks in it's portfolio. About 42.5% of the portfolio is in top 10 stocks. GLD proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Strategic Advocates LLC last quarter.

$25.83MTotal Value
288Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Strategic Advocates LLC, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares 1-5 Year Investment Grade Corporate Bond Etf

Ishares 1-5 Year Investment Grade Corporate Bond Etf

AAXJ
Strategic Advocates LLC's holding in Ishares 1-5 Year Investment Grade Corporate Bond Etf over time
2.82%13,895
$728.2K
2.82%
decreased 0.65 percentreduced
AAXJ
Ishares 3-7 Year Treasury Bond Etf

Ishares 3-7 Year Treasury Bond Etf

AAXJ
Strategic Advocates LLC's holding in Ishares 3-7 Year Treasury Bond Etf over time
0.04%91.00
$10.7K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Residential And Multisector Real Estate Etf

Ishares Residential And Multisector Real Estate Etf

AAXJ
Strategic Advocates LLC's holding in Ishares Residential And Multisector Real Estate Etf over time
0.02%61.00
$5.8K
0.02%
unchanged 0 percentunchanged
ACES
Alps International Sector Dividend Dogs Etf

Alps International Sector Dividend Dogs Etf

ACES
Strategic Advocates LLC's holding in Alps International Sector Dividend Dogs Etf over time
0.06%342
$14.1K
0.06%
unchanged 0 percentunchanged
ACSG
Xtrackers Usd High Yield Corporate Bond Etf

Xtrackers Usd High Yield Corporate Bond Etf

ACSG
Strategic Advocates LLC's holding in Xtrackers Usd High Yield Corporate Bond Etf over time
0.01%45.00
$1.6K
0.01%
new position
ACWF
Ishares Core Dividend Growth Etf

Ishares Core Dividend Growth Etf

ACWF
Strategic Advocates LLC's holding in Ishares Core Dividend Growth Etf over time
0.03%100
$7.6K
0.03%
new position
AFK
Vaneck Semiconductor Etf

Vaneck Semiconductor Etf

AFK
Strategic Advocates LLC's holding in Vaneck Semiconductor Etf over time
0.07%27.00
$17.7K
0.07%
unchanged 0 percentunchanged
AGNG
Global X Nasdaq 100 Covered Call Etf

Global X Nasdaq 100 Covered Call Etf

AGNG
Strategic Advocates LLC's holding in Global X Nasdaq 100 Covered Call Etf over time
0.22%3,010
$55.5K
0.22%
unchanged 0 percentunchanged
AGNG
Global X Artificial Intelligence & Technology Etf

Global X Artificial Intelligence & Technology Etf

AGNG
Strategic Advocates LLC's holding in Global X Artificial Intelligence & Technology Etf over time
0.03%100
$6.6K
0.03%
unchanged 0 percentunchanged
AGNG
Global X Robotics & Artificial Intelligence Etf

Global X Robotics & Artificial Intelligence Etf

AGNG
Strategic Advocates LLC's holding in Global X Robotics & Artificial Intelligence Etf over time
0%28.00
$1.1K
0%
decreased 83.53 percentreduced
AGZD
Wisdomtree U.S. Midcap Fund

Wisdomtree U.S. Midcap Fund

AGZD
Strategic Advocates LLC's holding in Wisdomtree U.S. Midcap Fund over time
0%8.00
$606
0%
unchanged 0 percentunchanged
ALCC
Oklo Inc Com Cl A

Oklo Inc Com Cl A

ALCC
Strategic Advocates LLC's holding in Oklo Inc Com Cl A over time
0.12%596
$31.2K
0.12%
decreased 24.17 percentreduced