Your Advocates Ltd., LLP 13F Portfolio

CIK 1774437 Filing since Q4 2019 Q3 2026 filed Nov 3, 2026
Holdings as of Sep 30, 2026, from the 13F filed Nov 3, 2026.

Portfolio Snapshot

120 positions · Q3 2026

Your Advocates Ltd., LLP reported 120 positions worth $27.65M for the quarter ended Sep 30, 2026, up 7.7% on the prior quarter. It opened 3 new positions, added to 18, trimmed 10 and exited 6. Its largest holding is Spdr Gold Trust at 63.2% of the portfolio.

Portfolio Value
$27.65M
+7.7% QoQ · +6.5% YoY
Positions
120
3 new · 6 sold out
Top 10 Concentration
92%
of portfolio value
Largest Position
GLD 63.2%
Spdr Gold Trust
Net Buying
+$348.43K
$834.85K bought · $486.43K sold
Turnover
1.8%
of the portfolio traded
Top Sector
Financial Services
64.6% of value
Track Record
28
quarters on file since Q4 2019

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

10 sectors
64.65%
Financial Services
Financial Services64.65%
Energy20.37%
Technology8.86%
Industrials2.92%
Consumer Discretionary1.28%
Consumer Staples0.769%
Healthcare0.514%
Basic Materials0.309%
Other0.303%
Communication Services0.028%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Financial ServicesEnergyTechnologyIndustrialsConsumer DiscretionaryConsumer StaplesHealthcareBasic MaterialsOtherCommunication ServicesUtilitiesReal Estate

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
GLD Spdr Gold Trust +1,723 +3.9% $656.19K 63.15%
SCHW Schwab Charles Corp +697 – $68.13K 0.246%
IAU Ishares Gold Trust +547 +104.0% $42.72K 0.303%
WHD Cactus, Inc. +500 – $34.43K 0.125%
SPCX Space Exploration Technologies Corp +154 – $23.23K 0.084%
MSFT Microsoft Corp +5 +1.0% $2.57K 0.921%
YSS York Space Systems Inc. +250 +50.0% $2.16K 0.023%
PROP Prairie Operating Co. +3,000 +42.9% $1.23K 0.015%
GOOGL Alphabet Inc. +2 +11.8% $681.47 0.023%
CVX Chevron Corp +3 +60.0% $612.75 <0.01%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
XOM ExxonMobil Holdings Corp -863 -4.7% $140.45K 10.38%
AAPL Apple Inc. -380 -6.8% $126.55K 6.25%
AMZN Amazon Com Inc -308 -64.6% $76.74K 0.152%
TOST Toast, Inc. -1,008 -33.5% $29.22K 0.21%
NVDA Nvidia Corp -114 -37.6% $26.04K 0.156%
WFC Wells Fargo & Company -291 -14.5% $23.30K 0.497%
UNH Unitedhealth Group Inc -50 -33.3% $18.35K 0.133%
UBER Uber Technologies, Inc -200 -100.0% $14.43K Exited
T At&T Inc. -400 -100.0% $8.28K Exited
NFLX Netflix Inc -100 -24.4% $6.96K 0.078%

New Positions

Q3 2026
Holding Shares Trade Value Weight
SCHW Schwab Charles Corp +697 $68.13K 0.246%
WHD Cactus, Inc. +500 $34.43K 0.125%
SPCX Space Exploration Technologies Corp +154 $23.23K 0.084%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
UBER Uber Technologies, Inc -200 $14.43K 0.056%
T At&T Inc. -400 $8.28K 0.032%
CP Canadian Pacific Kansas City Ltd -45 $3.90K 0.015%
INTC Intel Corp -19 $2.65K 0.01%
SO Southern Co -20 $1.94K <0.01%
FBTC Fidelity Wise Origin Bitcoin Fund -6 $306.00 <0.01%
Holdings · Q3 2026

120 Positions

As ofSep 30, 2026
Value$27.65M
Top 1092%
Avg position$230.39K
# Activity
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Showing 1–15 of 120 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Your Advocates Ltd., LLP.

About Your Advocates Ltd., LLP’s 13F Portfolio

What are Your Advocates Ltd., LLP’s largest holdings?

As of its Q3 2026 13F filing, Your Advocates Ltd., LLP’s five largest positions were Spdr Gold Trust (GLD) at 63.2%, ExxonMobil Holdings Corp (XOM) at 10.4%, Conocophillips (COP) at 8.3%, Apple Inc. (AAPL) at 6.2%, Microsoft Corp (MSFT) at 0.9% of the reported portfolio.

How much is Your Advocates Ltd., LLP’s portfolio worth?

Your Advocates Ltd., LLP reported a 13F portfolio worth $27.65M across 120 positions for Q3 2026. That is up 7.7% from the previous quarter.

What did Your Advocates Ltd., LLP buy in Q3 2026?

Its largest purchases by value were Spdr Gold Trust ($656.19K), Schwab Charles Corp ($68.13K), Ishares Gold Trust ($42.72K). It opened 3 new positions.

What did Your Advocates Ltd., LLP sell in Q3 2026?

Its largest sales by value were ExxonMobil Holdings Corp ($140.45K), Apple Inc. ($126.55K), Amazon Com Inc ($76.74K). It exited 6 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Your Advocates Ltd., LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.