Sign In
test

Michael Corrigan

Advocate Group Llc

Assets Managed
$665.137M
Holdings
122
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
4.04%(2Q avg: 3.74%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Advocate Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Advocate Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 665.137M in assets, with a quarterly growth rate of 4.04% and a 2-quarter average growth rate of 3.74%. The portfolio is managed by Michael Corrigan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.99%
5.68%
$37.757M
529,920 shares@ $71.25 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -9.44%
4.26%
$28.306M
82,307 shares@ $343.92 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -0.79%
2.85%
$18.89M
75,067 shares@ $251.65 avg price
GIS
General Mills Inc
Recent Activity
Decreased -2.33%
2.8%
$18.601M
534,524 shares@ $34.8 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -17.24%
2.37%
$15.733M
133,940 shares@ $117.46 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -5.26%
2.35%
$15.597M
61,412 shares@ $253.97 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 4.31%
2.27%
$15.04M
355,212 shares@ $42.35 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 8.43%
1.96%
$12.987M
258,546 shares@ $50.24 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -19.35%
1.88%
$12.475M
11,714 shares@ $1064.93 avg price
ENB
Enbridge Inc
Recent Activity
Decreased -4.07%
1.86%
$12.314M
227,160 shares@ $54.21 avg price

1-10 of 122