Fund HoldingsStrategic Advocates LLC

Total Portfolio Value
$22.61M
Total Bought
$1.36M
Total Sold
$369.86M
Net Transaction
-$368.49M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
ST PORT HIGH ETF
05,924+5,92401380.61%+138
SCHWAB INTERNATIONAL EQUITY ETF05,243+5,24301300.57%+130
VERTIV HOLDINGS CO COM CL A(VRT)0462+46201160.51%+116
QUANTA SVCS INC COM0192+19201050.47%+105
COMFORT SYS USA INC COM(FIX)071+710980.43%+98
AMPHENOL CORP CL A0683+6830860.38%+86
INTERACTIVE BROKERS GROUP INC COM CL A(IBKR)01,205+1,2050810.36%+81
VANGUARD ENERGY ETF
ENERGY ETF
02,398+2,39804151.84%+415
SCHWAB INTERMEDIATE-TERM US TREASURY ETF05,985+5,98501490.66%+149
VANGUARD CONSUMER STAPLES ETF
CONSUM STP ETF
01,939+1,93904351.93%+435
VANGUARD MID-CAP GROWTH ETF0199+1990510.23%+51
TWIST BIOSCIENCE CORP COM(TWST)1,0671,760+69334840.37%+49
SENTINELONE INC CL A(S)05,000+5,0000640.28%+64
MONOLITHIC PWR SYS INC COM(MPWR)037+370400.18%+40
BWX TECHNOLOGIES INC COM(BWXT)323448+12556920.41%+35
MEDPACE HLDGS INC COM(MEDP)071+710340.15%+34
IDEXX LABS INC COM(IDXX)069+690390.17%+39
BLOOM ENERGY CORP COM CL A0219+2190300.13%+30
LAS VEGAS SANDS CORP COM(LVS)0774+7740420.18%+42
REDWOOD TRUST INC COM04,000+4,0000220.10%+22
EQUINOR ASA SPONSORED ADR(EQNR)01,000+1,0000420.19%+42
SCHWAB LONG-TERM U.S. TREASURY ETF07,608+7,60802391.06%+239
RYERSON HLDG CORP COM(RYZ)0513+5130120.05%+12
HESS MIDSTREAM LP CL A SHS(HESM)01,000+1,0000390.17%+39
ALBEMARLE CORP COM(ALB)305300-543540.24%+11
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
027+270100.05%+10
CIENA CORP COM NEW(CIEN)5959014230.10%+9
GINKGO BIOWORKS HOLDINGS INC CL A NEW4,3817,267+2,88636450.20%+9
OLIN CORP COM PAR $1(OLN)01,000+1,0000300.13%+30
FS SPECIALTY LENDING FD COM SH BEN INT(FSSL)0695+695090.04%+9
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
ST STR UTIL ETF
06,121+6,12102811.24%+281
GLOBALFOUNDRIES INC ORDINARY SHARES(GFS)1,0261,000-2637440.20%+7
CLEVELAND-CLIFFS INC NEW COM(CLF)04,000+4,0000340.15%+34
HALOZYME THERAPEUTICS INC COM(HALO)0101+101070.03%+7
ENPRO INC COM(NPO)0200+2000500.22%+50
CAMECO CORP COM(CCJ)0330+3300360.16%+36
KENNAMETAL INC COM(KMT)0745+7450270.12%+27
URANIUM ENERGY CORP COM(UEC)03,000+3,0000410.18%+41
RAMBUS INC DEL COM(RMBS)213287+7420250.11%+5
HONEYWELL INTL INC COM(HON)020+20050.02%+5
THERMO FISHER SCIENTIFIC INC COM(TMO)09+9040.02%+4
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR(PHYS)01,732+1,7320610.27%+61
FLUOR CORP COM(FLR)0500+5000230.10%+23
PEGASYSTEMS INC COM(PEGA)293492+19918210.09%+3
NOBLE CORP PLC WT EXP 020428(NE)0140+140040.02%+4
FIDELITY DISRUPTIVE AUTOMATION ETF074+74020.01%+2
ADVANCED DRAIN SYS INC DEL COM(WMS)016+16020.01%+2
DYCOM INDS INC COM(DY)06+6020.01%+2
NOBLE CORP PLC WT EXP 020428(NE)0140+140040.02%+4
AMGEN INC COM(AMGN)024+24080.04%+8
ASTERA LABS INC COM(ALAB)011+11010.01%+1
INVESCO BUILDING & CONSTRUCTION ETF
BLDG CONSTR ETF
0279+2790270.12%+27
ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF
INTL SEC DV DOG
0342+3420140.06%+14
CBL & ASSOC PPTYS INC COMMON STOCK(CBL)0716+7160280.12%+28
RIVIAN AUTOMOTIVE INC COM CL A(RIVN)065+65010.00%+1
BROOKFIELD INFRASTRUCTURE PART LP INT UNIT
LP INT UNIT
0700+7000250.11%+25
UNITED STATES OIL FUND LP(USO)013+13020.01%+2
NOBLE CORP PLC ORD SHS A(NE)034+34020.01%+2
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
ST STR SP AERO
019+19050.02%+5
VANGUARD MID-CAP VALUE ETF078+780140.06%+14
WELLTOWER INC COM(WELL)041+41080.04%+8
YIELDMAX MSTR OPTION INCOME STRATEGY ETF
YIE MST OPT NEW
625904+27919190.09%0
AMERICAN WTR WKS CO INC NEW COM069+69090.04%+9
ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF
ROUNDHILL GENER
0126+126080.03%+8
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
ST STR SP500DIV
020+20010.00%+1
SOLSTICE ADVANCED MATLS INC COM SHS(SOLS)07+7010.00%+1
SCHWAB U.S. SMALL-CAP ETF0468+4680140.06%+14
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
0158+1580160.07%+16
CHENIERE ENERGY PARTNERS L P COM UNIT(CQP)03+3000.00%0
ISHARES TIPS BOND ETF0143+1430160.07%+16
WISDOMTREE U.S. MIDCAP FUND(WT)08+8010.00%+1
MAGNUM ICE CREAM CO NV ORD SHS(MICC)01+1000.00%0
THERAPEUTICSMD INC COM NEW000000
SNAP INC CL A(SNAP)01+1000.00%0
FIFTH THIRD BANCORP COM(FITB)04+4000.00%0
VANGUARD REAL ESTATE ETF000000
CLOVER HEALTH INVESTMENTS CORP COM CL A(CLOV)000000
APPLIED DIGITAL CORP COM NEW025+25010.00%+1
ORGANON & CO COMMON STOCK(OGN)000000
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF061+61050.02%+5
INVESCO ULTRA SHORT DURATION ETF
ULTRA SHRT DUR
070+70040.02%+4
QORVO INC COM(QRVO)01+1000.00%0
VILLAGE SUPER MKT INC CL A NEW000000
URBAN OUTFITTERS INC COM(URBN)01+1000.00%0
PELOTON INTERACTIVE INC CL A COM(PTON)000000
AMC ENTMT HLDGS INC CL A NEW(AMC)000000
NOVAVAX INC COM NEW(NVAX)000000
TELADOC HEALTH INC COM(TDOC)000000
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
01+1000.00%0
BIGBEAR AI HLDGS INC COM(BBAI)000000
SLEEP NUMBER CORP COM000000
FIDELITY MSCI REAL ESTATE INDEX ETF000000
SIRIUSXM HOLDINGS INC COMMON STOCK(SIRI)000000
CERENCE INC COM000000
TASKUS INC CLASS A COM000000
INVESCO INDIA ETF
INDIA ETF
000000
CANOPY GROWTH CORPORATION COM NEW000000
NOVOCURE LTD ORD SHS(NVCR)000000
C3 AI INC CL A(AI)05+5000.00%0
CHARGEPOINT HOLDINGS INC COM SHS000000
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