Your Advocates Ltd., Llp

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 211Value: $260.6MLatest: 2025Q1

Your Advocates Ltd., LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 211 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INDI",
  "PINS",
  "PRO",
  "TEM",
  "MGY",
  "MQ",
  "RXO",
  "POOL",
  "ATR",
  "FNDF",
  "FNDA",
  "MBC",
  "A",
  "ALL",
  "ASO",
  "AXP",
  null,
  "T",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "SERV",
  null,
  null,
  "EOG",
  "MMYT",
  "SDRL.OL",
  "AUPH",
  "VIK",
  null,
  "RLAY",
  "AIRG",
  "HD",
  "IBN",
  null,
  null,
  "FBIN",
  "UNP",
  "FUBO",
  null,
  "ITW",
  "AMAT",
  "RIVN",
  null,
  "LUNR",
  "NAUT",
  null,
  null,
  "NLY",
  "CP",
  null,
  null,
  "LIN",
  null,
  "MPC",
  "SLF",
  "MSFT",
  null,
  "MS",
  "DXC",
  "ELF",
  null,
  "FIS",
  "GXO",
  "HES",
  "OXY",
  null,
  "IJR",
  "VHT",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "INTC",
  "GEHC",
  "KEYS",
  "AMGN",
  "FNDX",
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  null,
  "AEVA",
  null,
  "SHOP",
  "SGML",
  "SLB",
  "GLD",
  null,
  null,
  null,
  "RSG",
  null,
  "SYK",
  "SBUX",
  "SNPS",
  "TMO",
  "TRV",
  null,
  null,
  null,
  null,
  "ZKIN",
  null,
  null,
  null,
  "VOE",
  "ASTS",
  "RKLB",
  "SCHW",
  "NVVE",
  null,
  null,
  null,
  null,
  "TOST",
  "TSCO",
  "CHPT",
  "VRSK",
  "AGCO",
  null,
  null,
  null,
  "HAL",
  "APH",
  "FI",
  "IWP",
  null,
  "CTSO",
  null,
  "AMZN",
  "SCHB",
  "TTWO",
  "PLUG",
  "ESGD",
  "KD",
  null,
  "ACM",
  "USB",
  "VEA",
  "MGK",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "VFF",
  null,
  "WFRD",
  "WBD",
  "WMT",
  null,
  "XYL",
  "GRMN",
  "SO",
  "TTD",
  "TRMB",
  "RBLX",
  "DIA",
  "SPOT",
  null,
  "ZION",
  "GEV",
  "FDX",
  "AME",
  "LULU",
  "ADP",
  "BL",
  "BMY",
  "CNC",
  "CMG",
  "KO",
  "CGNX",
  "COIN",
  "COP",
  "STZ",
  "COST",
  "CTVA",
  "CPNG",
  "CRWD",
  "DHR",
  "DNLI",
  "DXCM",
  null,
  "MCO",
  "IWM",
  "DIS",
  "XOM",
  "TSLA",
  "MED",
  "NFLX",
  "ANET",
  "ITOT",
  "URI",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 211
Total Value: 260599332
Accession Number: 0001774437-25-000003
Form Type: 13F-HR
CIK: your-advocates-ltd-llp
Manager Name: Your-Advocates-Ltd-Llp

Data Enrichment

73% identified

155 identified56 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

211 positions • $260.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 11

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25434V625

Shares:979.2K

Value:$60.1M

% of Portfolio:23.0% ($60.1M/$260.6M)

25434V799

Shares:1.3M

Value:$35.4M

% of Portfolio:13.6% ($35.4M/$260.6M)

25434V732

Shares:899.7K

Value:$23.8M

% of Portfolio:9.1% ($23.8M/$260.6M)

72201R775

Shares:220.3K

Value:$20.4M

% of Portfolio:7.8% ($20.4M/$260.6M)

808524854

Shares:782.9K

Value:$19.5M

% of Portfolio:7.5% ($19.5M/$260.6M)

25434V500

Shares:300.6K

Value:$18.0M

% of Portfolio:6.9% ($18.0M/$260.6M)

808524771

FNDX|808524771

Shares:749.4K

Value:$17.7M

% of Portfolio:6.8% ($17.7M/$260.6M)

SPDR GOLD TRUST

GLD|78463V107

Shares:53.7K

Value:$15.5M

% of Portfolio:5.9% ($15.5M/$260.6M)

921937827

BSV|921937827

Shares:181.0K

Value:$14.2M

% of Portfolio:5.4% ($14.2M/$260.6M)

808524755

FNDF|808524755

Shares:255.4K

Value:$9.2M

% of Portfolio:3.5% ($9.2M/$260.6M)

808524730

Shares:234.6K

Value:$7.2M

% of Portfolio:2.8% ($7.2M/$260.6M)

808524763

FNDA|808524763

Shares:194.9K

Value:$5.3M

% of Portfolio:2.0% ($5.3M/$260.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:18.1K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$260.6M)

Apple Inc.

AAPL|037833100

Shares:5.8K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$260.6M)

CONOCOPHILLIPS

COP|20825C104

Shares:11.2K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$260.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$260.6M)

808524201

SCHX|808524201

Shares:29.6K

Value:$653.2K

% of Portfolio:0.3% ($653.2K/$260.6M)

45782C805

Shares:20.4K

Value:$608.5K

% of Portfolio:0.2% ($608.5K/$260.6M)

HESS CORP

HES|42809H107

Shares:3.1K

Value:$487.7K

% of Portfolio:0.2% ($487.7K/$260.6M)

35473P611

Shares:21.6K

Value:$435.8K

% of Portfolio:0.2% ($435.8K/$260.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V625)✕	979.2K	QoQ +1.88% (-18.1K) YoY +5.54% (+51.4K)	All Managers (Combined)	$60.1M	23.0% ($60.1M/$260.6M)	QoQ -2.60% (-$1.6M) YoY +10.36% (+$5.6M)
(cusip25434V799)✕	1.3M	QoQ +1.88% (+23.6K) YoY +64.42% (+499.5K)	All Managers (Combined)	$35.4M	13.6% ($35.4M/$260.6M)	QoQ +9.45% (+$3.1M) YoY +70.69% (+$14.7M)
(cusip25434V732)✕	899.7K	QoQ +3.59% (+31.2K) YoY -13.93% (-145.6K)	All Managers (Combined)	$23.8M	9.1% ($23.8M/$260.6M)	QoQ +4.66% (+$1.1M) YoY -10.65% (-$2.8M)
(cusip72201R775)✕	220.3K	QoQ +2.97% (+6.4K) YoY -19.53% (-53.5K)	All Managers (Combined)	$20.4M	7.8% ($20.4M/$260.6M)	QoQ +5.30% (+$1.0M) YoY -19.00% (-$4.8M)
(cusip808524854)✕	782.9K	QoQ +1.46% (+11.3K) YoY +66.10% (-311.6K)	All Managers (Combined)	$19.5M	7.5% ($19.5M/$260.6M)	QoQ +3.84% (+$720.1K) YoY -15.81% (-$3.7M)
(cusip25434V500)✕	300.6K	QoQ +6.91% (-19.4K) YoY +114.39% (+160.4K)	All Managers (Combined)	$18.0M	6.9% ($18.0M/$260.6M)	QoQ -1.84% (-$337.5K) YoY +105.49% (+$9.2M)
(FNDXcusip808524771)	749.4K	QoQ +2.85% (+20.8K) YoY +209.11% (+507.0K)	All Managers (Combined)	$17.7M	6.8% ($17.7M/$260.6M)	QoQ +2.55% (+$440.7K) YoY +8.29% (+$1.4M)
SPDR GOLD TRUST(GLDcusip78463V107)	53.7K	QoQ -3.95% (-2.2K) YoY -11.72% (-7.1K)	All Managers (Combined)	$15.5M	5.9% ($15.5M/$260.6M)	QoQ +14.29% (-$1.9M) YoY +23.64% (-$3.0M)
(BSVcusip921937827)	181.0K	QoQ +1.52% (+2.7K) YoY +17.54% (+27.0K)	All Managers (Combined)	$14.2M	5.4% ($14.2M/$260.6M)	QoQ +2.85% (+$392.8K) YoY +20.01% (+$2.4M)
(FNDFcusip808524755)	255.4K	QoQ +3.27% (+8.1K) YoY +51.36% (+86.7K)	All Managers (Combined)	$9.2M	3.5% ($9.2M/$260.6M)	QoQ +12.38% (+$1.0M) YoY +53.61% (+$3.2M)
(cusip808524730)✕	234.6K	QoQ +1.49% (+3.4K) YoY -41.89% (-169.1K)	All Managers (Combined)	$7.2M	2.8% ($7.2M/$260.6M)	QoQ +7.60% (+$510.7K) YoY -35.53% (-$4.0M)
(FNDAcusip808524763)	194.9K	QoQ +3.44% (-6.5K) YoY +132.07% (+110.9K)	All Managers (Combined)	$5.3M	2.0% ($5.3M/$260.6M)	QoQ -4.60% (-$257.7K) YoY +11.46% (+$548.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	18.1K	QoQ +0.42% (+77) YoY -3.44% (-645)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$260.6M)	QoQ +11.03% (+$213.8K) YoY -1.20% (-$26.3K)
Apple Inc.(AAPLcusip037833100)	5.8K	QoQ +0.06% (-4) YoY -6.99% (-434)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$260.6M)	QoQ -11.23% (-$162.2K) YoY +20.47% (-$217.8K)
CONOCOPHILLIPS(COPcusip20825C104)	11.2K	QoQ +34.80% (+2.9K) YoY +52.60% (+3.9K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$260.6M)	QoQ +42.75% (+$352.3K) YoY +25.91% (+$242.1K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.0K	QoQ +1.44% (-29) YoY +4.18% (+82)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$260.6M)	QoQ -3.21% (-$37.9K) YoY +11.39% (+$116.8K)
(SCHXcusip808524201)	29.6K	QoQ +20.17% (+5.0K) YoY +157.32% (-18.1K)	All Managers (Combined)	$653.2K	0.3% ($653.2K/$260.6M)	QoQ +14.47% (+$82.6K) YoY -8.44% (-$60.2K)
(cusip45782C805)✕	20.4K	QoQ +14.85% (+2.6K) YoY +14.85% (+2.6K)	All Managers (Combined)	$608.5K	0.2% ($608.5K/$260.6M)	QoQ +11.20% (+$61.3K) YoY +21.79% (+$108.9K)
HESS CORP(HEScusip42809H107)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$487.7K	0.2% ($487.7K/$260.6M)	QoQ NEW(+$487.7K) YoY NEW(+$487.7K)
(cusip35473P611)✕	21.6K	QoQ -5.16% (-1.2K) YoY -52.89% (-24.2K)	All Managers (Combined)	$435.8K	0.2% ($435.8K/$260.6M)	QoQ -5.44% (-$25.1K) YoY -52.91% (-$489.8K)