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Strategic Advocates LLC

Q1 2026 Holdings

Filed 2026-05-15 | 268 holdings | $22.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Virtus Artificial Intelligence COM(AIO)CEF92838Y100$6.9K3230.0%
Lazard Global Total Return & COM(XLGIX)CEF52106W103$7.3K4510.0%
Eaton Vance TX ADV Glbl DIV FD COM(ETG)CEF27828S101$7.4K3670.0%
Qualcomm Inc COM(QCOM)Stock747525103$7.6K590.0%
Roundhill Generative AI & Technology ETF(CHAT)Stock88636J600$7.8K1260.0%
Welltower Inc COM(WELL)REIT95040Q104$8.1K410.0%
Amgen Inc COM(AMGN)Stock031162100$8.4K240.0%
Goldman Sachs Group Inc COM(GS)Stock38141G104$8.5K100.0%
FS Specialty Lending FD COM SH BEN INT(FSSL)CEF644323107$8.7K6950.0%
American WTR WKS Co Inc New COM(AWK)Stock030420103$9.4K690.0%
Vaneck Semiconductor ETF(SMH)ETF92189F676$10.4K270.0%
Ishares Core 60/40 Balanced Allocation ETF(AOR)ETF464289867$10.5K1630.0%
Cisco SYS Inc COM(CSCO)Stock17275R102$10.8K1390.0%
Ishares 3-7 Year Treasury Bond ETF(IEI)ETF464288661$10.8K910.0%
Zscaler Inc COM(ZS)Stock98980G102$10.8K770.0%
CME Group Inc COM(CME)Stock12572Q105$10.9K370.0%
Ryerson Hldg Corp COM(RYI)Stock783754104$11.5K5130.1%
Chipotle Mexican Grill Inc COM(CMG)Stock169656105$12.1K3780.1%
Simon Ppty Group Inc New COM(SPG)REIT828806109$12.7K680.1%
Duolingo Inc CL A COM(DUOL)Stock26603R106$12.7K1290.1%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$12.8K4180.1%
Badger Meter Inc COM(BMI)Stock056525108$13.3K870.1%
Vertex Inc CL A(VERX)Stock92538J106$13.4K1,1230.1%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$13.6K4680.1%
Alps International Sector Dividend Dogs ETF(IDOG)ETF00162Q718$14.2K3420.1%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$14.4K780.1%
Ishares U.S. Consumer Discretionary ETF(IYC)ETF464287580$14.4K1490.1%
Fabrinet SHS(FN)StockG3323L100$14.6K280.1%
Walmart Inc COM(WMT)Stock931142103$14.7K1180.1%
Ishares Self-Driving EV & Tech ETF(IDRV)ETF46435U366$15.5K4010.1%
Ishares Tips Bond ETF(TIP)ETF464287176$15.8K1430.1%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$16.3K1580.1%
Mara Holdings Inc COM(MARA)Stock565788106$16.5K2,0280.1%
Southern Copper Corp COM(SCCO)Stock84265V105$17.0K990.1%
Parsons Corp del COM(PSN)Stock70202L102$18.0K3320.1%
Appfolio Inc COM CL A(APPF)Stock03783C100$18.1K1150.1%
Ford MTR Co COM(F)Stock345370860$18.5K1,6000.1%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$18.6K290.1%
Yieldmax Mstr Option Income Strategy ETF(MSTY)ETF88636X732$19.2K9040.1%
Kinder Morgan Inc del COM(KMI)Stock49456B101$19.3K5750.1%
The Trade Desk Inc COM CL A(TTD)Stock88339J105$19.3K8520.1%
Cheniere Energy Inc COM New(LNG)Stock16411R208$20.1K710.1%
Progressive Corp COM(PGR)Stock743315103$20.4K1030.1%
Pegasystems Inc COM(PEGA)Stock705573103$20.9K4920.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$22.4K760.1%
Redwood Trust Inc COM(RWT)REIT758075402$22.4K4,0000.1%
Ciena Corp COM New(CIEN)Stock171779309$22.9K590.1%
Fluor Corp COM(FLR)Stock343412102$23.3K5000.1%
Rambus Inc del COM(RMBS)Stock750917106$24.7K2870.1%
Brookfield Infrastructure Part LP INT Unit(BIP)StockG16252101$25.3K7000.1%
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