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Portfolio (Quarterly) Guide ↗

AFFINITY WEALTH MANAGEMENT LLC

· CIK 0000810672
13F Portfolio $776M AUM 113 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 38 Added 30 Reduced 6 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD MCDONALDS CORP Consumer Cyclical 1,645.0 $445K 0.06% -89.0 -5.1% $270.31 +0.2%
22 CTVA CORTEVA INC Basic Materials 4,948.0 $419K 0.05% -304.0 -5.8% $84.69 -3.4%
23 GEV GE VERNOVA INC Utilities 343.0 $403K 0.05% -13.0 -3.6% $1175.97 -18.6%
24 AZN ASTRAZENECA PLC Healthcare 2,048.0 $388K 0.05% -51.0 -2.4% $189.62 -12.5%
25 IVW ISHARES TR 2,488.0 $342K 0.04% -555.0 -18.2% $137.52 +1.0%
26 VOO VANGUARD INDEX FDS 406.0 $279K 0.04% -37.0 -8.3% $687.14 +2.4%
27 Q QNITY ELECTRONICS INC Technology 1,628.0 $266K 0.03% -121.0 -6.9% $163.33 -21.1%
28 T AT&T INC Communication Services 11,107.0 $230K 0.03% -79.0 -0.7% $20.70 +22.2%
29 CVX CHEVRON CORPORATION Energy 1,372.0 $227K 0.03% -21.0 -1.5% $165.80 +23.8%
30 VZ VERIZON COMMUNICATIONS INC Communication Services 5,278.0 $223K 0.03% -80.0 -1.5% $42.34 +16.8%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.9%
Financial Services 27.0%
Healthcare 8.5%
Basic Materials 6.3%
Consumer Cyclical 6.2%
Communication Services 5.2%
Utilities 2.8%
Industrials 2.6%
Energy 1.5%
Consumer Defensive 0.8%