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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GE AEROSPACE Industrials 1,358.0 $507K 0.07% -31.0 -2.2% $373.62 -7.2%
62 META META PLATFORMS INC Communication Services 889.0 $501K 0.06% -8.0 -0.9% $563.29 -1.9%
63 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,995.0 $481K 0.06% -632.0 -24.1% $240.97 +4.6%
64 BERKSHIRE HATHAWAY INC DEL 960.0 $480K 0.06% -104.0 -9.8% $500.39
65 CAT CATERPILLAR INC Industrials 425.0 $453K 0.06% $1066.05 -23.7%
66 MCD MCDONALDS CORP Consumer Cyclical 1,645.0 $445K 0.06% -89.0 -5.1% $270.31 -0.1%
67 GLW CORNING INC Technology 1,728.0 $442K 0.06% NEW $255.50 -42.0%
68 TMO THERMO FISHER SCIENTIFIC INC Healthcare 859.0 $431K 0.06% $501.19 +24.8%
69 CTVA CORTEVA INC Basic Materials 4,948.0 $419K 0.05% -304.0 -5.8% $84.69 -4.4%
70 HP HELMERICH & PAYNE INC Energy 12,643.0 $414K 0.05% NEW $32.74 +32.5%
71 QQQM INVESCO EXCH TRADED FD TR II 1,362.0 $413K 0.05% $303.03 -3.3%
72 ET ENERGY TRANSFER L P Energy 21,417.0 $409K 0.05% $19.12 +10.5%
73 ALLY ALLY FINL INC Financial Services 8,878.0 $408K 0.05% +128.0 +1.5% $45.95 -6.9%
74 HPE HEWLETT PACKARD ENTERPRISE C Technology 8,998.0 $406K 0.05% +173.0 +2.0% $45.11 +17.9%
75 GEV GE VERNOVA INC Utilities 343.0 $403K 0.05% -13.0 -3.6% $1175.97 -18.9%
76 XLK SELECT SECTOR SPDR TR 2,106.0 $401K 0.05% +70.0 +3.4% $190.48 -4.2%
77 AZN ASTRAZENECA PLC Healthcare 2,048.0 $388K 0.05% -51.0 -2.4% $189.62 -12.2%
78 SOXX ISHARES TR 596.0 $382K 0.05% NEW $640.49 -19.5%
79 DTE DTE ENERGY CO Utilities 2,459.0 $375K 0.05% $152.37 -10.4%
80 AFL AFLAC INC Financial Services 3,135.0 $368K 0.05% $117.25 -0.6%
Page 4 of 6  ·  113 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 38.8%
Financial Services 27.0%
Healthcare 8.5%
Consumer Cyclical 6.2%
Basic Materials 6.2%
Communication Services 5.4%
Utilities 2.8%
Industrials 2.6%
Energy 1.5%
Consumer Defensive 0.8%