BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJH ISHARES TR 4,450.0 $343K 0.04% $77.11 -0.7%
82 IVW ISHARES TR 2,488.0 $342K 0.04% -555.0 -18.2% $137.52 +0.9%
83 WSFS WSFS FINL CORP Financial Services 4,450.0 $341K 0.04% $76.73 +3.1%
84 XLV SELECT SECTOR SPDR TR 2,150.0 $341K 0.04% +70.0 +3.4% $158.68 +10.6%
85 ED CONSOLIDATED EDISON INC Utilities 3,081.0 $341K 0.04% $110.62 -3.1%
86 IWF ISHARES TR 2,720.0 $338K 0.04% +2K +276.7% $124.17 -1.6%
87 SUSA ISHARES TR 2,172.0 $335K 0.04% NEW $154.30 +2.3%
88 COHR COHERENT CORP Technology 831.0 $328K 0.04% NEW $394.47 -28.0%
89 DAN DANA INC Consumer Cyclical 12,000.0 $327K 0.04% +62.0 +0.5% $27.21 +15.8%
90 FTEC FIDELITY COVINGTON TRUST 1,136.0 $324K 0.04% +44.0 +4.0% $285.59 -1.4%
91 NXPI NXP SEMICONDUCTORS N V Technology 1,132.0 $318K 0.04% +20.0 +1.8% $281.03 -20.1%
92 HWM HOWMET AEROSPACE INC Industrials 1,141.0 $307K 0.04% $268.86 +1.0%
93 ITW ILLINOIS TOOL WKS INC Industrials 1,112.0 $301K 0.04% +20.0 +1.8% $270.47 +4.7%
94 MKSI MKS INC. Technology 675.0 $300K 0.04% NEW $444.80 -38.1%
95 FHN FIRST HORIZON CORPORATION Financial Services 11,427.0 $293K 0.04% +219.0 +1.9% $25.64 -4.4%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 1,016.0 $286K 0.04% NEW $281.21 -15.8%
97 FLS FLOWSERVE CORP Industrials 3,763.0 $279K 0.04% +51.0 +1.4% $74.16 +5.5%
98 VOO VANGUARD INDEX FDS 406.0 $279K 0.04% -37.0 -8.3% $687.14 +2.4%
99 VET VERMILION ENERGY INC Energy 29,756.0 $279K 0.04% NEW $9.37 +35.8%
100 IWB ISHARES TR 652.0 $267K 0.03% $409.50 +2.5%
Page 5 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%