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Portfolio (Quarterly) Guide ↗

AFFINITY WEALTH MANAGEMENT LLC

· CIK 0000810672
13F Portfolio $703M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 107 New
Page 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SOXX ISHARES TR 726.0 $219K 0.03% NEW $301.12 +69.1%
102 HPE HEWLETT PACKARD ENTERPRISE C Technology 8,978.0 $216K 0.03% NEW $24.02 +42.1%
103 VUG VANGUARD INDEX FDS 440.0 $215K 0.03% NEW $487.86 -82.1%
104 BP BP PLC Energy 5,943.0 $206K 0.03% NEW $34.73 +27.7%
105 URNM SPROTT FDS TR 3,690.0 $203K 0.03% NEW $54.89 +9.6%
106 CB CHUBB LIMITED Financial Services 645.0 $201K 0.03% NEW $312.18 +3.8%
107 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 9,463.0 $201K 0.03% NEW $21.23 +21.0%
Page 6 of 6  ·  107 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 37.4%
Financial Services 28.9%
Healthcare 7.6%
Consumer Cyclical 7.5%
Communication Services 6.0%
Basic Materials 4.5%
Utilities 3.4%
Industrials 2.1%
Energy 1.5%
Consumer Defensive 0.9%