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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 6 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 Q QNITY ELECTRONICS INC Technology 1,628.0 $266K 0.03% -121.0 -6.9% $163.33 -18.3%
102 A AGILENT TECHNOLOGIES INC Healthcare 1,987.0 $264K 0.03% $132.83 +17.7%
103 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 9,650.0 $251K 0.03% +187.0 +2.0% $26.00 +4.5%
104 TECK TECK RESOURCES LTD Basic Materials 4,173.0 $248K 0.03% $59.46 +11.3%
105 MO ALTRIA GROUP INC Consumer Defensive 3,204.0 $231K 0.03% $71.95 -7.0%
106 T AT&T INC Communication Services 11,107.0 $230K 0.03% -79.0 -0.7% $20.70 +21.5%
107 CVX CHEVRON CORPORATION Energy 1,372.0 $227K 0.03% -21.0 -1.5% $165.80 +24.1%
108 VUG VANGUARD INDEX FDS 2,640.0 $227K 0.03% NEW $86.14 +1.2%
109 VZ VERIZON COMMUNICATIONS INC Communication Services 5,278.0 $223K 0.03% -80.0 -1.5% $42.34 +16.2%
110 BP BP PLC Energy 5,943.0 $220K 0.03% $36.95 +22.2%
111 SNEX STONEX GROUP INC Financial Services 1,822.0 $216K 0.03% NEW $118.50 -44.1%
112 FCX FREEPORT MCMORAN INC Basic Materials 3,196.0 $201K 0.03% NEW $62.88 +13.3%
113 VLYPN VALLEY NATL BANCORP Financial Services 13,663.0 $200K 0.03% NEW $14.65 +75.5%
Page 6 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%