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Portfolio (Quarterly) Guide ↗

Affiance Financial, LLC

· CIK 0001723681
13F Portfolio $617.1B AUM 106 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 24 Added 25 Reduced 3 Exited
Page 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NUSC NUSHARES ETF TR 15,419.0 $695K 0.11% NEW $45.06 +6.6%
62 TECH BIO-TECHNE CORP Healthcare 13,206.0 $690K 0.11% -2K -11.0% $52.26 -14.4%
63 ORCL ORACLE CORP Technology 4,341.0 $639K 0.10% -68.0 -1.5% $147.14 +32.9%
64 HON HONEYWELL INTL INC Industrials 2,699.0 $610K 0.10% -120.0 -4.3% $226.03 -3.7%
65 ABBV ABBVIE INC Healthcare 2,746.0 $597K 0.10% $217.49 -3.3%
66 IVOO VANGUARD ADMIRAL FDS INC 4,984.0 $570K 0.09% $114.32 +6.9%
67 LMT LOCKHEED MARTIN CORP Industrials 938.0 $567K 0.09% -77.0 -7.6% $604.39 -13.9%
68 ECL ECOLAB INC Basic Materials 2,079.0 $553K 0.09% $266.04 -6.4%
69 NOW SERVICENOW INC Technology 4,990.0 $522K 0.09% $104.55 -13.4%
70 QQQ PUT INVESCO QQQ TR Financial Services 900.0 $519K 0.08% $577.18 +22.8%
71 PRU PRUDENTIAL FINL INC Financial Services 4,728.0 $462K 0.07% $97.70 +5.6%
72 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 461.0 $460K 0.07% +13.0 +2.9% $998.58 +4.3%
73 SCHG SCHWAB STRATEGIC TR 15,760.0 $459K 0.07% +154.0 +1.0% $29.13 +17.6%
74 XLK SELECT SECTOR SPDR TR 3,441.0 $457K 0.07% -211.0 -5.8% $132.90 +32.7%
75 NOC NORTHROP GRUMMAN CORP Industrials 654.0 $446K 0.07% $682.24 -19.6%
76 UNP UNION PAC CORP Industrials 1,828.0 $444K 0.07% $242.62 +11.0%
77 DCI DONALDSON INC Industrials 5,057.0 $429K 0.07% -2K -31.0% $84.87 -1.2%
78 VIOO VANGUARD ADMIRAL FDS INC 3,705.0 $425K 0.07% $114.83 +7.8%
79 GIS GENERAL MILLS INC Consumer Defensive 11,415.0 $425K 0.07% $37.22 -11.0%
80 INSPIREMD INC 250,370.0 $408K 0.07% $1.63
Page 4 of 6  ·  106 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 27.9%
Financial Services 15.7%
Communication Services 15.5%
Consumer Cyclical 10.9%
Healthcare 10.7%
Industrials 8.2%
Consumer Defensive 7.8%
Basic Materials 1.3%
Energy 1.1%
Utilities 0.9%