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Portfolio (Quarterly) Guide ↗

Affiance Financial, LLC

· CIK 0001723681
13F Portfolio $622M AUM 105 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 105 New
Page 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VGLT VANGUARD SCOTTSDALE FDS 6,485.0 $362K 0.06% NEW $55.80 -4.0%
82 VONV VANGUARD SCOTTSDALE FDS 3,761.0 $347K 0.06% NEW $92.30 +10.4%
83 GILD GILEAD SCIENCES INC Healthcare 2,774.0 $340K 0.06% NEW $122.74 +6.3%
84 XEL XCEL ENERGY INC Utilities 4,592.0 $339K 0.06% NEW $73.86 +5.8%
85 DVY ISHARES TR 2,275.0 $321K 0.05% NEW $141.14 +7.9%
86 DEO DIAGEO PLC Consumer Defensive 3,702.0 $319K 0.05% NEW $86.29 -3.6%
87 KXI ISHARES TR 4,800.0 $310K 0.05% NEW $64.65 +7.4%
88 ABT ABBOTT LABS Healthcare 2,401.0 $301K 0.05% NEW $125.29 -30.7%
89 V VISA INC Financial Services 837.0 $294K 0.05% NEW $350.71 -5.8%
90 CAT CATERPILLAR INC Industrials 508.0 $291K 0.05% NEW $572.87 +50.9%
91 MDT MEDTRONIC PLC Healthcare 2,979.0 $286K 0.05% NEW $96.06 -20.1%
92 MPT MEDICAL PPTYS TRUST INC Financial Services 56,321.0 $282K 0.04% NEW $5.00 +1.7%
93 XOM EXXON MOBIL CORP Energy 2,260.0 $272K 0.04% NEW $120.37 +33.5%
94 RTX RTX CORPORATION Industrials 1,354.0 $248K 0.04% NEW $183.40 -5.2%
95 IOO ISHARES TR 1,952.0 $247K 0.04% NEW $126.67 +11.1%
96 PNR PENTAIR PLC Industrials 2,351.0 $245K 0.04% NEW $104.14 -30.0%
97 BA BOEING CO Industrials 1,114.0 $242K 0.04% NEW $217.12 +0.4%
98 DIS DISNEY WALT CO Communication Services 2,124.0 $242K 0.04% NEW $113.79 -8.6%
99 NVT NVENT ELECTRIC PLC Industrials 2,351.0 $240K 0.04% NEW $101.97 +58.8%
100 WFC WELLS FARGO CO NEW Financial Services 2,550.0 $238K 0.04% NEW $93.20 -20.3%
Page 5 of 6  ·  105 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 31.3%
Communication Services 16.0%
Financial Services 15.6%
Healthcare 11.2%
Consumer Cyclical 9.3%
Industrials 7.6%
Consumer Defensive 6.7%
Basic Materials 1.1%
Energy 0.7%
Utilities 0.5%