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Portfolio (Quarterly) Guide ↗

Affiance Financial, LLC

· CIK 0001723681
13F Portfolio $695M AUM 111 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 26 Added 24 Reduced 3 Exited
Page 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IVE ISHARES TR 1,917.0 $435K 0.06% $227.06 +4.5%
82 VONV VANGUARD SCOTTSDALE FDS 3,761.0 $400K 0.06% $106.31 +6.1%
83 GIS GENERAL MILLS INC Consumer Defensive 11,368.0 $396K 0.06% $34.80 +14.9%
84 XEL XCEL ENERGY INC Utilities 4,592.0 $369K 0.05% $80.30 -5.0%
85 NVT NVENT ELEC PLC Industrials 2,120.0 $360K 0.05% $169.61 -10.4%
86 VGLT VANGUARD SCOTTSDALE FDS 6,485.0 $358K 0.05% $55.18 -4.4%
87 DVY ISHARES TR 2,275.0 $356K 0.05% $156.30 +5.0%
88 GILD GILEAD SCIENCES INC Healthcare 2,792.0 $353K 0.05% +18.0 +0.7% $126.34 +15.7%
89 VYM VANGUARD WHITEHALL FDS 2,151.0 $340K 0.05% NEW $158.10 +4.3%
90 NOC NORTHROP GRUMMAN CORP Industrials 654.0 $333K 0.05% $509.31 +8.2%
91 KXI ISHARES TR 4,800.0 $324K 0.05% $67.53 +2.3%
92 STLD STEEL DYNAMICS INC Basic Materials 1,325.0 $304K 0.04% $229.46 -0.3%
93 NFLX NETFLIX INC. Communication Services 4,214.0 $301K 0.04% $71.40 +11.5%
94 DEO DIAGEO PLC Consumer Defensive 3,702.0 $298K 0.04% $80.40 +17.7%
95 INTC INTEL CORP Technology 2,100.0 $293K 0.04% NEW $139.63 -35.5%
96 V VISA INC Financial Services 837.0 $287K 0.04% $343.09 +8.1%
97 IOO ISHARES TR 1,929.0 $264K 0.04% -23.0 -1.2% $136.60 +5.3%
98 MPT MEDICAL PROPERTIES TRUST INC Financial Services 56,321.0 $260K 0.04% $4.62 -10.8%
99 RTX RTX CORPORATION Industrials 1,354.0 $257K 0.04% $189.73 +10.6%
100 AEP AMERICAN ELEC PWR CO INC Utilities 1,860.0 $254K 0.04% NEW $136.81 -11.6%
Page 5 of 6  ·  111 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 28.8%
Financial Services 17.8%
Healthcare 13.9%
Consumer Cyclical 11.6%
Communication Services 9.7%
Industrials 7.7%
Consumer Defensive 7.4%
Basic Materials 1.4%
Utilities 1.3%
Energy 0.4%