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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 6 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CVX CHEVRON CORPORATION Energy 1,505.0 $250K 0.04% $165.80 +23.8%
102 BA BOEING CO Industrials 1,114.0 $241K 0.04% $216.47 -1.0%
103 BIL SPDR SERIES TRUST 2,567.0 $235K 0.03% NEW $91.64 -0.0%
104 MDT MEDTRONIC PLC Healthcare 2,979.0 $233K 0.03% $78.23 +19.3%
105 CGMU CAPITAL GRP FIXED INCM ETF T 7,989.0 $219K 0.03% NEW $27.47 -1.4%
106 ABT ABBOTT LABORATORIES Healthcare 2,401.0 $218K 0.03% $90.74 +28.5%
107 ORI OLD REP INTL CORP Financial Services 5,203.0 $213K 0.03% $40.93 +1.6%
108 WFC WELLS FARGO & CO Financial Services 2,550.0 $211K 0.03% $82.64 +1.5%
109 KO COCA COLA CO Consumer Defensive 2,499.0 $203K 0.03% NEW $81.27 +12.1%
110 SRE SEMPRA Utilities 2,182.0 $202K 0.03% $92.71 -10.6%
111 INSPIREMD INC 250,370.0 $175K 0.03% $0.70
Page 6 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%