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Portfolio (Quarterly) Guide ↗

Affinity Capital Advisors, LLC

· CIK 0001810023
13F Portfolio $713M AUM 181 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 64 Added 62 Reduced 8 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ENTERGY CORP NEW 1,925.0 $216K 0.03% -456.0 -19.1% $112.36
62 ISTB ISHARES TR 4,171.0 $202K 0.03% -670.0 -13.8% $48.46 -0.4%
Page 4 of 4  ·  62 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 54.1%
Financial Services 11.3%
Communication Services 9.9%
Consumer Cyclical 6.8%
Healthcare 5.7%
Industrials 5.1%
Consumer Defensive 3.1%
Energy 2.6%
Utilities 1.2%
Basic Materials 0.2%