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Portfolio (Quarterly) Guide ↗

Affinity Capital Advisors, LLC

· CIK 0001810023
13F Portfolio $810M AUM 203 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 48 Added 75 Reduced 12 Exited
Page 4 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SUSL ISHARES TR 10,577.0 $1.4M 0.17% -2K -12.7% $133.11 +2.6%
62 DE DEERE & CO Industrials 2,157.0 $1.4M 0.17% $635.10 -2.2%
63 RY ROYAL BK CDA Financial Services 6,439.0 $1.3M 0.17% $208.05 -1.4%
64 V VISA INC Financial Services 3,729.0 $1.3M 0.17% +285.0 +8.3% $357.25 +2.4%
65 TD TORONTO DOMINION BK ONT Financial Services 10,817.0 $1.3M 0.16% $120.64 -3.1%
66 NFLX NETFLIX INC. Communication Services 17,104.0 $1.3M 0.16% -1K -6.7% $76.02 +5.4%
67 JPM JPMORGAN CHASE & CO Financial Services 3,769.0 $1.3M 0.16% -43.0 -1.1% $337.69 +4.1%
68 IVLU ISHARES TR 29,542.0 $1.3M 0.16% $42.84 +2.6%
69 SPYX SPDR SERIES TRUST 19,715.0 $1.2M 0.15% $61.65 +1.2%
70 IWN ISHARES TR 5,471.0 $1.2M 0.15% $221.75 +0.9%
71 DFAC DIMENSIONAL ETF TRUST 25,646.0 $1.1M 0.14% $44.50 +2.0%
72 EUSA ISHARES INC 9,850.0 $1.1M 0.14% NEW $115.44 +1.9%
73 INTC INTEL CORP Technology 8,549.0 $1.0M 0.13% +305.0 +3.7% $122.19 -24.6%
74 PG PROCTER & GAMBLE CO Consumer Defensive 6,855.0 $1.0M 0.13% +651.0 +10.5% $149.31 -4.2%
75 CM CANADIAN IMPERIAL BANK OF CO Financial Services 8,505.0 $981K 0.12% $115.36 +0.3%
76 ABBV ABBVIE INC Healthcare 3,760.0 $958K 0.12% -58.0 -1.5% $254.76 +2.8%
77 KLAC KLA CORP Technology 4,012.0 $936K 0.12% +4K +797.5% $233.31 -20.3%
78 IVW ISHARES TR 6,697.0 $918K 0.11% $137.12 +0.9%
79 VWO VANGUARD INTL EQUITY INDEX F 14,927.0 $897K 0.11% -95.0 -0.6% $60.07 -0.1%
80 SUSC ISHARES TR 37,533.0 $866K 0.11% -17K -30.6% $23.07 -1.8%
Page 4 of 11  ·  203 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 56.8%
Financial Services 11.5%
Communication Services 8.6%
Consumer Cyclical 6.2%
Healthcare 5.8%
Industrials 5.2%
Consumer Defensive 3.2%
Utilities 1.6%
Energy 0.7%
Basic Materials 0.5%