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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 8 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNH UNITEDHEALTH GROUP INC Healthcare 770.0 $322K 0.04% NEW $417.76 -7.1%
142 MMM 3M CO Industrials 2,019.0 $321K 0.04% +12.0 +0.6% $159.17 +13.7%
143 PM PHILIP MORRIS INTL INC Consumer Defensive 1,738.0 $321K 0.04% +146.0 +9.2% $184.77 +4.7%
144 BHP BHP BILLITON LIMITED Basic Materials 3,822.0 $320K 0.04% +152.0 +4.1% $83.64 +12.1%
145 BURL BURLINGTON STORES INC Consumer Cyclical 1,015.0 $317K 0.04% -14.0 -1.4% $312.36 +6.3%
146 BA BOEING CO Industrials 1,332.0 $312K 0.04% -62.0 -4.5% $234.54 -7.8%
147 HPQ HP INC Technology 13,811.0 $312K 0.04% NEW $22.60 +32.8%
148 VNQ VANGUARD INDEX FDS 3,203.0 $311K 0.04% -145.0 -4.3% $97.24 +1.6%
149 VTI VANGUARD INDEX FDS 826.0 $307K 0.04% -19.0 -2.2% $371.59 +1.9%
150 SYSB ISHARES TR 3,448.0 $305K 0.04% NEW $88.35 -1.2%
151 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,924.0 $303K 0.04% -273.0 -5.2% $61.46 -7.6%
152 BMO BANK MONTREAL MEDIUM Financial Services 1,710.0 $301K 0.04% $176.10 -1.9%
153 HEFA ISHARES TR 6,371.0 $298K 0.04% -761.0 -10.7% $46.80 +0.4%
154 HWM HOWMET AEROSPACE INC Industrials 1,066.0 $296K 0.04% NEW $277.91 +0.7%
155 WFC WELLS FARGO & CO Financial Services 3,376.0 $295K 0.04% $87.46 -3.0%
156 GLW CORNING INC Technology 1,498.0 $292K 0.04% +22.0 +1.5% $194.74 -22.3%
157 DFAX DIMENSIONAL ETF TRUST 7,732.0 $288K 0.04% $37.22 +1.8%
158 VSGX VANGUARD WORLD FD 3,480.0 $287K 0.04% $82.56 +0.3%
159 SCHX SCHWAB STRATEGIC TR 9,506.0 $282K 0.04% -5K -35.9% $29.65 +2.0%
160 NJR NEW JERSEY RES CORP Utilities 4,864.0 $274K 0.03% $56.26 -2.2%
Page 8 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%