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Portfolio (Quarterly) Guide ↗

AF Advisors, Inc.

· CIK 0001818044
13F Portfolio $204M AUM 30 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 2 Added 5 Reduced
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AXON AXON ENTERPRISE INC Industrials 532.0 $298K 0.15% $560.61 -7.5%
22 COF CAPITAL ONE FINL CORP Financial Services 1,466.0 $294K 0.14% $200.57 +5.4%
23 ROST ROSS STORES INC Consumer Cyclical 1,311.0 $279K 0.14% $212.90 +7.7%
24 VIG VANGUARD SPECIALIZED FUNDS 1,150.0 $272K 0.13% $236.62 +1.9%
25 VXF VANGUARD INDEX FDS 1,000.0 $246K 0.12% $246.21 -3.3%
26 MMM 3M CO Industrials 1,500.0 $243K 0.12% $161.91 +5.1%
27 GOOG ALPHABET INC 660.0 $233K 0.12% NEW $353.33
28 VB VANGUARD INDEX FDS 737.0 $223K 0.11% NEW $302.93 -2.3%
29 MS MORGAN STANLEY Financial Services 1,000.0 $209K 0.10% NEW $209.04 +1.0%
30 XLU SELECT SECTOR SPDR TR 4,450.0 $202K 0.10% $45.34 -6.1%
Page 2 of 2  ·  30 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 95.3%
Financial Services 2.1%
Industrials 1.2%
Consumer Cyclical 0.9%
Energy 0.4%