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Portfolio (Quarterly) Guide ↗

Affiance Financial, LLC

· CIK 0001723681
13F Portfolio $617.1B AUM 106 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 24 Added 25 Reduced 3 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHG SCHWAB STRATEGIC TR 15,760.0 $459K 0.07% +154.0 +1.0% $29.13 +17.6%
22 NFLX NETFLIX INC. Communication Services 4,214.0 $405K 0.07% +234.0 +5.9% $96.15 -9.6%
23 CAT CATERPILLAR INC Industrials 555.0 $393K 0.06% +47.0 +9.2% $708.46 +25.4%
24 CVX CHEVRON CORPORATION Energy 1,505.0 $311K 0.05% +34.0 +2.3% $206.90 -9.8%
Page 2 of 2  ·  24 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 27.9%
Financial Services 15.7%
Communication Services 15.5%
Consumer Cyclical 10.9%
Healthcare 10.7%
Industrials 8.2%
Consumer Defensive 7.8%
Basic Materials 1.3%
Energy 1.1%
Utilities 0.9%