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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CEG CONSTELLATION ENERGY CORP Utilities 1,309.0 $322K 0.04% +141.0 +12.1% $245.87 +11.5%
42 MMM 3M CO Industrials 2,019.0 $321K 0.04% +12.0 +0.6% $159.17 +13.5%
43 PM PHILIP MORRIS INTL INC Consumer Defensive 1,738.0 $321K 0.04% +146.0 +9.2% $184.77 +2.8%
44 BHP BHP BILLITON LIMITED Basic Materials 3,822.0 $320K 0.04% +152.0 +4.1% $83.64 +10.3%
45 GLW CORNING INC Technology 1,498.0 $292K 0.04% +22.0 +1.5% $194.74 -21.7%
46 ENTERGY CORP NEW 2,163.0 $246K 0.03% +238.0 +12.4% $113.83
47 EA ELECTRONIC ARTS INC Communication Services 1,160.0 $238K 0.03% +95.0 +8.9% $205.21 +2.2%
48 ISTB ISHARES TR 4,496.0 $216K 0.03% +325.0 +7.8% $48.14 -0.1%
Page 3 of 3  ·  48 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%