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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 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTI VANGUARD INDEX FDS 826.0 $307K 0.04% -19.0 -2.2% $371.59 +2.3%
62 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,924.0 $303K 0.04% -273.0 -5.2% $61.46 -8.9%
63 HEFA ISHARES TR 6,371.0 $298K 0.04% -761.0 -10.7% $46.80 +0.3%
64 SCHX SCHWAB STRATEGIC TR 9,506.0 $282K 0.04% -5K -35.9% $29.65 +2.3%
65 PEP PEPSICO INC Consumer Defensive 1,897.0 $272K 0.03% -251.0 -11.7% $143.30 -0.5%
66 SPGI S&P GLOBAL INC Financial Services 607.0 $271K 0.03% -14.0 -2.2% $447.22 -4.6%
67 AFL AFLAC INC Financial Services 2,095.0 $252K 0.03% -158.0 -7.0% $120.47 -3.3%
68 MUB ISHARES TR 2,244.0 $241K 0.03% -314.0 -12.3% $107.57 -1.8%
69 FNDX SCHWAB STRATEGIC TR 7,627.0 $239K 0.03% -6K -45.2% $31.36 +4.1%
70 DIS DISNEY WALT CO Communication Services 2,448.0 $238K 0.03% -114.0 -4.5% $97.41 +9.8%
71 VWOB VANGUARD WHITEHALL FDS 3,348.0 $224K 0.03% -124.0 -3.6% $67.04 -1.4%
72 EMB ISHARES TR 2,323.0 $224K 0.03% -179.0 -7.2% $96.35 -1.3%
73 SUSB ISHARES TR 8,858.0 $221K 0.03% -2K -15.2% $24.94 -0.2%
74 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,305.0 $213K 0.03% -820.0 -16.0% $49.40 +7.3%
75 WIT WIPRO LTD Technology 12,392.0 $23K 0.00% -1K -9.1% $1.84 +6.0%
Page 4 of 4  ·  75 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%