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Portfolio (Quarterly) Guide ↗

Affinity Capital Advisors, LLC

· CIK 0001810023
13F Portfolio $723M AUM 173 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 173 New
Page 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 T AT&T INC Communication Services 13,761.0 $342K 0.05% NEW $24.84 +0.7%
122 MMM 3M CO Industrials 2,131.0 $341K 0.05% NEW $160.09 -3.8%
123 AMGN AMGEN INC Healthcare 1,033.0 $338K 0.05% NEW $327.34 +2.6%
124 NEE NEXTERA ENERGY INC Utilities 4,024.0 $323K 0.04% NEW $80.29 +9.2%
125 OMC OMNICOM GROUP INC Communication Services 3,984.0 $322K 0.04% NEW $80.75 -7.9%
126 SPGI S&P GLOBAL INC Financial Services 613.0 $320K 0.04% NEW $522.59 -21.1%
127 VNQ VANGUARD INDEX FDS 3,566.0 $316K 0.04% NEW $88.48 +9.9%
128 CL COLGATE PALMOLIVE CO Consumer Defensive 3,968.0 $314K 0.04% NEW $79.03 +13.7%
129 BA BOEING CO Industrials 1,411.0 $306K 0.04% NEW $217.12 +0.8%
130 WFC WELLS FARGO CO NEW Financial Services 3,268.0 $305K 0.04% NEW $93.19 -18.0%
131 AXP AMERICAN EXPRESS CO Financial Services 808.0 $299K 0.04% NEW $369.95 -16.0%
132 RTX RTX CORPORATION Industrials 1,587.0 $291K 0.04% NEW $183.40 -2.4%
133 VTI VANGUARD INDEX FDS 867.0 $291K 0.04% NEW $335.10 +10.3%
134 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 939.0 $285K 0.04% NEW $303.89 +35.7%
135 SYK STRYKER CORPORATION Healthcare 802.0 $282K 0.04% NEW $351.37 -10.9%
136 VCSH VANGUARD SCOTTSDALE FDS 3,499.0 $279K 0.04% NEW $79.72 -0.9%
137 AEP AMERICAN ELEC PWR CO INC Utilities 2,371.0 $273K 0.04% NEW $115.31 +13.5%
138 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,776.0 $270K 0.04% NEW $56.62 +14.7%
139 ADBE ADOBE INC Technology 762.0 $267K 0.04% NEW $349.99 -31.3%
140 SUSB ISHARES TR 10,491.0 $265K 0.04% NEW $25.24 -1.1%
Page 7 of 9  ·  173 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 57.5%
Financial Services 11.3%
Communication Services 9.3%
Consumer Cyclical 7.1%
Healthcare 5.1%
Industrials 4.1%
Consumer Defensive 2.6%
Energy 2.0%
Utilities 0.9%