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Portfolio (Quarterly) Guide ↗

Affinity Capital Advisors, LLC

· CIK 0001810023
13F Portfolio $713M AUM 181 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 64 Added 62 Reduced 8 Exited
Page 9 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ED CONSOLIDATED EDISON INC Utilities 2,114.0 $239K 0.03% $113.18 -4.8%
162 FNDF SCHWAB STRATEGIC TR 4,877.0 $239K 0.03% NEW $48.93 +11.0%
163 HRB BLOCK H & R INC Consumer Cyclical 7,428.0 $236K 0.03% +3K +58.0% $31.74 +22.3%
164 EMB ISHARES TR 2,502.0 $235K 0.03% -61.0 -2.4% $93.93 +1.8%
165 BMO BANK MONTREAL MEDIUM Financial Services 1,710.0 $231K 0.03% +91.0 +5.6% $135.34 +19.6%
166 PWR QUANTA SVCS INC Industrials 418.0 $229K 0.03% NEW $549.02 +35.2%
167 VWOB VANGUARD WHITEHALL FDS 3,472.0 $228K 0.03% $65.69 +1.5%
168 SCHA SCHWAB STRATEGIC TR 7,746.0 $225K 0.03% NEW $29.08 +16.8%
169 CMCSA COMCAST CORP NEW Communication Services 7,576.0 $218K 0.03% NEW $28.71 -12.4%
170 EA ELECTRONIC ARTS INC Communication Services 1,065.0 $217K 0.03% -118.0 -10.0% $203.87 -1.3%
171 ENTERGY CORP NEW 1,925.0 $216K 0.03% -456.0 -19.1% $112.36
172 IWM ISHARES TR 871.0 $216K 0.03% +24.0 +2.8% $248.13 +17.1%
173 AGG ISHARES TR 2,068.0 $205K 0.03% +12.0 +0.6% $99.27 -0.6%
174 DFUV DIMENSIONAL ETF TRUST 4,211.0 $204K 0.03% NEW $48.46 +10.8%
175 GLD SPDR GOLD TR Financial Services 471.0 $203K 0.03% NEW $430.29 -3.8%
176 ISTB ISHARES TR 4,171.0 $202K 0.03% -670.0 -13.8% $48.46 -0.4%
177 GLW CORNING INC Technology 1,476.0 $201K 0.03% NEW $136.01 +44.2%
178 CLVT CLARIVATE PLC Technology 16,031.0 $41K 0.01% NEW $2.53 -1.2%
179 WIT WIPRO LTD Technology 13,629.0 $29K 0.00% NEW $2.12 -5.2%
180 ESPR ESPERION THERAPEUTICS INC NE Healthcare 10,000.0 $27K 0.00% $2.74 +13.9%
Page 9 of 10  ·  181 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 54.1%
Financial Services 11.3%
Communication Services 9.9%
Consumer Cyclical 6.8%
Healthcare 5.7%
Industrials 5.1%
Consumer Defensive 3.1%
Energy 2.6%
Utilities 1.2%
Basic Materials 0.2%