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Affinity Asset Advisors, LLC - Portfolio Stock Holdings

Affinity Asset Advisors, LLC disclosed 105 stock positions in a recent SEC 13F filing. $2,016,605,465 of stock holdings were filed, with the largest holdings including ROIV, APGE, and SYRE. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.

We estimate the fund has a total AUM of $2,451,641,809 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

105

Est. Stock Holding Value:

$2,016,605,465

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Affinity Asset Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Affinity Asset Advisors, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.