AF Advisors, Inc.

CIK

1818044

Location

SACRAMENTO, CA

Portfolio Value

Small $142,649,805

Diversification

Highly concentrated

Filing Date

Global Rank

#4,953 / 8,605 ▼ 898 · as of Mar 2026

Top Industry

Software - Application 94.6%

3Y Alpha vs SPY

-2.6%

Period ended 3 months ago

Filed May 1, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.7%

SPY

+76.5%

Annualised alpha

-2.3%

Max drawdown

−59.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

94.3%

−1.4 pts

Top 5

98.0%

−0.4 pts

Top 10

99.5%

+0.1 pts

HHI

8,904

Highly concentrated−271

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	95.4%	$136,022,223	3
Financial Services	1.8%	$2,579,133	2
Industrials	1.0%	$1,470,338	3
Consumer Cyclical	0.9%	$1,341,099	3
Energy	0.6%	$879,325	1
Unclassified	0.3%	$357,687	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+3	2,873	$598,359
AAPL	Apple Inc.	+1	1,742	$442,102
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	−3,000	29,040	$2,311,874
FICO	Fair Isaac Corp	−2,078	126,056	$134,569,822
CAT	Caterpillar Inc	−614	1,449	$1,026,558
NVDA	Nvidia Corp	−8	5,793	$1,010,299
CVX	Chevron Corp	−5	4,250	$879,325
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MSFT	Microsoft Corp	506	$244,711
ABBV	AbbVie Inc.	960	$219,350
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $142,649,805 total · as of Mar 31, 2026

All sectors Consumer Cyclical Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FICO	Fair Isaac Corp Technology	Reduced	126,056	-2,078	$134,569,822	−37.9%	94.34%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	29,040	-3,000	$2,311,874	−22.6%	1.62%
CAT	Caterpillar Inc Industrials	Reduced	1,449	-614	$1,026,558	−13.1%	0.72%
NVDA	Nvidia Corp Technology	Reduced	5,793	-8	$1,010,299	−6.6%	0.71%
CVX	Chevron Corp Energy	Reduced	4,250	-5	$879,325	+35.6%	0.62%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,873	+3	$598,359	−9.7%	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,234	0	$458,739	−17.3%	0.32%
AAPL	Apple Inc. Technology	Added	1,742	+1	$442,102	−6.6%	0.31%
SPY	Spdr S&P 500 ETF Trust	Held	550	0	$357,687	−4.6%	0.25%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	1,311	0	$284,001	+20.3%	0.20%
COF	Capital One Financial Corp Financial Services	Held	1,465	0	$267,259	−24.7%	0.19%
AXON	Axon Enterprise, Inc. Industrials	Held	532	0	$225,935	−25.2%	0.16%
MMM	3M Co Industrials	Held	1,500	0	$217,845	−9.3%	0.15%