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Affinity Asset Advisors, LLC

CIK
1773195
City
NEW YORK
State / Country
NY

Top Portfolio Positions

97 positions · $1,934,339,612 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

22 quarters · across all stocks

Holdings in APGE

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Shares Held

Position Value (USD)

12 quarters on record
Report Date Value (USD) Shares
2026-03-31 $108,152,221 1,284,926
2025-12-31 $93,212,214 1,234,926
2025-09-30 $46,620,214 1,173,426
2025-06-30 $108,575 2,500
2025-06-30 $30,049,173 691,899
2025-03-31 $43,008,794 1,151,199
2024-12-31 $42,207,278 931,728
2024-09-30 $39,014,990 664,198
2024-06-30 $32,907,736 836,283
2024-03-31 $39,344,579 592,093
2023-12-31 $15,006,378 537,093
2023-09-30 $22,260,843 1,045,110