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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 ROIV

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Shares Held

Position Value (USD)

11 quarters on record
Report Date Value (USD) Shares
2026-03-31 $77,560,000 2,800,000
2025-12-31 $36,890,000 1,700,000
2025-09-30 $12,104,000 800,000
2025-06-30 $4,508,000 400,000
2025-03-31 $1,513,500 150,000
2024-09-30 $2,326,313 201,587
2024-06-30 $3,716,274 351,587
2024-03-31 $5,270,000 500,000
2023-12-31 $5,615,000 500,000
2023-09-30 $1,752,000 150,000
2023-03-31 $738,000 100,000