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CIK: 0001818044
Total reported value
$203.6M
$203.6M
21 檔
264.9%
At the close of Q2 2024, AF Advisors, Inc. disclosed equity holdings valued at approximately $203.6M, spread across 21 reported holdings.
During Q2 2024, AF Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including FICO, WFC, VTI) accounted for 264.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac CORP | Stock-Tech | 98.08% | -0.56% | -0.46% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 0.35% | -0.10% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | +0.01% | -0.41% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 0.13% | +0.14% | — | |
| 5 | CVX | Chevron CORP | Stock-Energy | 0.13% | -0.14% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.01% | +950.10% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 0.12% | +0.03% | — | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.10% | — | -2.24% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | — | +0.67% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.07% | — | -3.43% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | — | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.07% | +0.01% | -0.50% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.07% | -0.04% | -9.41% | |
| 14 | CLX | Clorox Company | Stock-Consumer Staples | 0.05% | — | — | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.05% | +0.04% | -9.98% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.04% | +0.01% | -5.43% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.04% | — | -4.98% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.04% | — | — | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.04% | -0.01% | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.04% | +0.11% | NEW | |
| 21 | WABC | Westamerica Bancorporation | Stock-Other | 0.04% | — | — |
According to official SEC Form 13F filings, AF Advisors, Inc. reported a total U.S. public equity portfolio value of $203.6M across 21 disclosed positions in Q2 2024.
During Q2 2024, AF Advisors, Inc.'s top holdings by market value included FICO (98.1%)、WFC (0.3%)、VTI (0.3%). The largest single position, FICO, represented 98.1% of total portfolio value.
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In Q2 2024, AF Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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