Institutional Investor · CIK 0001818044
AF ADVISORS, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
31
Total Value
$205.03M
Total Shares
669.39K
Latest Filing
Jul 31, 2026
CIK
0001818044
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Fair Isaac Corporation(FICO) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 125,840 | $150.35M | 0.5827% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 118,854 | $18.78M | 0.0200% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 150,000 | $8.65M | 0.0501% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 128,000 | $8.65M | 0.0459% | SH | — | View | |
Wells Fargo & Company(NWT.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-31 | 29,040 | $2.40M | 0.0010% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 4,966 | $1.84M | 0.0001% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-31 | 1,349 | $1.44M | 0.0003% | SH | — | View |
Caterpillar Inc.(CAT.SW) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-31 | 1,349 | $1.44M | 0.0002% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 5,794 | $1.16M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 5,017 | $1.15M | 0.0249% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 35,878 | $1.14M | 0.0013% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 9,810 | $845.05K | 0.0002% | SH | — | View | |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-31 | 4,250 | $704.48K | 0.0002% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 2,846 | $678.32K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 20,256 | $586.61K | 0.0014% | SH | — | View | |
iShares Core S&P Total…(ITOT) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 3,379 | $555.07K | 0.0006% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-31 | 1,239 | $521.12K | 0.0000% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-31 | 1,735 | $502.12K | 0.0000% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 550 | $410.72K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 2,561 | $400.34K | 0.0018% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 2,876 | $343.76K | 0.0002% | SH | — | View | |
Axon Enterprise, Inc.(TASR) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-31 | 532 | $298.25K | N/A | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 1,466 | $294.03K | 0.0002% | SH | — | View | |
Ross Stores Inc(RSO.DE) | Consumer Cyclical | Grocery Stores | 2026-06-30 | 2026-07-31 | 1,311 | $279.12K | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,150 | $272.11K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,000 | $246.21K | 0.0002% | SH | — | View | |
3M Company(MMM.DE) | Industrials | Conglomerates | 2026-06-30 | 2026-07-31 | 1,500 | $242.87K | 0.0003% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 660 | $233.20K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 737 | $223.26K | 0.0001% | SH | — | View | |
Morgan Stanley(DWD.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-31 | 1,000 | $209.04K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 4,450 | $201.76K | 0.0009% | SH | — | View |
Showing 1 to 31 of 31 results
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