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The Analysis of AF Advisors, Inc.'s Holdings & P&L

Currently, AF Advisors, Inc. holds 26 types of securities in its portfolio with a total value $180.9M. In the most recent quarter, they have increased their positions in VAW (+5.0K shares, valued at $1.1M), XLU (+4.5K shares, valued at $204.2K), AMZN (+3 shares, valued at $624.8103028193525); decreased their positions in FICO (-2.1K shares, valued at $2.2M), CAT (-614 shares, valued at $435.0K), WFC (-3.0K shares, valued at $238.8K); initiated new positions in VAW (+5.0K shares, valued at $1.1M), XLU (+4.5K shares, valued at $204.2K).

1M P&L

+33.8M+19.54%

3M P&L

-18.1M-8.05%

HY P&L

-64.1M-23.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application134.6M

74.4%

2N/A38.6M

21.3%

3Banks - Diversified2.3M

1.3%

Top Industries by Stock Count

1N/A14 stocks

53.8%

2Conglomerates1 stocks

3.8%

3Internet Retail1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FICO FAIR ISAAC CORP126.1K shares-1.62%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS118.9K shares0.00%2026-03-312026-05-01

SPMD SPDR SERIES TRUST128.0K shares0.00%2026-03-312026-05-01

SPSM SPDR SERIES TRUST150.0K shares0.00%2026-03-312026-05-01

WFC WELLS FARGO & CO29.0K shares-9.36%2026-03-312026-05-01

VTI VANGUARD INDEX FDS5.0K shares-2.97%2026-03-312026-05-01

VAW VANGUARD WORLD FD5.0K sharesnew addition2026-03-312026-05-01

CAT CATERPILLAR INC1.4K shares-29.76%2026-03-312026-05-01

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NVDA NVIDIA CORPORATION5.8K shares-0.14%2026-03-312026-05-01

CVX CHEVRON CORPORATION4.3K shares-0.12%2026-03-312026-05-01

VUG VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-05-01

AMZN AMAZON COM INC2.9K shares0.10%2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR20.7K shares-22.97%2026-03-312026-05-01

ITOT ISHARES TR3.4K shares0.00%2026-03-312026-05-01

TSLA TESLA INC1.2K shares0.00%2026-03-312026-05-01

AAPL APPLE INC1.7K shares0.06%2026-03-312026-05-01

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DVY ISHARES TR2.8K shares-0.53%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T550 shares0.00%2026-03-312026-05-01

ROST ROSS STORES INC1.3K shares0.00%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP1.5K shares0.00%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS1.1K shares0.00%2026-03-312026-05-01

VGT VANGUARD WORLD FD342 shares0.00%2026-03-312026-05-01

AXON AXON ENTERPRISE INC532 shares0.00%2026-03-312026-05-01

MMM 3M CO1.5K shares0.00%2026-03-312026-05-01

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VXF VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-05-01

XLU SELECT SECTOR SPDR TR4.5K sharesnew addition2026-03-312026-05-01

FICO

FAIR ISAAC CORP

-1.62%

Shares126.1K

Event2026-03-31

Filed2026-05-01

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares118.9K

Event2026-03-31

Filed2026-05-01

SPMD

SPDR SERIES TRUST

0.00%

Shares128.0K

Event2026-03-31

Filed2026-05-01

SPSM

SPDR SERIES TRUST

0.00%

Shares150.0K

Event2026-03-31

Filed2026-05-01

WFC

WELLS FARGO & CO

-9.36%

Shares29.0K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

-2.97%

Shares5.0K

Event2026-03-31

Filed2026-05-01

VAW

VANGUARD WORLD FD

New

Shares5.0K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

-29.76%

Shares1.4K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-0.14%

Shares5.8K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

-0.12%

Shares4.3K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

0.10%

Shares2.9K

Event2026-03-31

Filed2026-05-01

SCHB

SCHWAB STRATEGIC TR

-22.97%

Shares20.7K

Event2026-03-31

Filed2026-05-01

ITOT

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-01

DVY

ISHARES TR

-0.53%

Shares2.8K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares550

Event2026-03-31

Filed2026-05-01

ROST

ROSS STORES INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-01

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

VGT

VANGUARD WORLD FD

0.00%

Shares342

Event2026-03-31

Filed2026-05-01

AXON

AXON ENTERPRISE INC

0.00%

Shares532

Event2026-03-31

Filed2026-05-01

MMM

3M CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-01

VXF

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

XLU

SELECT SECTOR SPDR TR

New

Shares4.5K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available