Question 1

What stocks does AFFINITY ASSET ADVISORS LLC hold in its portfolio?

Accepted Answer

AFFINITY ASSET ADVISORS LLC's top stock holdings include ROIV, APGE, SYRE and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are AFFINITY ASSET ADVISORS LLC's largest stock holdings?

Accepted Answer

AFFINITY ASSET ADVISORS LLC's largest stock holdings as of their last filing include ROIV (valued at approximately $132.7 million), APGE (valued at approximately $131.0 million), SYRE (valued at approximately $113.6 million), XENE (valued at approximately $96.3 million), ERAS (valued at approximately $96.2 million).

Question 3

When was AFFINITY ASSET ADVISORS LLC's last SEC filing?

Accepted Answer

AFFINITY ASSET ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has AFFINITY ASSET ADVISORS LLC recently bought or sold?

Accepted Answer

AFFINITY ASSET ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has AFFINITY ASSET ADVISORS LLC reported?

Accepted Answer

AFFINITY ASSET ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does AFFINITY ASSET ADVISORS LLC hold options positions?

Accepted Answer

Yes, AFFINITY ASSET ADVISORS LLC holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does AFFINITY ASSET ADVISORS LLC invest in?

Accepted Answer

AFFINITY ASSET ADVISORS LLC's portfolio includes Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.