$158 Million is the total value of AF Advisors, Inc.'s 19 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $250,000 | -23.3% | 1,831 | -1.9% | 0.16% | -27.5% |
| MMM | Exit | 3M CO | $0 | – | -1,500 | -100.0% | -0.15% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -108 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FAIR ISAAC CORP | 16 | Q3 2023 | 97.9% |
| CHEVRON CORP NEW | 16 | Q3 2023 | 0.6% |
| CATERPILLAR INC DEL | 16 | Q3 2023 | 0.4% |
| CLOROX CO DEL | 16 | Q3 2023 | 0.3% |
| ISHARES TR | 16 | Q3 2023 | 0.2% |
| WELLS FARGO CO NEW | 15 | Q3 2023 | 1.7% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 0.7% |
| ISHARES TR | 15 | Q3 2023 | 0.3% |
| VANGUARD STAR FDS | 15 | Q3 2023 | 0.3% |
| SPDR S&P 500 ETF TR | 14 | Q3 2023 | 0.3% |
View AF Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-18 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
View AF Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.