$263 Million is the total value of AF Advisors, Inc.'s 15 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FICO | Sell | FAIR ISAAC CORP | $256,372,983 | +69.4% | 364,845 | -0.7% | 97.44% | +1.3% |
| AAPL | Sell | APPLE INC | $293,211 | +15.9% | 1,778 | -2.9% | 0.11% | -31.1% |
| WABC | Exit | WESTAMERICA BANCORPORATION | $0 | – | -4,200 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.