Affinity Asset Advisors, LLC - Portfolio overview

Affinity Asset Advisors, LLC has 114 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Financial Services.

Largest reported holdings by portfolio allocation

1. APGE - APOGEE THERAPEUTICS INC, 5.64%
2. XENE - XENON PHARMACEUTICALS INC, 5.08%
3. ERAS - ERASCA INC, 4.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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