Stock Taper

AFFINITY CAPITAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comfort Systems USA, Inc.FIX267$478.74K
Cummins Inc.CMI311$210.93K
GE Vernova Inc.GEV316$364.05K
NewMarket CorporationNEU342$272.52K
Linde plcLIN407$219.99K
S&P Global Inc.SPGI607$271.46K
American Express CompanyAXP644$229.28K
Costco Wholesale CorporationCOST755$717.59K
Astera Labs, Inc. Common StockALAB762$329.75K
UnitedHealth Group IncorporatedUNH770$321.68K
Eaton Corporation plcETN805$332.8K
Stryker CorporationSYK807$262.13K
Northrop Grumman CorporationNOC829$454.08K
Advanced Micro Devices, Inc.AMD847$467.59K
GE AerospaceGE932$352.94K
Amgen Inc.AMGN964$353.08K
The Allstate CorporationALL979$243.15K
Morgan StanleyMS1.01K$223.43K
Burlington Stores, Inc.BURL1.01K$317.05K
CrowdStrike Holdings, Inc.CRWD1.03K$205.76K