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Af Advisors, Inc. Top Holdings and 13F Report (2025)

About Af Advisors, Inc.

Investment Activity

  • Af Advisors, Inc. has $528.53 million in total holdings as of March 31, 2025.
  • Af Advisors, Inc. owns shares of 22 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 0.12% of the portfolio was purchased this quarter.
  • About 26.90% of the portfolio was sold this quarter.
  • This quarter, Af Advisors, Inc. has purchased 21 new stocks and bought additional shares in 4 stocks.
  • Af Advisors, Inc. sold shares of 4 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Fair Isaac
$517,465,764
Chevron
$731,057
Caterpillar
$679,718

Largest New Holdings this Quarter

88579Y101 - 3M
$220,290 Holding
00206R102 - AT&T
$212,987 Holding
00287Y109 - AbbVie
$201,139 Holding

Largest Purchases this Quarter

3M
1,500 shares (about $220.29K)
AT&T
7,531 shares (about $212.99K)
AbbVie
960 shares (about $201.14K)
Amazon.com
20 shares (about $3.81K)
NVIDIA
30 shares (about $3.25K)

Largest Sales this Quarter

Fair Isaac
76,744 shares (about $141.53M)
Vanguard Total Stock Market ETF
369 shares (about $101.41K)
Vanguard Growth ETF
100 shares (about $37.08K)
Apple
25 shares (about $5.55K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAf Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Fair Isaac Co. stock logo
FICO
Fair Isaac
$517,465,764$141,528,215 -21.5%280,59797.9%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$2,300,1520.0%32,0400.4%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,415,123$101,414 -6.7%5,1490.3%ETF
Chevron Co. stock logo
CVX
Chevron
$731,0570.0%4,3700.1%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$679,7180.0%2,0610.1%Industrials
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$606,314$37,083 -5.8%1,6350.1%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$580,720$172 0.0%26,9730.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$575,500$3,251 0.6%5,3100.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$543,763$3,805 0.7%2,8580.1%Retail/Wholesale
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$412,2720.0%3,3790.1%ETF
Apple Inc. stock logo
AAPL
Apple
$392,916$5,553 -1.4%1,7690.1%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$389,875$672 0.2%2,9030.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$315,6570.0%1,2180.1%Auto/Tires/Trucks
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$307,6650.0%5500.1%Finance
The Clorox Company stock logo
CLX
Clorox
$294,5000.0%2,0000.1%Consumer Staples
Discover Financial Services stock logo
DFS
Discover Financial Services
$239,8340.0%1,4050.0%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$223,0890.0%1,1500.0%ETF
3M stock logo
MMM
3M
$220,290$220,290 New Holding1,5000.0%Multi-Sector Conglomerates
AT&T Inc. stock logo
T
AT&T
$212,987$212,987 New Holding7,5310.0%Computer and Technology
Westamerica Bancorporation stock logo
WABC
Westamerica Bancorporation
$212,6460.0%4,2000.0%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$207,5450.0%9360.0%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$201,139$201,139 New Holding9600.0%Medical
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$0$274,861 -100.0%00.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$0$208,221 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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