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Holders — by stockHoldings — by fund

AFFINITY INVESTMENT ADVISORS, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001520601

$197.2M

disclosed book value

140

positions

6.6%

largest position share

Positions, as of 2026-06-30

top 100 of 140 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MUMICRON TECHNOLOGY INC11,191$12.9M6.6%
2DELLDELL TECHNOLOGIES INC20,294$8.8M4.4%
3AAPLAPPLE INC21,517$6.2M3.2%
4GOOGLALPHABET INC15,042$5.4M2.7%
5JBLJABIL INC13,512$5.2M2.6%
6SEAGATE TECHNOLOGY HLDNGS PL5,393$5.2M2.6%
7JPMJPMORGAN CHASE & CO13,621$4.5M2.3%
8MSFTMICROSOFT CORP9,070$3.4M1.7%
9BACBANK OF AMER CORP58,830$3.4M1.7%
10VLOVALERO ENERGY CORP12,656$3.3M1.7%
11EXMOCEXXON MOBIL CORP24,091$3.3M1.7%
12TPRTAPESTRY INC21,833$3.2M1.6%
13AVGOBROADCOM INC8,430$3.2M1.6%
14NVDANVIDIA CORPORATION15,784$3.2M1.6%
15HPQHP INC138,064$3.0M1.5%
16URIUNITED RENTALS INC2,662$3.0M1.5%
17VZVERIZON COMMUNICATIONS INC69,115$2.9M1.5%
18DALDELTA AIR LINES INC29,312$2.7M1.4%
19CVSCVS HEALTH CORP26,426$2.7M1.4%
20TGTTARGET CORP20,728$2.7M1.4%
21AMZNAMAZON COM INC10,449$2.5M1.3%
22CATCATERPILLAR INC2,204$2.3M1.2%
23MOALTRIA GROUP INC32,548$2.3M1.2%
24ABBVABBVIE INC8,898$2.2M1.1%
25IBMINTERNATIONAL BUSINESS MACHS7,892$2.2M1.1%
26OMCOMNICOM GROUP INC29,511$2.1M1.1%
27JNJJOHNSON & JOHNSON8,462$2.1M1.1%
28CSCOCISCO SYS INC17,818$2.1M1.1%
29BBYBEST BUY INC27,434$2.1M1.1%
30LRCXLAM RESEARCH CORP4,714$2.0M1%
31FFORD MTR CO146,427$2.0M1%
32TAT&T INC97,114$2.0M1%
33CCITIGROUP INC14,209$2.0M1%
34SPGSIMON PPTY GROUP INC NEW8,719$2.0M1%
35PFEPFIZER INC79,689$1.9M1%
36NEMNEWMONT CORP20,439$1.9M1%
37METAMETA PLATFORMS INC3,352$1.9M1%
38MSMORGAN STANLEY8,935$1.9M0.9%
39GSGOLDMAN SACHS GROUP INC1,834$1.9M0.9%
40RTXRTX CORPORATION9,753$1.9M0.9%
41BMYBRISTOL-MYERS SQUIBB CO30,557$1.8M0.9%
42STTSTATE STR CORP10,083$1.7M0.9%
43APPAPPLOVIN CORP3,270$1.7M0.9%
44CITHE CIGNA GROUP6,024$1.7M0.8%
45AMGNAMGEN INC4,328$1.6M0.8%
46DRIDARDEN RESTAURANTS INC7,120$1.5M0.7%
47EBAYEBAY INC.12,923$1.4M0.7%
48EXCEXELON CORP30,235$1.4M0.7%
49WFCWELLS FARGO & CO16,493$1.4M0.7%
50CNCCENTENE CORP DEL20,352$1.3M0.7%
51HSTHOST HOTELS & RESORTS INC55,098$1.3M0.7%
52DKSDICKS SPORTING GOODS INC5,684$1.3M0.7%
53CCKCROWN HLDGS INC11,493$1.3M0.7%
54HIGHARTFORD INSURANCE GROUP INC9,411$1.2M0.6%
55MKSIMKS INC.2,778$1.2M0.6%
56AGGISHARES TR12,390$1.2M0.6%
57DGDOLLAR GEN CORP9,982$1.1M0.6%
58SSNCSS&C TECH HLDGS17,809$1.1M0.6%
59PPLPPL CORP29,754$1.1M0.5%
60CMICUMMINS INC1,506$1.1M0.5%
61GMGENERAL MTRS CO13,563$1.0M0.5%
62APHAMPHENOL CORP5,888$1.0M0.5%
63AMPAMERIPRISE FINL INC2,182$1.0M0.5%
64NVENT ELEC PLC5,736$972,8830.5%
65CFGCITIZENS FINL GROUP INC13,502$946,0850.5%
66BNYBANK OF NY MELLON CORP6,459$934,0360.5%
67MRKMERCK & CO INC7,172$921,6020.5%
68KEYKEYCORP39,640$913,7020.5%
69PNCPNC FINL SVCS GROUP INC3,441$847,2430.4%
70KEYSKEYSIGHT TECHNOLOGIES INC2,371$830,0160.4%
71ADMARCHER DANIELS MIDLAND CO10,762$822,2170.4%
72CTSHCOGNIZANT TECHNOLOGY SOLUTIO21,007$813,6010.4%
73TERTERADYNE INC1,606$777,0470.4%
74EDCONSOLIDATED EDISON INC6,960$769,9850.4%
75ALLALLSTATE CORP3,233$769,2600.4%
76SCHWSCHWAB CHARLES CORP8,029$740,8360.4%
77ITTITT INC3,441$680,4920.3%
78AEPAMERICAN ELEC PWR CO INC4,971$680,0830.3%
79PSXPHILLIPS 663,870$654,2240.3%
80TRVTRAVELERS COMPANIES INC1,944$641,7530.3%
81FIXCOMFORT SYS USA INC323$640,1700.3%
82LOWLOWES COS INC2,759$608,3320.3%
83KVUEKENVUE INC31,654$604,9080.3%
84USFDUS FOODS HLDG CORP5,837$596,8330.3%
85EXEEXPAND ENERGY CORPORATION6,457$588,8140.3%
86LYONDELLBASELL INDUSTRIES NV11,162$587,6790.3%
87NTAPNETAPP INC3,774$584,0640.3%
88NRGNRG ENERGY INC3,997$583,8020.3%
89XYZBLOCK INC7,653$581,6280.3%
90DVNDEVON ENERGY CORP NEW13,687$565,5470.3%
91KRKROGER CO9,872$548,1920.3%
92QCOMQUALCOMM INC2,894$534,7820.3%
93GPNGLOBAL PMTS INC7,093$514,6680.3%
94VIKING HOLDINGS LTD4,862$508,9060.3%
95PMPHILIP MORRIS INTL INC2,792$505,1010.3%
96AMDOCS LTD9,702$490,3390.2%
97CEGCONSTELLATION ENERGY CORP1,972$489,7860.2%
98USBUS BANCORP7,937$479,3950.2%
99TWLOTWILIO INC2,238$461,7670.2%
100LMTLOCKHEED MARTIN CORP906$461,5710.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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