Fund HoldingsAFFINITY INVESTMENT ADVISORS, LLC

Total Portfolio Value
$137.00M
Total Bought
$17.07M
Total Sold
$41.19M
Net Transaction
-$24.12M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
EXXON MOBIL CORP030,698+30,69803,5682.60%+3,568
NVIDIA CORPORATION(NVDA)01,371+1,37101,2390.90%+1,239
BLACKROCK INC(BLK)01,250+1,25001,0420.76%+1,042
THE CIGNA GROUP(CI)1,5573,567+2,0104661,2950.95%+829
TARGET CORP(TGT)04,661+4,66108260.60%+826
CITIGROUP INC(C)012,702+12,70208030.59%+803
JPMORGAN CHASE & CO(JPM)27,67827,376-3024,7085,4834.00%+775
CUMMINS INC(CMI)02,500+2,50007370.54%+737
CENTENE CORP DEL(CNC)09,169+9,16907200.53%+720
MERCK & CO INC(MRK)020,050+20,05002,6461.93%+2,646
BANK NEW YORK MELLON CORP010,719+10,71906180.45%+618
PHILLIPS 66(PSX)2,7285,888+3,1603639620.70%+599
AMGEN INC(AMGN)3,7815,923+2,1421,0891,6841.23%+595
ABBVIE INC(ABBV)012,708+12,70802,3141.69%+2,314
DELL TECHNOLOGIES INC(DELL)17,88317,043-8401,3681,9451.42%+577
PPG INDS INC(PPG)3,8437,344+3,5015751,0640.78%+489
VALERO ENERGY CORP(VLO)014,507+14,50702,4761.81%+2,476
MONDELEZ INTL INC(MDLZ)06,720+6,72004700.34%+470
NUCOR CORP(NUE)4,9226,658+1,7368571,3180.96%+461
KRAFT HEINZ CO(KHC)18,49530,695+12,2006841,1330.83%+449
CATERPILLAR INC(CAT)6,5146,476-381,9262,3731.73%+447
PACKAGING CORP AMER(PKG)02,286+2,28604340.32%+434
PACCAR INC(PCAR)16,31416,269-451,5932,0161.47%+423
TAPESTRY INC(TPR)30,26731,952+1,6851,1141,5171.11%+403
MARATHON PETE CORP(MPC)07,830+7,83001,5781.15%+1,578
AMERIPRISE FINL INC(AMP)04,897+4,89702,1471.57%+2,147
INTERNATIONAL BUSINESS MACHS(IBM)15,92515,556-3692,6052,9712.17%+366
DELTA AIR LINES INC DEL(DAL)46,35246,325-271,8652,2181.62%+353
BANK AMERICA CORP84,92684,657-2692,8593,2102.34%+351
DICKS SPORTING GOODS INC(DKS)8,1256,847-1,2781,1941,5401.12%+346
CONSTELLATION ENERGY CORP(CEG)5,3025,207-956209630.70%+343
UNITED RENTALS INC(URI)4,4603,986-4742,5572,8742.10%+317
ALLSTATE CORP(ALL)01,794+1,79403100.23%+310
QUALCOMM INC(QCOM)9,5979,997+4001,3881,6921.24%+304
VISTRA CORP(VST)04,313+4,31303000.22%+300
GOLDMAN SACHS GROUP INC(GS)3,8124,233+4211,4711,7681.29%+298
UNITEDHEALTH GROUP INC(UNH)05,132+5,13202,5391.85%+2,539
STEEL DYNAMICS INC(STLD)01,888+1,88802800.20%+280
ALTRIA GROUP INC(MO)038,727+38,72701,6891.23%+1,689
APPLIED MATLS INC2,1152,752+6373435680.41%+225
HCA HEALTHCARE INC(HCA)0630+63002100.15%+210
SNAP ON INC(SNA)0688+68802040.15%+204
CARRIER GLOBAL CORPORATION(CARR)03,444+3,44402000.15%+200
UNUM GROUP(UNM)22,59722,59701,0221,2130.89%+191
ARCH CAP GROUP LTD
ORD
9,6129,693+817148960.65%+182
FIRST CTZNS BANCSHARES INC N(FCNCA)69869809901,1410.83%+151
WELLS FARGO CO NEW(WFC)21,85120,992-8591,0761,2170.89%+141
AUTOZONE INC(AZO)23423406057370.54%+132
VERIZON COMMUNICATIONS INC(VZ)30,81130,279-5321,1621,2710.93%+109
NRG ENERGY INC(NRG)9,1558,575-5804735800.42%+107
BEST BUY INC(BBY)29,87929,807-722,3392,4451.78%+106
TEVA PHARMACEUTICAL INDS LTD(TEVA)24,81724,81702593500.26%+91
BERKSHIRE HATHAWAY INC DEL1,3771,37704915790.42%+88
HOST HOTELS & RESORTS INC(HST)79,02878,613-4151,5391,6261.19%+87
EBAY INC.(EBAY)9,4949,49404145010.37%+87
BATH & BODY WORKS INC12,50012,50005406250.46%+86
BUILDERS FIRSTSOURCE INC(BLDR)04,221+4,22108800.64%+880
LOWES COS INC(LOW)3,0612,997-646817630.56%+82
LIVE NATION ENTERTAINMENT IN(LYV)6,5246,52406116900.50%+79
ALPHABET INC(GOOG)010,953+10,95301,6531.21%+1,653
CADENCE DESIGN SYSTEM INC(CDNS)1,7501,75004775450.40%+68
HARTFORD FINL SVCS GROUP INC(HIG)03,000+3,00003090.23%+309
MOLSON COORS BEVERAGE CO(TAP)8,3708,616+2465125790.42%+67
CENCORA INC1,8921,842-503894480.33%+59
SYNOPSYS INC(SNPS)91091004695200.38%+51
RTX CORPORATION(RTX)3,8383,835-33233740.27%+51
BRISTOL-MYERS SQUIBB CO(BMY)018,223+18,22309880.72%+988
AMERICAN ELEC PWR CO INC9,9699,96908108580.63%+49
GILEAD SCIENCES INC(GILD)18,94621,586+2,6401,5351,5811.15%+46
ELEVANCE HEALTH INC(ELV)1,0541,047-74975430.40%+46
MCKESSON CORP(MCK)01,091+1,09105860.43%+586
CVS HEALTH CORP(CVS)27,13427,425+2912,1432,1871.60%+45
PARKER-HANNIFIN CORP(PH)753703-503473910.29%+44
GENERAL DYNAMICS CORP(GD)1,8991,89904935360.39%+43
WALMART INC(WMT)1,7555,265+3,5102773170.23%+40
FORD MTR CO DEL(F)33,39933,564+1654074460.33%+39
SYNCHRONY FINANCIAL(SYF)7,4957,49502863230.24%+37
SIMON PPTY GROUP INC NEW(SPG)12,90811,993-9151,8411,8771.37%+36
LENNAR CORP(LEN)1,5421,54202302650.19%+35
CARDINAL HEALTH INC(CAH)5,2225,017-2055265610.41%+35
HEWLETT PACKARD ENTERPRISE C(HPE)45,04945,04907657990.58%+34
ROYAL CARIBBEAN GROUP
COM
3,4883,48804524850.35%+33
CELANESE CORP DEL(CE)2,5992,530-694044350.32%+31
PRICE T ROWE GROUP INC(TROW)2,1742,17402342650.19%+31
JOHNSON CTLS INTL PLC
SHS
3,8903,89002242540.19%+30
EXELON CORP(EXC)019,316+19,31607260.53%+726
VIATRIS INC(VTRS)23,59123,59102552820.21%+26
PPL CORP(PPL)040,214+40,21401,1070.81%+1,107
AMDOCS LTD(DOX)12,17112,048-1231,0701,0890.79%+19
CHEVRON CORP NEW(CVX)1,8781,87802802960.22%+16
US BANCORP DEL(USB)10,39810,39804504650.34%+15
EQUINIX INC(EQIX)52052004194290.31%+10
LAM RESEARCH CORP(LRCX)999813-1867827900.58%+7
LEAR CORP(LEA)2,7582,735-233893960.29%+7
JOHNSON & JOHNSON(JNJ)5,2695,256-138268310.61%+6
BOOKING HOLDINGS INC(BKNG)616102162210.16%+5
MORGAN STANLEY(MS)6,7816,741-406326350.46%+2
SMUCKER J M CO(SJM)1,7701,77002242230.16%-1
HP INC(HPQ)10,36010,283-773123110.23%-1
CONSOLIDATED EDISON INC(ED)7,1407,14006506480.47%-1
Page 1 of 1