Fund Holdings — AFFINITY INVESTMENT ADVISORS, LLC

Total Portfolio Value
$159.87M
Total Bought
$25.17M
Total Sold
$14.85M
Net Transaction
+$10.32M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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MICRON TECHNOLOGY INC(MU)9,31416,789+7,4752,6585,6723.55%+3,014
TARGET CORP(TGT)012,306+12,30601,4910.93%+1,491
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
7,6958,895+1,2002,1193,4852.18%+1,366
EXXON MOBIL CORP23,97524,048+732,8854,0802.55%+1,195
CROWN HLDGS INC(CCK)011,354+11,35401,1380.71%+1,138
HARTFORD INSURANCE GROUP INC(HIG)4,42012,110+7,6906091,6381.02%+1,029
VALERO ENERGY CORP(VLO)12,40712,000-4072,0202,9651.85%+945
JABIL INC(JBL)13,76014,958+1,1983,1383,9732.49%+836
PHILLIPS 66(PSX)2,5836,328+3,7453331,1530.72%+820
VERIZON COMMUNICATIONS INC(VZ)50,50555,366+4,8612,0572,7791.74%+722
APPLE INC(AAPL)18,52422,540+4,0165,0365,7203.58%+684
FORD MTR CO(F)76,758138,091+61,3331,0071,5941.00%+587
TRAVELERS COMPANIES INC(TRV)01,876+1,87605470.34%+547
HERSHEY CO(HSY)02,237+2,23704650.29%+465
JOHNSON & JOHNSON(JNJ)6,8287,623+7951,4131,8631.17%+450
BEST BUY INC(BBY)19,55627,228+7,6721,3091,7481.09%+439
RALPH LAUREN CORP(RL)01,256+1,25604320.27%+432
SCHWAB CHARLES CORP(SCHW)3,1297,710+4,5813137250.45%+412
AT&T INC(T)55,39561,658+6,2631,3761,7871.12%+411
PFIZER INC(PFE)55,57163,312+7,7411,3841,7781.11%+394
GENERAL MTRS CO(GM)9,60014,815+5,2157811,1040.69%+323
ALTRIA GROUP INC(MO)29,36730,482+1,1151,6932,0121.26%+318
GILEAD SCIENCES INC(GILD)15,89816,149+2511,9512,2511.41%+299
US FOODS HLDG CORP(USFD)8,77110,306+1,5356619500.59%+290
HONEYWELL INTL INC(HON)01,259+1,25902850.18%+285
OMNICOM GROUP INC(OMC)03,654+3,65402750.17%+275
DICKS SPORTING GOODS INC(DKS)5,1556,465+1,3101,0211,2820.80%+261
DIAMONDBACK ENERGY INC(FANG)01,310+1,31002590.16%+259
MARATHON PETE CORP(MPC)2,0812,406+3253385870.37%+249
DELL TECHNOLOGIES INC(DELL)6,3086,30807941,0350.65%+241
HEWLETT PACKARD ENTERPRISE C(HPE)64,77975,474+10,6951,5561,7971.12%+241
SEALED AIR CORP NEW(SDA)05,258+5,25802210.14%+221
AMAZON COM INC(AMZN)8,41710,387+1,9701,9432,1631.35%+220
PPL CORP(PPL)26,06829,568+3,5009131,1290.71%+217
F5 INC(FFIV)2,5312,951+4206468540.53%+208
EXELON CORP(EXC)27,36928,180+8111,1931,3810.86%+188
HOWMET AEROSPACE INC(HWM)2,7323,242+5105607470.47%+187
COMFORT SYS USA INC(FIX)315347+322944790.30%+185
EBAY INC.(EBAY)9,29010,888+1,5988099910.62%+182
TAPESTRY INC(TPR)24,78323,679-1,1043,1673,3412.09%+175
CHARTER COMMUNICATIONS INC(CHTR)3,4494,054+6057208750.55%+155
CITIZENS FINL GROUP INC(CFG)11,45913,632+2,1736698180.51%+148
CATERPILLAR INC(CAT)2,8962,544-3521,6591,8021.13%+143
SNAP ON INC(SNA)1,4501,766+3165006410.40%+142
AMERICAN ELEC PWR CO INC4,3014,671+3704966120.38%+116
GENERAL DYNAMICS CORP(GD)2,6482,928+2808911,0050.63%+113
EDISON INTL(EIX)4,0084,708+7002413450.22%+104
BRISTOL-MYERS SQUIBB CO(BMY)13,53213,730+1987308330.52%+103
HOST HOTELS & RESORTS INC(HST)53,61554,890+1,2759511,0520.66%+101
CONSOLIDATED EDISON INC(ED)6,9606,96006917880.49%+96
NEWMONT CORP(NEM)23,07022,146-9242,3042,3971.50%+94
RTX CORPORATION(RTX)14,20313,981-2222,6052,6971.69%+92
AMGEN INC(AMGN)4,0584,026-321,3281,4170.89%+88
ZOOM COMMUNICATIONS INC(ZM)10,02311,838+1,8158659520.60%+87
PILGRIMS PRIDE CORP(PPC)9,25711,746+2,4893614440.28%+83
LOCKHEED MARTIN CORP(LMT)798768-303864640.29%+78
DARDEN RESTAURANTS INC(DRI)7,1847,139-451,3221,4000.88%+78
EMCOR GROUP INC(EME)350395+452142920.18%+78
HCA HEALTHCARE INC(HCA)680820+1403173880.24%+71
CUMMINS INC(CMI)1,9411,970+299911,0600.66%+69
DOLLAR GEN CORP(DG)11,93013,860+1,9301,5841,6461.03%+62
THE CIGNA GROUP(CI)4,5984,973+3751,2661,3270.83%+61
AMDOCS LTD(DOX)7,52010,169+2,6496056640.42%+58
ARCHER DANIELS MIDLAND CO3,6903,69002122680.17%+56
BANK NEW YORK MELLON CORP12,92713,094+1671,5011,5530.97%+53
LABCORP HOLDINGS INC(LH)8941,034+1402242760.17%+52
BAKER HUGHES COMPANY(BKR)6,8115,865-9463103580.22%+48
ALLSTATE CORP(ALL)2,8063,041+2355846310.39%+46
PROLOGIS INC.(PLD)1,6711,951+2802132580.16%+45
UNITED RENTALS INC(URI)2,5722,914+3422,0822,1231.33%+41
SIMON PPTY GROUP INC NEW(SPG)8,1348,288+1541,5061,5460.97%+40
HASBRO INC(HAS)2,9202,927+72392740.17%+35
PPG INDS INC(PPG)3,5283,669+1413613920.25%+31
DTE ENERGY CO(DTB)1,6201,62002092370.15%+28
JOHNSON CONTROLS INTERNATION
SHS
2,4872,48702983260.20%+28
LOGITECH INTL S A
SHS
3,4754,125+6503483760.24%+28
PRICE T ROWE GROUP INC(TROW)5,3626,337+9755495710.36%+22
LEAR CORP(LEA)1,7951,865+702062260.14%+20
STEEL DYNAMICS INC(STLD)1,8151,81503083270.20%+19
MCKESSON CORP(MCK)28328302322450.15%+13
HP INC(HPQ)60,75870,988+10,2301,3541,3640.85%+10
CARDINAL HEALTH INC(CAH)1,4751,47503033120.19%+9
LEIDOS HOLDINGS INC(LDOS)4,3825,127+7457917970.50%+7
CVS HEALTH CORP(CVS)21,50823,780+2,2721,7071,7081.07%+1
EPR PPTYS(EPR)4,3994,39902202200.14%0
LOWES COS INC(LOW)2,6982,747+496516490.41%-2
PNC FINL SVCS GROUP INC(PNC)3,4413,44107187160.45%-2
CARNIVAL CORP9,44211,022+1,5802882850.18%-3
ROYAL CARIBBEAN GROUP
COM
1,0851,08503032990.19%-4
US BANCORP(USB)5,3195,31902842770.17%-7
ISHARES TR12,39012,39001,2381,2300.77%-8
NRG ENERGY INC(NRG)3,2243,459+2355135050.32%-8
STATE STR CORP(STT)3,9653,96505125020.31%-10
STANLEY BLACK & DECKER INC(SWK)3,2113,21102392280.14%-10
UNITED AIRLS HLDGS INC(UAL)3,2803,840+5603673540.22%-13
CENCORA INC71071002402230.14%-17
MOLSON COORS BEVERAGE CO(TAP)5,6155,695+802622450.15%-17
NETAPP INC(NTAP)3,7743,77404043860.24%-18
EXPEDIA GROUP INC(EXPE)1,1921,377+1853383180.20%-20
CITIGROUP INC(C)7,0847,093+98278040.50%-22
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AFFINITY INVESTMENT ADVISORS, LLC — 13F Holdings — Q1 2026 | TickerTrail