Fund HoldingsAFFINITY INVESTMENT ADVISORS, LLC

Total Portfolio Value
$133.14M
Total Bought
$12.42M
Total Sold
$17.17M
Net Transaction
-$4.75M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
HP INC(HPQ)10,28344,803+34,5203111,5691.18%+1,258
APPLIED MATLS INC2,7527,602+4,8505681,7941.35%+1,226
NETAPP INC(NTAP)09,465+9,46501,2190.92%+1,219
WILLIAMS SONOMA INC(WSM)02,636+2,63607440.56%+744
APPLOVIN CORP(APP)08,175+8,17506800.51%+680
APPLE INC(AAPL)016,822+16,82203,5432.66%+3,543
SS&C TECHNOLOGIES HLDGS INC(SSNC)09,514+9,51405960.45%+596
NVIDIA CORPORATION(NVDA)1,37114,706+13,3351,2391,8171.36%+578
DOCUSIGN INC(DOCU)010,113+10,11305410.41%+541
VERIZON COMMUNICATIONS INC(VZ)30,27941,116+10,8371,2711,6961.27%+425
OMNICOM GROUP INC(OMC)04,418+4,41803960.30%+396
BANK NEW YORK MELLON CORP10,71916,239+5,5206189730.73%+355
EASTMAN CHEM CO(EMN)03,501+3,50103430.26%+343
ALPHABET INC(GOOG)10,95310,934-191,6531,9921.50%+338
ROYAL CARIBBEAN GROUP
COM
3,4885,090+1,6024858110.61%+327
MERCK & CO INC(MRK)20,05023,636+3,5862,6462,9262.20%+281
QUALCOMM INC(QCOM)9,9979,869-1281,6921,9661.48%+273
DIAMONDBACK ENERGY INC(FANG)01,254+1,25402510.19%+251
ALBERTSONS COS INC012,309+12,30902430.18%+243
CORE & MAIN INC(CNM)04,810+4,81002350.18%+235
BROADCOM INC(AVGO)01,432+1,43202,2991.73%+2,299
MGM RESORTS INTERNATIONAL(MGM)04,529+4,52902010.15%+201
GOLDMAN SACHS GROUP INC(GS)4,2334,241+81,7681,9181.44%+150
ALLSTATE CORP(ALL)1,7942,841+1,0473104540.34%+143
ALTRIA GROUP INC(MO)38,72740,144+1,4171,6891,8291.37%+139
MICROSOFT CORP(MSFT)010,125+10,12504,5253.40%+4,525
CARRIER GLOBAL CORPORATION(CARR)3,4445,274+1,8302003330.25%+132
EBAY INC.(EBAY)9,49411,762+2,2685016320.47%+131
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)08,638+8,63805870.44%+587
BANK AMERICA CORP84,65783,164-1,4933,2103,3072.48%+97
ELEVANCE HEALTH INC(ELV)1,0471,170+1235436340.48%+91
UNITEDHEALTH GROUP INC(UNH)5,1325,128-42,5392,6111.96%+73
HCA HEALTHCARE INC(HCA)630862+2322102770.21%+67
ORACLE CORP(ORCL)06,145+6,14508680.65%+868
LAM RESEARCH CORP(LRCX)813803-107908550.64%+65
AUTOZONE INC(AZO)234270+367378000.60%+63
KROGER CO(KR)019,777+19,77709870.74%+987
STEEL DYNAMICS INC(STLD)1,8882,556+6682803310.25%+51
ARCH CAP GROUP LTD
ORD
9,6939,383-3108969470.71%+51
MCKESSON CORP(MCK)1,0911,067-245866230.47%+37
PRICE T ROWE GROUP INC(TROW)2,1742,609+4352653010.23%+36
FIRST CTZNS BANCSHARES INC N(FCNCA)69869801,1411,1750.88%+34
MONDELEZ INTL INC(MDLZ)6,7207,640+9204705000.38%+30
COMCAST CORP NEW(CCZ)046,961+46,96101,8391.38%+1,839
AT&T INC(T)040,752+40,75207790.58%+779
CENCORA INC1,8422,082+2404484690.35%+21
MORGAN STANLEY(MS)6,7416,732-96356540.49%+20
SYNCHRONY FINANCIAL(SYF)7,4957,230-2653233410.26%+18
AMERICAN ELEC PWR CO INC9,9699,96908588750.66%+16
GENERAL DYNAMICS CORP(GD)1,8991,89905365510.41%+15
RTX CORPORATION(RTX)3,8353,83503743850.29%+11
JOHNSON CTLS INTL PLC
SHS
3,8903,89002542590.19%+4
PPL CORP(PPL)40,21440,192-221,1071,1110.83%+4
CITIGROUP INC(C)12,70212,70208038060.61%+3
CHEVRON CORP NEW(CVX)1,8781,87802962940.22%-2
EPR PPTYS(EPR)08,207+8,20703450.26%+345
VIATRIS INC(VTRS)23,59125,825+2,2342822750.21%-7
CENTENE CORP DEL(CNC)9,16910,744+1,5757207120.54%-7
ISHARES TR011,890+11,89001,1540.87%+1,154
CONSTELLATION ENERGY CORP(CEG)5,2074,729-4789639470.71%-15
PACKAGING CORP AMER(PKG)2,2862,28604344170.31%-17
DELTA AIR LINES INC DEL(DAL)46,32546,360+352,2182,1991.65%-18
WELLS FARGO CO NEW(WFC)20,99220,130-8621,2171,1960.90%-21
CONSOLIDATED EDISON INC(ED)7,1406,960-1806486220.47%-26
JPMORGAN CHASE & CO.(JPM)27,37626,974-4025,4835,4564.10%-28
EQUINIX INC(EQIX)52052004293930.30%-36
CISCO SYS INC(CSCO)016,936+16,93608050.60%+805
CUMMINS INC(CMI)2,5002,50007376920.52%-44
EXXON MOBIL CORP30,69830,597-1013,5683,5222.65%-46
PHILIP MORRIS INTL INC(PM)010,569+10,56901,0710.80%+1,071
HARTFORD FINL SVCS GROUP INC(HIG)3,0002,588-4123092600.20%-49
US BANCORP DEL(USB)10,39810,39804654130.31%-52
FORD MTR CO DEL(F)33,56430,975-2,5894463880.29%-57
UNUM GROUP(UNM)22,59722,59701,2131,1550.87%-58
CARDINAL HEALTH INC(CAH)5,0175,120+1035615030.38%-58
EXELON CORP(EXC)19,31619,249-677266660.50%-59
METLIFE INC(MET)015,405+15,40501,0810.81%+1,081
DELL TECHNOLOGIES INC(DELL)17,04313,649-3,3941,9451,8821.41%-62
JOHNSON & JOHNSON(JNJ)5,2565,25608317680.58%-63
BLACKROCK INC(BLK)1,2501,230-201,0429680.73%-74
THE CIGNA GROUP(CI)3,5673,689+1221,2951,2190.92%-76
DICKS SPORTING GOODS INC(DKS)6,8476,806-411,5401,4621.10%-77
KRAFT HEINZ CO(KHC)30,69532,520+1,8251,1331,0480.79%-85
LEAR CORP(LEA)2,7352,708-273963090.23%-87
TEVA PHARMACEUTICAL INDS LTD(TEVA)24,81716,191-8,6263502630.20%-87
PARKER-HANNIFIN CORP(PH)703597-1063913020.23%-89
CELANESE CORP DEL(CE)2,5302,53004353410.26%-94
VISTRA CORP(VST)4,3132,347-1,9663002020.15%-99
LOWES COS INC(LOW)2,9972,99707636610.50%-103
AMERIPRISE FINL INC(AMP)4,8974,778-1192,1472,0411.53%-106
SIMON PPTY GROUP INC NEW(SPG)11,99311,664-3291,8771,7711.33%-106
MOLSON COORS BEVERAGE CO(TAP)8,6169,233+6175794690.35%-110
ABBVIE INC(ABBV)12,70812,70802,3142,1801.64%-134
WALGREENS BOOTS ALLIANCE INC014,477+14,47701750.13%+175
BATH & BODY WORKS INC12,50012,50006254880.37%-137
TARGET CORP(TGT)4,6614,572-898266770.51%-149
DARDEN RESTAURANTS INC(DRI)07,682+7,68201,1620.87%+1,162
AMGEN INC(AMGN)5,9234,838-1,0851,6841,5121.14%-172
TAPESTRY INC(TPR)31,95231,129-8231,5171,3321.00%-185
CATERPILLAR INC(CAT)6,4766,563+872,3732,1861.64%-187
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