Fund HoldingsAFFINITY INVESTMENT ADVISORS, LLC

Total Portfolio Value
$154.95M
Total Bought
$10.37M
Total Sold
$30.11M
Net Transaction
-$19.74M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
WEATHERFORD INTL PLC(WFRD)012,420+12,42001,1220.72%+1,122
MICROSOFT CORP(MSFT)11,57715,537+3,9603,9424,9063.17%+963
FIRST CTZNS BANCSHARES INC N(FCNCA)0697+69709620.62%+962
DUOLINGO INC(DUOL)05,105+5,10508470.55%+847
SUPER MICRO COMPUTER INC(SMCI)03,069+3,06908420.54%+842
ENERSYS(ENS)08,577+8,57708120.52%+812
OFG BANCORP(OFG)023,278+23,27806950.45%+695
CUSTOMERS BANCORP INC(CUBB)019,666+19,66606770.44%+677
EPLUS INC(PLUS)09,281+9,28105900.38%+590
WORTHINGTON INDS INC(WOR)08,617+8,61705330.34%+533
BATH & BODY WORKS INC012,538+12,53804240.27%+424
EPR PPTYS(EPR)08,238+8,23803420.22%+342
FORD MTR CO DEL(F)025,579+25,57903180.21%+318
HOST HOTELS & RESORTS INC(HST)53,66875,585+21,9179031,2150.78%+311
PBF ENERGY INC(PBF)25,35024,526-8241,0381,3130.85%+275
VALERO ENERGY CORP(VLO)16,93615,884-1,0521,9872,2511.45%+264
EXXON MOBIL CORP22,70222,662-402,4352,6651.72%+230
MARATHON PETE CORP(MPC)9,1038,375-7281,0611,2670.82%+206
WARRIOR MET COAL INC(HCC)015,755+15,75508050.52%+805
METLIFE INC(MET)27,00126,723-2781,5261,6811.08%+155
PPG INDS INC(PPG)03,890+3,89005050.33%+505
ABBVIE INC(ABBV)12,38812,044-3441,6691,7951.16%+126
AMGEN INC(AMGN)3,2573,137-1207238430.54%+120
CATERPILLAR INC(CAT)6,2195,995-2241,5301,6371.06%+106
META PLATFORMS INC(META)8,4468,383-632,4242,5171.62%+93
STONEX GROUP INC(SNEX)05,966+5,96605780.37%+578
VISTA OUTDOOR INC014,856+14,85604920.32%+492
CONSTELLATION ENERGY CORP(CEG)05,885+5,88506420.41%+642
TEEKAY TANKERS LTD(TNK)20,26020,26007758430.54%+69
SABRA HEALTH CARE REIT INC(SBRA)032,406+32,40604520.29%+452
BUNGE LIMITED04,528+4,52804900.32%+490
CATHAY GEN BANCORP(CATY)018,873+18,87306560.42%+656
UNITEDHEALTH GROUP INC(UNH)4,8024,645-1572,3082,3421.51%+34
UNUM GROUP(UNM)22,14822,135-131,0561,0890.70%+32
TANGER FACTORY OUTLET CTRS I(SKT)44,95844,931-279921,0150.66%+23
CHEVRON CORP NEW(CVX)01,878+1,87803170.20%+317
HALOZYME THERAPEUTICS INC(HALO)015,706+15,70606000.39%+600
NEWMARK GROUP INC(NMRK)054,843+54,84303530.23%+353
GENERAL DYNAMICS CORP(GD)01,899+1,89904200.27%+420
MRC GLOBAL INC054,615+54,61505600.36%+560
HILTON WORLDWIDE HLDGS INC(HLT)02,118+2,11803180.21%+318
TEVA PHARMACEUTICAL INDS LTD(TEVA)024,181+24,18102470.16%+247
NRG ENERGY INC(NRG)05,683+5,68302190.14%+219
GOLDMAN SACHS GROUP INC(GS)3,8163,812-41,2311,2330.80%+3
US BANCORP DEL(USB)010,398+10,39803440.22%+344
PARKER-HANNIFIN CORP(PH)0748+74802910.19%+291
CONCENTRIX CORP(CNXC)04,432+4,43203550.23%+355
ALPHABET INC(GOOG)13,81712,616-1,2011,6541,6511.07%-3
CNO FINL GROUP INC29,29029,060-2306936900.45%-4
BANK OF NT BUTTERFIELD&SON L
SHS NEW
021,537+21,53705830.38%+583
GENCO SHIPPING & TRADING LTD(GNK)038,027+38,02705320.34%+532
WORKIVA INC(WK)6,9766,936-407097030.45%-6
ELEVANCE HEALTH INC(ELV)0650+65002830.18%+283
VISTRA CORP(VST)07,365+7,36502440.16%+244
PHILLIPS 66(PSX)03,114+3,11403740.24%+374
BOOKING HOLDINGS INC(BKNG)067+6702070.13%+207
VISA INC(V)0900+90002070.13%+207
OXFORD INDS INC8,2908,29008167970.51%-19
KORN FERRY(KFY)011,807+11,80705600.36%+560
JABIL INC(JBL)18,18015,267-2,9131,9621,9371.25%-25
SOUTHWEST GAS HLDGS INC(SWX)07,802+7,80204710.30%+471
ARTISAN PARTNERS ASSET MGMT(APAM)17,48317,567+846876570.42%-30
FEDERATED HERMES INC(FHI)016,095+16,09505450.35%+545
GRAY TELEVISION INC035,696+35,69602470.16%+247
CONSOLIDATED EDISON INC(ED)07,140+7,14006110.39%+611
FIRST FINL BANCORP OH(FFBC)32,38931,919-4706626260.40%-36
NUCOR CORP(NUE)4,9224,92208077700.50%-38
BELDEN INC9,7129,185-5279298870.57%-42
CBRE GROUP INC(CBRE)06,496+6,49604800.31%+480
OWENS & MINOR INC NEW016,140+16,14002610.17%+261
JOHNSON & JOHNSON(JNJ)5,2385,269+318678210.53%-46
ALPHA & OMEGA SEMICONDUCTOR(AOSL)015,949+15,94904760.31%+476
CARRIER GLOBAL CORPORATION(CARR)04,994+4,99402760.18%+276
HARTFORD FINL SVCS GROUP INC(HIG)04,942+4,94203500.23%+350
MORGAN STANLEY(MS)7,9227,682-2406776270.40%-49
IRONWOOD PHARMACEUTICALS INC050,733+50,73304890.32%+489
LAM RESEARCH CORP(LRCX)1,2131,160-537807270.47%-53
HP INC(HPQ)010,309+10,30902650.17%+265
ENSIGN GROUP INC(ENSG)7,7847,384-4007436860.44%-57
REGAL REXNORD CORPORATION(RRX)02,849+2,84904070.26%+407
FIRST HORIZON CORPORATION(FHN)016,212+16,21201790.12%+179
THE CIGNA GROUP(CI)01,784+1,78405100.33%+510
ARCHER DANIELS MIDLAND CO04,828+4,82803640.23%+364
SANMINA CORPORATION(SANM)10,92010,92006585930.38%-65
JPMORGAN CHASE & CO(JPM)25,84725,470-3773,7593,6942.38%-66
WELLS FARGO CO NEW(WFC)24,11123,580-5311,0299630.62%-66
ISHARES TR12,09011,890-2001,1841,1180.72%-66
ALBERTSONS COS INC011,688+11,68802660.17%+266
MEDIFAST INC03,903+3,90302920.19%+292
CVS HEALTH CORP(CVS)29,59428,311-1,2832,0461,9771.28%-69
ABM INDS INC19,39218,902-4908277560.49%-71
M D C HLDGS INC012,708+12,70805240.34%+524
COMCAST CORP NEW(CCZ)41,66737,399-4,2681,7311,6581.07%-73
LANTHEUS HLDGS INC(LNTH)06,954+6,95404830.31%+483
MARRIOTT VACATIONS WORLDWIDE(VAC)03,467+3,46703490.23%+349
BLOOMIN BRANDS INC29,07328,667-4067827050.45%-77
EXELON CORP(EXC)21,43121,065-3668737960.51%-77
KRAFT HEINZ CO(KHC)20,46219,276-1,1867266480.42%-78
MCKESSON CORP(MCK)1,7381,526-2127436640.43%-79
PIEDMONT OFFICE REALTY TR IN(PDM)048,711+48,71102740.18%+274
Page 1 of 1