Fund HoldingsAFFINITY INVESTMENT ADVISORS, LLC

Total Portfolio Value
$145.72M
Total Bought
$12.73M
Total Sold
$13.65M
Net Transaction
-$923.2K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
NEWMONT CORP(NEM)025,643+25,64301,3710.94%+1,371
INTERNATIONAL BUSINESS MACHS(IBM)015,699+15,69903,4712.38%+3,471
PROGRESSIVE CORP(PGR)02,878+2,87807300.50%+730
DIAMONDBACK ENERGY INC(FANG)1,2545,680+4,4262519790.67%+728
PFIZER INC(PFE)024,909+24,90907210.49%+721
UNITED RENTALS INC(URI)03,953+3,95303,2012.20%+3,201
BEST BUY INC(BBY)022,421+22,42102,3161.59%+2,316
UNITEDHEALTH GROUP INC(UNH)5,1285,364+2362,6113,1362.15%+525
JONES LANG LASALLE INC(JLL)01,842+1,84204970.34%+497
METLIFE INC(MET)15,40518,981+3,5761,0811,5661.07%+484
PILGRIMS PRIDE CORP(PPC)010,044+10,04404630.32%+463
GAP INC(GAP)020,971+20,97104620.32%+462
TWILIO INC(TWLO)06,651+6,65104340.30%+434
NVIDIA CORPORATION(NVDA)14,70618,232+3,5261,8172,2141.52%+397
BUILDERS FIRSTSOURCE INC(BLDR)04,098+4,09807940.55%+794
APPLOVIN CORP(APP)8,1758,17506801,0670.73%+387
PULTE GROUP INC(PHM)012,339+12,33901,7711.22%+1,771
META PLATFORMS INC(META)05,628+5,62803,2222.21%+3,222
CATERPILLAR INC(CAT)6,5636,527-362,1862,5531.75%+367
GILEAD SCIENCES INC(GILD)019,974+19,97401,6751.15%+1,675
ELI LILLY & CO(LLY)0360+36003190.22%+319
ABBVIE INC(ABBV)12,70812,468-2402,1802,4621.69%+283
BAXTER INTL INC07,035+7,03502670.18%+267
BAKER HUGHES COMPANY(BKR)06,811+6,81102460.17%+246
IRON MTN INC DEL(IRM)02,013+2,01302390.16%+239
FISERV INC(FISV)01,293+1,29302320.16%+232
APPLE INC(AAPL)16,82216,203-6193,5433,7752.59%+232
ALTRIA GROUP INC(MO)40,14440,218+741,8292,0531.41%+224
AMERICAN TOWER CORP NEW(AMT)0951+95102210.15%+221
ARCHER DANIELS MIDLAND CO03,690+3,69002200.15%+220
PPL CORP(PPL)40,19240,092-1001,1111,3260.91%+215
SMUCKER J M CO(SJM)01,770+1,77002140.15%+214
UNITED AIRLS HLDGS INC(UAL)03,708+3,70802120.15%+212
DTE ENERGY CO(DTB)01,620+1,62002080.14%+208
ENTERGY CORP NEW(ETR)01,567+1,56702060.14%+206
RENAISSANCERE HLDGS LTD(RNR)0737+73702010.14%+201
PHILIP MORRIS INTL INC(PM)10,56910,474-951,0711,2720.87%+201
BANK NEW YORK MELLON CORP16,23916,23909731,1670.80%+194
SIMON PPTY GROUP INC NEW(SPG)11,66411,608-561,7711,9621.35%+191
BRISTOL-MYERS SQUIBB CO(BMY)018,192+18,19209410.65%+941
KROGER CO(KR)19,77720,455+6789871,1720.80%+185
AMDOCS LTD(DOX)08,605+8,60507530.52%+753
AMERIPRISE FINL INC(AMP)4,7784,714-642,0412,2151.52%+174
AMGEN INC(AMGN)4,8385,170+3321,5121,6661.14%+154
LOWES COS INC(LOW)2,9972,988-96618090.56%+149
AMERICAN ELEC PWR CO INC9,9699,96908751,0230.70%+148
VERIZON COMMUNICATIONS INC(VZ)41,11640,986-1301,6961,8411.26%+145
CONSTELLATION ENERGY CORP(CEG)4,7294,193-5369471,0900.75%+143
EBAY INC.(EBAY)11,76211,76206327660.53%+134
TAPESTRY INC(TPR)31,12931,174+451,3321,4651.01%+133
DELTA AIR LINES INC DEL(DAL)46,36045,839-5212,1992,3281.60%+129
EXELON CORP(EXC)19,24919,594+3456667950.55%+128
CUMMINS INC(CMI)2,5002,50006928090.56%+117
COMCAST CORP NEW(CCZ)46,96146,690-2711,8391,9501.34%+111
SS&C TECHNOLOGIES HLDGS INC(SSNC)9,5149,51405967060.48%+110
EXXON MOBIL CORP30,59730,979+3823,5223,6312.49%+109
AT&T INC(T)40,75240,281-4717798860.61%+107
KRAFT HEINZ CO(KHC)32,52032,765+2451,0481,1500.79%+103
CONSOLIDATED EDISON INC(ED)6,9606,96006227250.50%+102
PACKAGING CORP AMER(PKG)2,2862,412+1264175200.36%+102
FIRST CTZNS BANCSHARES INC N(FCNCA)698693-51,1751,2760.88%+101
CENTENE CORP DEL(CNC)10,74410,74407128090.56%+96
CARRIER GLOBAL CORPORATION(CARR)5,2745,27403334250.29%+92
UNUM GROUP(UNM)22,59720,967-1,6301,1551,2460.86%+91
ROYAL CARIBBEAN GROUP
COM
5,0905,09008119030.62%+91
DARDEN RESTAURANTS INC(DRI)7,6827,632-501,1621,2530.86%+90
DOCUSIGN INC(DOCU)10,11310,11305416280.43%+87
CISCO SYS INC(CSCO)16,93616,707-2298058890.61%+85
JOHNSON & JOHNSON(JNJ)5,2565,25607688520.58%+84
ARCH CAP GROUP LTD
ORD
9,3839,189-1949471,0280.71%+81
DELL TECHNOLOGIES INC(DELL)13,64916,525+2,8761,8821,9591.34%+77
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)8,6388,559-795876610.45%+73
HCA HEALTHCARE INC(HCA)862860-22773500.24%+73
WILLIAMS SONOMA INC(WSM)2,6365,272+2,6367448170.56%+72
MOLSON COORS BEVERAGE CO(TAP)9,2339,395+1624695400.37%+71
VISTRA CORP(VST)2,3472,273-742022690.18%+68
ALLSTATE CORP(ALL)2,8412,731-1104545180.36%+64
RTX CORPORATION(RTX)3,8353,700-1353854480.31%+63
US BANCORP DEL(USB)10,39810,39804134760.33%+63
PARKER-HANNIFIN CORP(PH)597576-213023640.25%+62
THE CIGNA GROUP(CI)3,6893,68901,2191,2780.88%+59
GOLDMAN SACHS GROUP INC(GS)4,2413,992-2491,9181,9761.36%+58
EPR PPTYS(EPR)8,2078,20703454020.28%+58
OMNICOM GROUP INC(OMC)4,4184,373-453964520.31%+56
JPMORGAN CHASE & CO.(JPM)26,97426,132-8425,4565,5103.78%+54
CARDINAL HEALTH INC(CAH)5,1205,033-875035560.38%+53
MORGAN STANLEY(MS)6,7326,762+306547050.48%+51
AUTOZONE INC(AZO)27027008008510.58%+50
ISHARES TR11,89011,89001,1541,2040.83%+50
BERKSHIRE HATHAWAY INC DEL0927+92704270.29%+427
EASTMAN CHEM CO(EMN)3,5013,50103433920.27%+49
ORACLE CORP(ORCL)6,1455,378-7678689160.63%+49
HARTFORD FINL SVCS GROUP INC(HIG)2,5882,58802603040.21%+44
JOHNSON CTLS INTL PLC
SHS
3,8903,89002593020.21%+43
NRG ENERGY INC(NRG)03,789+3,78903450.24%+345
HP INC(HPQ)44,80344,613-1901,5691,6001.10%+31
TEVA PHARMACEUTICAL INDS LTD(TEVA)16,19116,19102632920.20%+29
VIATRIS INC(VTRS)25,82525,82502753000.21%+25
GENERAL DYNAMICS CORP(GD)1,8991,89905515740.39%+23
TARGET CORP(TGT)4,5724,487-856776990.48%+23
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