Fund HoldingsAFFINITY INVESTMENT ADVISORS, LLC

Total Portfolio Value
$147.01M
Total Bought
$17.37M
Total Sold
$33.90M
Net Transaction
-$16.53M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
META PLATFORMS INC(META)8,38310,570+2,1872,5173,7412.55%+1,225
JPMORGAN CHASE & CO(JPM)25,47027,678+2,2083,6944,7083.20%+1,014
DELL TECHNOLOGIES INC(DELL)017,883+17,88301,3680.93%+1,368
DICKS SPORTING GOODS INC(DKS)08,125+8,12501,1940.81%+1,194
BEST BUY INC(BBY)029,879+29,87902,3391.59%+2,339
ARCH CAP GROUP LTD
ORD
09,612+9,61207140.49%+714
MICROSOFT CORP(MSFT)15,53714,854-6834,9065,5863.80%+680
AXOS FINANCIAL INC(AX)011,562+11,56206310.43%+631
LIVE NATION ENTERTAINMENT IN(LYV)06,524+6,52406110.42%+611
BANK AMERICA CORP084,926+84,92602,8591.95%+2,859
PULTE GROUP INC(PHM)020,892+20,89202,1561.47%+2,156
MOLSON COORS BEVERAGE CO(TAP)08,370+8,37005120.35%+512
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)06,263+6,26304730.32%+473
AKAMAI TECHNOLOGIES INC(AKAM)03,987+3,98704720.32%+472
BUNGE GLOBAL SA(BG)04,543+4,54304590.31%+459
ROYAL CARIBBEAN GROUP
COM
03,488+3,48804520.31%+452
EQUINIX INC(EQIX)0520+52004190.28%+419
BROADCOM INC(AVGO)02,130+2,13002,3781.62%+2,378
UNITED RENTALS INC(URI)04,460+4,46002,5571.74%+2,557
HEIDRICK & STRUGGLES INTL IN013,253+13,25303910.27%+391
SIMON PPTY GROUP INC NEW(SPG)012,908+12,90801,8411.25%+1,841
LEAR CORP(LEA)02,758+2,75803890.26%+389
MATSON INC(MATX)03,292+3,29203610.25%+361
AXCELIS TECHNOLOGIES INC02,657+2,65703450.23%+345
ALKERMES PLC(ALKS)011,870+11,87003290.22%+329
HOST HOTELS & RESORTS INC(HST)75,58579,028+3,4431,2151,5391.05%+324
DISCOVER FINL SVCS013,455+13,45501,5121.03%+1,512
ACADIA PHARMACEUTICALS INC09,287+9,28702910.20%+291
GMS INC03,516+3,51602900.20%+290
CATERPILLAR INC(CAT)5,9956,514+5191,6371,9261.31%+289
INTERNATIONAL BUSINESS MACHS(IBM)015,925+15,92502,6051.77%+2,605
SYNCHRONY FINANCIAL(SYF)07,495+7,49502860.19%+286
WALMART INC(WMT)01,755+1,75502770.19%+277
QUALCOMM INC(QCOM)09,597+9,59701,3880.94%+1,388
VIATRIS INC(VTRS)023,591+23,59102550.17%+255
NRG ENERGY INC(NRG)5,6839,155+3,4722194730.32%+254
AMGEN INC(AMGN)3,1373,781+6448431,0890.74%+246
GOLDMAN SACHS GROUP INC(GS)3,8123,81201,2331,4711.00%+237
PRICE T ROWE GROUP INC(TROW)02,174+2,17402340.16%+234
JOHNSON CTLS INTL PLC
SHS
03,890+3,89002240.15%+224
SMUCKER J M CO(SJM)01,770+1,77002240.15%+224
AMERICAN TOWER CORP NEW(AMT)01,027+1,02702220.15%+222
ELEVANCE HEALTH INC(ELV)6501,054+4042834970.34%+214
PACCAR INC(PCAR)016,314+16,31401,5931.08%+1,593
AUTOZONE INC(AZO)0234+23406050.41%+605
MOSAIC CO NEW(MOS)05,650+5,65002020.14%+202
COMCAST CORP NEW(CCZ)37,39942,063+4,6641,6581,8441.25%+186
FLEX LTD(FLEX)028,333+28,33308630.59%+863
CVS HEALTH CORP(CVS)28,31127,134-1,1771,9772,1431.46%+166
HEWLETT PACKARD ENTERPRISE C(HPE)045,049+45,04907650.52%+765
GILEAD SCIENCES INC(GILD)018,946+18,94601,5351.04%+1,535
BATH & BODY WORKS INC12,53812,500-384245400.37%+116
WELLS FARGO CO NEW(WFC)23,58021,851-1,7299631,0760.73%+112
US BANCORP DEL(USB)10,39810,39803444500.31%+106
FORD MTR CO DEL(F)25,57933,399+7,8203184070.28%+89
NUCOR CORP(NUE)4,9224,92207708570.58%+87
VERIZON COMMUNICATIONS INC(VZ)030,811+30,81101,1620.79%+1,162
DELTA AIR LINES INC DEL(DAL)046,352+46,35201,8651.27%+1,865
GENERAL DYNAMICS CORP(GD)1,8991,89904204930.34%+73
TAPESTRY INC(TPR)030,267+30,26701,1140.76%+1,114
PPG INDS INC(PPG)3,8903,843-475055750.39%+70
HILTON WORLDWIDE HLDGS INC(HLT)2,1182,11803183860.26%+68
ISHARES TR11,89011,89001,1181,1800.80%+62
AMERICAN ELEC PWR CO INC09,969+9,96908100.55%+810
EPR PPTYS(EPR)8,2388,23803423990.27%+57
PARKER-HANNIFIN CORP(PH)748753+52913470.24%+56
LAM RESEARCH CORP(LRCX)1,160999-1617277820.53%+55
APPLIED MATLS INC02,115+2,11503430.23%+343
AMDOCS LTD(DOX)012,171+12,17101,0700.73%+1,070
HP INC(HPQ)10,30910,360+512653120.21%+47
ANALOG DEVICES INC(ADI)01,954+1,95403880.26%+388
CONSOLIDATED EDISON INC(ED)7,1407,14006116500.44%+39
KRAFT HEINZ CO(KHC)19,27618,495-7816486840.47%+36
RTX CORPORATION(RTX)03,838+3,83803230.22%+323
FIRST CTZNS BANCSHARES INC N(FCNCA)697698+19629900.67%+29
CADENCE DESIGN SYSTEM INC(CDNS)01,750+1,75004770.32%+477
CELANESE CORP DEL(CE)02,599+2,59904040.27%+404
REGAL REXNORD CORPORATION(RRX)2,8492,84904074220.29%+15
TEVA PHARMACEUTICAL INDS LTD(TEVA)24,18124,817+6362472590.18%+12
ORACLE CORP(ORCL)09,795+9,79501,0330.70%+1,033
BOOKING HOLDINGS INC(BKNG)6761-62072160.15%+10
EBAY INC.(EBAY)09,494+9,49404140.28%+414
JOHNSON & JOHNSON(JNJ)5,2695,26908218260.56%+5
MORGAN STANLEY(MS)7,6826,781-9016276320.43%+5
LENNAR CORP(LEN)01,542+1,54202300.16%+230
NEWMARK GROUP INC(NMRK)54,84331,483-23,3603533450.23%-8
DEERE & CO(DE)03,468+3,46801,3870.94%+1,387
PHILLIPS 66(PSX)3,1142,728-3863743630.25%-11
CUSTOMERS BANCORP INC(CUBB)19,66611,426-8,2406776580.45%-19
DARDEN RESTAURANTS INC(DRI)08,268+8,26801,3580.92%+1,358
CONSTELLATION ENERGY CORP(CEG)5,8855,302-5836426200.42%-22
CARDINAL HEALTH INC(CAH)05,222+5,22205260.36%+526
CHEVRON CORP NEW(CVX)1,8781,87803172800.19%-37
BERKSHIRE HATHAWAY INC DEL01,377+1,37704910.33%+491
THE CIGNA GROUP(CI)1,7841,557-2275104660.32%-44
SYNOPSYS INC(SNPS)0910+91004690.32%+469
LOWES COS INC(LOW)03,061+3,06106810.46%+681
CENCORA INC01,892+1,89203890.26%+389
GRAY TELEVISION INC35,69620,167-15,5292471810.12%-66
UNUM GROUP(UNM)22,13522,597+4621,0891,0220.70%-67
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