Fund HoldingsAFFINITY INVESTMENT ADVISORS, LLC

Total Portfolio Value
$120.00M
Total Bought
$9.79M
Total Sold
$38.99M
Net Transaction
-$29.20M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
HEWLETT PACKARD ENTERPRISE C(HPE)046,030+46,03009830.82%+983
BURLINGTON STORES INC(BURL)03,057+3,05708710.73%+871
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
08,604+8,60407430.62%+743
COUPANG INC(CPNG)030,780+30,78006770.56%+677
LAM RESEARCH CORP(LRCX)07,900+7,90005710.48%+571
GEN DIGITAL INC(GEN)020,325+20,32505560.46%+556
PFIZER INC(PFE)24,90945,676+20,7677211,2121.01%+491
BROADCOM INC(AVGO)011,851+11,85102,7482.29%+2,748
DISCOVER FINL SVCS02,668+2,66804620.39%+462
VIATRIS INC(VTRS)25,82554,669+28,8443006810.57%+381
REGIONS FINANCIAL CORP NEW(RF)015,895+15,89503740.31%+374
BAKER HUGHES COMPANY(BKR)6,81114,147+7,3362465800.48%+334
WILLIAMS COS INC(WMB)05,694+5,69403080.26%+308
VERTIV HOLDINGS CO(VRT)02,580+2,58002930.24%+293
3M CO(MMM)02,261+2,26102920.24%+292
US FOODS HLDG CORP(USFD)04,120+4,12002780.23%+278
LOCKHEED MARTIN CORP(LMT)0562+56202730.23%+273
APPLE INC(AAPL)16,20316,145-583,7754,0433.37%+268
OWENS CORNING NEW(OC)01,542+1,54202630.22%+263
ALPHABET INC(GOOG)010,811+10,81102,0471.71%+2,047
WELLS FARGO CO NEW(WFC)019,423+19,42301,3641.14%+1,364
CARNIVAL CORP09,797+9,79702440.20%+244
TOLL BROTHERS INC(TOL)01,846+1,84602330.19%+233
NVIDIA CORPORATION(NVDA)18,23218,124-1082,2142,4342.03%+220
STANLEY BLACK & DECKER INC(SWK)02,555+2,55502050.17%+205
PAYPAL HLDGS INC(PYPL)02,364+2,36402020.17%+202
SPDR S&P 500 ETF TR(SPY)0344+34402020.17%+202
DARDEN RESTAURANTS INC(DRI)7,6327,626-61,2531,4241.19%+171
APPLOVIN CORP(APP)8,1753,784-4,3911,0671,2251.02%+158
MORGAN STANLEY(MS)6,7626,76207058500.71%+145
JABIL INC(JBL)05,797+5,79708340.70%+834
TEVA PHARMACEUTICAL INDS LTD(TEVA)16,19118,567+2,3762924090.34%+117
PRICE T ROWE GROUP INC(TROW)03,466+3,46603920.33%+392
DOCUSIGN INC(DOCU)10,1138,042-2,0716287230.60%+95
BATH & BODY WORKS INC012,500+12,50004850.40%+485
GAP INC(GAP)20,97120,937-344624950.41%+32
CUMMINS INC(CMI)2,5002,381-1198098300.69%+21
TAPESTRY INC(TPR)31,17422,603-8,5711,4651,4771.23%+12
CHEVRON CORP NEW(CVX)01,808+1,80802620.22%+262
FISERV INC(FISV)1,2931,051-2422322160.18%-16
RTX CORPORATION(RTX)3,7003,70004484280.36%-20
AMDOCS LTD(DOX)8,6058,591-147537310.61%-21
DICKS SPORTING GOODS INC(DKS)06,062+6,06201,3871.16%+1,387
JOHNSON CTLS INTL PLC
SHS
3,8903,516-3743022780.23%-24
PARKER-HANNIFIN CORP(PH)576530-463643370.28%-27
IRON MTN INC DEL(IRM)2,0132,01302392120.18%-28
TWILIO INC(TWLO)6,6513,723-2,9284344020.34%-31
ELI LILLY & CO(LLY)36036003192780.23%-41
BERKSHIRE HATHAWAY INC DEL927837-904273790.32%-47
ISHARES TR11,89011,89001,2041,1520.96%-52
PPG INDS INC(PPG)03,585+3,58504280.36%+428
BAXTER INTL INC7,0357,03502672050.17%-62
ALLSTATE CORP(ALL)2,7312,361-3705184550.38%-63
HARTFORD FINL SVCS GROUP INC(HIG)2,5882,182-4063042390.20%-66
LOWES COS INC(LOW)2,9882,994+68097390.62%-70
CITIGROUP INC(C)010,271+10,27107230.60%+723
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)8,5597,552-1,0076615810.48%-80
PACKAGING CORP AMER(PKG)2,4121,941-4715204370.36%-83
CONSOLIDATED EDISON INC(ED)6,9606,96007256210.52%-104
EXELON CORP(EXC)19,59418,332-1,2627956900.57%-105
STEEL DYNAMICS INC(STLD)01,821+1,82102080.17%+208
BRISTOL-MYERS SQUIBB CO(BMY)18,19214,624-3,5689418270.69%-114
NRG ENERGY INC(NRG)3,7892,547-1,2423452300.19%-115
PPL CORP(PPL)40,09237,139-2,9531,3261,2061.00%-121
MOLSON COORS BEVERAGE CO(TAP)9,3957,169-2,2265404110.34%-129
OMNICOM GROUP INC(OMC)4,3733,666-7074523150.26%-137
PHILIP MORRIS INTL INC(PM)10,4749,419-1,0551,2721,1340.94%-138
PROGRESSIVE CORP(PGR)2,8782,466-4127305910.49%-139
SS&C TECHNOLOGIES HLDGS INC(SSNC)9,5147,423-2,0917065630.47%-144
JONES LANG LASALLE INC(JLL)1,8421,376-4664973480.29%-149
PILGRIMS PRIDE CORP(PPC)10,0446,901-3,1434633130.26%-149
TARGET CORP(TGT)4,4873,908-5796995280.44%-171
FORD MTR CO(F)015,160+15,16001500.13%+150
DIAMONDBACK ENERGY INC(FANG)5,6804,775-9059797820.65%-197
CISCO SYS INC(CSCO)16,70711,679-5,0288896910.58%-198
ARCH CAP GROUP LTD
ORD
9,1898,964-2251,0288280.69%-200
RENAISSANCERE HLDGS LTD(RNR)7370-7372010-201
US BANCORP DEL(USB)10,3985,728-4,6704762740.23%-202
MICROSOFT CORP(MSFT)09,200+9,20003,8783.23%+3,878
CENTENE CORP DEL(CNC)10,74410,000-7448096060.50%-203
ENTERGY CORP NEW(ETR)1,5670-1,5672060-206
DTE ENERGY CO(DTB)1,6200-1,6202080-208
UNITED AIRLS HLDGS INC(UAL)3,7080-3,7082120-212
ROYAL CARIBBEAN GROUP
COM
5,0902,992-2,0989036900.58%-213
CORE & MAIN INC(CNM)000000
SMUCKER J M CO(SJM)1,7700-1,7702140-214
KROGER CO(KR)20,45515,625-4,8301,1729550.80%-217
ELEVANCE HEALTH INC(ELV)01,057+1,05703900.32%+390
KRAFT HEINZ CO(KHC)32,76530,284-2,4811,1509300.77%-220
ARCHER DANIELS MIDLAND CO3,6900-3,6902200-220
AMERICAN TOWER CORP NEW(AMT)9510-9512210-221
MARATHON PETE CORP(MPC)000000
ALBERTSONS COS INC000000
EBAY INC.(EBAY)11,7628,584-3,1787665320.44%-234
CENCORA INC0992+99202230.19%+223
NUCOR CORP(NUE)000000
AT&T INC(T)40,28127,832-12,4498866340.53%-252
AMERIPRISE FINL INC(AMP)4,7143,672-1,0422,2151,9551.63%-260
DELTA AIR LINES INC DEL(DAL)45,83934,039-11,8002,3282,0591.72%-269
VISTRA CORP(VST)2,2730-2,2732690-269
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