Fund HoldingsAFFINITY INVESTMENT ADVISORS, LLC

Total Portfolio Value
$150.55M
Total Bought
$21.83M
Total Sold
$23.70M
Net Transaction
-$1.87M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)09,314+9,31402,6581.77%+2,658
DOLLAR GEN CORP NEW(DG)011,930+11,93001,5841.05%+1,584
APPLE INC(AAPL)13,60318,524+4,9213,4645,0363.35%+1,572
HEWLETT PACKARD ENTERPRISE C(HPE)064,779+64,77901,5561.03%+1,556
HP INC(HPQ)060,758+60,75801,3540.90%+1,354
AMAZON COM INC(AMZN)3,2118,417+5,2067051,9431.29%+1,238
ALPHABET INC(GOOG)15,07414,649-4253,6644,5853.05%+921
FORD MTR CO(F)11,97076,758+64,7881431,0070.67%+864
JOHNSON & JOHNSON(JNJ)3,1966,828+3,6325931,4130.94%+820
LEIDOS HOLDINGS INC(LDOS)04,382+4,38207910.53%+791
MORGAN STANLEY(MS)6,0449,694+3,6509611,7211.14%+760
CITIZENS FINL GROUP INC(CFG)011,459+11,45906690.44%+669
F5 INC(FFIV)02,531+2,53106460.43%+646
PRICE T ROWE GROUP INC(TROW)05,362+5,36205490.36%+549
GENERAL DYNAMICS CORP(GD)02,648+2,64808910.59%+891
PPG INDS INC(PPG)03,528+3,52803610.24%+361
MARATHON PETE CORP(MPC)02,081+2,08103380.22%+338
PHILLIPS 66(PSX)02,583+2,58303330.22%+333
VERIZON COMMUNICATIONS INC(VZ)39,48750,505+11,0181,7352,0571.37%+322
HARTFORD INSURANCE GROUP INC(HIG)2,1824,420+2,2382916090.40%+318
GENERAL MTRS CO(GM)7,9769,600+1,6244867810.52%+294
COMFORT SYS USA INC(FIX)0315+31502940.20%+294
FIDELITY NATL INFORMATION SV(FIS)04,353+4,35302890.19%+289
DELTA AIR LINES INC DEL(DAL)31,18529,291-1,8941,7702,0331.35%+263
MERCK & CO INC(MRK)012,560+12,56001,3220.88%+1,322
US FOODS HLDG CORP(USFD)5,3388,771+3,4334096610.44%+252
KRAFT HEINZ CO(KHC)10,34121,321+10,9802695170.34%+248
VALERO ENERGY CORP(VLO)10,48812,407+1,9191,7862,0201.34%+234
AMERICAN ELEC PWR CO INC2,3804,301+1,9212684960.33%+228
PROLOGIS INC.(PLD)01,671+1,67102130.14%+213
RTX CORPORATION(RTX)14,31314,203-1102,3952,6051.73%+210
LEAR CORP(LEA)01,795+1,79502060.14%+206
CHARTER COMMUNICATIONS INC N(CHTR)03,449+3,44907200.48%+720
LAM RESEARCH CORP(LRCX)7,0356,586-4499421,1270.75%+185
BANK AMERICA CORP58,61958,279-3403,0243,2052.13%+181
EXELON CORP(EXC)22,60827,369+4,7611,0181,1930.79%+175
AMGEN INC(AMGN)4,0944,058-361,1551,3280.88%+173
EXXON MOBIL CORP24,05623,975-812,7122,8851.92%+173
CUMMINS INC(CMI)1,9371,941+48189910.66%+173
WELLS FARGO CO NEW(WFC)016,555+16,55501,5431.02%+1,543
LOGITECH INTL S A
SHS
2,0663,475+1,4092273480.23%+122
APPLIED MATLS INC2,2982,29804705910.39%+120
EXPEDIA GROUP INC(EXPE)1,0401,192+1522223380.22%+115
BRISTOL-MYERS SQUIBB CO(BMY)013,532+13,53207300.48%+730
ELI LILLY & CO(LLY)36036002753870.26%+112
GOLDMAN SACHS GROUP INC(GS)2,4342,325-1091,9382,0441.36%+105
CATERPILLAR INC(CAT)3,2832,896-3871,5661,6591.10%+93
SCHWAB CHARLES CORP(SCHW)2,3593,129+7702253130.21%+87
THE CIGNA GROUP(CI)04,598+4,59801,2660.84%+1,266
JPMORGAN CHASE & CO.(JPM)14,20914,157-524,4824,5623.03%+80
CVS HEALTH CORP(CVS)21,61621,508-1081,6301,7071.13%+77
ZOOM COMMUNICATIONS INC(ZM)9,61010,023+4137938650.57%+72
CARDINAL HEALTH INC(CAH)01,475+1,47503030.20%+303
SNAP ON INC(SNA)1,2361,450+2144285000.33%+71
CENTENE CORP DEL(CNC)010,927+10,92704500.30%+450
BANK NEW YORK MELLON CORP13,15512,927-2281,4331,5011.00%+67
GAP INC(GAP)015,934+15,93404080.27%+408
CONSTELLATION ENERGY CORP(CEG)2,7242,721-38969610.64%+65
STEEL DYNAMICS INC(STLD)1,8151,81502533080.20%+54
STATE STR CORP(STT)3,9653,96504605120.34%+52
QUALCOMM INC(QCOM)8,3068,371+651,3821,4320.95%+50
SS&C TECHNOLOGIES HLDGS INC(SSNC)9,0119,621+6108008410.56%+41
JONES LANG LASALLE INC(JLL)1,0341,03403083480.23%+39
CARNIVAL CORP8,7869,442+6562542880.19%+34
ROCKWELL AUTOMATION INC(ROK)0817+81703180.21%+318
HOST HOTELS & RESORTS INC(HST)53,97053,615-3559199510.63%+32
PNC FINL SVCS GROUP INC(PNC)03,441+3,44107180.48%+718
US BANCORP DEL(USB)5,3195,31902572840.19%+27
JOHNSON CTLS INTL PLC
SHS
02,487+2,48702980.20%+298
HASBRO INC(HAS)2,8432,920+772162390.16%+24
CENCORA INC71071002222400.16%+18
CITIGROUP INC(C)7,9937,084-9098118270.55%+15
MCKESSON CORP(MCK)0283+28302320.15%+232
EDISON INTL(EIX)4,1184,008-1102282410.16%+13
AT&T INC(T)055,395+55,39501,3760.91%+1,376
3M CO(MMM)01,697+1,69702720.18%+272
PAYPAL HLDGS INC(PYPL)3,1203,699+5792092160.14%+7
HCA HEALTHCARE INC(HCA)736680-563143170.21%+4
MEDTRONIC PLC(MDT)2,8422,84202712730.18%+2
INTERNATIONAL BUSINESS MACHS(IBM)06,885+6,88502,0391.35%+2,039
STANLEY BLACK & DECKER INC(SWK)03,211+3,21102390.16%+239
UNUM GROUP(UNM)011,629+11,62909010.60%+901
ISHARES TR12,39012,39001,2421,2380.82%-5
AMDOCS LTD(DOX)07,520+7,52006050.40%+605
ARCHER DANIELS MIDLAND CO3,6903,69002202120.14%-8
CONSOLIDATED EDISON INC(ED)6,9606,96007006910.46%-8
PILGRIMS PRIDE CORP(PPC)09,257+9,25703610.24%+361
DTE ENERGY CO(DTB)1,6201,62002292090.14%-20
GENERAL MLS INC(GIS)5,1585,15802602400.16%-20
NVIDIA CORPORATION(NVDA)15,12615,022-1042,8222,8021.86%-21
BAKER HUGHES COMPANY(BKR)6,8116,81103323100.21%-22
UNITEDHEALTH GROUP INC(UNH)01,450+1,45004790.32%+479
MOLSON COORS BEVERAGE CO(TAP)05,615+5,61502620.17%+262
LOWES COS INC(LOW)2,7012,698-36796510.43%-28
ARCH CAP GROUP LTD
ORD
03,594+3,59403450.23%+345
DARDEN RESTAURANTS INC(DRI)07,184+7,18401,3220.88%+1,322
AMERIPRISE FINL INC(AMP)02,957+2,95701,4500.96%+1,450
EPR PPTYS(EPR)4,3994,39902552200.15%-36
UNITED AIRLS HLDGS INC(UAL)4,2283,280-9484083670.24%-41
NETAPP INC(NTAP)3,7743,77404474040.27%-43
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