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Portfolio (Quarterly) Guide ↗

AFFINITY INVESTMENT ADVISORS, LLC

· CIK 0001520601
13F Portfolio $197M AUM 140 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 48 Added 39 Reduced 22 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HPE HEWLETT PACKARD ENTERPRISE C Technology 75,474 $1.8M 1.12% SOLD
2 CMCSA COMCAST CORP NEW Communication Services 38,225 $1.1M 0.69% SOLD
3 ZM ZOOM COMMUNICATIONS INC Technology 11,838 $952K 0.59% SOLD
4 CHTR CHARTER COMMUNICATIONS INC Communication Services 4,054 $875K 0.55% SOLD
5 FFIV F5 INC Technology 2,951 $854K 0.53% SOLD
6 LEIDOS HOLDINGS INC 5,127 $797K 0.50% SOLD
7 HWM HOWMET AEROSPACE INC Industrials 3,242 $747K 0.47% SOLD
8 COF CAPITAL ONE FINL CORP Financial Services 3,683 $672K 0.42% SOLD
9 SNA SNAP ON INC Industrials 1,766 $641K 0.40% SOLD
10 MPC MARATHON PETE CORP Energy 2,406 $587K 0.37% SOLD
11 TROW PRICE T ROWE GROUP INC Financial Services 6,337 $571K 0.36% SOLD
12 PPC PILGRIMS PRIDE CORP Consumer Defensive 11,746 $444K 0.28% SOLD
13 PPG PPG INDS INC Basic Materials 3,669 $392K 0.24% SOLD
14 LOGI LOGITECH INTL S A Technology 4,125 $376K 0.23% SOLD
15 BKR BAKER HUGHES COMPANY Energy 5,865 $358K 0.22% SOLD
16 KHC KRAFT HEINZ CO Consumer Defensive 15,591 $351K 0.22% SOLD
17 EME EMCOR GROUP INC Industrials 395 $292K 0.18% SOLD
18 CCL CARNIVAL CORP Consumer Cyclical 11,022 $285K 0.18% SOLD
19 HON HONEYWELL INTL INC Industrials 1,259 $285K 0.18% SOLD
20 LH LABCORP HOLDINGS INC Healthcare 1,034 $276K 0.17% SOLD
Page 1 of 2  ·  22 positions
Sector Allocation
Technology 34.8%
Financial Services 13.2%
Healthcare 9.9%
Consumer Cyclical 9.8%
Industrials 8.7%
Communication Services 7.7%
Consumer Defensive 5.1%
Energy 4.3%
Utilities 2.9%
Real Estate 2.1%