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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ANNALY CAPITAL MANAGEMENT IN 11,503.0 $257K 0.13% NEW $22.36
22 VICI VICI PPTYS INC Real Estate 9,684.0 $257K 0.13% NEW $26.55 -3.4%
23 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 645.0 $249K 0.13% NEW $386.73 +1.5%
24 HAL HALLIBURTON CO Energy 7,279.0 $247K 0.12% NEW $33.95 +8.5%
25 BUNGE GLOBAL SA 2,038.0 $218K 0.11% NEW $106.73
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%