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AFFINITY INVESTMENT ADVISORS, LLC
AFFINITY INVESTMENT ADVISORS, LLC
Latest filing: 2026-06-30
AFFINITY INVESTMENT ADVISORS, LLC runs AFFINITY INVESTMENT ADVISORS, LLC and currently holds 140 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $197.18M. Their top holdings are MU, DELL, AAPL, GOOGL, JBL. The top five represent 19.5% of reported portfolio weight. AFFINITY INVESTMENT ADVISORS, LLC ranks #286 out of 1000 investors tracked by Alpha Score. In the most recent quarter, AFFINITY INVESTMENT ADVISORS, LLC initiated 14 new positions. They added to 45 existing positions. They trimmed 35 positions. Their current best-performing preview position is MU with returns of +241.67%.
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140 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MU MICRON TECHNOLOGY INC | 6.55% | $308.75 | $966.78 | +213.13% | Trimmed -33.34% |
 DELL DELL TECHNOLOGIES INC | 4.44% | $320.60 | $441.74 | +37.79% | Added +221.72% |
 AAPL APPLE INC | 3.16% | $119.53 | $309.35 | +158.81% | Trimmed -4.54% |
 GOOGL ALPHABET INC | 2.73% | $131.85 | $344.82 | +161.52% | Added +2.13% |
 JBL JABIL INC | 2.64% | $166.98 | $313.02 | +87.46% | Trimmed -9.67% |
 STX SEAGATE TECHNOLOGY HLDNGS PL | 2.64% | $153.58 | $850.00 | +453.46% | Trimmed -39.37% |
 JPM JPMORGAN CHASE & CO | 2.26% | $96.92 | $351.64 | +262.81% | Trimmed -4.05% |
 MSFT MICROSOFT CORP | 1.72% | $230.98 | $483.24 | +109.21% | Trimmed -3.93% |
 BAC BANK OF AMER CORP | 1.70% | $23.83 | $61.70 | +158.92% | Added +0.32% |
 VLO VALERO ENERGY CORP | 1.67% | $84.43 | $348.81 | +313.14% | Added +5.47% |
Showing 1-10 of 140