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AFFINITY INVESTMENT ADVISORS, LLC 13F portfolio summary

AFFINITY INVESTMENT ADVISORS, LLC of AFFINITY INVESTMENT ADVISORS, LLC has 136 current stock holdings with a reported portfolio value of $159.9M. The portfolio 1 year return is +25.28%. Top holdings include AAPL (3.59%), MU (3.56%), GOOGL (2.66%), JPM (2.62%), XOM (2.56%).

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AFFINITY INVESTMENT ADVISORS, LLC

AFFINITY INVESTMENT ADVISORS, LLC
Latest filing: 2026-03-31

AFFINITY INVESTMENT ADVISORS, LLC runs AFFINITY INVESTMENT ADVISORS, LLC and currently holds 136 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $159.87M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. AFFINITY INVESTMENT ADVISORS, LLC ranks #584 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, AFFINITY INVESTMENT ADVISORS, LLC's portfolio at AFFINITY INVESTMENT ADVISORS, LLC has delivered returns of +25.28%. Their 3-year annualized return is +63.51%. Looking at the 5-year horizon, AFFINITY INVESTMENT ADVISORS, LLC has achieved +67.70% annualized returns at AFFINITY INVESTMENT ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.28%
#467/1000
3 Year
+63.51%
#592/1000
5 Year
+67.70%
#561/1000

Portfolio Value

$159.87M

Alpha Score

51.3

#584 of 1000

Holdings

136

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change