Affinity Investment Advisors, LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $137 Million distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $5.48M, Microsoft Corp with a value of $4.39M, Exxon Mobil Corp with a value of $3.57M, Meta Platforms, Inc. with a value of $3.28M, and Bank Of America Corp with a value of $3.21M.
Examining the 13F form we can see an decrease of $9.68M in the current position value, from $146M to 137M.
Below you can find more details about Affinity Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$137 Million
Technology: $26.8 Million
Financial Services: $23.9 Million
Healthcare: $20 Million
Consumer Cyclical: $13.4 Million
Industrials: $13.1 Million
Communication Services: $9.46 Million
Energy: $8.88 Million
Consumer Defensive: $7.52 Million
Other: $13.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions