Affinity Investment Advisors, LLC Portfolio Holdings
Affinity Investment Advisors, LLC
- $145 Million
- Q3 2024
Affinity Investment Advisors, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $145 Million distributed in 133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $5.51M, Microsoft Corp with a value of $4.08M, Apple Inc. with a value of $3.77M, Exxon Mobil Corp with a value of $3.63M, and International Business Machines Corp with a value of $3.47M.
Examining the 13F form we can see an increase of $12.5M in the current position value, from $133M to 145M.
Below you can find more details about Affinity Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$145 Million
Technology: $30.8 Million
Financial Services: $25.1 Million
Healthcare: $20.8 Million
Consumer Cyclical: $14.3 Million
Industrials: $13.8 Million
Communication Services: $10.6 Million
Consumer Defensive: $8.01 Million
Energy: $7.1 Million
Other: $14.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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