Affinity Investment Advisors, LLC Portfolio Holdings
Affinity Investment Advisors, LLC
- $131 Million
- Q2 2025
Affinity Investment Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $131 Million distributed in 133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $6.36M, Jpmorgan Chase & CO with a value of $4.29M, Cisco Systems, Inc. with a value of $3.18M, Jabil Inc with a value of $3.11M, and Bank Of America Corp with a value of $2.83M.
Examining the 13F form we can see an increase of $8.86M in the current position value, from $122M to 131M.
Below you can find more details about Affinity Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$131 Million
Technology: $35.1 Million
Financial Services: $21 Million
Healthcare: $14.7 Million
Consumer Cyclical: $13.1 Million
Industrials: $12.1 Million
Communication Services: $10.7 Million
Consumer Defensive: $7.06 Million
Energy: $5.5 Million
Other: $11.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|