AFFINITY INVESTMENT ADVISORS, LLC
Sector Allocation
- Technology38.3%$75.4M
- Financials13.3%$26.2M
- Healthcare9.6%$18.9M
- Industrials9.4%$18.5M
- Consumer Discretionary8.9%$17.6M
- Consumer Staples5.2%$10.3M
- Energy4.5%$8.9M
- Communication Services3.6%$7.1M
- Utilities2.9%$5.6M
- Real Estate2.2%$4.3M
AUM History
13fpro.ai/research/fund/affinity-investment-advisors-llc-1520601
Conviction and streaks
Concentrating · top 10 = 29.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MU
$12.9MDELL
$8.8MAAPL
$6.2MGOOGL
$5.4MJBL
$5.2MSTX
$5.2MJPM
$4.5MMSFT
$3.4MBAC
$3.4MVLO
$3.3MXOM.R34088
$3.3MTPR
$3.2MAVGO
$3.2MNVDA
$3.2MHPQ
$3.0MURI
$3.0MVZ
$2.9MDAL
$2.7MCVS
$2.7MTGT
$2.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/affinity-investment-advisors-llc-1520601
AFFINITY INVESTMENT ADVISORS, LLC 13F holdings — Q2 2026
$197.2M portfolio (+23.3% QoQ) · 140 holdings · Q2 2026 13F · top 10 are 30% of the stock portfolio
$12.9M
6.5% of stocks
-33%This quarter+1.2%Since filed3 qtrsHeld$8.8M
4.4% of stocks
+222%This quarter+0.9%Since filed5+ qtrsHeld$6.2M
3.2% of stocks
-5%This quarter+10.6%Since filed5+ qtrsHeld$5.4M
2.7% of stocks
+2%This quarter-12.8%Since filed5+ qtrsHeld$5.2M
2.6% of stocks
-10%This quarter-18.6%Since filed5+ qtrsHeld$5.2M
2.6% of stocks
-39%This quarter-23.1%Since filed5+ qtrsHeld$4.5M
2.3% of stocks
-4%This quarter-7.0%Since filed5+ qtrsHeld$3.4M
1.7% of stocks
-4%This quarter+9.3%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$3.4M
1.7% of stocks
+0.3%This quarter-20.1%Since filed5+ qtrsHeld$3.3M
1.7% of stocks
+5%This quarter+41.1%Since filed5+ qtrsHeld
All holdings — AFFINITY INVESTMENT ADVISORS, LLC (Q2 2026)
140 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | EXXON MOBIL CORP | Energy | $3.3M | 1.7% | 24K | +0.2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | TAPESTRY, INC. | Consumer Discretionary | $3.2M | 1.6% | 22K | -8% | 5+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Broadcom Inc. | Technology | $3.2M | 1.6% | 8,430 | -3% | 5+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NVIDIA CORP | Technology | $3.2M | 1.6% | 16K | +3% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | HP INC | Technology | $3.0M | 1.5% | 138K | +94% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | UNITED RENTALS, INC. | Industrials | $3.0M | 1.5% | 2,662 | -9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VERIZON COMMUNICATIONS INC | Communication Services | $2.9M | 1.5% | 69K | +25% | 5+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | DELTA AIR LINES, INC. | Industrials | $2.7M | 1.4% | 29K | -0.3% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CVS HEALTH Corp | Healthcare | $2.7M | 1.4% | 26K | +11% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | TARGET CORP | Consumer Staples | $2.7M | 1.4% | 21K | +68% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AMAZON COM INC | Consumer Discretionary | $2.5M | 1.3% | 10K | +0.6% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CATERPILLAR INC | Industrials | $2.3M | 1.2% | 2,204 | -13% | 5+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ALTRIA GROUP, INC. | Consumer Staples | $2.3M | 1.2% | 33K | +7% | 5+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AbbVie Inc. | Healthcare | $2.2M | 1.1% | 8,898 | -0.4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.2M | 1.1% | 7,892 | -1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $OMC | OMNICOM GROUP INC. | Communication Services | $2.1M | 1.1% | 30K | +708% | |||
| 27 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.1M | 1.1% | 8,462 | +11% | |||
| 28 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.1M | 1.1% | 18K | -8% | |||
| 29 | $BBY | BEST BUY CO INC | Consumer Discretionary | $2.1M | 1.1% | 27K | +0.8% | |||
| 30 | $LRCX | LAM RESEARCH CORP | Technology | $2.0M | 1.0% | 4,714 | -5% | |||
| 31 | $F | FORD MOTOR CO | Consumer Discretionary | $2.0M | 1.0% | 146K | +6% | |||
| 32 | $T | AT&T INC. | Communication Services | $2.0M | 1.0% | 97K | +58% | |||
| 33 | $C | CITIGROUP INC | Financials | $2.0M | 1.0% | 14K | +100% | |||
| 34 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $2.0M | 1.0% | 8,719 | +5% | |||
| 35 | $PFE | PFIZER INC | Healthcare | $1.9M | 1.0% | 80K | +26% | |||
| 36 | $NEM | NEWMONT Corp /DE/ | Materials | $1.9M | 1.0% | 20K | -8% | |||
| 37 | $META | Meta Platforms, Inc. | Technology | $1.9M | 1.0% | 3,352 | +2% | |||
| 38 | $MS | MORGAN STANLEY | Financials | $1.9M | 0.9% | 8,935 | -8% | |||
| 39 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.9M | 0.9% | 1,834 | -16% | |||
| 40 | $RTX | RTX Corp | Industrials | $1.9M | 0.9% | 9,753 | -30% | |||
| 41 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.8M | 0.9% | 31K | +123% | |||
| 42 | $STT | STATE STREET CORP | Financials | $1.7M | 0.9% | 10K | +154% | |||
| 43 | $APP | AppLovin Corp | Technology | $1.7M | 0.8% | 3,270 | +75% | |||
| 44 | $CI | Cigna Group | Healthcare | $1.7M | 0.8% | 6,024 | +21% | |||
| 45 | $AMGN | AMGEN INC | Healthcare | $1.6M | 0.8% | 4,328 | +8% | |||
| 46 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $1.5M | 0.7% | 7,120 | -0.3% | |||
| 47 | $EBAY | EBAY INC | Consumer Discretionary | $1.4M | 0.7% | 13K | +19% | |||
| 48 | $EXC | EXELON CORP | Utilities | $1.4M | 0.7% | 30K | +7% | |||
| 49 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.4M | 0.7% | 16K | -0.2% | |||
| 50 | $CNC | CENTENE CORP | Healthcare | $1.3M | 0.7% | 20K | +82% | |||
| 51 | $HST | HOST HOTELS & RESORTS, INC. | Real Estate | $1.3M | 0.7% | 55K | +0.4% | |||
| 52 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $1.3M | 0.7% | 5,684 | -12% | |||
| 53 | $CCK | CROWN HOLDINGS, INC. | Industrials | $1.3M | 0.7% | 11K | +1% | |||
| 54 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $1.2M | 0.6% | 9,411 | -22% | |||
| 55 | $MKSI | MKS INC | Technology | $1.2M | 0.6% | 2,778 | New | |||
| 56 | — | ISHARES TR - CORE US AGGBD ET | — | $1.2M | 0.6% | 12K | — | |||
| 57 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $1.1M | 0.6% | 9,982 | -28% | |||
| 58 | $SSNC | SS&C Technologies Holdings Inc | Technology | $1.1M | 0.6% | 18K | +57% | |||
| 59 | $PPL | PPL Corp | Utilities | $1.1M | 0.6% | 30K | +0.6% | |||
| 60 | $CMI | CUMMINS INC | Industrials | $1.1M | 0.5% | 1,506 | -24% | |||
| 61 | $GM | General Motors Co | Consumer Discretionary | $1.0M | 0.5% | 14K | -8% | |||
| 62 | $APH | AMPHENOL CORP /DE/ | Technology | $1.0M | 0.5% | 5,888 | +19% | |||
| 63 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $1.0M | 0.5% | 2,182 | -4% | |||
| 64 | $NVT | nVent Electric plc | Industrials | $973K | 0.5% | 5,736 | New | |||
| 65 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $946K | 0.5% | 14K | -1.0% | |||
| 66 | $BNY | Bank of New York Mellon Corp | Financials | $934K | 0.5% | 6,459 | -51% | |||
| 67 | $MRK | Merck & Co., Inc. | Healthcare | $922K | 0.5% | 7,172 | +0.4% | |||
| 68 | $KEY | KEYCORP /NEW/ | Financials | $914K | 0.5% | 40K | New | |||
| 69 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $847K | 0.4% | 3,441 | — | |||
| 70 | $KEYS | Keysight Technologies, Inc. | Technology | $830K | 0.4% | 2,371 | New | |||
| 71 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $822K | 0.4% | 11K | +192% | |||
| 72 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $814K | 0.4% | 21K | New | |||
| 73 | $TER | TERADYNE, INC | Technology | $777K | 0.4% | 1,606 | New | |||
| 74 | $ED | CONSOLIDATED EDISON INC | Utilities | $770K | 0.4% | 6,960 | — | |||
| 75 | $ALL | ALLSTATE CORP | Financials | $769K | 0.4% | 3,233 | +6% | |||
| 76 | $SCHW | SCHWAB CHARLES CORP | Financials | $741K | 0.4% | 8,029 | +4% | |||
| 77 | $ITT | ITT INC. | Industrials | $680K | 0.3% | 3,441 | New | |||
| 78 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $680K | 0.3% | 4,971 | +6% | |||
| 79 | $PSX | Phillips 66 | Energy | $654K | 0.3% | 3,870 | -39% | |||
| 80 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $642K | 0.3% | 1,944 | +4% | |||
| 81 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $640K | 0.3% | 323 | -7% | |||
| 82 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $608K | 0.3% | 2,759 | +0.4% | |||
| 83 | $KVUE | Kenvue Inc. | Consumer Staples | $605K | 0.3% | 32K | New | |||
| 84 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $597K | 0.3% | 5,837 | -43% | |||
| 85 | $EXE | EXPAND ENERGY Corp | Energy | $589K | 0.3% | 6,457 | New | |||
| 86 | $LYB | LyondellBasell Industries N.V. | Materials | $588K | 0.3% | 11K | New | |||
| 87 | $NTAP | NetApp, Inc. | Technology | $584K | 0.3% | 3,774 | — | |||
| 88 | $NRG | NRG ENERGY, INC. | Utilities | $584K | 0.3% | 3,997 | +16% | |||
| 89 | $XYZ | Block, Inc. | Technology | $582K | 0.3% | 7,653 | New | |||
| 90 | $DVN | DEVON ENERGY CORP/DE | Energy | $566K | 0.3% | 14K | New | |||
| 91 | $KR | KROGER CO | Consumer Staples | $548K | 0.3% | 9,872 | +2% | |||
| 92 | $QCOM | QUALCOMM INC/DE | Technology | $535K | 0.3% | 2,894 | -5% | |||
| 93 | $GPN | GLOBAL PAYMENTS INC | Financials | $515K | 0.3% | 7,093 | New | |||
| 94 | $VIK | Viking Holdings Ltd | Industrials | $509K | 0.3% | 4,862 | New | |||
| 95 | $PM | Philip Morris International Inc. | Consumer Staples | $505K | 0.3% | 2,792 | — | |||
| 96 | $DOX | AMDOCS LTD | Technology | $490K | 0.3% | 9,702 | -5% | |||
| 97 | $CEG | Constellation Energy Corp | Utilities | $490K | 0.3% | 1,972 | -0.6% | |||
| 98 | $USB | US BANCORP \DE\ | Financials | $479K | 0.2% | 7,937 | +49% | |||
| 99 | $TWLO | TWILIO INC | Technology | $462K | 0.2% | 2,238 | — | |||
| 100 | $LMT | LOCKHEED MARTIN CORP | Industrials | $462K | 0.2% | 906 | +18% | |||
| 101 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $455K | 0.2% | 1,432 | +32% | |||
| 102 | $GD | GENERAL DYNAMICS CORP | Industrials | $452K | 0.2% | 1,275 | -56% | |||
| 103 | $LLY | ELI LILLY & Co | Healthcare | $432K | 0.2% | 360 | — | |||
| 104 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $421K | 0.2% | 1,048 | -17% | |||
| 105 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $405K | 0.2% | 1,582 | +15% | |||
| 106 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $404K | 0.2% | 817 | — | |||
| 107 | $UAL | United Airlines Holdings, Inc. | Industrials | $399K | 0.2% | 2,932 | -24% | |||
| 108 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $397K | 0.2% | 955 | -4% | |||
| 109 | $HSY | HERSHEY CO | Consumer Staples | $392K | 0.2% | 2,237 | — | |||
| 110 | $EIX | EDISON INTERNATIONAL | Utilities | $386K | 0.2% | 5,188 | +10% | |||
| 111 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $384K | 0.2% | 3,040 | -81% | |||
| 112 | $ACGL | ARCH CAPITAL GROUP LTD. | Financials | $378K | 0.2% | 3,893 | New | |||
| 113 | $JCI | Johnson Controls International plc | Industrials | $363K | 0.2% | 2,487 | — | |||
| 114 | $BIIB | BIOGEN INC. | Healthcare | $359K | 0.2% | 1,663 | New | |||
| 115 | $HCA | HCA Healthcare, Inc. | Healthcare | $357K | 0.2% | 916 | +12% | |||
| 116 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $350K | 0.2% | 1,475 | — | |||
| 117 | $JLL | JONES LANG LASALLE INC | Real Estate | $320K | 0.2% | 1,034 | — | |||
| 118 | $SWKS | SKYWORKS SOLUTIONS, INC. | Technology | $319K | 0.2% | 4,705 | New | |||
| 119 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $302K | 0.1% | 3,211 | — | |||
| 120 | $GAP | GAP INC | Consumer Discretionary | $299K | 0.1% | 16K | +0.6% | |||
| 121 | $FDX | FEDEX CORP | Industrials | $282K | 0.1% | 902 | New | |||
| 122 | $MMM | 3M CO | Healthcare | $275K | 0.1% | 1,697 | — | |||
| 123 | $ORCL | ORACLE CORP | Technology | $268K | 0.1% | 1,829 | New | |||
| 124 | $LEA | LEAR CORP | Industrials | $264K | 0.1% | 1,968 | +6% | |||
| 125 | — | RBB FD INC - F M ULTR TAX ETF | — | $261K | 0.1% | 5,200 | New | |||
| 126 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $257K | 0.1% | 12K | New | |||
| 127 | $VICI | VICI PROPERTIES INC. | Real Estate | $257K | 0.1% | 9,684 | New | |||
| 128 | $STLD | STEEL DYNAMICS INC | Materials | $254K | 0.1% | 1,107 | -39% | |||
| 129 | $EPR | EPR PROPERTIES | Real Estate | $253K | 0.1% | 4,361 | -0.9% | |||
| 130 | $ELV | Elevance Health, Inc. | Healthcare | $249K | 0.1% | 645 | New | |||
| 131 | $HAL | HALLIBURTON CO | Energy | $247K | 0.1% | 7,279 | New | |||
| 132 | $DTB | DTE ENERGY CO | Utilities | $247K | 0.1% | 1,620 | — | |||
| 133 | $HAS | HASBRO, INC. | Consumer Discretionary | $242K | 0.1% | 2,927 | — | |||
| 134 | $FIS | Fidelity National Information Services, Inc. | Financials | $234K | 0.1% | 6,009 | +10% | |||
| 135 | $TAP | MOLSON COORS BEVERAGE CO | Consumer Staples | $231K | 0.1% | 5,937 | +4% | |||
| 136 | $FANG | Diamondback Energy, Inc. | Energy | $230K | 0.1% | 1,310 | — | |||
| 137 | $MDT | Medtronic plc | Healthcare | $222K | 0.1% | 2,842 | — | |||
| 138 | $BG | Bunge Global SA | Consumer Staples | $218K | 0.1% | 2,038 | New | |||
| 139 | $MCK | MCKESSON CORP | Consumer Staples | $205K | 0.1% | 271 | -4% | |||
| 140 | $COR | Cencora, Inc. | Consumer Staples | $201K | 0.1% | 710 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 25 new, 53 added to, 43 trimmed, 22 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
$MKSIMKS INC$1.2M
first bought this quarter
$NVTnVent Electric plc$973K
first bought this quarter
$KEYKEYCORP /NEW/$914K
first bought this quarter
$KEYSKeysight Technologies, Inc.$830K
first bought this quarter
$CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$814K
first bought this quarter
$TERTERADYNE, INC$777K
first bought this quarter
+19 more in the Excel export
Added to (53)
now $8.8M · held 5+ qtrs
$OMCOMNICOM GROUP INC.+708%
now $2.1M · held 2 qtrs, 2 adds in a row
now $3.0M · held 3 qtrs, 3 adds in a row
now $2.7M · held 2 qtrs, 2 adds in a row
$STTSTATE STREET CORP+154%
now $1.7M · held 5+ qtrs
$CCITIGROUP INC+100%
now $2.0M · held 5+ qtrs
+47 more in the Excel export
Trimmed (43)
now $12.9M · held 3 qtrs
now $5.2M · held 5+ qtrs
$GILDGILEAD SCIENCES, INC.-81%
now $384K · held 5+ qtrs
$BNYBank of New York Mellon Corp-51%
now $934K · held 5+ qtrs
$RTXRTX Corp-30%
now $1.9M · held 5+ qtrs, 2 trims in a row
$GDGENERAL DYNAMICS CORP-56%
now $452K · held 5+ qtrs
+37 more in the Excel export
Sold out (22)
$HPEHewlett Packard Enterprise Cowas $1.8M
held 2 qtrs
$CCZCOMCAST CORPwas $1.1M
held 9+ qtrs
$ZMZoom Communications, Inc.was $952K
held 4+ qtrs
$CHTRCHARTER COMMUNICATIONS, INC. /MO/was $875K
held 4+ qtrs
$FFIVF5, INC.was $854K
held 2 qtrs
$LDOSLeidos Holdings, Inc.was $797K
+16 more in the Excel export
Holdings by quarter
Every 13F AFFINITY INVESTMENT ADVISORS, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow AFFINITY INVESTMENT ADVISORS?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of AFFINITY INVESTMENT ADVISORS's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-2.2%
Value-weighted move of the 10 largest stock positions
Turnover
19%
Last quarter; 43% over the last 4
Top 10 weight
30%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
79%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
AFFINITY INVESTMENT ADVISORS, LLC disclosed 140 positions worth $197.2M in its Form 13F-HR for Q2 2026, led by $MU (MICRON TECHNOLOGY INC) at 6.5% of the equity portfolio, followed by $DELL and $AAPL. During the quarter the fund opened 25 new positions and exited 22 — including a new stake in $MKSI and a full exit from $HPE. The portfolio is most concentrated in Technology (38.3% of disclosed assets). All figures are sourced directly from AFFINITY INVESTMENT ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1520601.
Funds like this
managers whose biggest positions overlap AFFINITY INVESTMENT ADVISORS'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: AFFINITY INVESTMENT ADVISORS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For AFFINITY INVESTMENT ADVISORS, LLC (SEC CIK: 1520601), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in AFFINITY INVESTMENT ADVISORS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.