Institutions / AFFINITY INVESTMENT ADVISORS, LLC / Holdings
Back to AFFINITY INVESTMENT ADVISORS, LLC

Affinity Investment Advisors, LLC

All holdings · as of Dec 31, 2025

139 positions

CompanyClassValueShares% of portfolio
LEAR CORP—$205.7K1,7950.1%
DTE ENERGY CO—$208.9K1,6200.1%
Archer-Daniels-Midland Co—$212.1K3,6900.1%
Prologis Inc—$213.3K1,6710.1%
EMCOR Group Inc—$214.1K3500.1%
PayPal Holdings, Inc.—$215.9K3,6990.1%
EPR Properties—$219.5K4,3990.1%
LABCORP HOLDINGS INC.—$224.3K8940.1%
MCKESSON CORP—$232.1K2830.2%
Elevance Health Inc—$237.3K6770.2%
STANLEY BLACK & DECKER, INC.—$238.5K3,2110.2%
HASBRO, INC.—$239.4K2,9200.2%
Cencora Inc—$239.8K7100.2%
GENERAL MILLS INC—$239.8K5,1580.2%
EDISON INTERNATIONAL—$240.6K4,0080.2%
ORACLE CORP—$248.7K1,2760.2%
MOLSON COORS BEVERAGE CO—$262.1K5,6150.2%
3M CO—$271.7K1,6970.2%
Medtronic plc—$273.0K2,8420.2%
US BANCORP \DE—$283.8K5,3190.2%
Carnival Corp Ltd.—$288.4K9,4420.2%
Fidelity National Information Services Inc—$289.3K4,3530.2%
Comfort Systems USA Inc—$294.0K3150.2%
Johnson Controls International plc—$297.8K2,4870.2%
ROYAL CARIBBEAN CRUISES LTD—$302.6K1,0850.2%
Cheniere Energy, Inc.—$302.9K1,5580.2%
CARDINAL HEALTH INC—$303.1K1,4750.2%
STEEL DYNAMICS INC—$307.6K1,8150.2%
Baker Hughes Co—$310.2K6,8110.2%
SCHWAB CHARLES CORP—$312.6K3,1290.2%
HCA Healthcare, Inc.—$317.5K6800.2%
Rockwell Automation Inc—$317.9K8170.2%
TWILIO INC—$326.9K2,2980.2%
Phillips 66—$333.3K2,5830.2%
Expedia Group Inc—$337.7K1,1920.2%
Marathon Petroleum Corp—$338.4K2,0810.2%
ARCH CAPITAL GROUP LTD.—$344.7K3,5940.2%
Jones Lang LaSalle Inc—$347.9K1,0340.2%
LOGITECH INTL S A—$348.3K3,4750.2%
PILGRIMS PRIDE CORPPPCCommon Stock$360.9K9,2570.2%
PPG INDUSTRIES INC—$361.5K3,5280.2%
United Airlines Holdings Inc—$366.8K3,2800.2%
LOCKHEED MARTIN CORP—$386.0K7980.3%
PULTEGROUP INC/MI—$386.1K3,2930.3%
ELI LILLY & Co—$386.9K3600.3%
NetApp Inc—$404.2K3,7740.3%
GAP INC—$407.9K15,9340.3%
KLA CORP—$416.8K3430.3%
Centene Corp—$449.6K10,9270.3%
UNITEDHEALTH GROUP INC—$478.7K1,4500.3%
← PrevPage 1 of 3Next →