Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AFFINITY INVESTMENT ADVISORS, LLC (CIK 1520601) reported $159.9M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($5.7M, 3.58%), MU ($5.7M, 3.55%), GOOGL ($4.2M, 2.65%), JPM ($4.2M, 2.61%), XOM ($4.1M, 2.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $5.7M | 3.58% | 22,540 | Added |
| 2 | MU | MICRON TECHNOLOGY INC | $5.7M | 3.55% | 16,789 | Added |
| 3 | GOOGL | ALPHABET INC | $4.2M | 2.65% | 14,729 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $4.2M | 2.61% | 14,196 | Added |
| 5 | XOM | EXXON MOBIL CORP | $4.1M | 2.55% | 24,048 | Added |
| 6 | JBL | JABIL INC | $4.0M | 2.49% | 14,958 | Added |
| 7 | MSFT | MICROSOFT CORP | $3.5M | 2.19% | 9,441 | Trimmed |
| 8 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.5M | 2.18% | 8,895 | Added |
| 9 | TPR | TAPESTRY INC | $3.3M | 2.09% | 23,679 | Trimmed |
| 10 | VLO | VALERO ENERGY CORP | $3.0M | 1.85% | 12,000 | Trimmed |
| 11 | BAC | BANK AMERICA CORP | $2.9M | 1.79% | 58,644 | Added |
| 12 | VZ | VERIZON COMMUNICATIONS INC | $2.8M | 1.74% | 55,366 | Added |
| 13 | RTX | RTX CORPORATION | $2.7M | 1.69% | 13,981 | Trimmed |
| 14 | AVGO | BROADCOM INC | $2.7M | 1.68% | 8,669 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $2.7M | 1.67% | 15,275 | Added |
| 16 | NEM | NEWMONT CORP | $2.4M | 1.50% | 22,146 | Trimmed |
| 17 | GILD | GILEAD SCIENCES INC | $2.3M | 1.41% | 16,149 | Added |
| 18 | AMZN | AMAZON COM INC | $2.2M | 1.35% | 10,387 | Added |
| 19 | URI | UNITED RENTALS INC | $2.1M | 1.33% | 2,914 | Added |
| 20 | MO | ALTRIA GROUP INC | $2.0M | 1.26% | 30,482 | Added |
| 21 | ABBV | ABBVIE INC | $1.9M | 1.22% | 8,935 | Added |
| 22 | DAL | DELTA AIR LINES INC | $2.0M | 1.22% | 29,399 | Added |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $1.9M | 1.21% | 7,984 | Added |
| 24 | META | META PLATFORMS INC | $1.9M | 1.18% | 3,286 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $1.9M | 1.17% | 7,623 | Added |
Source: SEC Form 13F filings · as of 2026-03-31