Affinity Investment Advisors, LLC Portfolio Holdings
Affinity Investment Advisors, LLC
- $146 Million
- Q3 2025
Affinity Investment Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Million distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $6.51M, Jpmorgan Chase & CO with a value of $4.48M, Seagate Technology Holdings PLC with a value of $4.07M, Alphabet Inc. with a value of $3.66M, and Apple Inc. with a value of $3.46M.
Examining the 13F form we can see an increase of $15.4M in the current position value, from $131M to 146M.
Below you can find more details about Affinity Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$146 Million
Technology: $41.8 Million
Financial Services: $21.9 Million
Consumer Cyclical: $15.8 Million
Healthcare: $14.9 Million
Industrials: $13.6 Million
Communication Services: $11.9 Million
Consumer Defensive: $7.29 Million
Energy: $6.05 Million
Other: $12.7 Million