Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

AFFINITY INVESTMENT ADVISORS, LLC

Quarter ended Q1 2023 · Filed February 8, 2023 · Accession 0001941040-23-000059

Total Value
$217.4M
Positions
191
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (191)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL45,997$6.0M2.75%
2CHEVRON CORP NEWCVX27,282$4.9M2.25%
3UNITEDHEALTH GROUP INCUNH9,066$4.8M2.21%
4MERCK & CO INCMRK41,872$4.6M2.14%
5MICROSOFT CORPMSFT18,068$4.3M1.99%
6VALERO ENERGY CORPVLO27,696$3.5M1.62%
7CVS HEALTH CORPCVS37,357$3.5M1.60%
8BANK AMERICA CORP060505104104,547$3.5M1.59%
9ABBVIE INCABBV21,199$3.4M1.58%
10INTERNATIONAL BUSINESS MACHSINTR24,198$3.4M1.57%
11UNITED RENTALS INCURI9,369$3.3M1.53%
12BRISTOL-MYERS SQUIBB COCELG-RI42,516$3.1M1.41%
13JPMORGAN CHASE & COVYLD22,189$3.0M1.37%
14DEERE & CODE6,462$2.8M1.27%
15BROADCOM INCAVGO4,947$2.8M1.27%
16WELLS FARGO CO NEW94974610166,849$2.8M1.27%
17METLIFE INCMET-PF37,818$2.7M1.26%
18AT&T INCT-PC145,698$2.7M1.23%
19GILEAD SCIENCES INCGILD29,926$2.6M1.18%
20CBRE GROUP INCCBRE33,343$2.6M1.18%
21BEST BUY INCBBY31,825$2.6M1.17%
22COMCAST CORP NEWCCZ71,682$2.5M1.15%
23DELTA AIR LINES INC DELDAL75,098$2.5M1.14%
24VERIZON COMMUNICATIONS INCVZ61,258$2.4M1.11%
25CONOCOPHILLIPSCOP20,424$2.4M1.11%
26TARGET CORPTGT15,517$2.3M1.06%
27TAPESTRY INCTPR60,147$2.3M1.05%
28ALTRIA GROUP INCMO47,320$2.2M0.99%
29DARDEN RESTAURANTS INCDRI15,455$2.1M0.98%
30EXELON CORPEXC48,234$2.1M0.96%
31ALPHABET INCGOOG23,130$2.0M0.94%
32PFIZER INCPFE39,784$2.0M0.94%
33PPL CORPPPLC63,564$1.9M0.85%
34CATERPILLAR INCCAT7,591$1.8M0.84%
35REGIONS FINANCIAL CORP NEWRF-PF84,004$1.8M0.83%
36DISCOVER FINL SVCS25470910818,454$1.8M0.83%
37PHILIP MORRIS INTL INC71817210917,805$1.8M0.83%
38GOLDMAN SACHS GROUP INCGSCE5,234$1.8M0.83%
39TYSON FOODS INCTSN28,486$1.8M0.82%
40PULTE GROUP INC74586710137,556$1.7M0.79%
41PACCAR INCPCAR17,144$1.7M0.78%
42QUALCOMM INCQCOM15,363$1.7M0.78%
43AMERICAN ELEC PWR CO INC02553710115,975$1.5M0.70%
44DELL TECHNOLOGIES INCDELL35,713$1.4M0.66%
45HOST HOTELS & RESORTS INCHST87,646$1.4M0.65%
46JABIL INCJBL20,444$1.4M0.64%
47CONCENTRIX CORPCNXC10,266$1.4M0.63%
48NUCOR CORPNUE9,655$1.3M0.59%
49ORACLE CORPORCL-PD15,402$1.3M0.58%
50CATALYST PHARMACEUTICALS INCCPRX66,177$1.2M0.57%
51AMGEN INCAMGN4,672$1.2M0.56%
52UNUM GROUPUNMA29,107$1.2M0.55%
53KROGER COKR26,416$1.2M0.54%
54ISHARES TR46428722612,090$1.2M0.54%
55COMMERCIAL METALS COCMC24,261$1.2M0.54%
56MAGNOLIA OIL & GAS CORPMGY49,200$1.2M0.53%
57CF INDS HLDGS INC12526910013,512$1.2M0.53%
58RPC INCRES128,469$1.1M0.53%
59MCKESSON CORPMCK3,042$1.1M0.52%
60TRITON INTL LTDG9078F10716,564$1.1M0.52%
61BUILDERS FIRSTSOURCE INCBLDR17,357$1.1M0.52%
62KRAFT HEINZ COKHC27,628$1.1M0.52%
63AMDOCS LTDDOX12,042$1.1M0.50%
64HALOZYME THERAPEUTICS INCHALO19,144$1.1M0.50%
65MORGAN STANLEYMS-PQ12,653$1.1M0.49%
66ABM INDS INC00095710022,969$1.0M0.47%
67FIRST FINL BANCORP OH32020910942,067$1.0M0.47%
68INSPIRE MED SYS INC4577301094,042$1.0M0.47%
69ENSIGN GROUP INCENSG10,690$1.0M0.47%
70OKTA INCOKTA14,800$1.0M0.47%
71ALBEMARLE CORPALB-PA4,542$984,9780.45%
72LOWES COS INC5486611074,934$983,0500.45%
73ASSOCIATED BANC CORPASBA42,236$975,2290.45%
74HANCOCK WHITNEY CORPORATIONHWCPZ19,995$967,5580.45%
75SM ENERGY COSM27,414$954,8300.44%
76CATHAY GEN BANCORP14915010423,335$951,8350.44%
77BUCKLE INCBKE20,988$951,8060.44%
78BUNGE LIMITEDBG9,399$937,7380.43%
79ATLAS AIR WORLDWIDE HLDGS IN0491642059,244$931,7950.43%
80TANGER FACTORY OUTLET CTRS ISKT51,656$926,7090.43%
81OXFORD INDS INC6914973099,871$919,7800.42%
82DICKS SPORTING GOODS INC2533931027,615$916,0080.42%
83HP INCHPQ33,325$895,4430.41%
84METHODE ELECTRS INC59152020020,042$889,2640.41%
85BELDEN INCBDC12,318$885,6640.41%
86COMERICA INC20034010713,171$880,4810.41%
87AUTOZONE INCAZO354$873,0280.40%
88COWEN INC22362260622,559$871,2290.40%
89WASHINGTON FED INCWAFDP25,475$854,6860.39%
90PROVIDENT FINL SVCS INC74386T10539,855$851,3030.39%
91CONSTELLATION ENERGY CORPCEG9,810$845,7200.39%
92MUELLER INDS INC62475610214,292$843,2280.39%
93ULTA BEAUTY INCULTA1,792$840,5730.39%
94HORIZON THERAPEUTICS PUB LG461881017,253$825,3910.38%
95PHOTRONICS INCPLAB48,465$815,6660.38%
96REGAL REXNORD CORPORATIONRRX6,695$803,2660.37%
97BOISE CASCADE CO DELBCC11,526$791,4900.36%
98LAM RESEARCH CORPLRCX1,871$786,3810.36%
99ENCORE WIRE CORPECR5,714$786,0180.36%
100HOPE BANCORP INCHOPE61,289$785,1120.36%
101AMN HEALTHCARE SVCS INC0017441017,600$781,4320.36%
102CELANESE CORP DELCE7,535$770,3780.35%
103IRIDIUM COMMUNICATIONS INCIRDM14,980$769,9720.35%
104FULLER H B COFUL10,718$767,6230.35%
105IRONWOOD PHARMACEUTICALS INCIRWD61,894$766,8670.35%
106BANK OF NT BUTTERFIELD&SONG0772R20825,579$762,5100.35%
107MRC GLOBAL INC55345K10363,665$737,2410.34%
108HEWLETT PACKARD ENTERPRISE CHPE-PC45,753$730,2180.34%
109KORN FERRYKFY14,210$719,3100.33%
110NORTHROP GRUMMAN CORPNOC1,313$716,3860.33%
111ASBURY AUTOMOTIVE GROUP INCABG3,970$711,6230.33%
112SEAWORLD ENTMT INCPRKS13,247$708,8470.33%
113BLOOMIN BRANDS INCBLMN35,226$708,7470.33%
114WORKIVA INCWK8,329$699,3860.32%
115HOME DEPOT INCHD2,169$685,1000.32%
116FORD MTR CO DEL34537086057,236$665,6550.31%
117WARRIOR MET COAL INCHCC19,171$664,0830.31%
118OTTER TAIL CORPOTTR11,228$659,1960.30%
119APPFOLIO INCAPPF6,183$651,5650.30%
120COHU INCCOHU20,216$647,9230.30%
121ULTRA CLEAN HLDGS INCUCTT19,150$634,8230.29%
122MONGODB INCMDB3,220$633,8250.29%
123INTERPUBLIC GROUP COS INCINTR18,668$621,8310.29%
124BERKSHIRE HATHAWAY INC DELBRK-A2,003$618,7270.28%
125TENET HEALTHCARE CORPTHC12,660$617,6810.28%
126OMNICOM GROUP INCOMC7,554$616,1800.28%
127CIGNA CORP NEW1255231001,851$613,3100.28%
128HILTON WORLDWIDE HLDGS INCHLT4,833$610,6980.28%
129MALIBU BOATS INCMBUU11,422$608,7930.28%
130CUSTOMERS BANCORP INCCUBB20,828$590,2660.27%
131PIEDMONT OFFICE REALTY TR INPDM62,827$576,1240.27%
132MEDIFAST INCMED4,914$566,8300.26%
133SIMON PPTY GROUP INC NEW8288061094,768$560,1450.26%
134EXXON MOBIL CORPXOM5,068$559,0000.26%
135ON SEMICONDUCTOR CORPON8,892$554,5940.26%
136MARINEMAX INCHZO17,672$551,7200.25%
137MODERNA INCMRNA3,049$547,6610.25%
138SPDR S&P 500 ETF TRSPY1,429$546,4920.25%
139AMERISOURCEBERGEN CORPCOR3,075$509,5580.23%
140SOUTHWEST GAS HLDGS INCSWX7,889$488,1710.22%
141VERACYTE INCVCYT20,487$486,1570.22%
142GRAY TELEVISION INCGTN-A43,201$483,4190.22%
143M D C HLDGS INC55267610815,091$476,8760.22%
144GENERAL DYNAMICS CORPGD1,899$471,1610.22%
145VISTA OUTDOOR INC92837710019,297$470,2680.22%
146FOX CORPFOX15,484$470,2490.22%
147MARRIOTT VACATIONS WORLDWIDEVAC3,467$466,6240.21%
148ALPHA & OMEGA SEMICONDUCTORAOSL16,191$462,5770.21%
149PACIRA BIOSCIENCES INCPCRX11,710$452,1230.21%
150NEWMARK GROUP INCNMRK55,614$443,2440.20%
151VMWARE INC9285634023,531$433,4660.20%
152CHECK POINT SOFTWARE TECH LTM224651043,396$428,4390.20%
153CAPITAL ONE FINL CORP14040H1054,575$425,2920.20%
154SYNOPSYS INCSNPS1,302$415,7160.19%
155SABRA HEALTH CARE REIT INCSBRA33,000$410,1900.19%
156CADENCE DESIGN SYSTEM INCCDNS2,518$404,4920.19%
157GEN DIGITAL INCGENVR18,780$402,4550.19%
158US BANCORP DELUSB-PS8,798$383,6810.18%
159MASCO CORPMAS7,607$355,0190.16%
160ELEVANCE HEALTH INCELV651$333,9430.15%
161OWENS & MINOR INC NEW69073210216,282$317,9870.15%
162ZIONS BANCORPORATION N A9897011076,340$311,6740.14%
163MARATHON PETE CORPMARA2,640$307,2700.14%
164ASPEN TECHNOLOGY INC29109X1061,480$303,9920.14%
165ARCHER DANIELS MIDLAND COADM3,266$303,2480.14%
166NRG ENERGY INCNRG9,327$296,7850.14%
167EAST WEST BANCORP INCEWBC4,350$286,6650.13%
168CONSOLIDATED EDISON INCED2,950$281,1650.13%
169XCEL ENERGY INCXELLL4,000$280,4400.13%
170OWENS CORNING NEWOC3,197$272,7040.13%
171RAYTHEON TECHNOLOGIES CORPRTX2,679$270,3650.12%
172HCA HEALTHCARE INCHCA1,062$254,8380.12%
173HARTFORD FINL SVCS GROUP INCHIG-PG3,360$254,7890.12%
174SMUCKER J M CO8326964051,570$248,7820.11%
175QUEST DIAGNOSTICS INCDGX1,575$246,3930.11%
176JOHNSON CTLS INTL PLCG515021053,750$240,0000.11%
177AMERIPRISE FINL INC03076C106770$239,7550.11%
178ARCH CAP GROUP LTDG0450A1053,751$235,4880.11%
179GRAINGER W W INC384802104419$233,0690.11%
180TORO COTORO1,989$225,1550.10%
181ALLSTATE CORPALL-PJ1,654$224,2820.10%
182PARKER-HANNIFIN CORPPH770$224,0700.10%
183CENTENE CORP DELCNC2,729$223,8050.10%
184HENRY SCHEIN INCHSIC2,746$219,3230.10%
185DARLING INGREDIENTS INCDAR3,498$218,9400.10%
186CUMMINS INCCMI880$213,2150.10%
187VISA INCV1,000$207,7600.10%
188ANTERO RESOURCES CORPAR6,649$206,0530.09%
189SNAP ON INCSNA899$205,4130.09%
190DTE ENERGY CODTK1,720$202,1520.09%
191UNITED AIRLS HLDGS INCUNTCW5,320$200,5640.09%