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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 Q2 2024 · Filed August 13, 2024 · Accession 0001941040-24-000374

Total Value
$133.1M
Positions
120
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (120)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO.VYLD26,974$5.5M4.10%
2MICROSOFT CORPMSFT10,125$4.5M3.40%
3APPLE INCAAPL16,822$3.5M2.66%
4EXXON MOBIL CORPXOM30,597$3.5M2.65%
5BANK AMERICA CORP06050510483,164$3.3M2.48%
6MERCK & CO INCMRK23,636$2.9M2.20%
7META PLATFORMS INCMETA5,635$2.8M2.13%
8INTERNATIONAL BUSINESS MACHSINTR15,713$2.7M2.04%
9UNITEDHEALTH GROUP INCUNH5,128$2.6M1.96%
10UNITED RENTALS INCURI3,971$2.6M1.93%
11BROADCOM INCAVGO1,432$2.3M1.73%
12DELTA AIR LINES INC DELDAL46,360$2.2M1.65%
13CATERPILLAR INCCAT6,563$2.2M1.64%
14ABBVIE INCABBV12,708$2.2M1.64%
15VALERO ENERGY CORPVLO13,227$2.1M1.56%
16AMERIPRISE FINL INC03076C1064,778$2.0M1.53%
17ALPHABET INCGOOG10,934$2.0M1.50%
18QUALCOMM INCQCOM9,869$2.0M1.48%
19GOLDMAN SACHS GROUP INCGSCE4,241$1.9M1.44%
20DELL TECHNOLOGIES INCDELL13,649$1.9M1.41%
21COMCAST CORP NEWCCZ46,961$1.8M1.38%
22ALTRIA GROUP INCMO40,144$1.8M1.37%
23NVIDIA CORPORATIONNVDA14,706$1.8M1.36%
24APPLIED MATLS INC0382221057,602$1.8M1.35%
25BEST BUY INCBBY21,078$1.8M1.33%
26SIMON PPTY GROUP INC NEW82880610911,664$1.8M1.33%
27PACCAR INCPCAR16,568$1.7M1.28%
28VERIZON COMMUNICATIONS INCVZ41,116$1.7M1.27%
29HP INCHPQ44,803$1.6M1.18%
30AMGEN INCAMGN4,838$1.5M1.14%
31CVS HEALTH CORPCVS24,828$1.5M1.10%
32DICKS SPORTING GOODS INC2533931026,806$1.5M1.10%
33HOST HOTELS & RESORTS INCHST78,436$1.4M1.06%
34PULTE GROUP INC74586710112,587$1.4M1.04%
35GILEAD SCIENCES INCGILD19,589$1.3M1.01%
36TAPESTRY INCTPR31,129$1.3M1.00%
37THE CIGNA GROUP1255231003,689$1.2M0.92%
38NETAPP INCNTAP9,465$1.2M0.92%
39WELLS FARGO CO NEW94974610120,130$1.2M0.90%
40MARATHON PETE CORPMARA6,780$1.2M0.88%
41FIRST CTZNS BANCSHARES INC N31946M103698$1.2M0.88%
42DARDEN RESTAURANTS INCDRI7,682$1.2M0.87%
43UNUM GROUPUNMA22,597$1.2M0.87%
44ISHARES TR46428722611,890$1.2M0.87%
45PPL CORPPPLC40,192$1.1M0.83%
46METLIFE INCMET-PF15,405$1.1M0.81%
47PHILIP MORRIS INTL INC71817210910,569$1.1M0.80%
48NUCOR CORPNUE6,656$1.1M0.79%
49KRAFT HEINZ COKHC32,520$1.0M0.79%
50KROGER COKR19,777$987,4660.74%
51BANK NEW YORK MELLON CORP06405810016,239$972,5540.73%
52BLACKROCK INCBLK1,230$968,4040.73%
53CONSTELLATION ENERGY CORPCEG4,729$947,0770.71%
54ARCH CAP GROUP LTDG0450A1059,383$946,6510.71%
55AMERICAN ELEC PWR CO INC0255371019,969$874,6800.66%
56ORACLE CORPORCL-PD6,145$867,6740.65%
57LAM RESEARCH CORPLRCX803$855,0750.64%
58ROYAL CARIBBEAN GROUPV7780T1035,090$811,4990.61%
59CITIGROUP INCC-PR12,702$806,0690.61%
60CISCO SYS INCCSCO16,936$804,6290.60%
61AUTOZONE INCAZO270$800,3070.60%
62AT&T INCT-PC40,752$778,7710.58%
63JOHNSON & JOHNSONJNJ5,256$768,2170.58%
64BRISTOL-MYERS SQUIBB COCELG-RI18,075$750,6550.56%
65WILLIAMS SONOMA INCWSM2,636$744,3270.56%
66CENTENE CORP DELCNC10,744$712,3270.54%
67CUMMINS INCCMI2,500$692,3250.52%
68JABIL INCJBL6,255$680,4810.51%
69APPLOVIN CORPAPP8,175$680,3240.51%
70PHILLIPS 66PSX4,798$677,3340.51%
71TARGET CORPTGT4,572$676,8390.51%
72EXELON CORPEXC19,249$666,2080.50%
73LOWES COS INC5486611072,997$660,7190.50%
74MORGAN STANLEYMS-PQ6,732$654,2830.49%
75ELEVANCE HEALTH INCELV1,170$633,9760.48%
76EBAY INC.EBAY11,762$631,8550.47%
77MCKESSON CORPMCK1,067$623,1710.47%
78CONSOLIDATED EDISON INCED6,960$622,3630.47%
79SS&C TECHNOLOGIES HLDGS INCSSNC9,514$596,2420.45%
80COGNIZANT TECHNOLOGY SOLUTIOCTSH8,638$587,3840.44%
81AMDOCS LTDDOX7,212$569,1710.43%
82GENERAL DYNAMICS CORPGD1,899$550,9760.41%
83DOCUSIGN INCDOCU10,113$541,0460.41%
84CARDINAL HEALTH INCCAH5,120$503,3980.38%
85MONDELEZ INTL INC6092071057,640$499,9620.38%
86BATH & BODY WORKS INCBBWI12,500$488,1250.37%
87MOLSON COORS BEVERAGE COTAP-A9,233$469,3130.35%
88CENCORA INCCOR2,082$469,0750.35%
89PPG INDS INC6935061073,702$466,0450.35%
90ALLSTATE CORPALL-PJ2,841$453,5940.34%
91PACKAGING CORP AMER6951561092,286$417,3320.31%
92US BANCORP DELUSB-PS10,398$412,8010.31%
93BUILDERS FIRSTSOURCE INCBLDR2,908$402,4960.30%
94OMNICOM GROUP INCOMC4,418$396,2950.30%
95EQUINIX INCEQIX520$393,4320.30%
96FORD MTR CO DEL34537086030,975$388,4270.29%
97RTX CORPORATIONRTX3,835$384,9960.29%
98BERKSHIRE HATHAWAY INC DELBRK-A927$377,1040.28%
99EPR PPTYS26884U1098,207$344,5300.26%
100EASTMAN CHEM COEMN3,501$342,9930.26%
101CELANESE CORP DELCE2,530$341,2720.26%
102SYNCHRONY FINANCIALSYF-PB7,230$341,1840.26%
103CARRIER GLOBAL CORPORATIONCARR5,274$332,6840.25%
104STEEL DYNAMICS INCSTLD2,556$331,0020.25%
105LEAR CORPLEA2,708$309,2810.23%
106NRG ENERGY INCNRG3,943$307,0020.23%
107PARKER-HANNIFIN CORPPH597$301,9690.23%
108PRICE T ROWE GROUP INCTROW2,609$300,8440.23%
109CHEVRON CORP NEWCVX1,878$293,7570.22%
110HCA HEALTHCARE INCHCA862$276,9430.21%
111VIATRIS INCVTRS25,825$274,5200.21%
112TEVA PHARMACEUTICAL INDS LTD88162420916,191$263,1040.20%
113HARTFORD FINL SVCS GROUP INCHIG-PG2,588$260,1980.20%
114JOHNSON CTLS INTL PLCG515021053,890$258,5680.19%
115DIAMONDBACK ENERGY INCFANG1,254$251,0380.19%
116ALBERTSONS COS INC01309110312,309$243,1030.18%
117CORE & MAIN INCCNM4,810$235,4010.18%
118VISTRA CORPVST2,347$201,7950.15%
119MGM RESORTS INTERNATIONALMGM4,529$201,2690.15%
120WALGREENS BOOTS ALLIANCE INC93142710814,477$175,1720.13%