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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 Q3 2024 · Filed October 28, 2024 · Accession 0001941040-24-000446

Total Value
$145.7M
Positions
133
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (133)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO.VYLD26,132$5.5M3.78%
2MICROSOFT CORPMSFT9,483$4.1M2.80%
3APPLE INCAAPL16,203$3.8M2.59%
4EXXON MOBIL CORPXOM30,979$3.6M2.49%
5INTERNATIONAL BUSINESS MACHSINTR15,699$3.5M2.38%
6BANK AMERICA CORP06050510482,095$3.3M2.24%
7META PLATFORMS INCMETA5,628$3.2M2.21%
8UNITED RENTALS INCURI3,953$3.2M2.20%
9UNITEDHEALTH GROUP INCUNH5,364$3.1M2.15%
10MERCK & CO INCMRK23,414$2.7M1.82%
11CATERPILLAR INCCAT6,527$2.6M1.75%
12ABBVIE INCABBV12,468$2.5M1.69%
13DELTA AIR LINES INC DELDAL45,839$2.3M1.60%
14BEST BUY INCBBY22,421$2.3M1.59%
15BROADCOM INCAVGO13,116$2.3M1.55%
16AMERIPRISE FINL INC03076C1064,714$2.2M1.52%
17NVIDIA CORPORATIONNVDA18,232$2.2M1.52%
18ALTRIA GROUP INCMO40,218$2.1M1.41%
19GOLDMAN SACHS GROUP INCGSCE3,992$2.0M1.36%
20SIMON PPTY GROUP INC NEW82880610911,608$2.0M1.35%
21DELL TECHNOLOGIES INCDELL16,525$2.0M1.34%
22COMCAST CORP NEWCCZ46,690$2.0M1.34%
23VERIZON COMMUNICATIONS INCVZ40,986$1.8M1.26%
24ALPHABET INCGOOG10,763$1.8M1.22%
25PULTE GROUP INC74586710112,339$1.8M1.22%
26VALERO ENERGY CORPVLO13,019$1.8M1.21%
27GILEAD SCIENCES INCGILD19,974$1.7M1.15%
28AMGEN INCAMGN5,170$1.7M1.14%
29QUALCOMM INCQCOM9,659$1.6M1.13%
30PACCAR INCPCAR16,471$1.6M1.12%
31HP INCHPQ44,613$1.6M1.10%
32METLIFE INCMET-PF18,981$1.6M1.07%
33APPLIED MATLS INC0382221057,598$1.5M1.05%
34TAPESTRY INCTPR31,174$1.5M1.01%
35DICKS SPORTING GOODS INC2533931026,750$1.4M0.97%
36NEWMONT CORPNEMCL25,643$1.4M0.94%
37PPL CORPPPLC40,092$1.3M0.91%
38THE CIGNA GROUP1255231003,689$1.3M0.88%
39FIRST CTZNS BANCSHARES INC N31946M103693$1.3M0.88%
40PHILIP MORRIS INTL INC71817210910,474$1.3M0.87%
41DARDEN RESTAURANTS INCDRI7,632$1.3M0.86%
42UNUM GROUPUNMA20,967$1.2M0.86%
43ISHARES TR46428722611,890$1.2M0.83%
44KROGER COKR20,455$1.2M0.80%
45NETAPP INCNTAP9,465$1.2M0.80%
46HOST HOTELS & RESORTS INCHST66,389$1.2M0.80%
47BANK NEW YORK MELLON CORP06405810016,239$1.2M0.80%
48KRAFT HEINZ COKHC32,765$1.2M0.79%
49WELLS FARGO CO NEW94974610119,676$1.1M0.76%
50CONSTELLATION ENERGY CORPCEG4,193$1.1M0.75%
51APPLOVIN CORPAPP8,175$1.1M0.73%
52CVS HEALTH CORPCVS16,670$1.0M0.72%
53ARCH CAP GROUP LTDG0450A1059,189$1.0M0.71%
54AMERICAN ELEC PWR CO INC0255371019,969$1.0M0.70%
55DIAMONDBACK ENERGY INCFANG5,680$979,2320.67%
56BRISTOL-MYERS SQUIBB COCELG-RI18,192$941,2540.65%
57ORACLE CORPORCL-PD5,378$916,4110.63%
58ROYAL CARIBBEAN GROUPV7780T1035,090$902,7620.62%
59CISCO SYS INCCSCO16,707$889,1470.61%
60AT&T INCT-PC40,281$886,1820.61%
61JOHNSON & JOHNSONJNJ5,256$851,7870.58%
62AUTOZONE INCAZO270$850,5110.58%
63WILLIAMS SONOMA INCWSM5,272$816,7380.56%
64CUMMINS INCCMI2,500$809,4750.56%
65LOWES COS INC5486611072,988$809,3000.56%
66CENTENE CORP DELCNC10,744$808,8080.56%
67CITIGROUP INCC-PR12,693$794,5820.55%
68EXELON CORPEXC19,594$794,5370.55%
69BUILDERS FIRSTSOURCE INCBLDR4,098$794,4380.55%
70EBAY INC.EBAY11,762$765,8240.53%
71AMDOCS LTDDOX8,605$752,7650.52%
72PROGRESSIVE CORP7433151032,878$730,3210.50%
73CONSOLIDATED EDISON INCED6,960$724,7450.50%
74PFIZER INCPFE24,909$720,8660.49%
75SS&C TECHNOLOGIES HLDGS INCSSNC9,514$706,0340.48%
76MORGAN STANLEYMS-PQ6,762$704,8710.48%
77TARGET CORPTGT4,487$699,3440.48%
78JABIL INCJBL5,832$698,8490.48%
79COGNIZANT TECHNOLOGY SOLUTIOCTSH8,559$660,5840.45%
80LAM RESEARCH CORPLRCX790$644,7030.44%
81DOCUSIGN INCDOCU10,113$627,9160.43%
82ELEVANCE HEALTH INCELV1,170$608,4000.42%
83GENERAL DYNAMICS CORPGD1,899$573,8780.39%
84CARDINAL HEALTH INCCAH5,033$556,2470.38%
85MOLSON COORS BEVERAGE COTAP-A9,395$540,4000.37%
86MCKESSON CORPMCK1,054$521,1190.36%
87PACKAGING CORP AMER6951561092,412$519,5450.36%
88ALLSTATE CORPALL-PJ2,731$517,9340.36%
89JONES LANG LASALLE INCJLL1,842$496,9900.34%
90PPG INDS INC6935061073,652$483,7440.33%
91US BANCORP DELUSB-PS10,398$475,5010.33%
92CENCORA INCCOR2,082$468,6170.32%
93PILGRIMS PRIDE CORPPPC10,044$462,5260.32%
94GAP INCGAP20,971$462,4110.32%
95OMNICOM GROUP INCOMC4,373$452,1240.31%
96RTX CORPORATIONRTX3,700$448,2920.31%
97TWILIO INCTWLO6,651$433,7780.30%
98BERKSHIRE HATHAWAY INC DELBRK-A927$426,6610.29%
99CARRIER GLOBAL CORPORATIONCARR5,274$424,5040.29%
100EPR PPTYS26884U1098,207$402,4710.28%
101BATH & BODY WORKS INCBBWI12,500$399,0000.27%
102EASTMAN CHEM COEMN3,501$391,9370.27%
103PARKER-HANNIFIN CORPPH576$363,9280.25%
104SYNCHRONY FINANCIALSYF-PB7,230$360,6320.25%
105HCA HEALTHCARE INCHCA860$349,5300.24%
106NRG ENERGY INCNRG3,789$345,1780.24%
107FORD MTR CO34537086032,148$339,4830.23%
108CELANESE CORP DELCE2,473$336,2290.23%
109ELI LILLY & COLLY360$318,9380.22%
110STEEL DYNAMICS INCSTLD2,495$314,5700.22%
111HARTFORD FINL SVCS GROUP INCHIG-PG2,588$304,3750.21%
112JOHNSON CTLS INTL PLCG515021053,890$301,9030.21%
113VIATRIS INCVTRS25,825$299,8280.21%
114TEVA PHARMACEUTICAL INDS LTD88162420916,191$291,7620.20%
115LEAR CORPLEA2,669$291,3210.20%
116PRICE T ROWE GROUP INCTROW2,609$284,1980.20%
117VISTRA CORPVST2,273$269,4410.18%
118BAXTER INTL INC0718131097,035$267,1190.18%
119CHEVRON CORP NEWCVX1,808$266,2640.18%
120NUCOR CORPNUE1,671$251,2180.17%
121BAKER HUGHES COMPANYBKR6,811$246,2180.17%
122IRON MTN INC DEL46284V1012,013$239,2050.16%
123FISERV INCFISV1,293$232,2870.16%
124ALBERTSONS COS INC01309110312,309$227,4700.16%
125MARATHON PETE CORPMARA1,367$222,6980.15%
126AMERICAN TOWER CORP NEW03027X100951$221,1650.15%
127ARCHER DANIELS MIDLAND COADM3,690$220,4410.15%
128SMUCKER J M CO8326964051,770$214,3470.15%
129CORE & MAIN INCCNM4,810$213,5640.15%
130UNITED AIRLS HLDGS INCUNTCW3,708$211,5780.15%
131DTE ENERGY CODTK1,620$208,0240.14%
132ENTERGY CORP NEWENO1,567$206,2330.14%
133RENAISSANCERE HLDGS LTDRNR-PG737$200,7590.14%