account_balance
Investment manager · 13F filer · SEC CIK 1520601
Affinity Investment Advisors, LLC
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Reported value$230Mas of Sep 30, 2026
Positions134 2 new, 8 sold out
Top 10 weight33.5%DELL alone is 6%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DELLDell Technologies Inc.
6.1%Added +29%
MUMicron Technology Inc
6.0%Added +16%
AAPLApple Inc.
4.0%Added +30%
STXSeagate Technology Holdings PLC
3.2%Added +49%
HPQHP Inc
2.9%Added +56%
MSFTMicrosoft Corp
2.9%Added +44%
JBLJabil Inc
2.3%Added +38%
VLOValero Energy Corp
2.1%
VZVerizon Communications Inc
2.0%Added +45%
TGTTarget Corp
1.8%+29%
JPMJPMorgan Chase & Co
1.8%Trimmed −11%
AMZNAmazon.com Inc
1.7%Added +51%
DELLDell Technologies Inc.
6.1%Added +29%
MUMicron Technology Inc
6.0%Added +16%
AAPLApple Inc.
4.0%Added +30%
STXSeagate Technology Holdings PLC
3.2%Added +49%
HPQHP Inc
2.9%+56%
MSFTMicrosoft Corp
2.9%
JBLJabil Inc
2.3%
VLOValero Energy Corp
2.1%
VZVerizon Communications Inc
2.0%
TGT1.8%JPM1.8%AMZN1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DELL Dell Technologies Inc. 6.1% Added +29%MU Micron Technology Inc 6.0% Added +16%AAPL Apple Inc. 4.0% Added +30%STX Seagate Technology Holdings PLC 3.2% Added +49%HPQ HP Inc 2.9% Added +56%MSFT Microsoft Corp 2.9% Added +44%JBL Jabil Inc 2.3% Added +38%VLO Valero Energy Corp 2.1% HeldVZ Verizon Communications Inc 2.0% Added +45%TGT Target Corp 1.8% Added +29%JPM JPMorgan Chase & Co 1.8% Trimmed −11%AMZN Amazon.com Inc 1.7% Added +51%
What changed
Biggest moves since Jun 30, 2026
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