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Institutional Investment Manager
AFFINITY INVESTMENT ADVISORS, LLC
AFFINITY INVESTMENT ADVISORS, LLC (CIK: 0001520601) incorporated in California, located at 5140 Birch Street, Newport Beach, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q1)
Portfolio Summary: 156 holdings with a total value of $1,139,655,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 CISCO SYS INC 793,809 22,600,000 1.98%
152 APPLE INC 207,478 22,613,000 1.98%
153 MICROSOFT CORP 526,501 29,079,000 2.55%
154 WELLS FARGO & CO NEW 655,875 31,718,000 2.78%
155 JPMORGAN CHASE & CO 544,943 32,272,000 2.83%
156 EXXON MOBIL CORP 511,430 42,750,000 3.75%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001520601-16-000013, filed 2016.05.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.