Long-term investor
Affinity Investment Advisors, LLC @affinityinvestmentadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001520601).
Record
- Tracked since 2025-06-30 (478 days), 169 trades recorded
- Returns: week n/a · month n/a · 90 days -1.4% · 6 months +48.8% · 1 year +75.8% · all +75.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MU · 6.6% · long · since 2025-12-31
- DELL · 4.4% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- GOOGL · 2.7% · long · since 2025-06-30
- JBL · 2.6% · long · since 2025-06-30
- STX · 2.6% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- BAC · 1.7% · long · since 2025-06-30
- VLO · 1.7% · long · since 2025-06-30
- 30231G102 · 1.7% · long · since 2025-06-30
- TPR · 1.6% · long · since 2025-06-30