AFFINITY INVESTMENT ADVISORS, LLC
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 197,177
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 140 | 197,177 | 13F-HR | AFFINITY INVESTMENT ADVISORS, LLC |
| Q1 2026 | 5/14/2026 | 137 | 159,872 | 13F-HR | AFFINITY INVESTMENT ADVISORS, LLC |
| Q4 2025 | 2/12/2026 | 139 | 150,546 | 13F-HR | AFFINITY INVESTMENT ADVISORS, LLC |
| Q3 2025 | 11/10/2025 | 140 | 147,738 | 13F-HR | AFFINITY INVESTMENT ADVISORS, LLC |
| Q2 2025 | 8/14/2025 | 133 | 132,094 | 13F-HR | AFFINITY INVESTMENT ADVISORS, LLC |
| Q1 2014 | 5/12/2014 | 82 | 847,739 | 13F-HR | AFFINITY INVESTMENT ADVISORS, LLC |
| Q4 2013 | 2/5/2014 | 82 | 822,202 | 13F-HR | AFFINITY INVESTMENT ADVISORS, LLC |
| Q3 2013 | 1/17/2014 | 83 | 771,665 | 13F-HR | AFFINITY INVESTMENT ADVISORS, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 195.7 K | 99.2% | 37.04 K | 0 | 37.04 K |
| ETFs | 1.487 K | 0.8% | 257 | 0 | 257 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
197,177
Holdings
140
QoQ value change ($000)
37,305
(23.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.