Stock Taper

AFFINITY INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
McKesson CorporationMCK271$204.77K
Comfort Systems USA, Inc.FIX323$640.17K
Eli Lilly and CompanyLLY360$431.8K
Elevance Health Inc.ELV645$249.44K
Cencora, Inc.COR710$200.92K
Rockwell Automation, Inc.ROK817$404.48K
FedEx CorporationFDX902$282.44K
Lockheed Martin CorporationLMT906$461.57K
HCA Healthcare, Inc.HCA916$357.14K
UnitedHealth Group IncorporatedUNH955$396.93K
Jones Lang LaSalle IncorporatedJLL1.03K$320.49K
Ralph Lauren CorporationRL1.05K$420.68K
Steel Dynamics, Inc.STLD1.11K$254.01K
General Dynamics CorporationGD1.27K$451.66K
Diamondback Energy, Inc.FANG1.31K$230.27K
Royal Caribbean Cruises Ltd.RCL1.43K$454.7K
Cardinal Health, Inc.CAH1.48K$350.4K
Cummins Inc.CMI1.51K$1.07M
Expedia Group, Inc.EXPE1.58K$404.8K
Teradyne, Inc.TER1.61K$777.05K