AFFINITY INVESTMENT ADVISORS, LLC

Position in XYZ — Block, Inc.

CIK 1520601 NEWPORT BEACH, CA

Position in XYZ

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$581,628

New position

Shares Held

7,653

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#549

of 1,079 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $5,769,127 across 6 Software - Infrastructure names. XYZ ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,070	$3,383,291
2	NTAP	NetApp, Inc.	3,774	$584,064
3	XYZ	Block, Inc. This page	7,653	$581,628
4	DOX	Amdocs Ltd	9,702	$490,339
5	TWLO	Twilio Inc	2,238	$461,766
6	ORCL	Oracle Corp	1,829	$268,039

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$581,628	7,653	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.