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Applied Finance Capital Management, LLC

Q4 2025 · 13F-HR

Applied Finance Capital Management, LLCholdings as filed

Filed 2026-02-05 · accession 0001398344-26-002284

$1.40B
Reported value
225
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC.$67.1M4.81%246,884CommonSOLE
594918104MSFTMICROSOFT CORPORATION$56.7M4.06%117,205CommonSOLE
02079K305GOOGLALPHABET INC$53.6M3.84%171,116CommonSOLE
038222105AMATAPPLIED MATERIALS, INC.$42.2M3.02%164,210CommonSOLE
17275R102CSCOCISCO SYSTEMS INCORPORATED$39.5M2.83%512,168CommonSOLE
482480100KLACKLA CORP$38.4M2.75%31,583CommonSOLE
30303M102METAMETA PLATFORMS INC$37.6M2.69%56,992CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$34.9M2.50%117,968CommonSOLE
00724F101ADBEADOBE INC$32.5M2.32%92,754CommonSOLE
67066G104NVDANVIDIA CORPORATION$32.3M2.31%173,311CommonSOLE
57636Q104MAMASTERCARD, INC.$32.0M2.29%56,014CommonSOLE
254687106DISWALT DISNEY CO$26.3M1.89%231,511CommonSOLE
40434L105HPQHP INC$25.8M1.85%1,159,712CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$25.6M1.83%57,542CommonSOLE
92343V104VZVERIZON COMMUNICATIONS$25.4M1.82%624,377CommonSOLE
060505104BACBANK OF AMERICA CORPORATION$24.0M1.72%437,260CommonSOLE
548661107LOWLOWE'S COMPANIES INC.$23.8M1.70%98,638CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$23.6M1.69%73,371CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$23.5M1.68%81,003CommonSOLE
231021106CMICUMMINS INC$23.4M1.67%45,744CommonSOLE
68389X105ORCLORACLE CORP$23.1M1.66%118,595CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL, INC.$22.4M1.61%45,741CommonSOLE
12504L109CBRECBRE GROUP INCORPORATED$20.5M1.47%127,540CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$20.4M1.46%97,035CommonSOLE
237194105DRIDARDEN RESTAURANTS, INC.$20.3M1.45%110,268CommonSOLE
59156R108METMETLIFE, INC.$19.9M1.43%252,383CommonSOLE
G3265R107APTVAPTIV PLC$19.7M1.41%258,638CommonSOLE
23331A109DHID.R. HORTON INC$19.6M1.40%136,040CommonSOLE
58933Y105MRKMERCK & CO. , INC.$19.3M1.38%183,564CommonSOLE
929740108WABWESTINGHOUSE AIR BRAKE TECHNOL$19.1M1.37%89,664CommonSOLE
74762E102QUREQUANTA SERVICES INCORPORATED$18.6M1.33%44,151CommonSOLE
907818108UNPUNION PACIFIC CORPORATION$18.6M1.33%80,349CommonSOLE
501889208LKQLKQ CORPORATION$18.0M1.29%596,682CommonSOLE
911363109URIUNITED RENTALS INC$16.8M1.20%20,745CommonSOLE
20825C104COPCONOCOPHILLIPS$16.5M1.19%176,789CommonSOLE
87612E106TGTTARGET CORPORATION$16.1M1.15%164,683CommonSOLE
02079K107GOOGALPHABET INC$15.7M1.12%50,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$15.2M1.09%93,338CommonSOLE
58155Q103MCKMCKESSON CORPORATION$14.8M1.06%18,078CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INCO$14.7M1.05%19,081CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$14.6M1.04%520,395CommonSOLE
902494103TSNTYSON FOODS, INC.$14.4M1.03%246,148CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC.$14.1M1.01%24,383CommonSOLE
45337C102INCYINCYTE CORP$13.9M0.99%140,321CommonSOLE
21036P108STZCONSTELLATION BRANDS, INC.$13.3M0.95%96,472CommonSOLE
126650100CVSCVS HEALTH CORP$12.4M0.89%155,748CommonSOLE
92826C839VVISA INCORPORATION$12.2M0.87%34,775CommonSOLE
235851102DHRDANAHER CORP$11.9M0.85%51,954CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GROU$11.3M0.81%140,310CommonSOLE
858119100STLDSTEEL DYNAMICS INC$10.9M0.78%64,220CommonSOLE
11135F101AVGOBROADCOM INC$10.9M0.78%31,385CommonSOLE
337738108FISVFISERV, INC.$10.5M0.75%156,783CommonSOLE
863667101SYKSTRYKER CORPORATION$10.5M0.75%29,742CommonSOLE
233331107DTEDTE ENERGY COMPANY$10.4M0.75%80,746CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$9.5M0.68%29,274CommonSOLE
478160104JNJJOHNSON & JOHNSON$8.0M0.57%38,625CommonSOLE
00287Y109ABBVABBVIE INC$6.8M0.49%29,894CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$5.3M0.38%998CommonSOLE
571903202MARMARRIOTT INTERNATIONAL, INC.$3.4M0.25%11,078CommonSOLE
G1151C101ACNACCENTURE PLC$3.4M0.25%12,757CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE, INC.$3.4M0.24%36,811CommonSOLE
26923N405VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF$3.1M0.22%70,827CommonNONE
031162100AMGNAMGEN INC$3.0M0.22%9,246CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$3.0M0.21%10,282CommonSOLE
149123101CATCATERPILLAR INC.$2.9M0.21%5,081CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.7M0.20%8,262CommonSOLE
375558103GILDGILEAD SCIENCES, INC.$2.6M0.18%21,044CommonSOLE
053332102AZOAUTOZONE, INC.$2.5M0.18%735CommonSOLE
743315103PGRPROGRESSIVE CORP$2.2M0.15%9,461CommonSOLE
16411R208LNGCHENIERE ENERGY, INC.$2.1M0.15%10,693CommonSOLE
512807306LRCXLAM RESEARCH CORPORATION$1.9M0.13%11,005CommonSOLE
842587107SOSOUTHERN CO$1.8M0.13%20,754CommonSOLE
988498101YUMYUM! BRANDS, INC.$1.7M0.13%11,551CommonSOLE
26875P101EOGEOG RESOURCES INC$1.7M0.12%15,951CommonSOLE
655844108NSCNORFOLK SOUTHERN CORPORATION$1.7M0.12%5,781CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.6M0.11%3,350CommonSOLE
03073E105CORCENCORA INC$1.5M0.11%4,556CommonSOLE
693718108PCARPACCAR INC$1.5M0.11%13,723CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INCORPO$1.5M0.10%27,181CommonSOLE
872590104TMUST-MOBILE US INC$1.4M0.10%7,141CommonSOLE
902681105UGIUGI CORPORATION$1.4M0.10%38,617CommonSOLE
615369105MCOMOODY'S CORPORATION$1.4M0.10%2,707CommonSOLE
747525103QCOMQUALCOMM INCORPORATED$1.4M0.10%8,058CommonSOLE
244199105DEDEERE & CO$1.3M0.09%2,691CommonSOLE
532457108LLYELI LILLY AND COMPANY$1.2M0.09%1,125CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.2M0.09%1,370CommonSOLE
461202103INTUINTUIT INC$1.2M0.08%1,786CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.2M0.08%9,382CommonSOLE
75513E101RTXRTX CORP$1.1M0.08%6,188CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.1M0.08%12,948CommonSOLE
79466L302CRMSALESFORCE INC$1.1M0.08%4,219CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING, INC$1.1M0.08%4,244CommonSOLE
681936100OHIOMEGA HEALTHCARE INVESTORS, IN$1.1M0.08%24,530CommonSOLE
857477103STTSTATE STREET CORP$1.1M0.08%8,404CommonSOLE
629377508NRGNRG ENERGY, INC.$1.1M0.08%6,785CommonSOLE
03027X100AMTAMERICAN TOWER CORPORATION$1.1M0.08%6,138CommonSOLE
126408103CSXCSX CORP$1.0M0.08%28,943CommonSOLE
717081103PFEPFIZER INC$1.0M0.07%41,912CommonSOLE
20030N101CMCSACOMCAST CORP$1.0M0.07%34,148CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$1.0M0.07%20,673CommonSOLE
66987V109NVSNOVARTIS AG$1.0M0.07%7,352CommonSOLE
501044101KRKROGER CO$995,9940.07%15,941CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP I$992,5110.07%4,755CommonSOLE
418056107HASHASBRO INC$985,4760.07%12,018CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$954,7760.07%2,106CommonSOLE
550021109LULULULULEMON ATHLETICA INCORPORAT$946,7820.07%4,556CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INCORPOR$940,8040.07%54,225CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$939,9130.07%21,707CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMENT PLC$923,1670.07%4,293CommonSOLE
816851109SRESEMPRA$916,0970.07%10,376CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$907,2250.06%2,331CommonSOLE
166764100CVXCHEVRON CORP$889,7700.06%5,838CommonSOLE
904767803ULUNILEVER PLC - ADR$887,3490.06%13,568CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$885,0110.06%4,781CommonSOLE
98978V103ZTSZOETIS INC$873,9460.06%6,946CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL, INCORPOR$869,4020.06%7,702CommonSOLE
427866108HSYHERSHEY CO$868,4090.06%4,772CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$868,0010.06%17,090CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$852,0030.06%18,252CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$830,8770.06%5,109CommonSOLE
406216101HALHALLIBURTON COMPANY$829,8270.06%29,364CommonSOLE
963320106WHRWHIRLPOOL CORPORATION$827,8070.06%11,475CommonSOLE
G29183103ETNEATON CORP PLC$812,8380.06%2,552CommonSOLE
040413205ANETARISTA NETWORKS INC$801,9040.06%6,120CommonSOLE
34959E109FTNTFORTINET INCORPORATION$783,7770.06%9,870CommonSOLE
457187102INGRINGREDION INCORPORATION$770,6070.06%6,989CommonSOLE
62944T105NVRNVR INC.$765,7410.05%105CommonSOLE
00206R102TAT&T INC$752,6270.05%30,299CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$735,2870.05%3,262CommonSOLE
303250104FICOFAIR ISAAC CORP.$726,9670.05%430CommonSOLE
002824100ABTABBOTT LABORATORIES$723,8000.05%5,777CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$721,2080.05%4,453CommonSOLE
437076102HDHOME DEPOT INC$705,7490.05%2,051CommonSOLE
745867101PHMPULTEGROUP, INCORPORATION$702,3870.05%5,990CommonSOLE
H1467J104CBCHUBB LTD$698,2120.05%2,237CommonSOLE
384802104GWWWW GRAINGER INC$687,1630.05%681CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$683,6270.05%2,413CommonSOLE
25754A201DPZDOMINO' S PIZZA, INC.$658,1590.05%1,579CommonSOLE
031100100AMEAMETEK INC$646,3160.05%3,148CommonSOLE
76131D103QSRRESTAURANT BRANDS INTERNATIONA$644,0910.05%9,440CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$642,4040.05%3,561CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$641,3630.05%10,986CommonSOLE
631103108NDAQNASDAQ INC$640,8640.05%6,598CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL I$627,3860.04%450CommonSOLE
020002101ALLALLSTATE CORP$620,9110.04%2,983CommonSOLE
013091103ACIALBERTSONS COMPANIES INC$589,5150.04%34,334CommonSOLE
49177J102KVUEKENVUE INC$579,1690.04%33,575CommonSOLE
143658300CCL1EURCARNIVAL CORP$566,7000.04%18,556CommonSOLE
370334104GISGENERAL MILLS, INC.$564,0920.04%12,131CommonSOLE
247361702DALDELTA AIR LINES INC$541,5980.04%7,804CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$532,9090.04%571CommonSOLE
256677105DGDOLLAR GENERAL CORPORATION$527,4950.04%3,973CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INCORPORATI$519,0150.04%1,354CommonSOLE
171340102CHDCHURCH & DWIGHT CO., INC.$512,5750.04%6,113CommonSOLE
243537107DECKDECKERS OUTDOOR CORPORATION$497,7200.04%4,801CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$484,0970.03%1,649CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDINGS IN$481,8410.03%5,352CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$442,9900.03%5,401CommonSOLE
500754106KHCKRAFT HEINZ CO$442,2720.03%18,238CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS$441,4300.03%1,978CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$429,8360.03%3,844CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$417,6650.03%7,265CommonSOLE
90384S303ULTAULTA BEAUTY INC$412,0120.03%681CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$410,3390.03%14,238CommonSOLE
03743Q108APAAPA CORP (US)$404,4460.03%16,535CommonSOLE
31428X106FDXFEDEX CORPORATION$404,1150.03%1,399CommonSOLE
92338C103VLTOVERALTO CORP$400,1520.03%4,010CommonSOLE
00846U101AAGILENT TECHNOLOGIES, INC.$396,6440.03%2,915CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$394,1200.03%1,888CommonSOLE
366651107ITGARTNER INCORPORATED$391,0340.03%1,550CommonSOLE
89055F103BLDTOPBUILD CORP$382,1460.03%916CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$381,7170.03%4,599CommonSOLE
681919106OMCOMNICOM GROUP INCORPORATED$379,5250.03%4,700CommonSOLE
89400J107TRUTRANSUNION$374,8990.03%4,372CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$374,4920.03%1,492CommonSOLE
29452E101EQHEQUITABLE HOLDINGS INC$372,9090.03%7,826CommonSOLE
69047Q102OVVOVINTIV INC$359,6070.03%9,176CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$349,8180.03%8,972CommonSOLE
H11356104BGBUNGE GLOBAL SA$345,1850.02%3,875CommonSOLE
12514G108CDWCDW CORP$338,8660.02%2,488CommonSOLE
574599106MASMASCO CORPORATION$338,8130.02%5,339CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC.$335,1690.02%1,155CommonSOLE
29084Q100EMEEMCOR GROUP INC$331,5900.02%542CommonSOLE
565394103CARTMAPLEBEAR INC$328,5790.02%7,305CommonSOLE
34959J108FTVFORTIVE CORP$328,2790.02%5,946CommonSOLE
G48833118WFRDWEATHERFORD INTERNATIONAL PLC$322,9010.02%4,126CommonSOLE
09062X103BIIBBIOGEN INC$317,4860.02%1,804CommonSOLE
579780206MKCMCCORMICK & COMPANY, INCORPORA$317,0520.02%4,655CommonSOLE
052769106ADSKAUTODESK, INC.$315,8430.02%1,067CommonSOLE
001055102AFLAFLAC INC$315,3720.02%2,860CommonSOLE
88033G407THCTENET HEALTHCARE CORPORATION$314,7720.02%1,584CommonSOLE
693506107PPGPPG INDUSTRIES, INC.$311,3760.02%3,039CommonSOLE
832696405SJMJ M SMUCKER CO$309,4710.02%3,164CommonSOLE
761152107RMDRESMED INC.$306,6280.02%1,273CommonSOLE
526107107LIILENNOX INTERNATIONAL INCORPORA$303,4880.02%625CommonSOLE
125523100CICIGNA GROUP$302,4780.02%1,099CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDING CO$301,6710.02%3,576CommonSOLE
294429105EFXEQUIFAX, INCORPORATED$290,1020.02%1,337CommonSOLE
086516101BBYBEST BUY CO., INC.$285,7910.02%4,270CommonSOLE
526057104LENLENNAR CORPORATION$284,2420.02%2,765CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$283,8810.02%2,495CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE, INC.$280,8900.02%2,730CommonSOLE
889478103TOLTOLL BROTHERS, INC.$278,8240.02%2,062CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORPORATIO$277,2450.02%569CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD.$267,2330.02%2,786CommonSOLE
07831C103BRBRBELLRING BRANDS INC$267,1930.02%9,996CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$265,3070.02%3,180CommonSOLE
G0176J109ALLEALLEGION PLC$262,5540.02%1,649CommonSOLE
636180101NFGNATIONAL FUEL GAS COMPANY$259,6350.02%3,243CommonSOLE
G7S00T104PNRPENTAIR PLC$258,6840.02%2,484CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$258,2370.02%1,874CommonSOLE
941848103WATWATERS CORP$251,8270.02%663CommonSOLE
G8068L108SNSHARKNINJA INC$230,1780.02%2,057CommonSOLE
260003108DOVDOVER CORPORATION$228,6260.02%1,171CommonSOLE
253393102DKSDICK'S SPORTING GOODS, INC.$226,2800.02%1,143CommonSOLE
01973R101ALSNALLISON TRANSMISSION HOLDINGS$220,6670.02%2,254CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$220,5600.02%2,919CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HOLDINGS$217,1740.02%9,730CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$210,5470.02%5,770CommonSOLE
372460105GPCGENUINE PARTS COMPANY$210,0160.02%1,708CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC.$208,8250.01%2,698CommonSOLE
668771108GENGEN DIGITAL INC$207,1060.01%7,617CommonSOLE
670346105NUENUCOR CORP$206,0080.01%1,263CommonSOLE
G7496G103RNRRENAISSANCERE HOLDINGS LTD.$203,8410.01%725CommonSOLE
058498106BALLBALL CORPORATION$201,3390.01%3,801CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.