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Applied Finance Capital Management, LLC

Q1 2026 · 13F-HR

Applied Finance Capital Management, LLCholdings as filed

Filed 2026-05-04 · accession 0001398344-26-008142

$1.33B
Reported value
218
Positions
2026-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC.$59.9M4.49%235,931CommonSOLE
594918104MSFTMICROSOFT CORPORATION$46.6M3.50%126,019CommonSOLE
038222105AMATAPPLIED MATERIALS, INC.$44.1M3.31%129,143CommonSOLE
02079K305GOOGLALPHABET INC$40.2M3.01%139,628CommonSOLE
482480100KLACKLA CORP$39.8M2.99%27,026CommonSOLE
30303M102METAMETA PLATFORMS INC$37.8M2.84%66,114CommonSOLE
17275R102CSCOCISCO SYSTEMS INCORPORATED$35.6M2.68%459,371CommonSOLE
92343V104VZVERIZON COMMUNICATIONS$35.6M2.67%708,600CommonSOLE
57636Q104MAMASTERCARD, INC.$29.3M2.20%58,662CommonSOLE
40434L105HPQHP INC$27.2M2.04%1,414,983CommonSOLE
67066G104NVDANVIDIA CORPORATION$27.0M2.03%154,927CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$26.2M1.97%108,225CommonSOLE
00724F101ADBEADOBE INC$24.3M1.83%100,063CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$24.3M1.82%68,589CommonSOLE
254687106DISWALT DISNEY CO$23.5M1.77%244,025CommonSOLE
20825C104COPCONOCOPHILLIPS$23.1M1.74%175,135CommonSOLE
548661107LOWLOWE'S COMPANIES INC.$23.1M1.73%97,776CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$23.1M1.73%79,098CommonSOLE
68389X105ORCLORACLE CORP$22.9M1.72%155,918CommonSOLE
91913Y100VLOVALERO ENERGY CORP$22.2M1.67%89,847CommonSOLE
74762E102QUREQUANTA SERVICES INCORPORATED$22.1M1.66%40,190CommonSOLE
237194105DRIDARDEN RESTAURANTS, INC.$21.9M1.64%111,515CommonSOLE
58933Y105MRKMERCK & CO. , INC.$21.5M1.62%178,906CommonSOLE
929740108WABWESTINGHOUSE AIR BRAKE TECHNOL$20.5M1.54%82,039CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$20.1M1.51%68,385CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL, INC.$20.1M1.51%45,254CommonSOLE
23331A109DHID.R. HORTON INC$19.9M1.49%144,836CommonSOLE
907818108UNPUNION PACIFIC CORPORATION$19.5M1.46%80,409CommonSOLE
231021106CMICUMMINS INC$19.5M1.46%36,191CommonSOLE
501889208LKQLKQ CORPORATION$19.4M1.46%662,216CommonSOLE
060505104BACBANK OF AMERICA CORPORATION$19.2M1.44%394,097CommonSOLE
87612E106TGTTARGET CORPORATION$18.9M1.42%155,566CommonSOLE
G3265R107APTVAPTIV PLC$18.7M1.40%269,134CommonSOLE
59156R108METMETLIFE, INC.$17.8M1.34%251,732CommonSOLE
11135F101AVGOBROADCOM INC$15.9M1.19%51,271CommonSOLE
337738108FISVFISERV, INC.$15.9M1.19%284,125CommonSOLE
911363109URIUNITED RENTALS INC$15.8M1.19%21,721CommonSOLE
58155Q103MCKMCKESSON CORPORATION$15.4M1.15%17,759CommonSOLE
12504L109CBRECBRE GROUP INCORPORATED$15.3M1.15%112,905CommonSOLE
21036P108STZCONSTELLATION BRANDS, INC.$14.8M1.11%98,960CommonSOLE
902494103TSNTYSON FOODS, INC.$14.7M1.10%229,489CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$13.2M0.99%500,708CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INCO$13.0M0.98%16,835CommonSOLE
92826C839VVISA INCORPORATION$12.0M0.90%39,763CommonSOLE
45337C102INCYINCYTE CORP$11.9M0.89%126,406CommonSOLE
863667101SYKSTRYKER CORPORATION$11.7M0.88%35,637CommonSOLE
233331107DTEDTE ENERGY COMPANY$11.7M0.88%79,776CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC.$11.5M0.86%23,356CommonSOLE
02079K107GOOGALPHABET INC$11.5M0.86%40,000CommonSOLE
126650100CVSCVS HEALTH CORP$11.3M0.85%157,481CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GROU$11.3M0.85%139,338CommonSOLE
858119100STLDSTEEL DYNAMICS INC$10.0M0.75%55,432CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$9.8M0.74%30,607CommonSOLE
235851102DHRDANAHER CORP$9.7M0.73%51,389CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.1M0.68%37,175CommonSOLE
00287Y109ABBVABBVIE INC$6.5M0.49%30,071CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.5M0.34%1,080CommonSOLE
571903202MARMARRIOTT INTERNATIONAL, INC.$3.8M0.29%11,707CommonSOLE
16411R208LNGCHENIERE ENERGY, INC.$3.7M0.28%13,118CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE, INC.$3.5M0.26%37,568CommonSOLE
031162100AMGNAMGEN INC$3.2M0.24%9,033CommonSOLE
595112103MUMICRON TECHNOLOGY, INC.$3.2M0.24%9,348CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$3.2M0.24%10,376CommonSOLE
26923N405VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF$3.0M0.22%70,827CommonNONE
375558103GILDGILEAD SCIENCES, INC.$2.8M0.21%20,287CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.4M0.18%9,038CommonSOLE
743315103PGRPROGRESSIVE CORP$2.4M0.18%12,115CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$2.4M0.18%11,205CommonSOLE
26875P101EOGEOG RESOURCES INC$2.2M0.16%15,033CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$2.1M0.16%25,947CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INCORPO$1.9M0.14%33,132CommonSOLE
872590104TMUST-MOBILE US INC$1.9M0.14%9,007CommonSOLE
512807306LRCXLAM RESEARCH CORPORATION$1.9M0.14%8,809CommonSOLE
G1151C101ACNACCENTURE PLC$1.9M0.14%9,437CommonSOLE
842587107SOSOUTHERN CO$1.9M0.14%19,366CommonSOLE
988498101YUMYUM! BRANDS, INC.$1.8M0.14%11,896CommonSOLE
655844108NSCNORFOLK SOUTHERN CORPORATION$1.7M0.13%6,066CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.7M0.13%10,591CommonSOLE
053332102AZOAUTOZONE, INC.$1.7M0.13%510CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.5M0.11%3,193CommonSOLE
893641100TDGTRANSDIGM GROUP INCORPORATED$1.5M0.11%1,274CommonSOLE
693718108PCARPACCAR INC$1.5M0.11%12,634CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$1.4M0.11%5,736CommonSOLE
902681105UGIUGI CORPORATION$1.4M0.10%37,506CommonSOLE
717081103PFEPFIZER INC$1.3M0.10%46,635CommonSOLE
501044101KRKROGER CO$1.3M0.10%17,694CommonSOLE
629377508NRGNRG ENERGY, INC.$1.3M0.10%8,748CommonSOLE
615369105MCOMOODY'S CORPORATION$1.3M0.10%2,905CommonSOLE
166764100CVXCHEVRON CORP$1.3M0.09%6,077CommonSOLE
126408103CSXCSX CORP$1.2M0.09%29,642CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.2M0.09%2,886CommonSOLE
457187102INGRINGREDION INCORPORATION$1.1M0.09%10,207CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.1M0.09%1,269CommonSOLE
66987V109NVSNOVARTIS AG$1.1M0.08%7,171CommonSOLE
816851109SRESEMPRA$1.1M0.08%11,270CommonSOLE
418056107HASHASBRO INC$1.1M0.08%11,666CommonSOLE
03027X100AMTAMERICAN TOWER CORPORATION$1.1M0.08%6,325CommonSOLE
427866108HSYHERSHEY CO$1.1M0.08%5,236CommonSOLE
G29183103ETNEATON CORP PLC$1.1M0.08%2,982CommonSOLE
747525103QCOMQUALCOMM INCORPORATED$1.0M0.08%8,113CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.0M0.08%13,376CommonSOLE
00206R102TAT&T INC$1.0M0.08%35,058CommonSOLE
75513E101RTXRTX CORP$1.0M0.08%5,236CommonSOLE
681936100OHIOMEGA HEALTHCARE INVESTORS, IN$1.0M0.08%22,912CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP I$1.0M0.08%4,815CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING, INC$989,6900.07%4,871CommonSOLE
98978V103ZTSZOETIS INC$988,5900.07%8,363CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$981,8110.07%22,801CommonSOLE
20030N101CMCSACOMCAST CORP$980,3890.07%34,148CommonSOLE
857477103STTSTATE STREET CORP$965,4000.07%7,628CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$935,1220.07%20,342CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INCORPOR$908,9830.07%58,082CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$887,5310.07%5,643CommonSOLE
904767803ULUNILEVER PLC - ADR$886,3410.07%15,558CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$870,7220.07%4,668CommonSOLE
532457108LLYELI LILLY AND COMPANY$868,2630.07%944CommonSOLE
406216101HALHALLIBURTON COMPANY$861,0940.06%22,085CommonSOLE
437076102HDHOME DEPOT INC$854,4560.06%2,598CommonSOLE
34959E109FTNTFORTINET INCORPORATION$813,4410.06%9,954CommonSOLE
H1467J104CBCHUBB LIMITED$770,4990.06%2,364CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL, INCORPOR$743,9090.06%7,615CommonSOLE
020002101ALLALLSTATE CORP$739,1670.06%3,565CommonSOLE
384802104GWWWW GRAINGER INC$734,1150.06%673CommonSOLE
76131D103QSRRESTAURANT BRANDS INTERNATIONA$731,5360.05%9,899CommonSOLE
62944T105NVRNVR INC.$731,4710.05%111CommonSOLE
002824100ABTABBOTT LABORATORIES$730,7020.05%7,117CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$729,0480.05%12,403CommonSOLE
040413205ANETARISTA NETWORKS INC$728,8220.05%5,936CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$721,2120.05%523CommonSOLE
550021109LULULULULEMON ATHLETICA INCORPORAT$709,0060.05%4,631CommonSOLE
745867101PHMPULTEGROUP, INCORPORATION$704,9540.05%5,994CommonSOLE
461202103INTUINTUIT INC$687,0520.05%1,589CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$672,1630.05%14,861CommonSOLE
03743Q108APAAPA CORP (US)$660,6630.05%15,567CommonSOLE
963320106WHRWHIRLPOOL CORPORATION$657,0150.05%12,185CommonSOLE
79466L302CRMSALESFORCE INC$656,8920.05%3,519CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$649,1630.05%2,783CommonSOLE
031100100AMEAMETEK INC$632,5760.05%2,951CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$619,9130.05%3,635CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INCORPORATI$618,4070.05%1,425CommonSOLE
013091103ACIALBERTSONS COMPANIES INC$608,1750.05%35,691CommonSOLE
171340102CHDCHURCH & DWIGHT CO., INC.$603,0340.05%6,462CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL I$599,0700.04%475CommonSOLE
25754A201DPZDOMINO' S PIZZA, INC.$592,3620.04%1,651CommonSOLE
631103108NDAQNASDAQ INC$578,4400.04%6,814CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$569,8430.04%1,651CommonSOLE
303250104FICOFAIR ISAAC CORP.$566,8640.04%531CommonSOLE
H11356104BGBUNGE GLOBAL SA$555,4820.04%4,367CommonSOLE
92343E102VRSNVERISIGN, INC$544,6530.04%2,193CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$541,2100.04%3,480CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$535,2890.04%7,364CommonSOLE
370334104GISGENERAL MILLS, INC.$531,5390.04%14,281CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDINGS IN$529,8930.04%5,384CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMENT PLC$508,3230.04%4,986CommonSOLE
69047Q102OVVOVINTIV INC$484,2590.04%8,158CommonSOLE
243537107DECKDECKERS OUTDOOR CORPORATION$479,1310.04%4,787CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$459,8310.03%1,636CommonSOLE
143658300CCL1EURCARNIVAL CORP$453,9610.03%17,541CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$446,7720.03%1,935CommonSOLE
247361702DALDELTA AIR LINES INC$437,7710.03%6,585CommonSOLE
636180101NFGNATIONAL FUEL GAS COMPANY$435,8800.03%4,639CommonSOLE
29084Q100EMEEMCOR GROUP INC$434,8650.03%589CommonSOLE
31428X106FDXFEDEX CORPORATION$424,9230.03%1,193CommonSOLE
115637209BF/BBROWN-FORMAN CORPORATION$407,3610.03%15,407CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS$401,3260.03%2,470CommonSOLE
92338C103VLTOVERALTO CORP$400,0430.03%4,524CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$386,9270.03%10,247CommonSOLE
574599106MASMASCO CORPORATION$377,1920.03%6,248CommonSOLE
761152107RMDRESMED INC.$376,2280.03%1,676CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$368,0010.03%5,170CommonSOLE
001055102AFLAFLAC INC$366,6510.03%3,342CommonSOLE
832696405SJMJ M SMUCKER CO$359,6250.03%3,729CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$356,2020.03%1,650CommonSOLE
34959J108FTVFORTIVE CORP$355,6160.03%6,433CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$339,1570.03%2,508CommonSOLE
09062X103BIIBBIOGEN INC$337,6940.03%1,842CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORPORATIO$335,6270.03%566CommonSOLE
125523100CICIGNA GROUP$326,5020.02%1,224CommonSOLE
526107107LIILENNOX INTERNATIONAL INCORPORA$323,9630.02%698CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$318,9230.02%8,594CommonSOLE
00846U101AAGILENT TECHNOLOGIES, INC.$317,3200.02%2,784CommonSOLE
89400J107TRUTRANSUNION$316,6130.02%4,576CommonSOLE
086516101BBYBEST BUY CO., INC.$315,7360.02%4,918CommonSOLE
693506107PPGPPG INDUSTRIES, INC.$313,6930.02%2,935CommonSOLE
526057104LENLENNAR CORPORATION$311,6690.02%3,589CommonSOLE
88033G407THCTENET HEALTHCARE CORPORATION$310,2390.02%1,644CommonSOLE
500754106KHCKRAFT HEINZ CO$309,3950.02%13,757CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$307,9740.02%3,345CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD.$301,3130.02%3,139CommonSOLE
89055F103BLDTOPBUILD CORP$300,3620.02%855CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$293,6070.02%1,010CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC.$292,2860.02%1,347CommonSOLE
01973R101ALSNALLISON TRANSMISSION HOLDINGS$285,1580.02%2,436CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDING CO$280,9860.02%3,601CommonSOLE
294429105EFXEQUIFAX, INCORPORATED$280,7290.02%1,559CommonSOLE
G48833118WFRDWEATHERFORD INTERNATIONAL PLC$279,0110.02%2,950CommonSOLE
G0176J109ALLEALLEGION PLC$272,7090.02%1,877CommonSOLE
12514G108CDWCDW CORP$270,3590.02%2,234CommonSOLE
23918K108DVADAVITA INC$263,8860.02%1,717CommonSOLE
253393102DKSDICK'S SPORTING GOODS, INC.$256,7860.02%1,295CommonSOLE
G7S00T104PNRPENTAIR PLC$252,7060.02%2,901CommonSOLE
052769106ADSKAUTODESK, INC.$251,6090.02%1,051CommonSOLE
565394103CARTMAPLEBEAR INC$247,0860.02%6,596CommonSOLE
G7496G103RNRRENAISSANCERE HOLDINGS LTD.$246,4040.02%829CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS, INC.$242,8010.02%1,870CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$238,4100.02%2,935CommonSOLE
681919106OMCOMNICOM GROUP INCORPORATED$230,9760.02%3,067CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE, INC.$230,9360.02%2,805CommonSOLE
260003108DOVDOVER CORPORATION$220,3320.02%1,057CommonSOLE
03674X106ARANTERO RESOURCES CORP$213,0060.02%5,019CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$212,9560.02%5,754CommonSOLE
372460105GPCGENUINE PARTS COMPANY$212,4520.02%2,009CommonSOLE
058498106BALLBALL CORPORATION$211,4960.02%3,578CommonSOLE
366651107ITGARTNER INCORPORATED$210,9090.02%1,332CommonSOLE
85208M102SFMSPROUTS FARMERS MARKET INC$208,8680.02%2,708CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$208,3450.02%3,063CommonSOLE
053774105CARAVIS BUDGET GROUP, INC.$208,2740.02%1,428CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$204,1110.02%3,327CommonSOLE

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.