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Applied Finance Capital Management, LLC

Q2 2026 · 13F-HR

Applied Finance Capital Management, LLCholdings as filed

Filed 2026-07-28 · accession 0001398344-26-012840

$1.34B
Reported value
218
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC.$65.3M4.86%225,701CommonSOLE
038222105AMATAPPLIED MATERIALS, INC.$60.6M4.51%83,758CommonSOLE
482480100KLACKLA CORP$55.9M4.16%185,356CommonSOLE
594918104MSFTMICROSOFT CORPORATION$52.8M3.93%141,576CommonSOLE
02079K305GOOGLALPHABET INC$44.0M3.28%123,175CommonSOLE
17275R102CSCOCISCO SYSTEMS INCORPORATED$41.2M3.07%350,893CommonSOLE
67066G104NVDANVIDIA CORPORATION$38.4M2.86%192,007CommonSOLE
30303M102METAMETA PLATFORMS INC$36.3M2.70%64,450CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$30.1M2.24%107,214CommonSOLE
40434L105HPQHP INC$28.9M2.15%1,318,305CommonSOLE
57636Q104MAMASTERCARD, INC.$25.5M1.90%49,689CommonSOLE
911363109URIUNITED RENTALS INC$25.0M1.86%22,095CommonSOLE
68389X105ORCLORACLE CORP$24.2M1.80%164,825CommonSOLE
571903202MARMARRIOTT INTERNATIONAL, INC.$23.7M1.77%63,990CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$22.6M1.68%66,661CommonSOLE
231021106CMICUMMINS INC$21.8M1.63%30,633CommonSOLE
254687106DISWALT DISNEY CO$21.8M1.62%226,422CommonSOLE
92343V104VZVERIZON COMMUNICATIONS$21.6M1.61%509,998CommonSOLE
00724F101ADBEADOBE INC$21.5M1.60%104,986CommonSOLE
74762E102QUREQUANTA SERVICES INCORPORATED$20.9M1.56%29,015CommonSOLE
23331A109DHID.R. HORTON INC$20.3M1.51%124,564CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$20.0M1.49%60,592CommonSOLE
060505104BACBANK OF AMERICA CORPORATION$19.1M1.42%335,281CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$19.0M1.41%58,030CommonSOLE
907818108UNPUNION PACIFIC CORPORATION$18.8M1.40%69,269CommonSOLE
237194105DRIDARDEN RESTAURANTS, INC.$18.7M1.39%90,811CommonSOLE
91913Y100VLOVALERO ENERGY CORP$18.5M1.38%71,180CommonSOLE
59156R108METMETLIFE, INC.$18.4M1.37%217,438CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL, INC.$17.9M1.33%39,025CommonSOLE
58933Y105MRKMERCK & CO. , INC.$17.1M1.28%133,454CommonSOLE
929740108WABWESTINGHOUSE AIR BRAKE TECHNOL$17.0M1.26%62,973CommonSOLE
G3265R107APTVAPTIV PLC$16.7M1.24%271,519CommonSOLE
548661107LOWLOWE'S COMPANIES INC.$15.6M1.16%70,821CommonSOLE
87612E106TGTTARGET CORPORATION$15.4M1.15%118,102CommonSOLE
532457108LLYELI LILLY AND COMPANY$15.1M1.12%12,549CommonSOLE
12504L109CBRECBRE GROUP INCORPORATED$15.0M1.12%111,565CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$14.8M1.10%452,729CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$14.1M1.05%40,000CommonSOLE
126650100CVSCVS HEALTH CORP$13.9M1.03%134,138CommonSOLE
20825C104COPCONOCOPHILLIPS$13.6M1.02%131,131CommonSOLE
337738108FISVFISERV, INC.$13.0M0.97%264,331CommonSOLE
92826C839VVISA INCORPORATION$12.2M0.91%35,674CommonSOLE
45337C102INCYINCYTE CORP$12.1M0.90%106,768CommonSOLE
21036P108STZCONSTELLATION BRANDS, INC.$11.6M0.87%83,537CommonSOLE
858119100STLDSTEEL DYNAMICS INC$11.1M0.83%48,566CommonSOLE
902494103TSNTYSON FOODS, INC.$11.1M0.82%193,060CommonSOLE
58155Q103MCKMCKESSON CORPORATION$10.6M0.79%14,055CommonSOLE
11135F101AVGOBROADCOM INC$10.4M0.78%27,591CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GROU$10.4M0.77%128,243CommonSOLE
233331107DTEDTE ENERGY COMPANY$10.2M0.76%67,101CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$9.7M0.72%28,262CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC.$9.5M0.71%18,993CommonSOLE
235851102DHRDANAHER CORP$9.3M0.69%48,664CommonSOLE
863667101SYKSTRYKER CORPORATION$8.8M0.65%27,931CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INCO$8.6M0.64%13,713CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$7.4M0.55%41,555CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL IN$7.3M0.54%40,140CommonSOLE
478160104JNJJOHNSON & JOHNSON$6.5M0.48%25,604CommonSOLE
00287Y109ABBVABBVIE INC$6.3M0.47%25,128CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$4.2M0.31%12,606CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE, INC.$4.2M0.31%45,119CommonSOLE
26923N405VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF$3.3M0.24%70,827CommonNONE
053332102AZOAUTOZONE, INC.$2.8M0.21%882CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.8M0.21%6,487CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.7M0.20%10,944CommonSOLE
02209S103MOALTRIA GROUP, INC.$2.7M0.20%37,486CommonSOLE
512807306LRCXLAM RESEARCH CORPORATION$2.7M0.20%6,166CommonSOLE
031162100AMGNAMGEN INC$2.5M0.18%6,845CommonSOLE
743315103PGRPROGRESSIVE CORP$2.4M0.18%10,929CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$2.1M0.16%21,721CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB COMPANY$2.1M0.15%35,950CommonSOLE
988498101YUMYUM! BRANDS, INC.$2.0M0.15%12,562CommonSOLE
37045V100GMGENERAL MOTORS COMPANY$2.0M0.15%25,805CommonSOLE
375558103GILDGILEAD SCIENCES, INC$1.9M0.14%14,693CommonSOLE
03831W108APPAPPLOVIN CORP$1.8M0.14%3,579CommonSOLE
893641100TDGTRANSDIGM GROUP INCORPORATED$1.7M0.13%1,313CommonSOLE
655844108NSCNORFOLK SOUTHERN CORPORATION$1.7M0.13%5,348CommonSOLE
345370860FFORD MOTOR COMPANY$1.7M0.12%120,515CommonSOLE
615369105MCOMOODY'S CORPORATION$1.6M0.12%3,572CommonSOLE
872590104TMUST-MOBILE US INC$1.6M0.12%9,573CommonSOLE
G1151C101ACNACCENTURE PLC$1.6M0.12%12,587CommonSOLE
571748102MRSHMARSH & MCLENNAN COMPANIES, IN$1.5M0.11%9,205CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.5M0.11%3,059CommonSOLE
902681105UGIUGI CORPORATION$1.5M0.11%42,849CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING, INC$1.4M0.11%6,428CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.4M0.11%5,577CommonSOLE
747525103QCOMQUALCOMM INCORPORATED$1.4M0.10%7,583CommonSOLE
G0403H108AONAON PLC$1.4M0.10%4,196CommonSOLE
16411R208LNGCHENIERE ENERGY, INC.$1.3M0.10%5,578CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$1.3M0.10%670CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.3M0.10%3,874CommonSOLE
682680103OKEONEOK INC$1.2M0.09%13,837CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.2M0.09%3,040CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$1.2M0.09%5,150CommonSOLE
857477103STTSTATE STREET CORP$1.2M0.09%6,785CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$1.1M0.08%4,408CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP I$1.1M0.08%4,350CommonSOLE
03027X100AMTAMERICAN TOWER CORPORATION$1.1M0.08%6,480CommonSOLE
040413205ANETARISTA NETWORKS INC$1.1M0.08%6,191CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.0M0.08%5,859CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL, INCORPOR$1.0M0.08%9,530CommonSOLE
35137L105FOXAFOX CORP$1.0M0.08%19,493CommonSOLE
G29183103ETNEATON CORP PLC$1.0M0.08%2,384CommonSOLE
681936100OHIOMEGA HEALTHCARE INVESTORS, IN$1.0M0.08%21,171CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INCORPOR$1.0M0.08%56,870CommonSOLE
66987V109NVSNOVARTIS AG$981,0670.07%6,260CommonSOLE
437076102HDHOME DEPOT INC$966,3430.07%2,740CommonSOLE
904767803ULUNILEVER PLC - ADR$963,9660.07%16,034CommonSOLE
717081103PFEPFIZER INC$947,4520.07%39,346CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$945,7830.07%18,984CommonSOLE
126408103CSXCSX CORP$942,4250.07%19,828CommonSOLE
816851109SRESEMPRA$937,3910.07%10,111CommonSOLE
418056107HASHASBRO INC$906,2600.07%10,973CommonSOLE
75513E101RTXRTX CORP$899,7000.07%4,742CommonSOLE
693718108PCARPACCAR INC$899,2180.07%7,486CommonSOLE
G2004J103CCLCARNIVAL CORPORATION LTD$885,9560.07%31,010CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$861,2050.06%12,028CommonSOLE
457187102INGRINGREDION INCORPORATION$857,2200.06%9,051CommonSOLE
002824100ABTABBOTT LABORATORIES$834,6270.06%9,198CommonSOLE
166764100CVXCHEVRON CORP$826,4790.06%4,986CommonSOLE
26875P101EOGEOG RESOURCES INC$823,3960.06%6,347CommonSOLE
34959E109FTNTFORTINET INCORPORATION$822,6350.06%5,355CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$814,6930.06%20,911CommonSOLE
651639106NEMNEWMONT CORPORATION$785,5870.06%8,411CommonSOLE
62944T105NVRNVR INC.$769,9140.06%113CommonSOLE
020002101ALLALLSTATE CORP$755,4600.06%3,175CommonSOLE
031100100AMEAMETEK INC$739,1270.06%3,055CommonSOLE
247361702DALDELTA AIR LINES INC$714,3450.05%7,627CommonSOLE
369550108GDGENERAL DYNAMICS CORPORATION$707,4170.05%1,997CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORPORATION$695,0440.05%16,285CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N.V$666,4960.05%12,659CommonSOLE
29084Q100EMEEMCOR GROUP INC$661,4140.05%797CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$654,2480.05%4,811CommonSOLE
00206R102TAT&T INC$637,3740.05%30,791CommonSOLE
20030N101CMCSACOMCAST CORP$636,2380.05%25,916CommonSOLE
243537107DECKDECKERS OUTDOOR CORPORATION$634,1650.05%6,387CommonSOLE
631103108NDAQNASDAQ INC$632,2940.05%8,022CommonSOLE
384802104GWWWW GRAINGER INC$624,4240.05%459CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$620,4530.05%14,369CommonSOLE
G8068L108SNSHARKNINJA INC$611,5160.05%4,016CommonSOLE
550021109LULULULULEMON ATHLETICA INCORPORAT$611,2060.05%5,353CommonSOLE
25754A201DPZDOMINO' S PIZZA, INC.$579,3500.04%1,957CommonSOLE
666807102NOCNORTHROP GRUMMAN CORPORATION$563,2970.04%1,106CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$563,2360.04%2,915CommonSOLE
422806109HEIHEICO CORPORATION$555,6560.04%1,560CommonSOLE
45687V106IRINGERSOLL RAND INC$532,6070.04%6,496CommonSOLE
303250104FICOFAIR ISAAC CORP.$526,8980.04%441CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$526,2950.04%4,275CommonSOLE
98978V103ZTSZOETIS INC$504,8170.04%7,025CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL I$495,6740.04%388CommonSOLE
086516101BBYBEST BUY CO., INC.$493,7510.04%6,507CommonSOLE
745867101PHMPULTEGROUP, INCORPORATION$488,4680.04%3,560CommonSOLE
49177J102KVUEKENVUE INC$473,3360.04%24,769CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS$466,4520.03%3,406CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$446,7950.03%16,759CommonSOLE
26884L109EQTEQT CORPORATION$433,2290.03%8,148CommonSOLE
636180101NFGNATIONAL FUEL GAS COMPANY$422,9560.03%5,478CommonSOLE
92343E102VRSNVERISIGN, INC$421,3630.03%1,675CommonSOLE
526107107LIILENNOX INTERNATIONAL INCORPORA$420,5450.03%734CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$420,5440.03%22,837CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES, INC$417,2870.03%1,436CommonSOLE
90384S303ULTAULTA BEAUTY INC$406,3330.03%901CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$396,3410.03%1,670CommonSOLE
171340102CHDCHURCH & DWIGHT CO., INC.$392,9450.03%4,056CommonSOLE
253393102DKSDICK'S SPORTING GOODS, INC.$388,7520.03%1,714CommonSOLE
461202103INTUINTUIT INC$387,3240.03%1,484CommonSOLE
00846U101AAGILENT TECHNOLOGIES, INC.$382,9490.03%2,883CommonSOLE
45168D104IDXXIDEXX LABORATORIES INCORPORATE$380,0900.03%722CommonSOLE
370334104GISGENERAL MILLS, INC.$368,8450.03%10,599CommonSOLE
89400J107TRUTRANSUNION$361,2770.03%5,008CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$345,1550.03%3,352CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$339,7380.03%1,400CommonSOLE
372460105GPCGENUINE PARTS COMPANY$337,8950.03%2,864CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$336,3560.03%7,271CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$327,0200.02%6,840CommonSOLE
165167735EXEEXPAND ENERGY CORP$326,8250.02%3,584CommonSOLE
23918K108DVADAVITA INC$314,1420.02%1,412CommonSOLE
92338C103VLTOVERALTO CORP$313,2480.02%3,532CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$310,9030.02%3,692CommonSOLE
574599106MASMASCO CORPORATION$310,1010.02%3,811CommonSOLE
88033G407THCTENET HEALTHCARE CORPORATION$305,7050.02%1,634CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$302,9280.02%1,159CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$301,9110.02%1,116CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$298,9490.02%3,335CommonSOLE
G7S00T104PNRPENTAIR PLC$286,5550.02%3,738CommonSOLE
09062X103BIIBBIOGEN INC$286,0630.02%1,324CommonSOLE
34959J108FTVFORTIVE CORP$284,8020.02%4,662CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORPORATIO$282,5720.02%521CommonSOLE
25179M103DVNDEVON ENERGY CORPORATION$280,4390.02%6,787CommonSOLE
070830104BBWIBATH & BODY WORKS INC$272,0780.02%11,763CommonSOLE
G0176J109ALLEALLEGION PLC$270,0220.02%1,922CommonSOLE
693506107PPGPPG INDUSTRIES, INC.$268,1720.02%2,211CommonSOLE
889478103TOLTOLL BROTHERS, INC.$267,7190.02%1,625CommonSOLE
013091103ACIALBERTSONS COMPANIES INC$266,8930.02%19,726CommonSOLE
761152107RMDRESMED INC.$263,4780.02%1,352CommonSOLE
832696405SJMJ.M. SMUCKER CO$262,4630.02%2,333CommonSOLE
115637209BF/BBROWN-FORMAN CORPORATION$258,6380.02%9,705CommonSOLE
169905106CHHCHOICE HOTELS INTERNATIONAL, I$258,5830.02%2,345CommonSOLE
227046109CROXCROCS INC$258,2900.02%2,141CommonSOLE
099724106BWABORGWARNER INC.$251,9220.02%3,794CommonSOLE
125523100CICIGNA GROUP$250,3170.02%908CommonSOLE
974155103WINGWINGSTOP INC$242,2540.02%1,397CommonSOLE
093671105HRBH & R BLOCK INC$241,8080.02%6,350CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC.$240,2040.02%1,044CommonSOLE
142339100CSLCARLISLE COMPANIES, INCORPORAT$240,1410.02%662CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$237,2110.02%1,790CommonSOLE
03743Q108APAAPA CORP (US)$237,0770.02%7,279CommonSOLE
12514G108CDWCDW CORP$234,1660.02%1,665CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$233,7410.02%970CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$229,6690.02%1,615CommonSOLE
894164102TNLTRAVEL AND LEISURE CO$227,0740.02%2,971CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDINGS IN$224,3300.02%2,572CommonSOLE
052769106ADSKAUTODESK, INC.$221,2500.02%1,138CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$216,4380.02%2,846CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC$211,9240.02%7,022CommonSOLE
228368106CCKCROWN HOLDINGS, INC.$209,7740.02%1,876CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS, INC.$206,5150.02%2,644CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDING CO$202,0310.02%3,330CommonSOLE

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.