Applied Finance Capital Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.33B
Q ending 2026-03-31
Prior quarter
$1.40B
Q ending 2025-12-31
Change
-4.6% QoQ · -2.0% YoY
Positions
218
reported holdings

Largest positions

Top 100 of 218 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple Inc.AAPLShares$59.9M236K
Microsoft CorporationMSFTShares$46.6M126K
Applied Materials, Inc.AMATShares$44.1M129K
Alphabet IncGOOGLShares$40.2M140K
Kla CorpKLACShares$39.8M27K
Meta Platforms IncMETAShares$37.8M66K
Cisco Systems IncorporatedCSCOShares$35.6M459K
Verizon CommunicationsVZShares$35.6M709K
Mastercard, Inc.MAShares$29.3M59K
Hp IncHPQShares$27.2M1.4M
Nvidia CorporationNVDAShares$27.0M155K
International Business MachineIBMShares$26.2M108K
Adobe IncADBEShares$24.3M100K
Roper Technologies IncROPShares$24.3M69K
Walt Disney CoDISShares$23.5M244K
ConocophillipsCOPShares$23.1M175K
Lowe'S Companies Inc.LOWShares$23.1M98K
Travelers Companies IncTRVShares$23.1M79K
Oracle CorpORCLShares$22.9M156K
Valero Energy CorpVLOShares$22.2M90K
Quanta Services IncorporatedPWRShares$22.1M40K
Darden Restaurants, Inc.DRIShares$21.9M112K
Merck & Co. , Inc.MRKShares$21.5M179K
Westinghouse Air Brake TechnolWABShares$20.5M82K
Jpmorgan Chase & Co.JPMShares$20.1M68K
Ameriprise Financial, Inc.AMPShares$20.1M45K
D.R. Horton IncDHIShares$19.9M145K
Union Pacific CorporationUNPShares$19.5M80K
Cummins IncCMIShares$19.5M36K
Lkq CorporationLKQShares$19.4M662K
Bank Of America CorporationBACShares$19.2M394K
Target CorporationTGTShares$18.9M156K
Aptiv PlcShares$18.7M269K
Metlife, Inc.METShares$17.8M252K
Broadcom IncAVGOShares$15.9M51K
Fiserv, Inc.FISVShares$15.9M284K
United Rentals IncURIShares$15.8M22K
Mckesson CorporationMCKShares$15.4M18K
Cbre Group IncorporatedCBREShares$15.3M113K
Constellation Brands, Inc.STZShares$14.8M99K
Tyson Foods, Inc.TSNShares$14.7M229K
Keurig Dr Pepper IncKDPShares$13.2M501K
Regeneron Pharmaceuticals IncoREGNShares$13.0M17K
Visa IncorporationVShares$12.0M40K
Incyte CorpINCYShares$11.9M126K
Stryker CorporationSYKShares$11.7M36K
Dte Energy CompanyDTEShares$11.7M80K
Thermo Fisher Scientific Inc.TMOShares$11.5M23K
Alphabet IncGOOGShares$11.5M40K
Cvs Health CorpCVSShares$11.3M157K
Public Service Enterprise GrouPEGShares$11.3M139K
Steel Dynamics IncSTLDShares$10.0M55K
Sherwin-Williams CoSHWShares$9.8M31K
Danaher CorpDHRShares$9.7M51K
Johnson & JohnsonJNJShares$9.1M37K
Abbvie IncABBVShares$6.5M30K
Booking Holdings IncBKNGShares$4.5M1K
Marriott International, Inc.MARShares$3.8M12K
Cheniere Energy, Inc.LNGShares$3.7M13K
O'Reilly Automotive, Inc.ORLYShares$3.5M38K
Amgen IncAMGNShares$3.2M9K
Micron Technology, Inc.MUShares$3.2M9K
Hilton Worldwide Holdings IncHLTShares$3.2M10K
Applied Finance Valuation Large CaVSLUShares$3.0M71K
Gilead Sciences, Inc.GILDShares$2.8M20K
Unitedhealth Group IncUNHShares$2.4M9K
Progressive CorpPGRShares$2.4M12K
Ishares Russell 1000 Value EtfIWDShares$2.4M11K
Eog Resources IncEOGShares$2.2M15K
Lyondellbasell Industries NvShares$2.1M26K
Mondelez International IncorpoMDLZShares$1.9M33K
T-Mobile Us IncTMUSShares$1.9M9K
Lam Research CorporationLRCXShares$1.9M9K
Accenture PlcShares$1.9M9K
Southern CoSOShares$1.9M19K
Yum! Brands, Inc.YUMShares$1.8M12K
Norfolk Southern CorporationNSCShares$1.7M6K
Dell Technologies IncDELLShares$1.7M11K
Autozone, Inc.AZOShares$1.7M510
Hca Healthcare IncHCAShares$1.5M3K
Transdigm Group IncorporatedTDGShares$1.5M1K
Paccar IncPCARShares$1.5M13K
Marathon Petroleum CorpMPCShares$1.4M6K
Ugi CorporationUGIShares$1.4M38K
Pfizer IncPFEShares$1.3M47K
Kroger CoKRShares$1.3M18K
Nrg Energy, Inc.NRGShares$1.3M9K
Moody'S CorporationMCOShares$1.3M3K
Chevron CorpCVXShares$1.3M6K
Csx CorpCSXShares$1.2M30K
Trane Technologies PlcShares$1.2M3K
Ingredion IncorporationINGRShares$1.1M10K
Parker-Hannifin CorpPHShares$1.1M1K
Novartis AgNVSShares$1.1M7K
SempraSREShares$1.1M11K
Hasbro IncHASShares$1.1M12K
American Tower CorporationAMTShares$1.1M6K
Hershey CoHSYShares$1.1M5K
Eaton Corp PlcShares$1.1M3K
Qualcomm IncorporatedQCOMShares$1.0M8K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.