Fund HoldingsApplied Finance Capital Management, LLC

Total Portfolio Value
$1.33B
Total Bought
$80.49M
Total Sold
$143.84M
Net Transaction
-$63.36M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VERIZON COMMUNICATIONS(VZ)0708,600+708,600035,5722.67%+35,572
VALERO ENERGY CORP(VLO)089,847+89,847022,1991.67%+22,199
CONOCOPHILLIPS(COP)0175,135+175,135023,1181.74%+23,118
FISERV, INC.(FISV)0284,125+284,125015,8541.19%+15,854
BROADCOM INC(AVGO)051,271+51,271015,8691.19%+15,869
QUANTA SERVICES INCORPORATED040,190+40,190022,0651.66%+22,065
MICRON TECHNOLOGY, INC.(MU)09,348+9,34803,1580.24%+3,158
TARGET CORPORATION(TGT)164,683155,566-9,11716,09818,8551.42%+2,757
MERCK & CO. , INC.(MRK)183,564178,906-4,65819,32221,5211.62%+2,199
APPLIED MATERIALS, INC.164,210129,143-35,06742,20044,1403.31%+1,939
CHENIERE ENERGY, INC.(LNG)10,69313,118+2,4252,0793,7220.28%+1,644
DARDEN RESTAURANTS, INC.(DRI)110,268111,515+1,24720,29121,8611.64%+1,570
CONSTELLATION BRANDS, INC.(STZ)96,47298,960+2,48813,30914,8441.11%+1,535
TRANSDIGM GROUP INCORPORATED(TDG)01,274+1,27401,4770.11%+1,477
LKQ CORPORATION(LKQ)596,682662,216+65,53418,02019,4491.46%+1,429
KLA CORP(KLAC)027,026+27,026039,7942.99%+39,794
WESTINGHOUSE AIR BRAKE TECHNOL(WAB)89,66482,039-7,62519,13920,5021.54%+1,363
HP INC(HPQ)01,414,983+1,414,983027,1822.04%+27,182
STRYKER CORPORATION(SYK)035,637+35,637011,7100.88%+11,710
DTE ENERGY COMPANY(DTB)079,776+79,776011,6650.88%+11,665
LYONDELLBASELL INDUSTRIES NV
SHS - A -
025,947+25,94702,0900.16%+2,090
JOHNSON & JOHNSON(JNJ)38,62537,175-1,4507,9939,0870.68%+1,094
UNION PACIFIC CORPORATION(UNP)080,409+80,409019,5091.46%+19,509
FERGUSON ENTERPRISES INC(FERG)02,783+2,78306490.05%+649
MARATHON PETROLEUM CORP(MPC)05,736+5,73601,4010.11%+1,401
DELL TECHNOLOGIES INC(DELL)010,591+10,59101,7380.13%+1,738
VERISIGN, INC02,193+2,19305450.04%+545
MCKESSON CORPORATION(MCK)18,07817,759-31914,82915,3681.15%+539
EOG RESOURCES INC(EOG)15,95115,033-9181,6752,1730.16%+498
MONDELEZ INTERNATIONAL INCORPO(MDLZ)27,18133,132+5,9511,4631,9100.14%+447
T-MOBILE US INC(TMUS)09,007+9,00701,8920.14%+1,892
BROWN-FORMAN CORPORATION(BF-A)015,407+15,40704070.03%+407
MARRIOTT INTERNATIONAL, INC.(MAR)11,07811,707+6293,4373,8290.29%+392
INGREDION INCORPORATION(INGR)010,207+10,20701,1500.09%+1,150
CHEVRON CORP(CVX)06,077+6,07701,2570.09%+1,257
SHERWIN-WILLIAMS CO(SHW)030,607+30,60709,8110.74%+9,811
TRANE TECHNOLOGIES PLC(TT)2,3312,886+5559071,2030.09%+295
WILLIS TOWERS WATSON PLC(WTW)01,010+1,01002940.02%+294
KROGER CO(KR)15,94117,694+1,7539961,2800.10%+284
D.R. HORTON INC(DHI)0144,836+144,836019,8741.49%+19,874
TYSON FOODS, INC.(TSN)246,148229,489-16,65914,42914,7031.10%+274
PFIZER INC(PFE)046,635+46,63501,3100.10%+1,310
DAVITA INC(DVA)01,717+1,71702640.02%+264
AT&T INC(T)035,058+35,05801,0160.08%+1,016
APA CORP (US)(APA)16,53515,567-9684046610.05%+256
EATON CORP PLC(ETN)02,982+2,98201,0670.08%+1,067
PROGRESSIVE CORP(PGR)9,46112,115+2,6542,1542,4020.18%+247
GILEAD SCIENCES, INC.(GILD)21,04420,287-7572,5832,8270.21%+244
CF INDUSTRIES HOLDINGS, INC.(CF)01,870+1,87002430.02%+243
HERSHEY CO(HSY)4,7725,236+4648681,0890.08%+220
ANTERO RESOURCES CORP(AR)05,019+5,01902130.02%+213
BUNGE GLOBAL SA(BG)3,8754,367+4923455550.04%+210
SPROUTS FARMERS MARKET INC(SFM)02,708+2,70802090.02%+209
AVIS BUDGET GROUP, INC.01,428+1,42802080.02%+208
META PLATFORMS INC(META)066,114+66,114037,8262.84%+37,826
HILTON WORLDWIDE HOLDINGS INC(HLT)10,28210,376+942,9543,1550.24%+202
NRG ENERGY, INC.(NRG)6,7858,748+1,9631,0801,2780.10%+198
COMFORT SYSTEMS USA INC(FIX)0523+52307210.05%+721
SEMPRA(SRE)011,270+11,27001,0950.08%+1,095
NATIONAL FUEL GAS COMPANY(NFG)3,2434,639+1,3962604360.03%+176
CSX CORP(CSX)029,642+29,64201,2170.09%+1,217
INTERCONTINENTAL EXCHANGE INC(ICE)4,4535,643+1,1907218880.07%+166
AMGEN INC(AMGN)9,2469,033-2133,0263,1780.24%+152
HOME DEPOT INC(HD)02,598+2,59808540.06%+854
MOLSON COORS BEVERAGE CO(TAP)022,801+22,80109820.07%+982
OVINTIV INC(OVV)9,1768,158-1,0183604840.04%+125
ALLSTATE CORP(ALL)03,565+3,56507390.06%+739
ARCHER-DANIELS-MIDLAND CO07,364+7,36405350.04%+535
ZOETIS INC(ZTS)08,363+8,36309890.07%+989
O'REILLY AUTOMOTIVE, INC.(ORLY)36,81137,568+7573,3583,4680.26%+110
HASBRO INC(HAS)011,666+11,66601,0920.08%+1,092
EMCOR GROUP INC(EME)0589+58904350.03%+435
YUM! BRANDS, INC.(YUM)11,55111,896+3451,7471,8500.14%+102
MOTOROLA SOLUTIONS INCORPORATI(MSI)01,425+1,42506180.05%+618
CHURCH & DWIGHT CO., INC.(CHD)06,462+6,46206030.05%+603
RESTAURANT BRANDS INTERNATIONA(QSR)09,899+9,89907320.05%+732
L3HARRIS TECHNOLOGIES INC(LHX)01,651+1,65105700.04%+570
CBOE GLOBAL MARKETS INC(CBOE)01,636+1,63604600.03%+460
NOVARTIS AG(NVS)07,171+7,17101,0950.08%+1,095
HARTFORD INSURANCE GROUP INC(HIG)02,508+2,50803390.03%+339
CHUBB LIMITED
COM
02,364+2,36407700.06%+770
NORFOLK SOUTHERN CORPORATION(NSC)06,066+6,06601,7410.13%+1,741
RESMED INC.(RMD)1,2731,676+4033073760.03%+70
ALLISON TRANSMISSION HOLDINGS(ALSN)2,2542,436+1822212850.02%+64
SOUTHERN CO(SO)20,75419,366-1,3881,8101,8690.14%+59
UNITED THERAPEUTICS CORPORATIO(UTHR)0566+56603360.03%+336
AFLAC INC(AFL)03,342+3,34203670.03%+367
J M SMUCKER CO(SJM)3,1643,729+5653093600.03%+50
BJS WHOLESALE CLUB HOLDINGS IN(BJ)5,3525,384+324825300.04%+48
WW GRAINGER INC(GWW)0673+67307340.06%+734
RENAISSANCERE HOLDINGS LTD.(RNR)0829+82902460.02%+246
MASCO CORPORATION(MAS)06,248+6,24803770.03%+377
PILGRIMS PRIDE CORP(PPC)8,97210,247+1,2753503870.03%+37
ARCH CAPITAL GROUP LTD.
ORD
03,139+3,13903010.02%+301
HALLIBURTON COMPANY(HAL)29,36422,085-7,2798308610.06%+31
PAYPAL HOLDINGS INC(PYPL)014,861+14,86106720.05%+672
DICK'S SPORTING GOODS, INC.(DKS)01,295+1,29502570.02%+257
BEST BUY CO., INC.(BBY)04,918+4,91803160.02%+316
FORTINET INCORPORATION(FTNT)09,954+9,95408130.06%+813
LENNAR CORPORATION(LEN)03,589+3,58903120.02%+312
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