Fund HoldingsApplied Finance Capital Management, LLC

Total Portfolio Value
$1.42B
Total Bought
$284.26M
Total Sold
$38.84M
Net Transaction
+$245.42M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INCYTE CORP(INCY)0298,357+298,357016,9971.20%+16,997
WALT DISNEY CO(DIS)269,744321,913+52,16924,35539,3892.77%+15,034
META PLATFORMS INC(META)83,55086,895+3,34529,57342,1952.97%+12,621
KLA CORP(KLAC)66,43372,037+5,60438,61850,3233.54%+11,705
INTERNATIONAL BUSINESS MACHINE(IBM)220,668249,784+29,11636,09047,6993.35%+11,608
CUMMINS INC(CMI)67,98192,453+24,47216,28627,2411.92%+10,955
LKQ CORPORATION(LKQ)415,936562,242+146,30619,87830,0292.11%+10,152
LOWE'S COMPANIES INC.(LOW)105,239130,259+25,02023,42133,1812.33%+9,760
FISERV, INC.(FISV)164,563187,029+22,46621,86129,8912.10%+8,030
CISCO SYSTEMS INCORPORATED(CSCO)579,679747,197+167,51829,28537,2932.62%+8,007
TRAVELERS COMPANIES INC(TRV)112,786127,809+15,02321,48529,4142.07%+7,930
QUANTA SERVICES INCORPORATED94,964107,958+12,99420,49328,0481.97%+7,554
MICROCHIP TECHNOLOGY INCORPORA(MCHP)355,878441,419+85,54132,09339,6002.78%+7,507
HP INC(HPQ)1,038,8161,274,293+235,47731,25838,5092.71%+7,251
JPMORGAN CHASE & CO.(JPM)137,684153,108+15,42423,42030,6682.16%+7,247
VALERO ENERGY CORPORATION(VLO)119,808133,025+13,21715,57522,7061.60%+7,131
STRYKER CORPORATION(SYK)57,26267,055+9,79317,14823,9971.69%+6,849
MERCK & CO. , INC.(MRK)152,919177,841+24,92216,67123,4661.65%+6,795
AMERIPRISE FINANCIAL, INC.(AMP)59,85467,329+7,47522,73529,5202.08%+6,785
VERIZON COMMUNICATIONS(VZ)706,839792,701+85,86226,64833,2622.34%+6,614
MASTERCARD, INC.(MA)51,04358,691+7,64821,77128,2641.99%+6,493
ROPER TECHNOLOGIES INC(ROP)63,39573,065+9,67034,56140,9782.88%+6,416
WESTINGHOUSE AIR BRAKE TECHNOL(WAB)159,384180,882+21,49820,22626,3511.85%+6,125
ALPHABET INC(GOOG)187,118212,695+25,57726,13932,1022.26%+5,964
METLIFE, INC.(MET)327,744372,807+45,06321,67427,6291.94%+5,955
BANK OF AMERICA CORPORATION699,088775,081+75,99323,53829,3922.07%+5,853
DARDEN RESTAURANTS, INC.(DRI)143,894175,857+31,96323,64229,3942.07%+5,753
HOST HOTELS & RESORTS INC(HST)1,367,2561,556,414+189,15826,62032,1872.26%+5,566
CONSTELLATION BRANDS, INC.(STZ)75,26786,947+11,68018,19623,6291.66%+5,433
MCKESSON CORPORATION(MCK)40,23144,544+4,31318,62623,9131.68%+5,287
UNITED RENTALS, INC.(URI)41,10039,884-1,21623,56828,7612.02%+5,193
TARGET CORPORATION(TGT)155,473152,896-2,57722,14327,0951.91%+4,952
TYSON FOODS, INC.(TSN)346,234386,592+40,35818,61022,7051.60%+4,094
THERMO FISHER SCIENTIFIC INC.(TMO)31,56635,683+4,11716,75520,7401.46%+3,984
DANAHER CORP(DHR)79,25588,477+9,22218,33522,0941.55%+3,759
APTIV PLC(APTV)224,033295,869+71,83620,10023,5661.66%+3,466
CONOCOPHILLIPS(COP)141,105154,210+13,10516,37819,6281.38%+3,250
CHEVRON CORP(CVX)105,303119,161+13,85815,70718,7971.32%+3,089
PUBLIC SERVICE ENTERPRISE GROU(PEG)211,427238,746+27,31912,92915,9441.12%+3,015
DTE ENERGY COMPANY(DTB)105,549127,180+21,63111,63814,2621.00%+2,624
UNION PACIFIC CORPORATION(UNP)83,31193,710+10,39920,46323,0461.62%+2,584
CF INDUSTRIES HOLDINGS, INC.(CF)160,574182,877+22,30312,76615,2171.07%+2,452
CVS HEALTH CORP(CVS)235,752258,749+22,99718,61520,6381.45%+2,023
DR HORTON INC(DHI)198,538195,111-3,42730,17432,1052.26%+1,932
APPLE INC.(AAPL)169,633201,122+31,48932,66034,4882.42%+1,829
REGENERON PHARMACEUTICALS INCO(REGN)22,28522,153-13219,57321,3221.50%+1,749
CELANESE CORPORATION(CE)101,23896,269-4,96915,72916,5451.16%+815
ABBVIE INC(ABBV)01,913+1,91303480.02%+348
MARATHON PETROLEUM CORP(MPC)2,0872,08703104210.03%+111
ELI LILLY AND COMPANY(LLY)51751703014020.03%+101
PACCAR INC(PCAR)3,4133,41303334230.03%+90
EATON CORP PLC(ETN)1,4121,363-493404260.03%+86
HASBRO INC(HAS)5,6616,295+6342893560.03%+67
TRUIST FINANCIAL CORP(TFC)9,00210,208+1,2063323980.03%+66
RTX CORP(RTX)3,8233,82303223730.03%+51
PRUDENTIAL FINANCIAL, INCORPOR(PFH)2,9552,95503063470.02%+40
HOME DEPOT INC(HD)922936+143203590.03%+40
NORFOLK SOUTHERN CORPORATION(NSC)1,3601,397+373213560.03%+35
WHIRLPOOL CORPORATION(WHR)2,2962,626+3302803140.02%+35
HUNTINGTON BANCSHARES INCORPOR(HBAN)25,82525,82503283600.03%+32
LYONDELLBASELL INDUSTRIES NV
SHS - A -
3,1013,163+622953240.02%+29
ABBOTT LABORATORIES2,9412,948+73243350.02%+11
OMEGA HEALTHCARE INVESTORS, IN(OHI)9,5239,552+292923030.02%+11
UNILEVER PLC(UL)6,0156,01502923020.02%+10
PNC FINANCIAL SERVICES GROUP I(PNC)2,4032,346-573723790.03%+7
JOHNSON & JOHNSON(JNJ)1,8191,807-122852860.02%+1
STATE STREET CORP(STT)4,0004,00003103090.02%-1
UGI CORPORATION(UGI)12,58312,58303103090.02%-1
ACCENTURE PLC
SHS CLASS A
957949-83363290.02%-7
SEMPRA(SRE)3,9863,973-132982850.02%-12
NOVARTIS AG(NVS)3,1293,12903163030.02%-13
MICROSOFT CORPORATION(MSFT)1,195899-2964493780.03%-71
WALGREENS BOOTS ALLIANCE INC708,552816,430+107,87818,50017,7081.25%-792
ADOBE INC(ADBE)59,14067,392+8,25235,28334,0062.39%-1,277
ISHARES RUSSELL 100027,8590-27,8594,6040-4,604
INTEL CORP(INTC)872,379851,084-21,29543,83737,5922.64%-6,245
PFIZER INC.(PFE)457,3660-457,36613,1680-13,168
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