Fund HoldingsApplied Finance Capital Management, LLC

Total Portfolio Value
$1.36B
Total Bought
$67.25M
Total Sold
$992.04M
Net Transaction
-$924.80M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
APTIV PLC(APTV)0376,110+376,110022,3791.65%+22,379
AMERICAN TOWER CORPORATION(AMT)06,650+6,65001,4470.11%+1,447
ELEVANCE HEALTH INC(ELV)03,237+3,23701,4080.10%+1,408
VISA INCORPORATION(V)18,59120,348+1,7575,8767,1310.52%+1,256
ABBVIE INC(ABBV)024,621+24,62105,1590.38%+5,159
MICRON TECHNOLOGY, INC.(MU)014,361+14,36101,2480.09%+1,248
JOHNSON & JOHNSON(JNJ)032,185+32,18505,3380.39%+5,338
NORTHROP GRUMMAN CORPORATION(NOC)02,219+2,21901,1360.08%+1,136
GENERAL DYNAMICS CORPORATION(GD)03,915+3,91501,0670.08%+1,067
AMGEN INC(AMGN)08,942+8,94202,7860.20%+2,786
T-MOBILE US INC(TMUS)11,39212,772+1,3802,5153,4060.25%+892
CROWN CASTLE INC(CCI)08,445+8,44508800.06%+880
SYNOPSYS, INC.(SNPS)01,858+1,85807970.06%+797
WARNER BROS DISCOVERY INC(WBD)071,553+71,55307680.06%+768
EXTRA SPACE STORAGE INCORPORAT(EXR)05,126+5,12607610.06%+761
GE HEALTHCARE TECHNOLOGIES INC(GEHC)09,316+9,31607520.06%+752
RAYMOND JAMES FINANCIAL, INC.(RJF)04,705+4,70506540.05%+654
AT&T INC(T)090,025+90,02502,5460.19%+2,546
DEVON ENERGY CORPORATION(DVN)016,292+16,29206090.04%+609
MSCI INC.(MSCI)01,075+1,07506080.04%+608
NRG ENERGY, INC.(NRG)05,162+5,16204930.04%+493
PRINCIPAL FINANCIAL GROUP, INC(PFG)05,711+5,71104820.04%+482
PTC INC(PTC)02,998+2,99804650.03%+465
VERTEX PHARMACEUTICALS INC(VRTX)03,459+3,45901,6770.12%+1,677
CIGNA GROUP(CI)04,295+4,29501,4130.10%+1,413
HCA HEALTHCARE INC(HCA)04,048+4,04801,3990.10%+1,399
GILEAD SCIENCES, INC.(GILD)23,13922,660-4792,1372,5390.19%+402
MONDELEZ INTERNATIONAL INCORPO(MDLZ)019,960+19,96001,3540.10%+1,354
BALL CORPORATION07,382+7,38203840.03%+384
F5 INC(FFIV)01,438+1,43803830.03%+383
HASBRO INC(HAS)014,945+14,94509190.07%+919
CONSOLIDATED EDISON, INC.(ED)08,832+8,83209770.07%+977
MARATHON PETROLEUM CORP(MPC)014,239+14,23902,0740.15%+2,074
NOVARTIS AG(NVS)08,446+8,44609420.07%+942
SOLVENTUM CORP(SOLV)04,266+4,26603240.02%+324
REINSURANCE GROUP OF AMERICA,(RGA)01,643+1,64303240.02%+324
ENTEGRIS, INC.(ENTG)03,655+3,65503200.02%+320
QUALCOMM INCORPORATED(QCOM)013,137+13,13702,0180.15%+2,018
O'REILLY AUTOMOTIVE, INC.(ORLY)01,447+1,44702,0730.15%+2,073
EQT CORPORATION(EQT)10,51114,734+4,2234857870.06%+303
RTX CORP(RTX)07,475+7,47509900.07%+990
LAMAR ADVERTISING CO(LAMR)02,557+2,55702910.02%+291
LYONDELLBASELL INDUSTRIES NV
SHS - A -
019,777+19,77701,3920.10%+1,392
CENCORA INC04,901+4,90101,3630.10%+1,363
AON PLC(AON)4,9555,094+1391,7802,0330.15%+253
BRISTOL-MYERS SQUIBB COMPANY(BMY)038,309+38,30902,3360.17%+2,336
OGE ENERGY CORPORATION(OGE)05,155+5,15502370.02%+237
CHUBB LTD
COM
05,013+5,01301,5140.11%+1,514
UNITED STATES STEEL CORPORATIO05,424+5,42402290.02%+229
NORFOLK SOUTHERN CORPORATION(NSC)07,991+7,99101,8930.14%+1,893
GENPACT LIMITED
SHS
04,399+4,39902220.02%+222
ARCH CAPITAL GROUP LTD.
ORD
09,075+9,07508730.06%+873
ANTERO MIDSTREAM CORP(AM)011,955+11,95502150.02%+215
CIENA CORP(CIEN)03,552+3,55202150.02%+215
BIRKENSTOCK HOLDING PLC(BIRK)04,667+4,66702140.02%+214
ELI LILLY AND COMPANY(LLY)01,054+1,05408710.06%+871
3M COMPANY(MMM)07,823+7,82301,1490.08%+1,149
AXIS CAPITAL HOLDINGS LTD
SHS
02,094+2,09402100.02%+210
MOSAIC CO(MOS)07,724+7,72402090.02%+209
IDEXX LABORATORIES INCORPORATE(IDXX)02,017+2,01708470.06%+847
LAM RESEARCH CORPORATION(LRCX)020,733+20,73301,5070.11%+1,507
BRIXMOR PROPERTY GROUP INC(BRX)07,714+7,71402050.02%+205
MIDDLEBY CORP(MIDD)01,336+1,33602030.01%+203
NNN REIT INC(NNN)04,759+4,75902030.01%+203
HARTFORD INSURANCE GROUP INC(HIG)07,016+7,01608680.06%+868
KENVUE INC(KVUE)039,997+39,99709590.07%+959
PHILLIPS 66(PSX)010,278+10,27801,2690.09%+1,269
UNILEVER PLC(UL)015,435+15,43509190.07%+919
SCHLUMBERGER NV(SLB)19,73822,697+2,9597579490.07%+192
OMEGA HEALTHCARE INVESTORS, IN(OHI)023,582+23,58208980.07%+898
AUTOZONE, INC.(AZO)0429+42901,6360.12%+1,636
ZOETIS INC(ZTS)06,782+6,78201,1170.08%+1,117
YUM! BRANDS, INC.(YUM)07,025+7,02501,1050.08%+1,105
AUTOMATIC DATA PROCESSING, INC4,6154,993+3781,3511,5260.11%+175
COMCAST CORP(CCZ)049,874+49,87401,8400.14%+1,840
HERSHEY CO(HSY)05,105+5,10508730.06%+873
FAIR ISAAC CORP.(FICO)0659+65901,2150.09%+1,215
CHARTER COMMUNICATIONS INC(CHTR)3,4553,631+1761,1841,3380.10%+154
ELECTRONIC ARTS, INC.(EA)05,611+5,61108110.06%+811
CHENIERE ENERGY, INC.(LNG)5,4075,639+2321,1621,3050.10%+143
FOX CORP(FOX)11,12112,069+9485406830.05%+143
VERISIGN, INC02,913+2,91307400.05%+740
OTIS WORLDWIDE CORP(OTIS)09,995+9,99501,0310.08%+1,031
SUPER MICRO COMPUTER INC(SMCI)10,26012,917+2,6573134420.03%+130
CARDINAL HEALTH, INC.(CAH)5,9646,049+857058330.06%+128
RESMED INC.(RMD)2,9563,588+6326768030.06%+127
DOMINO' S PIZZA, INC.(DPZ)01,064+1,06404890.04%+489
LENNAR CORPORATION(LEN)06,761+6,76107760.06%+776
EBAY INCORPORATED(EBAY)010,794+10,79407310.05%+731
CORTEVA INC(CTVA)012,640+12,64007950.06%+795
CBOE GLOBAL MARKETS INC(CBOE)03,028+3,02806850.05%+685
MONSTER BEVERAGE CORP(MNST)17,22917,22909061,0080.07%+103
KROGER CO(KR)014,112+14,11209550.07%+955
LOCKHEED MARTIN CORPORATION(LMT)02,982+2,98201,3320.10%+1,332
CENTENE CORPORATION(CNC)012,487+12,48707580.06%+758
BJS WHOLESALE CLUB HOLDINGS IN(BJ)03,290+3,29003750.03%+375
GENERAL MILLS, INC.(GIS)011,867+11,86707100.05%+710
ROYALTY PHARMA PLC(RPRX)011,265+11,26503510.03%+351
COTERRA ENERGY INC018,122+18,12205240.04%+524
DOLLAR GENERAL CORPORATION(DG)05,541+5,54104870.04%+487
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