Fund Holdings — Applied Finance Capital Management, LLC

Total Portfolio Value
$1.33B
Total Bought
$80.49M
Total Sold
$143.84M
Net Transaction
-$63.36M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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VERIZON COMMUNICATIONS(VZ)624,377708,600+84,22325,43135,5722.67%+10,141
VALERO ENERGY CORP(VLO)93,33889,847-3,49115,19422,1991.67%+7,005
CONOCOPHILLIPS(COP)176,789175,135-1,65416,54923,1181.74%+6,569
FISERV, INC.(FISV)156,783284,125+127,34210,53115,8541.19%+5,323
BROADCOM INC(AVGO)31,38551,271+19,88610,86215,8691.19%+5,007
QUANTA SERVICES INCORPORATED44,15140,190-3,96118,63422,0651.66%+3,431
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)31,58327,026-4,55738,37639,7942.99%+1,418
WESTINGHOUSE AIR BRAKE TECHNOL(WAB)89,66482,039-7,62519,13920,5021.54%+1,363
HP INC(HPQ)1,159,7121,414,983+255,27125,83827,1822.04%+1,343
STRYKER CORPORATION(SYK)29,74235,637+5,89510,45411,7100.88%+1,256
DTE ENERGY COMPANY(DTB)80,74679,776-97010,41511,6650.88%+1,250
LYONDELLBASELL INDUSTRIES NV
SHS - A -
21,70725,947+4,2409402,0900.16%+1,150
JOHNSON & JOHNSON(JNJ)38,62537,175-1,4507,9939,0870.68%+1,094
UNION PACIFIC CORPORATION(UNP)80,34980,409+6018,58619,5091.46%+923
FERGUSON ENTERPRISES INC(FERG)02,783+2,78306490.05%+649
MARATHON PETROLEUM CORP(MPC)5,1095,736+6278311,4010.11%+570
DELL TECHNOLOGIES INC(DELL)9,38210,591+1,2091,1811,7380.13%+557
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)7,1419,007+1,8661,4501,8920.14%+442
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)6,98910,207+3,2187711,1500.09%+379
CHEVRON CORP(CVX)5,8386,077+2398901,2570.09%+368
SHERWIN-WILLIAMS CO(SHW)29,27430,607+1,3339,4869,8110.74%+325
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)136,040144,836+8,79619,59419,8741.49%+281
TYSON FOODS, INC.(TSN)246,148229,489-16,65914,42914,7031.10%+274
PFIZER INC(PFE)41,91246,635+4,7231,0441,3100.10%+266
DAVITA INC(DVA)01,717+1,71702640.02%+264
AT&T INC(T)30,29935,058+4,7597531,0160.08%+264
APA CORP (US)(APA)16,53515,567-9684046610.05%+256
EATON CORP PLC(ETN)2,5522,982+4308131,0670.08%+254
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)56,99266,114+9,12237,62037,8262.84%+205
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)571523-485337210.05%+188
SEMPRA(SRE)10,37611,270+8949161,0950.08%+179
NATIONAL FUEL GAS COMPANY(NFG)3,2434,639+1,3962604360.03%+176
CSX CORP(CSX)28,94329,642+6991,0491,2170.09%+168
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)2,0512,598+5477068540.06%+149
MOLSON COORS BEVERAGE CO(TAP)18,25222,801+4,5498529820.07%+130
OVINTIV INC(OVV)9,1768,158-1,0183604840.04%+125
ALLSTATE CORP(ALL)2,9833,565+5826217390.06%+118
ARCHER-DANIELS-MIDLAND CO7,2657,364+994185350.04%+118
ZOETIS INC(ZTS)6,9468,363+1,4178749890.07%+115
O'REILLY AUTOMOTIVE, INC.(ORLY)36,81137,568+7573,3583,4680.26%+110
HASBRO INC(HAS)12,01811,666-3529851,0920.08%+106
EMCOR GROUP INC(EME)542589+473324350.03%+103
YUM! BRANDS, INC.(YUM)11,55111,896+3451,7471,8500.14%+102
MOTOROLA SOLUTIONS INCORPORATI(MSI)1,3541,425+715196180.05%+99
CHURCH & DWIGHT CO., INC.(CHD)6,1136,462+3495136030.05%+90
RESTAURANT BRANDS INTERNATIONA(QSR)9,4409,899+4596447320.05%+87
L3HARRIS TECHNOLOGIES INC(LHX)1,6491,651+24845700.04%+86
CBOE GLOBAL MARKETS INC(CBOE)1,4921,636+1443744600.03%+85
NOVARTIS AG(NVS)7,3527,171-1811,0141,0950.08%+82
HARTFORD INSURANCE GROUP INC(HIG)1,8742,508+6342583390.03%+81
CHUBB LIMITED
COM
2,2372,364+1276987700.06%+72
NORFOLK SOUTHERN CORPORATION(NSC)5,7816,066+2851,6691,7410.13%+72
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)569566-32773360.03%+58
AFLAC INC(AFL)2,8603,342+4823153670.03%+51
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)681673-86877340.06%+47
RENAISSANCERE HOLDINGS LTD.(RNR)725829+1042042460.02%+43
MASCO CORPORATION(MAS)5,3396,248+9093393770.03%+38
PILGRIMS PRIDE CORP(PPC)8,97210,247+1,2753503870.03%+37
ARCH CAPITAL GROUP LTD.
ORD
2,7863,139+3532673010.02%+34
HALLIBURTON COMPANY(HAL)29,36422,085-7,2798308610.06%+31
PAYPAL HOLDINGS INC(PYPL)10,98614,861+3,8756416720.05%+31
DICK'S SPORTING GOODS, INC.(DKS)1,1431,295+1522262570.02%+31
BEST BUY CO., INC.(BBY)4,2704,918+6482863160.02%+30
FORTINET INCORPORATION(FTNT)9,8709,954+847848130.06%+30
LENNAR CORPORATION(LEN)2,7653,589+8242843120.02%+27
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Applied Finance Capital Management, LLC — 13F Holdings — Q1 2026 | TickerTrail