Fund HoldingsApplied Finance Capital Management, LLC

Total Portfolio Value
$1.46B
Total Bought
$213.96M
Total Sold
$121.59M
Net Transaction
+$92.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ORACLE CORP(ORCL)0233,335+233,335051,0053.49%+51,005
QUANTA SERVICES INCORPORATED070,351+70,351026,5991.82%+26,599
META PLATFORMS INC(META)064,414+64,414047,5423.25%+47,542
NVIDIA CORPORATION(NVDA)0203,672+203,672032,1782.20%+32,178
APPLIED MATERIALS, INC.0217,136+217,136039,7512.72%+39,751
ALPHABET INC(GOOG)0259,713+259,713045,7713.13%+45,771
WALT DISNEY CO(DIS)0243,268+243,268030,1662.06%+30,166
MICROSOFT CORPORATION(MSFT)061,989+61,989030,8342.11%+30,834
UNITED RENTALS INC(URI)030,417+30,417022,9161.57%+22,916
JPMORGAN CHASE & CO.(JPM)096,083+96,083027,8541.90%+27,854
KLA CORP(KLAC)047,101+47,101042,1882.88%+42,188
BANK OF AMERICA CORPORATION0543,486+543,486025,7171.76%+25,717
AMERIPRISE FINANCIAL, INC.(AMP)050,320+50,320026,8561.84%+26,856
BROADCOM INC(AVGO)042,695+42,695011,7690.80%+11,769
INCYTE CORP(INCY)0229,000+229,000015,5951.07%+15,595
TARGET CORPORATION(TGT)0171,213+171,213016,8911.15%+16,891
WESTINGHOUSE AIR BRAKE TECHNOL(WAB)0100,898+100,898021,1221.44%+21,122
CUMMINS INC(CMI)060,797+60,797019,9101.36%+19,910
CBRE GROUP INCORPORATED(CBRE)0171,593+171,593024,0431.64%+24,043
STRYKER CORPORATION(SYK)039,930+39,930015,7971.08%+15,797
APPLIED FINANCE VALUATION LARGE CAP ETF
APPLIED FINA VAL
071,387+71,38702,7760.19%+2,776
WELLS FARGO & COMPANY(WFC)034,207+34,20702,7410.19%+2,741
AMERICAN EXPRESS COMPANY(AXP)07,779+7,77902,4810.17%+2,481
SALESFORCE INC(CRM)08,902+8,90202,4270.17%+2,427
GOLDMAN SACHS GROUP INC(GS)03,421+3,42102,4210.17%+2,421
CAPITAL ONE FINANCIAL CORPORAT(COF)011,234+11,23402,3900.16%+2,390
LAM RESEARCH CORPORATION(LRCX)020,171+20,17101,9630.13%+1,963
PFIZER INC(PFE)071,219+71,21901,7260.12%+1,726
ARISTA NETWORKS INC(ANET)016,177+16,17701,6550.11%+1,655
PROGRESSIVE CORP(PGR)06,143+6,14301,6390.11%+1,639
APTIV PLC(APTV)376,110351,350-24,76022,37923,9701.64%+1,592
APPLOVIN CORP(APP)04,432+4,43201,5520.11%+1,552
CONSTELLATION ENERGY CORP(CEG)04,418+4,41801,4260.10%+1,426
MOODY'S CORPORATION(MCO)02,771+2,77101,3900.09%+1,390
ROYAL CARIBBEAN CRUISES LTD.
COM
04,433+4,43301,3880.09%+1,388
DANAHER CORP(DHR)065,728+65,728012,9840.89%+12,984
TRANE TECHNOLOGIES PLC(TT)03,108+3,10801,3590.09%+1,359
APOLLO GLOBAL MANAGEMENT INC(APO)08,624+8,62401,2230.08%+1,223
VERTIV HOLDINGS CO(VRT)09,491+9,49101,2190.08%+1,219
PNC FINANCIAL SERVICES GROUP I(PNC)010,920+10,92002,0360.14%+2,036
SOUTHERN CO(SO)012,696+12,69601,1660.08%+1,166
VISTRA CORP(VST)05,709+5,70901,1060.08%+1,106
L3HARRIS TECHNOLOGIES INC(LHX)04,349+4,34901,0910.07%+1,091
EOG RESOURCES INC(EOG)08,776+8,77601,0500.07%+1,050
METLIFE, INC.(MET)0286,360+286,360023,0291.57%+23,029
CADENCE DESIGN SYSTEMS, INC.(CDNS)03,275+3,27501,0090.07%+1,009
CARNIVAL CORP034,789+34,78909780.07%+978
CRH PLC
ORD
010,440+10,44009580.07%+958
AMETEK INC05,263+5,26309520.07%+952
PUBLIC SERVICE ENTERPRISE GROU(PEG)0151,319+151,319012,7380.87%+12,738
ALLSTATE CORP(ALL)04,560+4,56009180.06%+918
CELANESE CORPORATION(CE)0159,145+159,14508,8060.60%+8,806
WW GRAINGER INC(GWW)0845+84508790.06%+879
AUTODESK, INC.02,826+2,82608750.06%+875
MOLSON COORS BEVERAGE CO(TAP)017,671+17,67108500.06%+850
ADOBE INC(ADBE)083,152+83,152032,1692.20%+32,169
M&T BANK CORPORATION(MTB)04,113+4,11307980.05%+798
NANO LABS LTD025,059+25,05904,8670.33%+4,867
SUPER MICRO COMPUTER INC(SMCI)014,594+14,59407150.05%+715
VICI PROPERTIES INC(VICI)021,344+21,34406960.05%+696
DELL TECHNOLOGIES INC(DELL)013,941+13,94101,7090.12%+1,709
BOOKING HOLDINGS INC(BKNG)0435+43502,5180.17%+2,518
EQUIFAX, INCORPORATED(EFX)02,575+2,57506680.05%+668
EMCOR GROUP INC(EME)01,131+1,13106050.04%+605
GODADDY INC(GDDY)03,236+3,23605830.04%+583
EXPEDIA GROUP INC(EXPE)03,347+3,34705650.04%+565
T ROWE PRICE GROUP INC(TROW)05,702+5,70205500.04%+550
MARRIOTT INTERNATIONAL, INC.(MAR)06,737+6,73701,8410.13%+1,841
LENNOX INTERNATIONAL INCORPORA(LII)0887+88705080.03%+508
LOEWS CORPORATION(L)05,257+5,25704820.03%+482
CATERPILLAR INC.(CAT)05,677+5,67702,2040.15%+2,204
BIOGEN INC(BIIB)03,703+3,70304650.03%+465
COMFORT SYSTEMS USA INC(FIX)0866+86604640.03%+464
MASTERCARD, INC.(MA)049,880+49,880028,0271.92%+28,027
DOW INC(DOW)016,816+16,81604450.03%+445
ZIMMER BIOMET HOLDINGS INC(ZBH)04,882+4,88204450.03%+445
EQUITABLE HOLDINGS INC07,740+7,74004340.03%+434
VALERO ENERGY CORP(VLO)0101,260+101,260013,6110.93%+13,611
DECKERS OUTDOOR CORPORATION(DECK)04,085+4,08504210.03%+421
PAYPAL HOLDINGS INC(PYPL)017,380+17,38001,2920.09%+1,292
CONSTELLATION BRANDS, INC.(STZ)093,359+93,359015,1871.04%+15,187
FIRST SOLAR, INC.(FSLR)02,301+2,30103810.03%+381
BENTLEY SYSTEMS INC(BSY)07,043+7,04303800.03%+380
AECOM(ACM)03,233+3,23303650.02%+365
EVEREST GROUP LTD(EG)01,055+1,05503590.02%+359
ALIGN TECHNOLOGY, INC.01,864+1,86403530.02%+353
API GROUP CORP(APG)06,832+6,83203490.02%+349
MICROCHIP TECHNOLOGY INCORPORA(MCHP)013,886+13,88609770.07%+977
NEUROCRINE BIOSCIENCES INC(NBIX)02,518+2,51803160.02%+316
CROWN HOLDINGS, INC.(CCK)02,955+2,95503040.02%+304
EATON CORP PLC(ETN)02,856+2,85601,0200.07%+1,020
MAPLEBEAR INC(CART)06,432+6,43202910.02%+291
PILGRIMS PRIDE CORP(PPC)06,469+6,46902910.02%+291
SEI INVESTMENTS COMPANY(SEIC)03,238+3,23802910.02%+291
UNIVERSAL HEALTH SERVICES, INC(UHS)01,582+1,58202870.02%+287
TD SYNNEX CORP(SNX)02,049+2,04902780.02%+278
WHIRLPOOL CORPORATION(WHR)09,498+9,49809630.07%+963
KINSALE CAPITAL GROUP INC(KNSL)0561+56102710.02%+271
XP INC(XP)013,264+13,26402680.02%+268
BIOMARIN PHARMACEUTICAL INC(BMRN)04,825+4,82502650.02%+265
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