Fund HoldingsApplied Finance Capital Management, LLC

Total Portfolio Value
$919.71M
Total Bought
$97.14M
Total Sold
$39.48M
Net Transaction
+$57.65M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
FISERV, INC.(FISV)0147,249+147,249016,6331.81%+16,633
INTEL CORPORATION(INTC)744,078849,379+105,30124,88230,1953.28%+5,313
INTERNATIONAL BUSINESS MACHINE(IBM)185,462211,156+25,69424,81729,6253.22%+4,809
CISCO SYSTEMS INCORPORATED(CSCO)458,215528,287+70,07223,70828,4013.09%+4,693
CF INDUSTRIES HOLDINGS, INC.(CF)118,609149,191+30,5828,23412,7921.39%+4,558
METLIFE, INC.(MET)257,176299,650+42,47414,53818,8512.05%+4,313
VALERO ENERGY CORPORATION(VLO)111,029119,102+8,07313,02416,8781.84%+3,854
ROPER TECHNOLOGIES INC(ROP)52,49259,586+7,09425,23828,8563.14%+3,618
REGENERON PHARMACEUTICALS INCO(REGN)18,74420,482+1,73813,46816,8561.83%+3,388
CVS HEALTH CORP(CVS)151,453192,707+41,25410,47013,4551.46%+2,985
ALPHABET INC(GOOG)160,084168,712+8,62819,16222,0782.40%+2,916
APTIV PLC(APTV)164,431199,402+34,97116,78719,6592.14%+2,872
DANAHER CORPORATION(DHR)53,72663,198+9,47212,89415,6791.70%+2,785
CONOCOPHILLIPS(COP)121,060127,870+6,81012,54315,3191.67%+2,776
WALT DISNEY CO(DIS)168,070218,387+50,31715,00517,7001.92%+2,695
TYSON FOODS, INC.(TSN)256,923311,803+54,88013,11315,7431.71%+2,630
UNION PACIFIC CORPORATION(UNP)62,74975,504+12,75512,84015,3751.67%+2,535
CHEVRON CORPORATION(CVX)95,665100,672+5,00715,05316,9751.85%+1,923
VERIZON COMMUNICATIONS(VZ)428,165544,953+116,78815,92317,6621.92%+1,738
PFIZER INC.(PFE)324,368409,773+85,40511,89813,5921.48%+1,694
CELANESE CORPORATION(CE)97,894102,557+4,66311,33612,8731.40%+1,537
TRAVELERS COMPANIES INC(TRV)87,486101,023+13,53715,19316,4981.79%+1,305
CONSTELLATION BRANDS, INC.(STZ)65,31368,388+3,07516,07617,1881.87%+1,112
MASTERCARD, INC.(MA)44,03946,260+2,22117,32018,3151.99%+994
AMERIPRISE FINANCIAL, INC.(AMP)51,49654,031+2,53517,10517,8131.94%+708
THERMO FISHER SCIENTIFIC INC.(TMO)26,07328,269+2,19613,60414,3091.56%+705
JPMORGAN CHASE & CO.(JPM)119,427124,500+5,07317,37018,0551.96%+686
WESTINGHOUSE AIR BRAKE TECHNOL(WAB)137,314145,099+7,78515,05915,4201.68%+360
BANK OF AMERICA CORPORATION542,455577,531+35,07615,56315,8131.72%+250
MARATHON PETROLEUM CORP(MPC)2,3462,34602743550.04%+82
ADOBE INC(ADBE)61,25858,896-2,36229,95530,0313.27%+77
HOST HOTELS & RESORTS INC(HST)1,170,7091,229,776+59,06719,70319,7632.15%+59
PRUDENTIAL FINANCIAL, INCORPOR(PFH)2,8213,109+2882492950.03%+46
UGI CORPORATION(UGI)8,68712,080+3,3932342780.03%+44
TRUIST FINANCIAL CORP(TFC)7,7979,367+1,5702372680.03%+31
HOME DEPOT INC(HD)845967+1222622920.03%+30
NOVARTIS AG(NVS)3,1323,362+2303163420.04%+26
OMEGA HEALTHCARE INVESTORS, IN(OHI)9,8439,84303023260.04%+24
PNC FINANCIAL SERVICES GROUP I(PNC)2,0972,345+2482642880.03%+24
HASBRO, INC.(HAS)4,9005,047+1473173340.04%+16
HUNTINGTON BANCSHARES INCORPOR(HBAN)24,59126,933+2,3422652800.03%+15
STATE STREET CORP(STT)3,6004,143+5432632770.03%+14
ACCENTURE PLC
SHS CLASS A
9851,025+403043150.03%+11
LYONDELLBASELL INDUSTRIES NV
SHS - A -
3,1823,18202923010.03%+9
WHIRLPOOL CORPORATION(WHR)1,8932,171+2782822900.03%+9
ELI LILLY AND COMPANY(LLY)792706-863713790.04%+8
UNILEVER PLC(UL)5,6766,055+3792962990.03%+3
SEMPRA(SRE)2,0134,302+2,2892932930.03%-0
PACCAR INC(PCAR)4,0033,911-923353330.04%-2
EATON CORP PLC(ETN)1,6921,571-1213403350.04%-5
ABBOTT LABORATORIES2,6952,878+1832942790.03%-15
RTX CORP(RTX)2,7593,526+7672702540.03%-17
MICROSOFT CORPORATION(MSFT)1,0071,025+183433240.04%-19
NORFOLK SOUTHERN CORPORATION(NSC)1,3371,440+1033032840.03%-20
JOHNSON & JOHNSON(JNJ)1,8541,778-763072770.03%-30
CUMMINS INC.(CMI)57,03660,885+3,84913,98313,9101.51%-73
WALGREENS BOOTS ALLIANCE INC432,697547,290+114,59312,32812,1721.32%-156
UNITED RENTALS, INC.(URI)38,54737,607-94017,16816,7191.82%-449
DTE ENERGY COMPANY(DTB)89,32194,201+4,8809,8279,3521.02%-475
PUBLIC SERVICE ENTERPRISE GROU(PEG)182,776191,514+8,73811,44410,8991.19%-545
MICROCHIP TECHNOLOGY INCORPORA(MCHP)283,501315,950+32,44925,39924,6602.68%-739
MCKESSON CORPORATION(MCK)39,24336,552-2,69116,76915,8951.73%-874
HP INC(HPQ)799,507920,643+121,13624,55323,6612.57%-892
LOWE'S COMPANIES INC.(LOW)91,74194,559+2,81820,70619,6532.14%-1,053
QUANTA SERVICES INCORPORATED87,14085,353-1,78717,11915,9671.74%-1,152
TARGET CORPORATION(TGT)113,943125,029+11,08615,02913,8241.50%-1,205
DARDEN RESTAURANTS, INC.(DRI)109,589117,783+8,19418,31016,8691.83%-1,441
LKQ CORPORATION(LKQ)313,768339,801+26,03318,28316,8241.83%-1,460
DR HORTON INC(DHI)176,295178,094+1,79921,45319,1402.08%-2,314
MERCK & CO. , INC.(MRK)142,427136,710-5,71716,43514,0741.53%-2,360
KLA CORP(KLAC)62,20160,153-2,04830,16927,5903.00%-2,579
STRYKER CORPORATION(SYK)56,30951,171-5,13817,17913,9831.52%-3,196
META PLATFORMS INC(META)94,35875,825-18,53327,07922,7632.48%-4,315
APPLE INC.(AAPL)168,525152,166-16,35932,68926,0522.83%-6,636
FISERV INC141,1160-141,11617,8020-17,802
Page 1 of 1