Fund HoldingsApplied Finance Capital Management, LLC

Total Portfolio Value
$2.34B
Total Bought
$302.29M
Total Sold
$166.20M
Net Transaction
+$136.10M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ORACLE CORP(ORCL)0280,834+280,834047,8542.04%+47,854
SHERWIN-WILLIAMS CO(SHW)3,30971,263+67,95498827,1991.16%+26,212
INTERNATIONAL BUSINESS MACHINE(IBM)320,430343,851+23,42155,41876,0183.25%+20,600
KEURIG DR PEPPER INC(KDP)27,842513,589+485,74793019,2490.82%+18,319
DR HORTON INC(DHI)246,287261,657+15,37034,70949,9162.13%+15,207
CISCO SYSTEMS INCORPORATED(CSCO)1,148,7351,243,279+94,54454,57666,1672.83%+11,591
LOWE'S COMPANIES INC.(LOW)166,357175,930+9,57336,67547,6512.04%+10,975
UNITED RENTALS, INC.(URI)56,45057,374+92436,50846,4571.98%+9,949
META PLATFORMS INC(META)109,985111,347+1,36255,45763,7392.72%+8,282
FISERV, INC.(FISV)277,370271,523-5,84741,33948,7792.08%+7,440
TRAVELERS COMPANIES INC(TRV)182,760188,920+6,16037,16244,2301.89%+7,067
METLIFE, INC.(MET)553,395556,270+2,87538,84345,8811.96%+7,038
CUMMINS INC(CMI)135,618136,759+1,14137,55744,2811.89%+6,724
QUANTA SERVICES INCORPORATED145,185144,809-37636,89043,1751.84%+6,285
MASTERCARD, INC.(MA)97,94499,735+1,79143,20949,2492.10%+6,040
VERIZON COMMUNICATIONS(VZ)1,078,4921,114,450+35,95844,47750,0502.14%+5,573
APPLE INC.(AAPL)419,821402,699-17,12288,42393,8294.01%+5,406
DARDEN RESTAURANTS, INC.(DRI)237,557248,597+11,04035,94740,8021.74%+4,855
AMERIPRISE FINANCIAL, INC.(AMP)95,74796,067+32040,90245,1331.93%+4,231
PUBLIC SERVICE ENTERPRISE GROU(PEG)282,163279,823-2,34020,79524,9631.07%+4,168
WESTINGHOUSE AIR BRAKE TECHNOL(WAB)242,261233,467-8,79438,28942,4371.81%+4,148
CVS HEALTH CORP(CVS)462,415497,864+35,44927,31031,3061.34%+3,995
THERMO FISHER SCIENTIFIC INC.(TMO)51,84852,513+66528,67232,4831.39%+3,811
UNION PACIFIC CORPORATION(UNP)162,559163,920+1,36136,78140,4031.73%+3,623
TARGET CORPORATION(TGT)0197,315+197,315030,7531.31%+30,753
WALT DISNEY CO(DIS)0439,274+439,274042,2541.80%+42,254
DTE ENERGY COMPANY(DTB)169,570172,442+2,87218,82422,1430.95%+3,319
DANAHER CORP(DHR)108,783107,966-81727,17930,0171.28%+2,837
ROPER TECHNOLOGIES INC(ROP)99,952105,547+5,59556,33958,7312.51%+2,392
LKQ CORPORATION(LKQ)0811,374+811,374032,3901.38%+32,390
APTIV PLC(APTV)478,906498,290+19,38433,72535,8821.53%+2,157
STRYKER CORPORATION(SYK)86,97787,653+67629,59431,6651.35%+2,071
ISHARES RUSSELL 1000 VALUE010,514+10,51401,9960.09%+1,996
HP INC(HPQ)1,761,9781,766,422+4,44461,70463,3622.71%+1,657
HOST HOTELS & RESORTS INC(HST)1,960,7052,095,257+134,55235,25336,8771.57%+1,623
CELANESE CORPORATION(CE)134,966145,632+10,66618,20619,8000.85%+1,595
ABBVIE INC(ABBV)20,14723,598+3,4513,4564,6600.20%+1,205
CIGNA GROUP(CI)03,468+3,46801,2010.05%+1,201
INGREDION INCORPORATION(INGR)08,312+8,31201,1420.05%+1,142
PACCAR INC(PCAR)015,800+15,80001,5590.07%+1,559
TYSON FOODS, INC.(TSN)501,610499,540-2,07028,66229,7531.27%+1,091
NORTHROP GRUMMAN CORPORATION(NOC)02,045+2,04501,0800.05%+1,080
CRH PLC011,042+11,04201,0240.04%+1,024
DELL TECHNOLOGIES INC(DELL)08,534+8,53401,0120.04%+1,012
JOHNSON & JOHNSON(JNJ)25,87129,412+3,5413,7814,7670.20%+985
INCYTE CORP(INCY)499,760471,687-28,07330,29531,1791.33%+883
ACCENTURE PLC
SHS CLASS A
8,4089,617+1,2092,5513,3990.15%+848
FERGUSON ENTERPRISES INC(FERG)03,892+3,89207730.03%+773
EQUIFAX, INCORPORATED(EFX)02,617+2,61707690.03%+769
NORFOLK SOUTHERN CORPORATION(NSC)07,612+7,61201,8920.08%+1,892
BRISTOL-MYERS SQUIBB COMPANY(BMY)33,79640,552+6,7561,4042,0980.09%+695
FIFTH THIRD BANCORP(FITB)016,170+16,17006930.03%+693
VERALTO CORP(VLTO)05,991+5,99106700.03%+670
ABBOTT LABORATORIES20,75224,537+3,7852,1562,7970.12%+641
PNC FINANCIAL SERVICES GROUP I(PNC)8,84710,777+1,9301,3761,9920.09%+617
RAYMOND JAMES FINANCIAL, INC.(RJF)04,764+4,76405830.02%+583
MARATHON PETROLEUM CORP(MPC)8,63412,333+3,6991,4982,0090.09%+511
GILEAD SCIENCES, INC.(GILD)22,76824,482+1,7141,5622,0530.09%+490
RTX CORP(RTX)08,127+8,12709850.04%+985
WILLIAMS-SONOMA, INC.(WSM)03,094+3,09404790.02%+479
ULTA BEAUTY INC(ULTA)01,142+1,14204440.02%+444
PAYPAL HOLDINGS INC(PYPL)016,380+16,38001,2780.05%+1,278
CATERPILLAR INC.(CAT)4,7775,197+4201,5912,0330.09%+441
OMEGA HEALTHCARE INVESTORS, IN(OHI)022,289+22,28909070.04%+907
HOME DEPOT INC(HD)02,197+2,19708900.04%+890
UNILEVER PLC(UL)014,083+14,08309150.04%+915
J B HUNT TRANSPORT SERVICES IN(JBHT)02,485+2,48504280.02%+428
LYONDELLBASELL INDUSTRIES NV
SHS - A -
015,605+15,60501,4970.06%+1,497
GEN DIGITAL INC(GEN)015,057+15,05704130.02%+413
SALESFORCE INC(CRM)8,2879,238+9512,1312,5290.11%+398
HUNTINGTON BANCSHARES INCORPOR(HBAN)093,829+93,82901,3790.06%+1,379
UGI CORPORATION(UGI)037,101+37,10109280.04%+928
SEMPRA(SRE)010,653+10,65308910.04%+891
LENNAR CORPORATION(LEN)05,749+5,74901,0780.05%+1,078
TRUIST FINANCIAL CORP(TFC)020,245+20,24508660.04%+866
KEYCORP(KEY)022,413+22,41303750.02%+375
AON PLC(AON)4,3854,779+3941,2871,6530.07%+366
KENVUE INC(KVUE)043,004+43,00409950.04%+995
NOVARTIS AG(NVS)07,073+7,07308140.03%+814
COMFORT SYSTEMS USA, INC.(FIX)0876+87603420.01%+342
LOCKHEED MARTIN CORPORATION(LMT)2,7542,784+301,2861,6270.07%+341
HCA HEALTHCARE INC(HCA)3,2723,413+1411,0511,3870.06%+336
UBIQUITI INC(UI)01,430+1,43003170.01%+317
WHIRLPOOL CORPORATION(WHR)06,853+6,85307330.03%+733
RALPH LAUREN CORPORATION(RL)01,582+1,58203070.01%+307
AMERICAN EXPRESS COMPANY(AXP)7,3457,389+441,7012,0040.09%+303
EATON CORP PLC(ETN)02,425+2,42508040.03%+804
COCA-COLA CONSOLIDATED INC(COKE)0223+22302940.01%+294
O'REILLY AUTOMOTIVE, INC.(ORLY)1,3461,487+1411,4211,7120.07%+291
HASBRO INC(HAS)013,882+13,88201,0040.04%+1,004
FAIR ISAAC CORP.(FICO)640638-29531,2400.05%+287
CONSTELLATION BRANDS, INC.(STZ)120,875121,783+90831,09931,3821.34%+284
EPAM SYSTEMS INC(EPAM)01,423+1,42302830.01%+283
VISA INCORPORATION(V)17,89718,100+2034,6974,9770.21%+279
FORTUNE BRANDS INNOVATIONS INC(FBIN)03,114+3,11402790.01%+279
PRUDENTIAL FINANCIAL, INCORPOR(PFH)012,446+12,44601,5070.06%+1,507
CHUBB LTD
COM
4,3024,739+4371,0971,3670.06%+269
LIBERTY BROADBAND CORP(LBRDA)03,471+3,47102670.01%+267
CENTENE CORPORATION(CNC)011,108+11,10808360.04%+836
COMCAST CORP(CCZ)41,22344,604+3,3811,6141,8630.08%+249
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