Fund Holdings — Applied Finance Capital Management, LLC

Total Portfolio Value
$1.41B
Total Bought
$87.26M
Total Sold
$206.29M
Net Transaction
-$119.02M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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MICROSOFT CORPORATION(MSFT)61,989117,025+55,03630,83460,6134.31%+29,779
ALPHABET INC(GOOG)259,713230,900-28,81345,77156,1323.99%+10,361
STEEL DYNAMICS INC(STLD)3,83171,793+67,96249010,0100.71%+9,520
APPLE INC.(AAPL)270,896252,799-18,09755,57664,3704.57%+8,794
VALERO ENERGY CORP(VLO)101,260115,183+13,92313,61119,6121.39%+6,001
CONOCOPHILLIPS(COP)122,100178,358+56,25810,95816,8721.20%+5,914
DR HORTON INC(DHI)173,697164,956-8,74122,39327,9551.99%+5,562
HP INC(HPQ)1,122,5771,217,071+94,49427,95233,1392.35%+5,187
CUMMINS INC(CMI)60,79756,349-4,44819,91023,7991.69%+3,889
EXXON MOBIL CORP033,526+33,52603,7800.27%+3,780
UNITEDHEALTH GROUP INC(UNH)08,200+8,20002,8310.20%+2,831
LOWE'S COMPANIES INC.(LOW)96,55896,168-39021,42424,1691.72%+2,745
THERMO FISHER SCIENTIFIC INC.(TMO)30,92829,487-1,44112,54014,2981.02%+1,758
APTIV PLC(APTV)351,350294,697-56,65323,97025,4081.81%+1,438
VERIZON COMMUNICATIONS(VZ)611,583633,368+21,78526,46027,8341.98%+1,374
MEDTRONIC PLC(MDT)013,732+13,73201,3080.09%+1,308
APPLOVIN CORP(APP)4,4323,833-5991,5522,7540.20%+1,203
AUTOMATIC DATA PROCESSING, INC03,845+3,84501,1290.08%+1,129
DUKE ENERGY CORPORATION(DUK)08,451+8,45101,0460.07%+1,046
CRH PLC08,505+8,50501,0200.07%+1,020
AFLAC INC(AFL)07,660+7,66008560.06%+856
PACCAR INC(PCAR)8,57216,860+8,2888151,6580.12%+843
FEDEX CORPORATION(FDX)03,084+3,08407270.05%+727
ABBVIE INC(ABBV)22,20520,655-1,5504,1224,7820.34%+661
UNITED RENTALS INC(URI)30,41724,649-5,76822,91623,5301.67%+613
RESTAURANT BRANDS INTERNATIONA(QSR)09,261+9,26105940.04%+594
WILLIAMS-SONOMA, INC.(WSM)02,429+2,42904750.03%+475
DOVER CORPORATION(DOV)02,782+2,78204640.03%+464
JOHNSON & JOHNSON(JNJ)30,10627,219-2,8874,5995,0470.36%+448
FLEX LTD(FLEX)07,702+7,70204460.03%+446
CHURCH & DWIGHT CO., INC.(CHD)05,082+5,08204450.03%+445
REGENERON PHARMACEUTICALS INCO(REGN)22,98322,219-76412,06612,4930.89%+427
GLOBAL PAYMENTS INC.(GPN)05,005+5,00504160.03%+416
TRIMBLE INC(TRMB)04,866+4,86603970.03%+397
PRINCIPAL FINANCIAL GROUP, INC(PFG)04,595+4,59503810.03%+381
PRUDENTIAL FINANCIAL, INCORPOR(PFH)4,9478,550+3,6035328870.06%+355
DICK'S SPORTING GOODS, INC.(DKS)01,584+1,58403520.03%+352
ZEBRA TECHNOLOGIES CORPORATION(ZBRA)01,039+1,03903090.02%+309
WP CAREY INC(WPC)04,517+4,51703050.02%+305
O'REILLY AUTOMOTIVE, INC.(ORLY)17,34017,170-1701,5631,8510.13%+288
SHARKNINJA INC(SN)02,734+2,73402820.02%+282
OMEGA HEALTHCARE INVESTORS, IN(OHI)21,29125,031+3,7407801,0570.08%+276
ETF OPPORTUNITIES TRUST APPLIED FINA VAL
APPLIED FINA VAL
71,38771,628+2412,7763,0410.22%+266
AMERICAN FINANCIAL GROUP, INC.01,745+1,74502540.02%+254
SERVICE CORPORATION INTERNATIO(SCI)02,974+2,97402470.02%+247
SEMPRA(SRE)11,76612,575+8098921,1310.08%+240
OLD REPUBLIC INTERNATIONAL COR(ORI)05,282+5,28202240.02%+224
MUELLER INDUSTRIES, INC.(MLI)02,212+2,21202240.02%+224
ELANCO ANIMAL HEALTH INC(ELAN)010,280+10,28002070.01%+207
DTE ENERGY COMPANY(DTB)88,13383,980-4,15311,67411,8770.84%+203
HOME DEPOT INC(HD)2,1962,447+2518059920.07%+186
NVIDIA CORPORATION(NVDA)203,672173,375-30,29732,17832,3482.30%+170
RTX CORP(RTX)6,2376,450+2139111,0790.08%+169
MOLSON COORS BEVERAGE CO(TAP)17,67122,504+4,8338501,0180.07%+169
COMFORT SYSTEMS USA INC(FIX)866751-1154646200.04%+155
CIENA CORP(CIEN)3,5523,003-5492894370.03%+149
AUTOZONE, INC.(AZO)370351-191,3741,5060.11%+132
NORFOLK SOUTHERN CORPORATION(NSC)7,9107,015-8952,0252,1070.15%+83
UNILEVER PLC(UL)12,88714,678+1,7917888700.06%+82
UNITED THERAPEUTICS CORPORATIO(UTHR)1,093919-1743143850.03%+71
MEDPACE HOLDINGS INC(MEDP)765596-1692403060.02%+66
ABBOTT LABORATORIES6,2646,852+5888529180.07%+66
NOVARTIS AG(NVS)7,5037,563+609089700.07%+62
FIRST SOLAR, INC.(FSLR)2,3011,995-3063814400.03%+59
ELI LILLY AND COMPANY(LLY)1,0531,153+1008218800.06%+59
MOTOROLA SOLUTIONS INCORPORATI(MSI)2,1392,088-518999550.07%+55
LAM RESEARCH CORPORATION(LRCX)20,17115,022-5,1491,9632,0110.14%+48
GENERAL MILLS, INC.(GIS)10,31611,079+7635345590.04%+24
ALLEGION PLC(ALLE)2,5222,146-3763633810.03%+17
TRUIST FINANCIAL CORP(TFC)21,65620,706-9509319470.07%+16
SIMON PROPERTY GROUP INC(SPG)5,7264,971-7559219330.07%+12
AON PLC(AON)4,0634,087+241,4501,4570.10%+8
GENERAL DYNAMICS CORPORATION(GD)3,6413,137-5041,0621,0700.08%+8
SLB NV(SLB)22,69722,528-1697677740.06%+7
EMCOR GROUP INC(EME)1,131936-1956056080.04%+3
LEIDOS HOLDINGS INC(LDOS)3,0782,574-5044864860.03%+1
TENET HEALTHCARE CORPORATION(THC)2,3372,008-3294114080.03%-4
PULTEGROUP, INCORPORATION(PHM)5,0964,035-1,0615375330.04%-4
PERFORMANCE FOOD GROUP CO(PFGC)3,8473,184-6633363310.02%-5
GLOBE LIFE INC2,0871,777-3102592540.02%-5
ALLSTATE CORP(ALL)4,5604,246-3149189110.06%-7
TD SYNNEX CORP(SNX)2,0491,656-3932782710.02%-7
HERSHEY CO(HSY)4,0373,534-5036706610.05%-9
ADVANCED DRAINAGE SYSTEMS INC(WMS)1,9601,558-4022252160.02%-9
EXPEDIA GROUP INC(EXPE)3,3472,595-7525655550.04%-10
EBAY INCORPORATED(EBAY)9,0477,269-1,7786746610.05%-13
ASSURANT, INC.(AIZ)1,2581,088-1702482360.02%-13
ACUITY INC(AYI)783634-1492342180.02%-15
UNIVERSAL HEALTH SERVICES, INC(UHS)1,5821,309-2732872680.02%-19
CACI INTERNATIONAL INC(CACI)510445-652432220.02%-21
WESCO INTERNATIONAL, INC.(WCC)1,228975-2532272060.01%-21
TOLL BROTHERS, INC.(TOL)2,5791,977-6022942730.02%-21
RENAISSANCERE HOLDINGS LTD.(RNR)1,1821,041-1412872640.02%-23
NORWEGIAN CRUISE LINE HOLDINGS
SHS
11,7128,709-3,0032382150.02%-23
ANTERO MIDSTREAM CORP(AM)11,95510,445-1,5102272030.01%-23
BXP INC(BXP)3,9943,305-6892692460.02%-24
ARCH CAPITAL GROUP LTD.
ORD
8,2798,028-2517547280.05%-25
TOPBUILD CORP756561-1952452190.02%-25
COCA-COLA CONSOLIDATED INC(COKE)2,0701,755-3152312060.01%-25
ULTA BEAUTY INC(ULTA)1,151933-2185385100.04%-28
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Applied Finance Capital Management, LLC — 13F Holdings — Q3 2025 | TickerTrail