Fund HoldingsApplied Finance Capital Management, LLC

Total Portfolio Value
$1.15B
Total Bought
$234.61M
Total Sold
$3.31M
Net Transaction
+$231.30M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INTEL CORPORATION(INTC)849,379872,379+23,00030,19543,8373.81%+13,642
DR HORTON INC(DHI)178,094198,538+20,44419,14030,1742.62%+11,034
KLA CORP(KLAC)60,15366,433+6,28027,59038,6183.35%+11,028
VERIZON COMMUNICATIONS(VZ)544,953706,839+161,88617,66226,6482.32%+8,986
TARGET CORPORATION(TGT)125,029155,473+30,44413,82422,1431.92%+8,318
BANK OF AMERICA CORPORATION577,531699,088+121,55715,81323,5382.04%+7,725
HP INC(HPQ)920,6431,038,816+118,17323,66131,2582.72%+7,597
MICROCHIP TECHNOLOGY INCORPORA(MCHP)315,950355,878+39,92824,66032,0932.79%+7,433
HOST HOTELS & RESORTS INC(HST)1,229,7761,367,256+137,48019,76326,6202.31%+6,858
UNITED RENTALS, INC.(URI)37,60741,100+3,49316,71923,5682.05%+6,848
META PLATFORMS INC(META)75,82583,550+7,72522,76329,5732.57%+6,810
DARDEN RESTAURANTS, INC.(DRI)117,783143,894+26,11116,86923,6422.05%+6,773
WALT DISNEY CO(DIS)218,387269,744+51,35717,70024,3552.12%+6,655
APPLE INC.(AAPL)152,166169,633+17,46726,05232,6602.84%+6,607
INTERNATIONAL BUSINESS MACHINE(IBM)211,156220,668+9,51229,62536,0903.14%+6,465
WALGREENS BOOTS ALLIANCE INC547,290708,552+161,26212,17218,5001.61%+6,329
ROPER TECHNOLOGIES INC(ROP)59,58663,395+3,80928,85634,5613.00%+5,705
JPMORGAN CHASE & CO.(JPM)124,500137,684+13,18418,05523,4202.03%+5,365
ADOBE INC(ADBE)58,89659,140+24430,03135,2833.07%+5,252
FISERV, INC.(FISV)147,249164,563+17,31416,63321,8611.90%+5,227
CVS HEALTH CORP(CVS)192,707235,752+43,04513,45518,6151.62%+5,160
UNION PACIFIC CORPORATION(UNP)75,50483,311+7,80715,37520,4631.78%+5,088
TRAVELERS COMPANIES INC(TRV)101,023112,786+11,76316,49821,4851.87%+4,987
AMERIPRISE FINANCIAL, INC.(AMP)54,03159,854+5,82317,81322,7351.98%+4,922
WESTINGHOUSE AIR BRAKE TECHNOL(WAB)145,099159,384+14,28515,42020,2261.76%+4,806
ISHARES RUSSELL 1000027,859+27,85904,6040.40%+4,604
QUANTA SERVICES INCORPORATED85,35394,964+9,61115,96720,4931.78%+4,526
ALPHABET INC(GOOG)168,712187,118+18,40622,07826,1392.27%+4,061
LOWE'S COMPANIES INC.(LOW)94,559105,239+10,68019,65323,4212.03%+3,768
MASTERCARD, INC.(MA)46,26051,043+4,78318,31521,7711.89%+3,456
STRYKER CORPORATION(SYK)51,17157,262+6,09113,98317,1481.49%+3,164
LKQ CORPORATION(LKQ)339,801415,936+76,13516,82419,8781.73%+3,054
TYSON FOODS, INC.(TSN)311,803346,234+34,43115,74318,6101.62%+2,867
CELANESE CORPORATION(CE)102,557101,238-1,31912,87315,7291.37%+2,856
METLIFE, INC.(MET)299,650327,744+28,09418,85121,6741.88%+2,823
MCKESSON CORPORATION(MCK)36,55240,231+3,67915,89518,6261.62%+2,732
REGENERON PHARMACEUTICALS INCO(REGN)20,48222,285+1,80316,85619,5731.70%+2,717
DANAHER CORPORATION(DHR)63,19879,255+16,05715,67918,3351.59%+2,655
MERCK & CO. , INC.(MRK)136,710152,919+16,20914,07416,6711.45%+2,597
THERMO FISHER SCIENTIFIC INC.(TMO)28,26931,566+3,29714,30916,7551.46%+2,446
CUMMINS INC.(CMI)60,88567,981+7,09613,91016,2861.41%+2,376
DTE ENERGY COMPANY(DTB)94,201105,549+11,3489,35211,6381.01%+2,286
PUBLIC SERVICE ENTERPRISE GROU(PEG)191,514211,427+19,91310,89912,9291.12%+2,030
CONOCOPHILLIPS(COP)127,870141,105+13,23515,31916,3781.42%+1,059
CONSTELLATION BRANDS, INC.(STZ)68,38875,267+6,87917,18818,1961.58%+1,008
CISCO SYSTEMS INCORPORATED(CSCO)528,287579,679+51,39228,40129,2852.54%+885
APTIV PLC(APTV)199,402224,033+24,63119,65920,1001.75%+441
MICROSOFT CORPORATION(MSFT)1,0251,195+1703244490.04%+126
PNC FINANCIAL SERVICES GROUP I(PNC)2,3452,403+582883720.03%+84
RTX CORP(RTX)3,5263,823+2972543220.03%+68
TRUIST FINANCIAL CORP(TFC)9,3679,002-3652683320.03%+64
HUNTINGTON BANCSHARES INCORPOR(HBAN)26,93325,825-1,1082803280.03%+48
ABBOTT LABORATORIES2,8782,941+632793240.03%+45
NORFOLK SOUTHERN CORPORATION(NSC)1,4401,360-802843210.03%+38
STATE STREET CORP(STT)4,1434,000-1432773100.03%+32
UGI CORPORATION(UGI)12,08012,583+5032783100.03%+32
HOME DEPOT INC(HD)967922-452923200.03%+27
ACCENTURE PLC
SHS CLASS A
1,025957-683153360.03%+21
PRUDENTIAL FINANCIAL, INCORPOR(PFH)3,1092,955-1542953060.03%+11
JOHNSON & JOHNSON(JNJ)1,7781,819+412772850.02%+8
SEMPRA(SRE)4,3023,986-3162932980.03%+5
EATON CORP PLC(ETN)1,5711,412-1593353400.03%+5
PACCAR INC(PCAR)3,9113,413-4983333330.03%+1
LYONDELLBASELL INDUSTRIES NV
SHS - A -
3,1823,101-813012950.03%-6
UNILEVER PLC(UL)6,0556,015-402992920.03%-8
WHIRLPOOL CORPORATION(WHR)2,1712,296+1252902800.02%-11
CF INDUSTRIES HOLDINGS, INC.(CF)149,191160,574+11,38312,79212,7661.11%-26
NOVARTIS AG(NVS)3,3623,129-2333423160.03%-27
OMEGA HEALTHCARE INVESTORS, IN(OHI)9,8439,523-3203262920.03%-34
HASBRO, INC.(HAS)5,0475,661+6143342890.03%-45
MARATHON PETROLEUM CORP(MPC)2,3462,087-2593553100.03%-45
ELI LILLY AND COMPANY(LLY)706517-1893793010.03%-78
PFIZER INC.(PFE)409,773457,366+47,59313,59213,1681.14%-425
CHEVRON CORPORATION(CVX)100,672105,303+4,63116,97515,7071.36%-1,268
VALERO ENERGY CORPORATION(VLO)119,102119,808+70616,87815,5751.35%-1,303
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