Stock Taper 
APPLIED FUNDAMENTAL RESEARCH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dycom Industries, Inc. | DY | 37.92K | $19.17M |
 HEICO Corporation | HEI-A | 49.96K | $12.88M |
 UFP Technologies, Inc. | UFPT | 50.5K | $13.39M |
 Align Technology, Inc. | ALGN | 57.9K | $9.77M |
 Bright Horizons Family Solutions Inc. | BFAM | 60.37K | $4.28M |
 U-Haul Holding Company | UHAL-B | 119.05K | $6.87M |
 N-able, Inc. | NABL | 577.46K | $2.12M |
 FIGS, Inc. | FIGS | 697.25K | $7.13M |