APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CIEN | 3K | $437.45K |
 | SCI | 3K | $247.50K |
 | ELV | 3K | $957.73K |
 | BIIB | 3K | $403.15K |
 | BJ | 3K | $262.22K |
 | BG | 3K | $228.07K |
 | GPC | 3K | $385.72K |
 | DOV | 3K | $464.12K |
 | SN | 3K | $282.01K |
 | CDW | 3K | $428.46K |
 | EWBC | 3K | $284.22K |
 | ETN | 3K | $984.65K |
 | CHTR | 3K | $716.10K |
 | EXPE | 3K | $554.68K |
 | LDOS | 3K | $486.38K |
 | CDNS | 3K | $888.69K |
 | LULU | 3K | $444.82K |
 | BAH | 2K | $249.57K |
 | HD | 2K | $991.50K |
 | WSM | 2K | $474.75K |
Ciena Corporation
CIEN
Shares Held
3K
Value
$437.45K
Service Corporation International
SCI
Shares Held
3K
Value
$247.50K
Elevance Health Inc.
ELV
Shares Held
3K
Value
$957.73K
Biogen Inc.
BIIB
Shares Held
3K
Value
$403.15K
BJ's Wholesale Club Holdings, Inc.
BJ
Shares Held
3K
Value
$262.22K
Bunge Global S.A.
BG
Shares Held
3K
Value
$228.07K
Genuine Parts Company
GPC
Shares Held
3K
Value
$385.72K
Dover Corporation
DOV
Shares Held
3K
Value
$464.12K
SharkNinja, Inc.
SN
Shares Held
3K
Value
$282.01K
CDW Corporation
CDW
Shares Held
3K
Value
$428.46K
East West Bancorp, Inc.
EWBC
Shares Held
3K
Value
$284.22K
Eaton Corporation plc
ETN
Shares Held
3K
Value
$984.65K
Charter Communications, Inc.
CHTR
Shares Held
3K
Value
$716.10K
Expedia Group, Inc.
EXPE
Shares Held
3K
Value
$554.68K
Leidos Holdings, Inc.
LDOS
Shares Held
3K
Value
$486.38K
Cadence Design Systems, Inc.
CDNS
Shares Held
3K
Value
$888.69K
Lululemon Athletica Inc.
LULU
Shares Held
3K
Value
$444.82K
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
2K
Value
$249.57K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$991.50K
Williams-Sonoma, Inc.
WSM
Shares Held
2K
Value
$474.75K