APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LPLA | 2K | $523.32K |
 | WMS | 2K | $216.09K |
 | SNPS | 1K | $718.38K |
 | MOH | 1K | $269.44K |
 | PAG | 1K | $228.87K |
 | UHS | 1K | $267.61K |
 | IDXX | 1K | $799.25K |
 | WAT | 1K | $371.17K |
 | FFIV | 1K | $384.60K |
 | PAYC | 1K | $245.40K |
 | LLY | 1K | $879.74K |
 | AIZ | 1K | $235.66K |
 | SNA | 1K | $368.36K |
 | RNR | 1K | $264.34K |
 | ZBRA | 1K | $308.75K |
 | WCC | 975 | $206.21K |
 | FDS | 975 | $279.33K |
 | EME | 936 | $607.97K |
 | ULTA | 933 | $510.12K |
 | UTHR | 919 | $385.25K |
LPL Financial Holdings Inc.
LPLA
Shares Held
2K
Value
$523.32K
Advanced Drainage Systems, Inc.
WMS
Shares Held
2K
Value
$216.09K
Synopsys, Inc.
SNPS
Shares Held
1K
Value
$718.38K
Molina Healthcare, Inc.
MOH
Shares Held
1K
Value
$269.44K
Penske Automotive Group, Inc.
PAG
Shares Held
1K
Value
$228.87K
Universal Health Services, Inc.
UHS
Shares Held
1K
Value
$267.61K
IDEXX Laboratories, Inc.
IDXX
Shares Held
1K
Value
$799.25K
Waters Corporation
WAT
Shares Held
1K
Value
$371.17K
F5, Inc.
FFIV
Shares Held
1K
Value
$384.60K
Paycom Software, Inc.
PAYC
Shares Held
1K
Value
$245.40K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$879.74K
Assurant, Inc.
AIZ
Shares Held
1K
Value
$235.66K
Snap-on Incorporated
SNA
Shares Held
1K
Value
$368.36K
RenaissanceRe Holdings Ltd.
RNR
Shares Held
1K
Value
$264.34K
Zebra Technologies Corporation
ZBRA
Shares Held
1K
Value
$308.75K
WESCO International, Inc.
WCC
Shares Held
975
Value
$206.21K
FactSet Research Systems Inc.
FDS
Shares Held
975
Value
$279.33K
EMCOR Group, Inc.
EME
Shares Held
936
Value
$607.97K
Ulta Beauty, Inc.
ULTA
Shares Held
933
Value
$510.12K
United Therapeutics Corporation
UTHR
Shares Held
919
Value
$385.25K