APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMI | 56K | $23.80M |
 | META | 55K | $40.43M |
 | HBAN | 54K | $935.15K |
 | ROP | 53K | $26.32M |
 | PWR | 50K | $20.56M |
 | CMCSA | 46K | $1.44M |
 | MA | 45K | $25.67M |
 | AMP | 44K | $21.66M |
 | KLAC | 36K | $38.74M |
 | AVGO | 35K | $11.50M |
 | XOM | 34K | $3.78M |
 | SYK | 33K | $12.23M |
 | CSX | 31K | $1.09M |
 | UGI | 30K | $1.01M |
 | TMO | 29K | $14.30M |
 | SHW | 28K | $9.83M |
 | JNJ | 27K | $5.05M |
 | OHI | 25K | $1.06M |
 | URI | 25K | $23.53M |
 | VTRS | 24K | $235.33K |
Cummins Inc.
CMI
Shares Held
56K
Value
$23.80M
Meta Platforms, Inc.
META
Shares Held
55K
Value
$40.43M
Huntington Bancshares Incorporated
HBAN
Shares Held
54K
Value
$935.15K
Roper Technologies, Inc.
ROP
Shares Held
53K
Value
$26.32M
Quanta Services, Inc.
PWR
Shares Held
50K
Value
$20.56M
Comcast Corporation
CMCSA
Shares Held
46K
Value
$1.44M
Mastercard Incorporated
MA
Shares Held
45K
Value
$25.67M
Ameriprise Financial, Inc.
AMP
Shares Held
44K
Value
$21.66M
KLA Corporation
KLAC
Shares Held
36K
Value
$38.74M
Broadcom Inc.
AVGO
Shares Held
35K
Value
$11.50M
Exxon Mobil Corporation
XOM
Shares Held
34K
Value
$3.78M
Stryker Corporation
SYK
Shares Held
33K
Value
$12.23M
CSX Corporation
CSX
Shares Held
31K
Value
$1.09M
UGI Corporation
UGI
Shares Held
30K
Value
$1.01M
Thermo Fisher Scientific Inc.
TMO
Shares Held
29K
Value
$14.30M
The Sherwin-Williams Company
SHW
Shares Held
28K
Value
$9.83M
Johnson & Johnson
JNJ
Shares Held
27K
Value
$5.05M
Omega Healthcare Investors, Inc.
OHI
Shares Held
25K
Value
$1.06M
United Rentals, Inc.
URI
Shares Held
25K
Value
$23.53M
Viatris Inc.
VTRS
Shares Held
24K
Value
$235.33K