APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ACN | 9K | $2.34M |
 | FOXA | 9K | $596.55K |
 | ADM | 9K | $564.48K |
 | PNC | 9K | $1.88M |
 | GEHC | 9K | $699.11K |
 | QSR | 9K | $594.00K |
 | EW | 9K | $707.94K |
 | FTNT | 9K | $762.02K |
 | NCLH | 9K | $214.50K |
 | WHR | 9K | $682.33K |
 | STT | 9K | $994.79K |
 | PRU | 9K | $886.98K |
 | DUK | 8K | $1.05M |
 | OTIS | 8K | $752.84K |
 | UNH | 8K | $2.83M |
 | ON | 8K | $404.05K |
 | EOG | 8K | $908.62K |
 | INGR | 8K | $982.62K |
 | ACGL | 8K | $728.38K |
 | CRM | 8K | $1.83M |
Accenture plc
ACN
Shares Held
9K
Value
$2.34M
Fox Corporation
FOXA
Shares Held
9K
Value
$596.55K
Archer-Daniels-Midland Company
ADM
Shares Held
9K
Value
$564.48K
The PNC Financial Services Group, Inc.
PNC
Shares Held
9K
Value
$1.88M
GE HealthCare Technologies Inc.
GEHC
Shares Held
9K
Value
$699.11K
Restaurant Brands International Inc.
QSR
Shares Held
9K
Value
$594.00K
Edwards Lifesciences Corporation
EW
Shares Held
9K
Value
$707.94K
Fortinet, Inc.
FTNT
Shares Held
9K
Value
$762.02K
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
9K
Value
$214.50K
Whirlpool Corporation
WHR
Shares Held
9K
Value
$682.33K
State Street Corporation
STT
Shares Held
9K
Value
$994.79K
Prudential Financial, Inc.
PRU
Shares Held
9K
Value
$886.98K
Duke Energy Corporation
DUK
Shares Held
8K
Value
$1.05M
Otis Worldwide Corporation
OTIS
Shares Held
8K
Value
$752.84K
UnitedHealth Group Incorporated
UNH
Shares Held
8K
Value
$2.83M
ON Semiconductor Corporation
ON
Shares Held
8K
Value
$404.05K
EOG Resources, Inc.
EOG
Shares Held
8K
Value
$908.62K
Ingredion Incorporated
INGR
Shares Held
8K
Value
$982.62K
Arch Capital Group Ltd.
ACGL
Shares Held
8K
Value
$728.38K
Salesforce, Inc.
CRM
Shares Held
8K
Value
$1.83M