APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FLEX | 8K | $446.49K |
 | AFL | 8K | $855.62K |
 | SYF | 8K | $540.26K |
 | NVS | 8K | $969.88K |
 | IPG | 7K | $208.79K |
 | EBAY | 7K | $661.12K |
 | NSC | 7K | $2.11M |
 | FTV | 7K | $339.65K |
 | ABT | 7K | $917.76K |
 | APO | 7K | $889.71K |
 | ZTS | 7K | $968.78K |
 | UAL | 7K | $637.09K |
 | RTX | 6K | $1.08M |
 | MOS | 6K | $222.72K |
 | EQH | 6K | $325.25K |
 | ZM | 6K | $525.94K |
 | CVX | 6K | $969.30K |
 | BSY | 6K | $320.46K |
 | AMGN | 6K | $1.74M |
 | PGR | 6K | $1.51M |
Flex Ltd.
FLEX
Shares Held
8K
Value
$446.49K
Aflac Incorporated
AFL
Shares Held
8K
Value
$855.62K
Synchrony Financial
SYF
Shares Held
8K
Value
$540.26K
Novartis AG
NVS
Shares Held
8K
Value
$969.88K
The Interpublic Group of Companies, Inc.
IPG
Shares Held
7K
Value
$208.79K
eBay Inc.
EBAY
Shares Held
7K
Value
$661.12K
Norfolk Southern Corporation
NSC
Shares Held
7K
Value
$2.11M
Fortive Corporation
FTV
Shares Held
7K
Value
$339.65K
Abbott Laboratories
ABT
Shares Held
7K
Value
$917.76K
Apollo Global Management, Inc.
APO
Shares Held
7K
Value
$889.71K
Zoetis Inc.
ZTS
Shares Held
7K
Value
$968.78K
United Airlines Holdings, Inc.
UAL
Shares Held
7K
Value
$637.09K
RTX Corporation
RTX
Shares Held
6K
Value
$1.08M
The Mosaic Company
MOS
Shares Held
6K
Value
$222.72K
Equitable Holdings, Inc.
EQH
Shares Held
6K
Value
$325.25K
Zoom Communications, Inc.
ZM
Shares Held
6K
Value
$525.94K
Chevron Corporation
CVX
Shares Held
6K
Value
$969.30K
Bentley Systems, Incorporated
BSY
Shares Held
6K
Value
$320.46K
Amgen Inc.
AMGN
Shares Held
6K
Value
$1.74M
The Progressive Corporation
PGR
Shares Held
6K
Value
$1.51M