APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NUE | 5K | $617.56K |
 | PPG | 5K | $478.78K |
 | WPC | 5K | $305.21K |
 | TROW | 4K | $456.85K |
 | CB | 4K | $1.25M |
 | L | 4K | $442.12K |
 | AME | 4K | $823.06K |
 | DG | 4K | $448.95K |
 | CAT | 4K | $2.05M |
 | LNG | 4K | $1.00M |
 | MAS | 4K | $299.02K |
 | ALL | 4K | $911.40K |
 | NTAP | 4K | $494.21K |
 | BBY | 4K | $311.02K |
 | AON | 4K | $1.46M |
 | ZBH | 4K | $397.94K |
 | PHM | 4K | $533.14K |
 | OMC | 4K | $318.86K |
 | CNM | 4K | $207.78K |
 | ADP | 4K | $1.13M |
Nucor Corporation
NUE
Shares Held
5K
Value
$617.56K
PPG Industries, Inc.
PPG
Shares Held
5K
Value
$478.78K
W. P. Carey Inc.
WPC
Shares Held
5K
Value
$305.21K
T. Rowe Price Group, Inc.
TROW
Shares Held
4K
Value
$456.85K
Chubb Limited
CB
Shares Held
4K
Value
$1.25M
Loews Corporation
L
Shares Held
4K
Value
$442.12K
AMETEK, Inc.
AME
Shares Held
4K
Value
$823.06K
Dollar General Corporation
DG
Shares Held
4K
Value
$448.95K
Caterpillar Inc.
CAT
Shares Held
4K
Value
$2.05M
Cheniere Energy, Inc.
LNG
Shares Held
4K
Value
$1.00M
Masco Corporation
MAS
Shares Held
4K
Value
$299.02K
The Allstate Corporation
ALL
Shares Held
4K
Value
$911.40K
NetApp, Inc.
NTAP
Shares Held
4K
Value
$494.21K
Best Buy Co., Inc.
BBY
Shares Held
4K
Value
$311.02K
Aon plc
AON
Shares Held
4K
Value
$1.46M
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
4K
Value
$397.94K
PulteGroup, Inc.
PHM
Shares Held
4K
Value
$533.14K
Omnicom Group Inc.
OMC
Shares Held
4K
Value
$318.86K
Core & Main, Inc.
CNM
Shares Held
4K
Value
$207.78K
Automatic Data Processing, Inc.
ADP
Shares Held
4K
Value
$1.13M