Stock Taper 
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 113 | $769.91K |
 Mettler-Toledo International Inc. | MTD | 388 | $495.67K |
 Fair Isaac Corporation | FICO | 441 | $526.9K |
 W.W. Grainger, Inc. | GWW | 459 | $624.42K |
 United Therapeutics Corporation | UTHR | 521 | $282.57K |
 Carlisle Companies Incorporated | CSL | 662 | $240.14K |
 Comfort Systems USA, Inc. | FIX | 670 | $1.33M |
 IDEXX Laboratories, Inc. | IDXX | 722 | $380.09K |
 Lennox International Inc. | LII | 734 | $420.55K |
 EMCOR Group, Inc. | EME | 797 | $661.41K |
 AutoZone, Inc. | AZO | 882 | $2.82M |
 Ulta Beauty, Inc. | ULTA | 901 | $406.33K |
 Cigna Corporation | CI | 908 | $250.32K |
 Jazz Pharmaceuticals plc | JAZZ | 970 | $233.74K |
 FactSet Research Systems Inc. | FDS | 1.04K | $240.2K |
 Northrop Grumman Corporation | NOC | 1.11K | $563.3K |
 FTAI Aviation Ltd. | FTAI | 1.12K | $301.91K |
 Autodesk, Inc. | ADSK | 1.14K | $221.25K |
 Willis Towers Watson Public Limited Company | WTW | 1.16K | $302.93K |
 TransDigm Group Incorporated | TDG | 1.31K | $1.75M |