Stock Taper 
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sempra | SRE | 10.11K | $937.39K |
 General Mills, Inc. | GIS | 10.6K | $368.85K |
 The Progressive Corporation | PGR | 10.93K | $2.39M |
 Constellation Energy Corporation | CEG | 10.94K | $2.72M |
 Hasbro, Inc. | HAS | 10.97K | $906.26K |
 Bath & Body Works, Inc. | BBWI | 11.76K | $272.08K |
 Otis Worldwide Corporation | OTIS | 12.03K | $861.21K |
 Eli Lilly and Company | LLY | 12.55K | $15.05M |
 Yum! Brands, Inc. | YUM | 12.56K | $2.01M |
 Accenture plc | ACN | 12.59K | $1.57M |
 Hilton Worldwide Holdings Inc. | HLT | 12.61K | $4.17M |
 LyondellBasell Industries N.V. | LYB | 12.66K | $666.5K |
 Regeneron Pharmaceuticals, Inc. | REGN | 13.71K | $8.55M |
 ONEOK, Inc. | OKE | 13.84K | $1.2M |
 McKesson Corporation | MCK | 14.05K | $10.62M |
 PayPal Holdings, Inc. | PYPL | 14.37K | $620.45K |
 Gilead Sciences, Inc. | GILD | 14.69K | $1.86M |
 Unilever PLC | UL | 16.03K | $963.97K |
 Boston Scientific Corporation | BSX | 16.29K | $695.04K |
 Warner Bros. Discovery, Inc. | WBD | 16.76K | $446.8K |