Stock Taper 
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Biogen Inc. | BIIB | 1.32K | $286.06K |
 ResMed Inc. | RMD | 1.35K | $263.48K |
 Wingstop Inc. | WING | 1.4K | $242.25K |
 DaVita Inc. | DVA | 1.41K | $314.14K |
 L3Harris Technologies, Inc. | LHX | 1.44K | $417.29K |
 Intuit Inc. | INTU | 1.48K | $387.32K |
 HEICO Corporation | HEI | 1.56K | $555.66K |
 Charter Communications, Inc. | CHTR | 1.61K | $229.67K |
 Toll Brothers, Inc. | TOL | 1.63K | $267.72K |
 Tenet Healthcare Corporation | THC | 1.63K | $305.7K |
 CDW Corporation | CDW | 1.67K | $234.17K |
 Ferguson plc | FERG | 1.67K | $396.34K |
 VeriSign, Inc. | VRSN | 1.68K | $421.36K |
 DICK'S Sporting Goods, Inc. | DKS | 1.71K | $388.75K |
 The Hartford Insurance Group, Inc. | HIG | 1.79K | $237.21K |
 Crown Holdings, Inc. | CCK | 1.88K | $209.77K |
 Allegion plc | ALLE | 1.92K | $270.02K |
 Domino's Pizza, Inc. | DPZ | 1.96K | $579.35K |
 General Dynamics Corporation | GD | 2K | $707.42K |
 Crocs, Inc. | CROX | 2.14K | $258.29K |