Stock Taper 
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CVS Health Corp. | CVS | 134.14K | $13.88M |
 Microsoft Corporation | MSFT | 141.58K | $52.81M |
 Oracle Corporation | ORCL | 164.82K | $24.16M |
 KLA Corporation | KLAC | 185.36K | $55.92M |
 NVIDIA Corporation | NVDA | 192.01K | $38.42M |
 Tyson Foods, Inc. | TSN | 193.06K | $11.05M |
 MetLife, Inc. | MET | 217.44K | $18.4M |
 Apple Inc. | AAPL | 225.7K | $65.31M |
 The Walt Disney Company | DIS | 226.42K | $21.79M |
 Fiserv, Inc. | FISV | 264.33K | $12.97M |
 Aptiv PLC | APTV | 271.52K | $16.66M |
 Bank of America Corporation | BAC | 335.28K | $19.1M |
 Cisco Systems, Inc. | CSCO | 350.89K | $41.22M |
 Keurig Dr Pepper Inc. | KDP | 452.73K | $14.82M |
 Verizon Communications Inc. | VZ | 510K | $21.6M |
 HP Inc. | HPQ | 1.32M | $28.93M |