Stock Taper 
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PPG Industries, Inc. | PPG | 2.21K | $268.17K |
 The J. M. Smucker Company | SJM | 2.33K | $262.46K |
 Choice Hotels International, Inc. | CHH | 2.35K | $258.58K |
 Eaton Corporation plc | ETN | 2.38K | $1.02M |
 BJ's Wholesale Club Holdings, Inc. | BJ | 2.57K | $224.33K |
 Halozyme Therapeutics, Inc. | HALO | 2.64K | $206.51K |
 The Home Depot, Inc. | HD | 2.74K | $966.34K |
 Synchrony Financial | SYF | 2.85K | $216.44K |
 Genuine Parts Company | GPC | 2.86K | $337.89K |
 Agilent Technologies, Inc. | A | 2.88K | $382.95K |
 IQVIA Holdings Inc. | IQV | 2.92K | $563.24K |
 Travel + Leisure Co. | TNL | 2.97K | $227.07K |
 HCA Healthcare, Inc. | HCA | 3.04K | $1.19M |
 AMETEK, Inc. | AME | 3.06K | $739.13K |
 Trane Technologies plc | TT | 3.06K | $1.5M |
 The Allstate Corporation | ALL | 3.17K | $755.46K |
 Booz Allen Hamilton Holding Corporation | BAH | 3.33K | $202.03K |
 Churchill Downs Incorporated | CHDN | 3.33K | $298.95K |
 Leidos Holdings, Inc. | LDOS | 3.35K | $345.15K |
 Broadridge Financial Solutions, Inc. | BR | 3.41K | $466.45K |