Stock Taper 
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Veralto Corporation | VLTO | 3.53K | $313.25K |
 PulteGroup, Inc. | PHM | 3.56K | $488.47K |
 Moody's Corporation | MCO | 3.57K | $1.62M |
 AppLovin Corporation | APP | 3.58K | $1.84M |
 Expand Energy Corporation | EXE | 3.58K | $326.82K |
 Wyndham Hotels & Resorts, Inc. | WH | 3.69K | $310.9K |
 Pentair plc | PNR | 3.74K | $286.56K |
 BorgWarner Inc. | BWA | 3.79K | $251.92K |
 Masco Corporation | MAS | 3.81K | $310.1K |
 Vertiv Holdings Co | VRT | 3.87K | $1.3M |
 SharkNinja, Inc. | SN | 4.02K | $611.52K |
 Church & Dwight Co., Inc. | CHD | 4.06K | $392.94K |
 Aon plc | AON | 4.2K | $1.39M |
 Intercontinental Exchange, Inc. | ICE | 4.28K | $526.29K |
 The PNC Financial Services Group, Inc. | PNC | 4.35K | $1.07M |
 Marathon Petroleum Corporation | MPC | 4.41K | $1.13M |
 Fortive Corporation | FTV | 4.66K | $284.8K |
 RTX Corporation | RTX | 4.74K | $899.7K |
 United Airlines Holdings, Inc. | UAL | 4.81K | $654.25K |
 Chevron Corporation | CVX | 4.99K | $826.48K |