Stock Taper 
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TransUnion | TRU | 5.01K | $361.28K |
 Simon Property Group, Inc. | SPG | 5.15K | $1.15M |
 Norfolk Southern Corporation | NSC | 5.35K | $1.68M |
 Lululemon Athletica Inc. | LULU | 5.35K | $611.21K |
 Fortinet, Inc. | FTNT | 5.36K | $822.63K |
 National Fuel Gas Company | NFG | 5.48K | $422.96K |
 Expedia Group, Inc. | EXPE | 5.58K | $1.43M |
 Cheniere Energy, Inc. | LNG | 5.58K | $1.33M |
 Diamondback Energy, Inc. | FANG | 5.86K | $1.03M |
 Lam Research Corporation | LRCX | 6.17K | $2.67M |
 Arista Networks, Inc. | ANET | 6.19K | $1.05M |
 Novartis AG | NVS | 6.26K | $981.07K |
 EOG Resources, Inc. | EOG | 6.35K | $823.4K |
 H&R Block, Inc. | HRB | 6.35K | $241.81K |
 Deckers Outdoor Corporation | DECK | 6.39K | $634.16K |
 Automatic Data Processing, Inc. | ADP | 6.43K | $1.44M |
 American Tower Corporation | AMT | 6.48K | $1.06M |
 Dell Technologies Inc. | DELL | 6.49K | $2.8M |
 Ingersoll Rand Inc. | IR | 6.5K | $532.61K |
 Best Buy Co., Inc. | BBY | 6.51K | $493.75K |