Stock Taper

APPLIED FINANCE CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Allstate CorporationALL3.17K$755.46K
Trane Technologies plcTT3.06K$1.5M
AMETEK, Inc.AME3.06K$739.13K
HCA Healthcare, Inc.HCA3.04K$1.19M
Travel + Leisure Co.TNL2.97K$227.07K
IQVIA Holdings Inc.IQV2.92K$563.24K
Agilent Technologies, Inc.A2.88K$382.95K
Genuine Parts CompanyGPC2.86K$337.89K
Synchrony FinancialSYF2.85K$216.44K
The Home Depot, Inc.HD2.74K$966.34K
Halozyme Therapeutics, Inc.HALO2.64K$206.51K
BJ's Wholesale Club Holdings, Inc.BJ2.57K$224.33K
Eaton Corporation plcETN2.38K$1.02M
Choice Hotels International, Inc.CHH2.35K$258.58K
The J. M. Smucker CompanySJM2.33K$262.46K
PPG Industries, Inc.PPG2.21K$268.17K
Crocs, Inc.CROX2.14K$258.29K
General Dynamics CorporationGD2K$707.42K
Domino's Pizza, Inc.DPZ1.96K$579.35K
Allegion plcALLE1.92K$270.02K