Stock Taper 
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Huntington Bancshares Incorporated | HBAN | 56.87K | $1.01M |
 Mastercard Incorporated | MA | 49.69K | $25.52M |
 Danaher Corporation | DHR | 48.66K | $9.27M |
 Steel Dynamics, Inc. | STLD | 48.57K | $11.14M |
 O'Reilly Automotive, Inc. | ORLY | 45.12K | $4.16M |
 UGI Corporation | UGI | 42.85K | $1.48M |
 Booking Holdings Inc. | BKNG | 41.55K | $7.41M |
 Philip Morris International Inc. | PM | 40.14K | $7.26M |
 Alphabet Inc. | GOOG | 40K | $14.13M |
 Pfizer Inc. | PFE | 39.35K | $947.45K |
 Ameriprise Financial, Inc. | AMP | 39.02K | $17.9M |
 Altria Group, Inc. | MO | 37.49K | $2.7M |
 Bristol-Myers Squibb Company | BMY | 35.95K | $2.07M |
 Visa Inc. | V | 35.67K | $12.24M |
 Carnival Corporation & plc | CCL | 31.01K | $885.96K |
 AT&T Inc. | T | 30.79K | $637.37K |
 Cummins Inc. | CMI | 30.63K | $21.85M |
 Quanta Services, Inc. | PWR | 29.02K | $20.89M |
 The Sherwin-Williams Company | SHW | 28.26K | $9.73M |
 Stryker Corporation | SYK | 27.93K | $8.79M |