Stock Taper 
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 27.59K | $10.42M |
 Comcast Corporation | CMCSA | 25.92K | $636.24K |
 General Motors Company | GM | 25.8K | $1.99M |
 Johnson & Johnson | JNJ | 25.6K | $6.5M |
 AbbVie Inc. | ABBV | 25.13K | $6.32M |
 Kenvue Inc. | KVUE | 24.77K | $473.34K |
 Permian Resources Corporation | PR | 22.84K | $420.54K |
 United Rentals, Inc. | URI | 22.09K | $25.03M |
 Monster Beverage Corporation | MNST | 21.72K | $2.09M |
 Omega Healthcare Investors, Inc. | OHI | 21.17K | $1.01M |
 Molson Coors Beverage Company | TAP | 20.91K | $814.69K |
 CSX Corporation | CSX | 19.83K | $942.42K |
 Albertsons Companies, Inc. | ACI | 19.73K | $266.89K |
 Fox Corporation | FOXA | 19.49K | $1.02M |
 Thermo Fisher Scientific Inc. | TMO | 18.99K | $9.52M |
 Truist Financial Corporation | TFC | 18.98K | $945.78K |
 Warner Bros. Discovery, Inc. | WBD | 16.76K | $446.8K |
 Boston Scientific Corporation | BSX | 16.29K | $695.04K |
 Unilever PLC | UL | 16.03K | $963.97K |
 Gilead Sciences, Inc. | GILD | 14.69K | $1.86M |