Applied Finance Capital Management, LLC Diversified Active

CIK: 0001966007 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value ($000): $804,038 (100.0% shares, 0.0% debt)

Holdings (71)

AAPL APPLE INC 3.8%
Value ($000) $30,665 Shares 185,960 Est. Cost $141.45 Unrealized +2.9%
CSCO CISCO SYS INC 3.6%
Value ($000) $28,676 Shares 548,562 Est. Cost $41.47 Unrealized +8.2%
KLAC KLA CORP 3.6%
Value ($000) $28,594 Shares 71,633 Est. Cost $337.92 Unrealized +13.4%
INTC INTEL CORP 3.4%
Value ($000) $27,477 Shares 841,034 Est. Cost $26.66 Unrealized +3.2%
HPQ HP INC 3.1%
Value ($000) $24,637 Shares 839,408 Est. Cost $24.62 Unrealized +4.5%
IBM INTERNATIONAL BUSINESS MACHS 3.0%
Value ($000) $24,431 Shares 186,366 Est. Cost $123.05 Unrealized -1.9%
META META PLATFORMS INC 2.9%
Value ($000) $23,417 Shares 110,487 Est. Cost $117.34 Unrealized +44.1%
MA MASTERCARD INCORPORATED 2.8%
Value ($000) $22,270 Shares 61,281 Est. Cost $323.40 Unrealized +10.5%
FISV FISERV INC 2.8%
Value ($000) $22,111 Shares 195,622 Est. Cost $99.59 Unrealized +10.5%
APTIV PLC 2.5%
Value ($000) $20,394 Shares 181,781 Est. Cost $93.13 Unrealized
SYK STRYKER CORPORATION 2.3%
Value ($000) $18,848 Shares 66,026 Est. Cost $219.76 Unrealized +17.3%
TGT TARGET CORP 2.3%
Value ($000) $18,463 Shares 111,472 Est. Cost $140.92 Unrealized +5.5%
LOW LOWES COS INC 2.2%
Value ($000) $17,749 Shares 88,759 Est. Cost $188.18 Unrealized +2.1%
HST HOST HOTELS & RESORTS INC 2.2%
Value ($000) $17,697 Shares 1,073,224 Est. Cost $14.64 Unrealized -0.7%
REGN REGENERON PHARMACEUTICALS 2.2%
Value ($000) $17,318 Shares 21,077 Est. Cost $733.96 Unrealized +2.2%
LKQ LKQ CORP 2.1%
Value ($000) $17,240 Shares 303,730 Est. Cost $48.50 Unrealized +7.0%
MRK MERCK & CO INC 2.1%
Value ($000) $17,040 Shares 160,168 Est. Cost $92.80 Unrealized +6.3%
DRI DARDEN RESTAURANTS INC 2.1%
Value ($000) $16,534 Shares 106,564 Est. Cost $126.33 Unrealized +6.9%
GOOGL ALPHABET INC 2.0%
Value ($000) $15,832 Shares 152,623 Est. Cost $94.33 Unrealized +0.9%
WMT WALMART INC 2.0%
Value ($000) $15,686 Shares 106,380 Est. Cost $45.66 Unrealized +0.3%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $15,523 Shares 399,153 Est. Cost $30.76 Unrealized +6.3%
CVX CHEVRON CORP NEW 1.9%
Value ($000) $15,135 Shares 92,760 Est. Cost $153.16 Unrealized -3.1%
AMP AMERIPRISE FINL INC 1.9%
Value ($000) $14,977 Shares 48,863 Est. Cost $291.87 Unrealized +7.8%
DIS DISNEY WALT CO 1.9%
Value ($000) $14,972 Shares 149,527 Est. Cost $93.45 Unrealized +5.4%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $14,551 Shares 111,665 Est. Cost $117.65 Unrealized +8.9%
URI UNITED RENTALS INC 1.8%
Value ($000) $14,521 Shares 36,691 Est. Cost $318.25 Unrealized +28.1%
TMO THERMO FISHER SCIENTIFIC INC 1.8%
Value ($000) $14,517 Shares 25,186 Est. Cost $525.37 Unrealized +6.3%
VLO VALERO ENERGY CORP 1.8%
Value ($000) $14,394 Shares 103,108 Est. Cost $114.21 Unrealized +7.7%
WALGREENS BOOTS ALLIANCE INC 1.7%
Value ($000) $13,984 Shares 404,386 Est. Cost $37.32 Unrealized
PWR QUANTA SVCS INC 1.7%
Value ($000) $13,871 Shares 83,239 Est. Cost $141.33 Unrealized +8.3%
MCK MCKESSON CORP 1.7%
Value ($000) $13,604 Shares 38,208 Est. Cost $367.20 Unrealized -3.0%
WAB WABTEC 1.6%
Value ($000) $12,965 Shares 128,287 Est. Cost $93.96 Unrealized +7.0%
TRV TRAVELERS COMPANIES INC 1.6%
Value ($000) $12,867 Shares 75,066 Est. Cost $169.33 Unrealized +1.6%
DHR DANAHER CORPORATION 1.6%
Value ($000) $12,843 Shares 50,956 Est. Cost $228.07 Unrealized -1.7%
CMI CUMMINS INC 1.6%
Value ($000) $12,760 Shares 53,418 Est. Cost $220.78 Unrealized +3.2%
STZ CONSTELLATION BRANDS INC 1.6%
Value ($000) $12,716 Shares 56,295 Est. Cost $225.92 Unrealized -6.6%
PFE PFIZER INC 1.5%
Value ($000) $12,308 Shares 301,660 Est. Cost $40.15 Unrealized -9.0%
TSN TYSON FOODS INC 1.5%
Value ($000) $12,254 Shares 206,568 Est. Cost $58.15 Unrealized -4.6%
ALL ALLSTATE CORP 1.4%
Value ($000) $11,578 Shares 104,489 Est. Cost $121.42 Unrealized -2.7%
UNP UNION PAC CORP 1.4%
Value ($000) $11,430 Shares 56,794 Est. Cost $190.18 Unrealized -0.4%
COF CAPITAL ONE FINL CORP 1.4%
Value ($000) $11,163 Shares 116,085 Est. Cost $93.23 Unrealized +6.9%
BAC BANK AMERICA CORP 1.4%
Value ($000) $10,888 Shares 380,705 Est. Cost $31.70 Unrealized -3.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 1.3%
Value ($000) $10,848 Shares 173,706 Est. Cost $52.16 Unrealized +5.2%
ROP ROPER TECHNOLOGIES INC 1.3%
Value ($000) $10,751 Shares 24,396 Est. Cost $404.19 Unrealized +5.0%
MET METLIFE INC 1.3%
Value ($000) $10,737 Shares 185,312 Est. Cost $65.10 Unrealized -5.1%
COP CONOCOPHILLIPS 1.3%
Value ($000) $10,575 Shares 106,588 Est. Cost $109.26 Unrealized -8.9%
CVS CVS HEALTH CORP 1.3%
Value ($000) $10,385 Shares 139,750 Est. Cost $85.72 Unrealized -12.3%
CE CELANESE CORP DEL 1.3%
Value ($000) $10,243 Shares 94,065 Est. Cost $94.85 Unrealized +16.5%
DTE DTE ENERGY CO 1.1%
Value ($000) $9,164 Shares 83,659 Est. Cost $101.47 Unrealized -0.4%
CF CF INDS HLDGS INC 0.9%
Value ($000) $7,206 Shares 99,403 Est. Cost $93.30 Unrealized -18.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $294 Shares 2,181 Est. Cost $107.00 Unrealized +9.9%
ETN EATON CORP PLC 0.0%
Value ($000) $290 Shares 1,692 Est. Cost $148.03 Unrealized +8.2%
MSFT MICROSOFT CORP 0.0%
Value ($000) $288 Shares 998 Est. Cost $249.46 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $285 Shares 3,894 Est. Cost $59.83 Unrealized +7.2%
UNILEVER PLC 0.0%
Value ($000) $266 Shares 5,117 Est. Cost $50.51 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $263 Shares 2,800 Est. Cost $67.33 Unrealized +13.3%
LLY LILLY ELI & CO 0.0%
Value ($000) $260 Shares 757 Est. Cost $344.07 Unrealized -4.1%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $260 Shares 1,676 Est. Cost $156.13 Unrealized -5.3%
NVS NOVARTIS AG 0.0%
Value ($000) $259 Shares 2,816 Est. Cost $90.86 Unrealized
SRE SEMPRA 0.0%
Value ($000) $256 Shares 1,694 Est. Cost $69.81 Unrealized -0.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $249 Shares 870 Est. Cost $263.76 Unrealized -0.9%
STT STATE STR CORP 0.0%
Value ($000) $246 Shares 3,250 Est. Cost $66.90 Unrealized +13.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $246 Shares 2,509 Est. Cost $88.15 Unrealized +4.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $241 Shares 1,137 Est. Cost $219.98 Unrealized -1.5%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $232 Shares 8,475 Est. Cost $27.89 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $231 Shares 2,280 Est. Cost $98.00 Unrealized +2.0%
HD HOME DEPOT INC 0.0%
Value ($000) $227 Shares 770 Est. Cost $281.59 Unrealized +1.1%
UGI CORP NEW 0.0%
Value ($000) $220 Shares 6,343 Est. Cost $34.76 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $208 Shares 18,540 Est. Cost $12.47 Unrealized -2.5%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $208 Shares 1,572 Est. Cost $142.42 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $204 Shares 2,466 Est. Cost $86.27 Unrealized -4.2%