Applied Finance Capital Management, LLC Diversified Active

CIK: 0001966007 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 8, 2023

Total Value ($000): $919,707 (100.0% shares, 0.0% debt)

Holdings (74)

INTC INTEL CORPORATION 3.3%
Value ($000) $30,195 Shares 849,379 Est. Cost $27.60 Unrealized +24.0%
ADBE ADOBE INC 3.3%
Value ($000) $30,031 Shares 58,896 Est. Cost $402.84 Unrealized +30.2%
IBM INTERNATIONAL BUSINESS MACHINE 3.2%
Value ($000) $29,625 Shares 211,156 Est. Cost $124.11 Unrealized +6.2%
ROP ROPER TECHNOLOGIES INC 3.1%
Value ($000) $28,856 Shares 59,586 Est. Cost $432.96 Unrealized +11.5%
CSCO CISCO SYSTEMS INCORPORATED 3.1%
Value ($000) $28,401 Shares 528,287 Est. Cost $42.64 Unrealized +18.0%
KLAC KLA CORP 3.0%
Value ($000) $27,590 Shares 60,153 Est. Cost $337.92 Unrealized +38.9%
AAPL APPLE INC. 2.8%
Value ($000) $26,052 Shares 152,166 Est. Cost $141.45 Unrealized +28.2%
MCHP MICROCHIP TECHNOLOGY INCORPORA 2.7%
Value ($000) $24,660 Shares 315,950 Est. Cost $74.32 Unrealized +5.9%
HPQ HP INC 2.6%
Value ($000) $23,661 Shares 920,643 Est. Cost $25.06 Unrealized +11.6%
META META PLATFORMS INC 2.5%
Value ($000) $22,763 Shares 75,825 Est. Cost $117.34 Unrealized +155.0%
GOOGL ALPHABET INC 2.4%
Value ($000) $22,078 Shares 168,712 Est. Cost $96.95 Unrealized +32.4%
HST HOST HOTELS & RESORTS INC 2.1%
Value ($000) $19,763 Shares 1,229,776 Est. Cost $14.62 Unrealized -0.9%
APTIV PLC 2.1%
Value ($000) $19,659 Shares 199,402 Est. Cost $94.09 Unrealized
LOW LOWE'S COMPANIES INC. 2.1%
Value ($000) $19,653 Shares 94,559 Est. Cost $189.28 Unrealized +13.5%
DHI DR HORTON INC 2.1%
Value ($000) $19,140 Shares 178,094 Est. Cost $106.73 Unrealized +9.6%
MET METLIFE, INC. 2.0%
Value ($000) $18,851 Shares 299,650 Est. Cost $60.77 Unrealized -4.5%
MA MASTERCARD, INC. 2.0%
Value ($000) $18,315 Shares 46,260 Est. Cost $326.89 Unrealized +21.2%
JPM JPMORGAN CHASE & CO. 2.0%
Value ($000) $18,055 Shares 124,500 Est. Cost $119.40 Unrealized +19.2%
AMP AMERIPRISE FINANCIAL, INC. 1.9%
Value ($000) $17,813 Shares 54,031 Est. Cost $293.91 Unrealized +12.5%
DIS WALT DISNEY CO 1.9%
Value ($000) $17,700 Shares 218,387 Est. Cost $91.07 Unrealized -8.4%
VZ VERIZON COMMUNICATIONS 1.9%
Value ($000) $17,662 Shares 544,953 Est. Cost $30.41 Unrealized -4.7%
STZ CONSTELLATION BRANDS, INC. 1.9%
Value ($000) $17,188 Shares 68,388 Est. Cost $226.55 Unrealized +10.0%
CVX CHEVRON CORPORATION 1.8%
Value ($000) $16,975 Shares 100,672 Est. Cost $152.51 Unrealized -4.4%
VLO VALERO ENERGY CORPORATION 1.8%
Value ($000) $16,878 Shares 119,102 Est. Cost $114.28 Unrealized +6.9%
DRI DARDEN RESTAURANTS, INC. 1.8%
Value ($000) $16,869 Shares 117,783 Est. Cost $128.25 Unrealized +14.7%
REGN REGENERON PHARMACEUTICALS INCO 1.8%
Value ($000) $16,856 Shares 20,482 Est. Cost $738.00 Unrealized +5.9%
LKQ LKQ CORPORATION 1.8%
Value ($000) $16,824 Shares 339,801 Est. Cost $48.69 Unrealized +2.4%
URI UNITED RENTALS, INC. 1.8%
Value ($000) $16,719 Shares 37,607 Est. Cost $320.31 Unrealized +39.7%
FISV FISERV, INC. 1.8%
Value ($000) $16,633 Shares 147,249 Est. Cost $123.15 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 1.8%
Value ($000) $16,498 Shares 101,023 Est. Cost $167.85 Unrealized -4.8%
PWR QUANTA SERVICES INCORPORATED 1.7%
Value ($000) $15,967 Shares 85,353 Est. Cost $142.79 Unrealized +40.0%
MCK MCKESSON CORPORATION 1.7%
Value ($000) $15,895 Shares 36,552 Est. Cost $367.53 Unrealized +13.4%
BAC BANK OF AMERICA CORPORATION 1.7%
Value ($000) $15,813 Shares 577,531 Est. Cost $30.04 Unrealized -7.4%
TSN TYSON FOODS, INC. 1.7%
Value ($000) $15,743 Shares 311,803 Est. Cost $55.14 Unrealized -11.2%
DHR DANAHER CORPORATION 1.7%
Value ($000) $15,679 Shares 63,198 Est. Cost $226.04 Unrealized -2.6%
WAB WESTINGHOUSE AIR BRAKE TECHNOL 1.7%
Value ($000) $15,420 Shares 145,099 Est. Cost $95.06 Unrealized +15.7%
UNP UNION PACIFIC CORPORATION 1.7%
Value ($000) $15,375 Shares 75,504 Est. Cost $192.62 Unrealized +7.0%
COP CONOCOPHILLIPS 1.7%
Value ($000) $15,319 Shares 127,870 Est. Cost $107.51 Unrealized +0.3%
TMO THERMO FISHER SCIENTIFIC INC. 1.6%
Value ($000) $14,309 Shares 28,269 Est. Cost $525.95 Unrealized +0.6%
MRK MERCK & CO. , INC. 1.5%
Value ($000) $14,074 Shares 136,710 Est. Cost $92.80 Unrealized +7.6%
SYK STRYKER CORPORATION 1.5%
Value ($000) $13,983 Shares 51,171 Est. Cost $219.76 Unrealized +27.4%
CMI CUMMINS INC. 1.5%
Value ($000) $13,910 Shares 60,885 Est. Cost $220.81 Unrealized +3.5%
TGT TARGET CORPORATION 1.5%
Value ($000) $13,824 Shares 125,029 Est. Cost $138.63 Unrealized -16.0%
PFE PFIZER INC. 1.5%
Value ($000) $13,592 Shares 409,773 Est. Cost $37.77 Unrealized -19.1%
CVS CVS HEALTH CORP 1.5%
Value ($000) $13,455 Shares 192,707 Est. Cost $79.89 Unrealized -19.2%
CE CELANESE CORPORATION 1.4%
Value ($000) $12,873 Shares 102,557 Est. Cost $96.33 Unrealized +23.9%
CF CF INDUSTRIES HOLDINGS, INC. 1.4%
Value ($000) $12,792 Shares 149,191 Est. Cost $85.91 Unrealized -13.1%
WALGREENS BOOTS ALLIANCE INC 1.3%
Value ($000) $12,172 Shares 547,290 Est. Cost $33.70 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROU 1.2%
Value ($000) $10,899 Shares 191,514 Est. Cost $52.61 Unrealized +7.8%
DTE DTE ENERGY COMPANY 1.0%
Value ($000) $9,352 Shares 94,201 Est. Cost $101.33 Unrealized -2.5%
LLY ELI LILLY AND COMPANY 0.0%
Value ($000) $379 Shares 706 Est. Cost $347.05 Unrealized +46.0%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $355 Shares 2,346 Est. Cost $107.21 Unrealized +23.7%
NVS NOVARTIS AG 0.0%
Value ($000) $342 Shares 3,362 Est. Cost $92.56 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $335 Shares 1,571 Est. Cost $148.03 Unrealized +41.7%
HAS HASBRO, INC. 0.0%
Value ($000) $334 Shares 5,047 Est. Cost $52.22 Unrealized +14.1%
PCAR PACCAR INC 0.0%
Value ($000) $333 Shares 3,911 Est. Cost $60.02 Unrealized +27.8%
OHI OMEGA HEALTHCARE INVESTORS, IN 0.0%
Value ($000) $326 Shares 9,843 Est. Cost $28.28 Unrealized
MSFT MICROSOFT CORPORATION 0.0%
Value ($000) $324 Shares 1,025 Est. Cost $250.78 Unrealized +29.4%
ACN ACCENTURE PLC 0.0%
Value ($000) $315 Shares 1,025 Est. Cost $267.13 Unrealized +13.9%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $301 Shares 3,182 Est. Cost $68.37 Unrealized +18.5%
UNILEVER PLC 0.0%
Value ($000) $299 Shares 6,055 Est. Cost $50.59 Unrealized
PRU PRUDENTIAL FINANCIAL, INCORPOR 0.0%
Value ($000) $295 Shares 3,109 Est. Cost $84.63 Unrealized -0.4%
SRE SEMPRA 0.0%
Value ($000) $293 Shares 4,302 Est. Cost $68.03 Unrealized -2.1%
HD HOME DEPOT INC 0.0%
Value ($000) $292 Shares 967 Est. Cost $283.89 Unrealized +6.7%
WHR WHIRLPOOL CORPORATION 0.0%
Value ($000) $290 Shares 2,171 Est. Cost $141.52 Unrealized -0.2%
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $288 Shares 2,345 Est. Cost $110.90 Unrealized +3.8%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $284 Shares 1,440 Est. Cost $216.17 Unrealized -5.2%
HBAN HUNTINGTON BANCSHARES INCORPOR 0.0%
Value ($000) $280 Shares 26,933 Est. Cost $11.59 Unrealized -12.9%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $279 Shares 2,878 Est. Cost $98.65 Unrealized +1.8%
UGI UGI CORPORATION 0.0%
Value ($000) $278 Shares 12,080 Est. Cost $28.80 Unrealized -13.8%
STT STATE STREET CORP 0.0%
Value ($000) $277 Shares 4,143 Est. Cost $66.53 Unrealized -2.5%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $277 Shares 1,778 Est. Cost $155.43 Unrealized -1.4%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $268 Shares 9,367 Est. Cost $26.98 Unrealized +0.6%
RTX RTX CORP 0.0%
Value ($000) $254 Shares 3,526 Est. Cost $86.94 Unrealized -6.6%