Applied Finance Capital Management, LLC Diversified Active

CIK: 0001966007 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 7, 2024

Total Value ($000): $1,422,248 (100.0% shares, 0.0% debt)

Holdings (75)

KLAC KLA CORP 3.5%
Value ($000) $50,323 Shares 72,037 Est. Cost $375.87 Unrealized +68.1%
IBM INTERNATIONAL BUSINESS MACHINE 3.4%
Value ($000) $47,699 Shares 249,784 Est. Cost $130.42 Unrealized +32.3%
META META PLATFORMS INC 3.0%
Value ($000) $42,195 Shares 86,895 Est. Cost $148.20 Unrealized +199.1%
ROP ROPER TECHNOLOGIES INC 2.9%
Value ($000) $40,978 Shares 73,065 Est. Cost $450.89 Unrealized +19.5%
MCHP MICROCHIP TECHNOLOGY INCORPORA 2.8%
Value ($000) $39,600 Shares 441,419 Est. Cost $76.03 Unrealized +7.7%
DIS WALT DISNEY CO 2.8%
Value ($000) $39,389 Shares 321,913 Est. Cost $92.12 Unrealized +11.1%
HPQ HP INC 2.7%
Value ($000) $38,509 Shares 1,274,293 Est. Cost $25.54 Unrealized +6.9%
INTC INTEL CORP 2.6%
Value ($000) $37,592 Shares 851,084 Est. Cost $27.93 Unrealized +57.7%
CSCO CISCO SYSTEMS INCORPORATED 2.6%
Value ($000) $37,293 Shares 747,197 Est. Cost $44.03 Unrealized +7.2%
AAPL APPLE INC. 2.4%
Value ($000) $34,488 Shares 201,122 Est. Cost $151.11 Unrealized +19.3%
ADBE ADOBE INC 2.4%
Value ($000) $34,006 Shares 67,392 Est. Cost $423.70 Unrealized +35.3%
VZ VERIZON COMMUNICATIONS 2.3%
Value ($000) $33,262 Shares 792,701 Est. Cost $31.12 Unrealized +15.4%
LOW LOWE'S COMPANIES INC. 2.3%
Value ($000) $33,181 Shares 130,259 Est. Cost $196.01 Unrealized +13.3%
HST HOST HOTELS & RESORTS INC 2.3%
Value ($000) $32,187 Shares 1,556,414 Est. Cost $15.08 Unrealized +19.8%
DHI DR HORTON INC 2.3%
Value ($000) $32,105 Shares 195,111 Est. Cost $108.16 Unrealized +36.0%
GOOGL ALPHABET INC 2.3%
Value ($000) $32,102 Shares 212,695 Est. Cost $105.52 Unrealized +34.6%
JPM JPMORGAN CHASE & CO. 2.2%
Value ($000) $30,668 Shares 153,108 Est. Cost $127.06 Unrealized +36.6%
LKQ LKQ CORPORATION 2.1%
Value ($000) $30,029 Shares 562,242 Est. Cost $47.49 Unrealized -1.7%
FISV FISERV, INC. 2.1%
Value ($000) $29,891 Shares 187,029 Est. Cost $125.81 Unrealized +15.8%
AMP AMERIPRISE FINANCIAL, INC. 2.1%
Value ($000) $29,520 Shares 67,329 Est. Cost $308.09 Unrealized +26.8%
TRV TRAVELERS COMPANIES INC 2.1%
Value ($000) $29,414 Shares 127,809 Est. Cost $172.31 Unrealized +20.0%
DRI DARDEN RESTAURANTS, INC. 2.1%
Value ($000) $29,394 Shares 175,857 Est. Cost $135.42 Unrealized +15.7%
BAC BANK OF AMERICA CORPORATION 2.1%
Value ($000) $29,392 Shares 775,081 Est. Cost $29.93 Unrealized +9.6%
URI UNITED RENTALS, INC. 2.0%
Value ($000) $28,761 Shares 39,884 Est. Cost $332.41 Unrealized +89.9%
MA MASTERCARD, INC. 2.0%
Value ($000) $28,264 Shares 58,691 Est. Cost $349.00 Unrealized +29.7%
PWR QUANTA SERVICES INCORPORATED 2.0%
Value ($000) $28,048 Shares 107,958 Est. Cost $155.86 Unrealized +41.6%
MET METLIFE, INC. 1.9%
Value ($000) $27,629 Shares 372,807 Est. Cost $61.25 Unrealized +7.8%
CMI CUMMINS INC 1.9%
Value ($000) $27,241 Shares 92,453 Est. Cost $227.59 Unrealized +8.8%
TGT TARGET CORPORATION 1.9%
Value ($000) $27,095 Shares 152,896 Est. Cost $133.62 Unrealized +6.3%
WAB WESTINGHOUSE AIR BRAKE TECHNOL 1.9%
Value ($000) $26,351 Shares 180,882 Est. Cost $101.03 Unrealized +32.8%
SYK STRYKER CORPORATION 1.7%
Value ($000) $23,997 Shares 67,055 Est. Cost $240.91 Unrealized +37.1%
MCK MCKESSON CORPORATION 1.7%
Value ($000) $23,913 Shares 44,544 Est. Cost $387.53 Unrealized +29.9%
STZ CONSTELLATION BRANDS, INC. 1.7%
Value ($000) $23,629 Shares 86,947 Est. Cost $228.92 Unrealized +6.3%
APTIV PLC 1.7%
Value ($000) $23,566 Shares 295,869 Est. Cost $90.22 Unrealized
MRK MERCK & CO. , INC. 1.6%
Value ($000) $23,466 Shares 177,841 Est. Cost $96.38 Unrealized +20.1%
UNP UNION PACIFIC CORPORATION 1.6%
Value ($000) $23,046 Shares 93,710 Est. Cost $198.78 Unrealized +18.5%
VLO VALERO ENERGY CORPORATION 1.6%
Value ($000) $22,706 Shares 133,025 Est. Cost $116.41 Unrealized +16.6%
TSN TYSON FOODS, INC. 1.6%
Value ($000) $22,705 Shares 386,592 Est. Cost $53.85 Unrealized -4.6%
DHR DANAHER CORP 1.6%
Value ($000) $22,094 Shares 88,477 Est. Cost $224.80 Unrealized +7.4%
REGN REGENERON PHARMACEUTICALS INCO 1.5%
Value ($000) $21,322 Shares 22,153 Est. Cost $744.55 Unrealized +27.0%
TMO THERMO FISHER SCIENTIFIC INC. 1.5%
Value ($000) $20,740 Shares 35,683 Est. Cost $525.44 Unrealized +6.1%
CVS CVS HEALTH CORP 1.5%
Value ($000) $20,638 Shares 258,749 Est. Cost $76.68 Unrealized -7.6%
COP CONOCOPHILLIPS 1.4%
Value ($000) $19,628 Shares 154,210 Est. Cost $107.71 Unrealized -0.1%
CVX CHEVRON CORP 1.3%
Value ($000) $18,797 Shares 119,161 Est. Cost $150.36 Unrealized -7.5%
WALGREENS BOOTS ALLIANCE INC 1.2%
Value ($000) $17,708 Shares 816,430 Est. Cost $30.62 Unrealized
INCY INCYTE CORP 1.2%
Value ($000) $16,997 Shares 298,357 Est. Cost $60.02 Unrealized 0.0%
CE CELANESE CORPORATION 1.2%
Value ($000) $16,545 Shares 96,269 Est. Cost $96.33 Unrealized +55.0%
PEG PUBLIC SERVICE ENTERPRISE GROU 1.1%
Value ($000) $15,944 Shares 238,746 Est. Cost $53.57 Unrealized +7.6%
CF CF INDUSTRIES HOLDINGS, INC. 1.1%
Value ($000) $15,217 Shares 182,877 Est. Cost $84.08 Unrealized -9.4%
DTE DTE ENERGY COMPANY 1.0%
Value ($000) $14,262 Shares 127,180 Est. Cost $100.68 Unrealized +0.2%
ETN EATON CORP PLC 0.0%
Value ($000) $426 Shares 1,363 Est. Cost $148.03 Unrealized +80.8%
PCAR PACCAR INC 0.0%
Value ($000) $423 Shares 3,413 Est. Cost $60.02 Unrealized +67.9%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $421 Shares 2,087 Est. Cost $107.21 Unrealized +53.3%
LLY ELI LILLY AND COMPANY 0.0%
Value ($000) $402 Shares 517 Est. Cost $347.05 Unrealized +102.4%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $398 Shares 10,208 Est. Cost $27.74 Unrealized +20.4%
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $379 Shares 2,346 Est. Cost $111.12 Unrealized +27.0%
MSFT MICROSOFT CORPORATION 0.0%
Value ($000) $378 Shares 899 Est. Cost $264.94 Unrealized +50.7%
RTX RTX CORP 0.0%
Value ($000) $373 Shares 3,823 Est. Cost $86.06 Unrealized +0.9%
HBAN HUNTINGTON BANCSHARES INCORPOR 0.0%
Value ($000) $360 Shares 25,825 Est. Cost $11.59 Unrealized +3.1%
HD HOME DEPOT INC 0.0%
Value ($000) $359 Shares 936 Est. Cost $284.85 Unrealized +22.4%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $356 Shares 1,397 Est. Cost $216.74 Unrealized +9.7%
HAS HASBRO INC 0.0%
Value ($000) $356 Shares 6,295 Est. Cost $51.11 Unrealized -7.8%
ABBV ABBVIE INC 0.0%
Value ($000) $348 Shares 1,913 Est. Cost $161.99 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL, INCORPOR 0.0%
Value ($000) $347 Shares 2,955 Est. Cost $84.63 Unrealized +16.5%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $335 Shares 2,948 Est. Cost $98.60 Unrealized +12.4%
ACN ACCENTURE PLC 0.0%
Value ($000) $329 Shares 949 Est. Cost $267.13 Unrealized +32.8%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $324 Shares 3,163 Est. Cost $68.68 Unrealized +22.5%
WHR WHIRLPOOL CORPORATION 0.0%
Value ($000) $314 Shares 2,626 Est. Cost $136.55 Unrealized -18.4%
STT STATE STREET CORP 0.0%
Value ($000) $309 Shares 4,000 Est. Cost $66.53 Unrealized +4.6%
UGI UGI CORPORATION 0.0%
Value ($000) $309 Shares 12,583 Est. Cost $28.53 Unrealized -15.8%
NVS NOVARTIS AG 0.0%
Value ($000) $303 Shares 3,129 Est. Cost $92.56 Unrealized
OHI OMEGA HEALTHCARE INVESTORS, IN 0.0%
Value ($000) $303 Shares 9,552 Est. Cost $28.28 Unrealized
UNILEVER PLC 0.0%
Value ($000) $302 Shares 6,015 Est. Cost $50.59 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $286 Shares 1,807 Est. Cost $155.16 Unrealized -3.2%
SRE SEMPRA 0.0%
Value ($000) $285 Shares 3,973 Est. Cost $68.03 Unrealized -1.0%