Applied Finance Capital Management, LLC Diversified Active

Location: San Juan, Puerto Rico

CIK: 0001966007 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 5, 2026

Total Value: $1.396B (100.0% shares, 0.0% debt)

Holdings (225)

AAPL APPLE INC. 4.8%
Value $67.12M Shares 246,884 Est. Cost $170.14 Unrealized +57.7%
MSFT MICROSOFT CORPORATION 4.1%
Value $56.68M Shares 117,205 Est. Cost $459.26 Unrealized +9.0%
GOOGL ALPHABET INC 3.8%
Value $53.56M Shares 171,116 Est. Cost $133.68 Unrealized +113.6%
AMAT APPLIED MATERIALS, INC. 3.0%
Value $42.2M Shares 164,210 Est. Cost $179.55 Unrealized +33.4%
CSCO CISCO SYSTEMS INCORPORATED 2.8%
Value $39.45M Shares 512,168 Est. Cost $47.44 Unrealized +55.5%
KLAC KLA CORP 2.7%
Value $38.38M Shares 31,583 Est. Cost $405.72 Unrealized +188.8%
META META PLATFORMS INC 2.7%
Value $37.62M Shares 56,992 Est. Cost $245.46 Unrealized +171.9%
IBM INTERNATIONAL BUSINESS MACHINE 2.5%
Value $34.94M Shares 117,968 Est. Cost $145.23 Unrealized +105.7%
ADBE ADOBE INC 2.3%
Value $32.46M Shares 92,754 Est. Cost $438.16 Unrealized -22.4%
NVDA NVIDIA CORPORATION 2.3%
Value $32.32M Shares 173,311 Est. Cost $102.56 Unrealized +81.5%
MA MASTERCARD, INC. 2.3%
Value $31.98M Shares 56,014 Est. Cost $423.95 Unrealized +31.8%
DIS WALT DISNEY CO 1.9%
Value $26.34M Shares 231,511 Est. Cost $96.19 Unrealized +13.9%
HPQ HP INC 1.9%
Value $25.84M Shares 1,159,712 Est. Cost $26.71 Unrealized -5.5%
ROP ROPER TECHNOLOGIES INC 1.8%
Value $25.61M Shares 57,542 Est. Cost $476.72 Unrealized -3.1%
VZ VERIZON COMMUNICATIONS 1.8%
Value $25.43M Shares 624,377 Est. Cost $33.07 Unrealized +22.4%
BAC BANK OF AMERICA CORPORATION 1.7%
Value $24.05M Shares 437,260 Est. Cost $33.21 Unrealized +58.6%
LOW LOWE'S COMPANIES INC. 1.7%
Value $23.79M Shares 98,638 Est. Cost $204.31 Unrealized +17.4%
JPM JPMORGAN CHASE & CO. 1.7%
Value $23.64M Shares 73,371 Est. Cost $161.52 Unrealized +91.6%
TRV TRAVELERS COMPANIES INC 1.7%
Value $23.5M Shares 81,003 Est. Cost $184.35 Unrealized +52.2%
CMI CUMMINS INC 1.7%
Value $23.35M Shares 45,744 Est. Cost $250.93 Unrealized +85.8%
ORCL ORACLE CORP 1.7%
Value $23.12M Shares 118,595 Est. Cost $152.72 Unrealized +55.9%
AMP AMERIPRISE FINANCIAL, INC. 1.6%
Value $22.43M Shares 45,741 Est. Cost $361.87 Unrealized +30.9%
CBRE CBRE GROUP INCORPORATED 1.5%
Value $20.51M Shares 127,540 Est. Cost $130.65 Unrealized +20.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 1.5%
Value $20.41M Shares 97,035 Est. Cost $208.80 Unrealized
DRI DARDEN RESTAURANTS, INC. 1.5%
Value $20.29M Shares 110,268 Est. Cost $141.56 Unrealized +28.6%
MET METLIFE, INC. 1.4%
Value $19.92M Shares 252,383 Est. Cost $64.03 Unrealized +23.3%
APTV APTIV PLC 1.4%
Value $19.68M Shares 258,638 Est. Cost $63.38 Unrealized +26.7%
DHI D.R. HORTON INC 1.4%
Value $19.59M Shares 136,040 Est. Cost $119.08 Unrealized +27.7%
MRK MERCK & CO. , INC. 1.4%
Value $19.32M Shares 183,564 Est. Cost $100.77 Unrealized -7.5%
WAB WESTINGHOUSE AIR BRAKE TECHNOL 1.4%
Value $19.14M Shares 89,664 Est. Cost $118.05 Unrealized +73.9%
PWR QUANTA SERVICES INCORPORATED 1.3%
Value $18.63M Shares 44,151 Est. Cost $206.69 Unrealized +112.5%
UNP UNION PACIFIC CORPORATION 1.3%
Value $18.59M Shares 80,349 Est. Cost $210.39 Unrealized +8.0%
LKQ LKQ CORPORATION 1.3%
Value $18.02M Shares 596,682 Est. Cost $43.33 Unrealized -30.8%
URI UNITED RENTALS INC 1.2%
Value $16.79M Shares 20,745 Est. Cost $459.87 Unrealized +88.5%
COP CONOCOPHILLIPS 1.2%
Value $16.55M Shares 176,789 Est. Cost $104.07 Unrealized -13.5%
TGT TARGET CORPORATION 1.2%
Value $16.1M Shares 164,683 Est. Cost $122.88 Unrealized -25.4%
GOOG ALPHABET INC 1.1%
Value $15.69M Shares 50,000 Est. Cost $286.33 Unrealized 0.0%
VLO VALERO ENERGY CORP 1.1%
Value $15.19M Shares 93,338 Est. Cost $127.79 Unrealized +32.1%
MCK MCKESSON CORPORATION 1.1%
Value $14.83M Shares 18,078 Est. Cost $427.66 Unrealized +90.7%
REGN REGENERON PHARMACEUTICALS INCO 1.1%
Value $14.73M Shares 19,081 Est. Cost $768.55 Unrealized -11.7%
KDP KEURIG DR PEPPER INC 1.0%
Value $14.58M Shares 520,395 Est. Cost $32.58 Unrealized -16.4%
TSN TYSON FOODS, INC. 1.0%
Value $14.43M Shares 246,148 Est. Cost $54.26 Unrealized +0.6%
TMO THERMO FISHER SCIENTIFIC INC. 1.0%
Value $14.13M Shares 24,383 Est. Cost $529.13 Unrealized +6.8%
INCY INCYTE CORP 1.0%
Value $13.86M Shares 140,321 Est. Cost $59.52 Unrealized +62.5%
STZ CONSTELLATION BRANDS, INC. 1.0%
Value $13.31M Shares 96,472 Est. Cost $220.86 Unrealized -38.0%
CVS CVS HEALTH CORP 0.9%
Value $12.36M Shares 155,748 Est. Cost $67.72 Unrealized +16.2%
V VISA INCORPORATION 0.9%
Value $12.2M Shares 34,775 Est. Cost $312.09 Unrealized +9.1%
DHR DANAHER CORP 0.9%
Value $11.89M Shares 51,954 Est. Cost $224.51 Unrealized -2.2%
PEG PUBLIC SERVICE ENTERPRISE GROU 0.8%
Value $11.27M Shares 140,310 Est. Cost $56.92 Unrealized +42.4%
STLD STEEL DYNAMICS INC 0.8%
Value $10.88M Shares 64,220 Est. Cost $130.38 Unrealized +21.5%
AVGO BROADCOM INC 0.8%
Value $10.86M Shares 31,385 Est. Cost $160.03 Unrealized +123.1%
FISV FISERV, INC. 0.8%
Value $10.53M Shares 156,783 Est. Cost $124.38 Unrealized -32.6%
SYK STRYKER CORPORATION 0.7%
Value $10.45M Shares 29,742 Est. Cost $276.79 Unrealized +31.3%
DTE DTE ENERGY COMPANY 0.7%
Value $10.41M Shares 80,746 Est. Cost $102.26 Unrealized +31.8%
SHW SHERWIN-WILLIAMS CO 0.7%
Value $9.486M Shares 29,274 Est. Cost $342.80 Unrealized -2.5%
JNJ JOHNSON & JOHNSON 0.6%
Value $7.993M Shares 38,625 Est. Cost $160.09 Unrealized +23.1%
ABBV ABBVIE INC 0.5%
Value $6.83M Shares 29,894 Est. Cost $183.46 Unrealized +24.0%
BKNG BOOKING HOLDINGS INC 0.4%
Value $5.345M Shares 998 Est. Cost $4669.57 Unrealized +10.0%
MAR MARRIOTT INTERNATIONAL, INC. 0.2%
Value $3.437M Shares 11,078 Est. Cost $263.20 Unrealized +8.4%
ACN ACCENTURE PLC 0.2%
Value $3.423M Shares 12,757 Est. Cost $290.25 Unrealized -12.5%
ORLY O'REILLY AUTOMOTIVE, INC. 0.2%
Value $3.358M Shares 36,811 Est. Cost $93.82 Unrealized +4.1%
VSLU APPLIED FINANCE VALUATION LARGE CAP ETF 0.2%
Value $3.135M Shares 70,827 Est. Cost $38.88 Unrealized
AMGN AMGEN INC 0.2%
Value $3.026M Shares 9,246 Est. Cost $292.69 Unrealized +7.9%
HLT HILTON WORLDWIDE HOLDINGS INC 0.2%
Value $2.954M Shares 10,282 Est. Cost $239.17 Unrealized +13.8%
CAT CATERPILLAR INC. 0.2%
Value $2.911M Shares 5,081 Est. Cost $372.13 Unrealized +49.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $2.727M Shares 8,262 Est. Cost $298.94 Unrealized +12.8%
GILD GILEAD SCIENCES, INC. 0.2%
Value $2.583M Shares 21,044 Est. Cost $80.11 Unrealized +50.9%
AZO AUTOZONE, INC. 0.2%
Value $2.493M Shares 735 Est. Cost $3375.80 Unrealized +11.9%
PGR PROGRESSIVE CORP 0.2%
Value $2.154M Shares 9,461 Est. Cost $241.59 Unrealized -12.1%
LNG CHENIERE ENERGY, INC. 0.1%
Value $2.079M Shares 10,693 Est. Cost $190.99 Unrealized +9.9%
LRCX LAM RESEARCH CORPORATION 0.1%
Value $1.884M Shares 11,005 Est. Cost $78.86 Unrealized +97.0%
SO SOUTHERN CO 0.1%
Value $1.81M Shares 20,754 Est. Cost $89.26 Unrealized +1.8%
YUM YUM! BRANDS, INC. 0.1%
Value $1.747M Shares 11,551 Est. Cost $140.43 Unrealized +5.2%
EOG EOG RESOURCES INC 0.1%
Value $1.675M Shares 15,951 Est. Cost $109.69 Unrealized -2.2%
NSC NORFOLK SOUTHERN CORPORATION 0.1%
Value $1.669M Shares 5,781 Est. Cost $226.94 Unrealized +27.2%
HCA HCA HEALTHCARE INC 0.1%
Value $1.564M Shares 3,350 Est. Cost $321.80 Unrealized +44.1%
COR CENCORA INC 0.1%
Value $1.539M Shares 4,556 Est. Cost $237.94 Unrealized +43.2%
PCAR PACCAR INC 0.1%
Value $1.503M Shares 13,723 Est. Cost $92.12 Unrealized +9.9%
MDLZ MONDELEZ INTERNATIONAL INCORPO 0.1%
Value $1.463M Shares 27,181 Est. Cost $60.73 Unrealized -6.0%
TMUS T-MOBILE US INC 0.1%
Value $1.45M Shares 7,141 Est. Cost $172.17 Unrealized +22.7%
UGI UGI CORPORATION 0.1%
Value $1.445M Shares 38,617 Est. Cost $27.77 Unrealized +27.5%
MCO MOODY'S CORPORATION 0.1%
Value $1.383M Shares 2,707 Est. Cost $464.83 Unrealized +4.8%
QCOM QUALCOMM INCORPORATED 0.1%
Value $1.378M Shares 8,058 Est. Cost $177.36 Unrealized -3.7%
DE DEERE & CO 0.1%
Value $1.253M Shares 2,691 Est. Cost $467.69 Unrealized 0.0%
LLY ELI LILLY AND COMPANY 0.1%
Value $1.209M Shares 1,125 Est. Cost $610.10 Unrealized +56.6%
PH PARKER-HANNIFIN CORP 0.1%
Value $1.204M Shares 1,370 Est. Cost $817.77 Unrealized 0.0%
INTU INTUIT INC 0.1%
Value $1.183M Shares 1,786 Est. Cost $660.69 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.1%
Value $1.181M Shares 9,382 Est. Cost $112.13 Unrealized +25.5%
RTX RTX CORP 0.1%
Value $1.135M Shares 6,188 Est. Cost $104.61 Unrealized +65.7%
OTIS OTIS WORLDWIDE CORP 0.1%
Value $1.131M Shares 12,948 Est. Cost $92.13 Unrealized -3.1%
CRM SALESFORCE INC 0.1%
Value $1.118M Shares 4,219 Est. Cost $266.04 Unrealized -6.7%
ADP AUTOMATIC DATA PROCESSING, INC 0.1%
Value $1.092M Shares 4,244 Est. Cost $294.70 Unrealized -10.1%
OHI OMEGA HEALTHCARE INVESTORS, IN 0.1%
Value $1.088M Shares 24,530 Est. Cost $36.08 Unrealized
STT STATE STREET CORP 0.1%
Value $1.084M Shares 8,404 Est. Cost $70.73 Unrealized +68.2%
NRG NRG ENERGY, INC. 0.1%
Value $1.08M Shares 6,785 Est. Cost $165.30 Unrealized 0.0%
AMT AMERICAN TOWER CORPORATION 0.1%
Value $1.078M Shares 6,138 Est. Cost $180.30 Unrealized 0.0%
CSX CSX CORP 0.1%
Value $1.049M Shares 28,943 Est. Cost $32.88 Unrealized +8.6%
PFE PFIZER INC 0.1%
Value $1.044M Shares 41,912 Est. Cost $22.35 Unrealized +12.0%
CMCSA COMCAST CORP 0.1%
Value $1.021M Shares 34,148 Est. Cost $36.86 Unrealized -22.6%
TFC TRUIST FINANCIAL CORP 0.1%
Value $1.017M Shares 20,673 Est. Cost $33.69 Unrealized +35.9%
NVS NOVARTIS AG 0.1%
Value $1.014M Shares 7,352 Est. Cost $105.56 Unrealized
KR KROGER CO 0.1%
Value $996K Shares 15,941 Est. Cost $65.22 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP I 0.1%
Value $993K Shares 4,755 Est. Cost $155.86 Unrealized +23.7%
HAS HASBRO INC 0.1%
Value $985K Shares 12,018 Est. Cost $55.58 Unrealized +40.4%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $955K Shares 2,106 Est. Cost $431.03 Unrealized 0.0%
LULU LULULEMON ATHLETICA INCORPORAT 0.1%
Value $947K Shares 4,556 Est. Cost $249.22 Unrealized -27.3%
HBAN HUNTINGTON BANCSHARES INCORPOR 0.1%
Value $941K Shares 54,225 Est. Cost $12.51 Unrealized +30.2%
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value $940K Shares 21,707 Est. Cost $75.65 Unrealized -41.2%
FLUT FLUTTER ENTERTAINMENT PLC 0.1%
Value $923K Shares 4,293 Est. Cost $224.90 Unrealized 0.0%
SRE SEMPRA 0.1%
Value $916K Shares 10,376 Est. Cost $72.81 Unrealized +24.4%
TT TRANE TECHNOLOGIES PLC 0.1%
Value $907K Shares 2,331 Est. Cost $413.59 Unrealized 0.0%
CVX CHEVRON CORP 0.1%
Value $890K Shares 5,838 Est. Cost $149.64 Unrealized +1.2%
UL UNILEVER PLC - ADR 0.1%
Value $887K Shares 13,568 Est. Cost $65.40 Unrealized
SPG SIMON PROPERTY GROUP INC 0.1%
Value $885K Shares 4,781 Est. Cost $137.91 Unrealized +30.5%
ZTS ZOETIS INC 0.1%
Value $874K Shares 6,946 Est. Cost $161.99 Unrealized -19.6%
PRU PRUDENTIAL FINANCIAL, INCORPOR 0.1%
Value $869K Shares 7,702 Est. Cost $102.74 Unrealized +3.7%
HSY HERSHEY CO 0.1%
Value $868K Shares 4,772 Est. Cost $180.07 Unrealized +1.1%
FCX FREEPORT-MCMORAN INC 0.1%
Value $868K Shares 17,090 Est. Cost $43.31 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 0.1%
Value $852K Shares 18,252 Est. Cost $52.53 Unrealized -12.8%
MPC MARATHON PETROLEUM CORP 0.1%
Value $831K Shares 5,109 Est. Cost $160.44 Unrealized +16.2%
HAL HALLIBURTON COMPANY 0.1%
Value $830K Shares 29,364 Est. Cost $30.60 Unrealized -14.1%
WHR WHIRLPOOL CORPORATION 0.1%
Value $828K Shares 11,475 Est. Cost $99.03 Unrealized -25.4%
ETN EATON CORP PLC 0.1%
Value $813K Shares 2,552 Est. Cost $234.16 Unrealized +51.3%
ANET ARISTA NETWORKS INC 0.1%
Value $802K Shares 6,120 Est. Cost $137.66 Unrealized 0.0%
FTNT FORTINET INCORPORATION 0.1%
Value $784K Shares 9,870 Est. Cost $65.43 Unrealized +26.8%
INGR INGREDION INCORPORATION 0.1%
Value $771K Shares 6,989 Est. Cost $127.47 Unrealized -11.5%
NVR NVR INC. 0.1%
Value $766K Shares 105 Est. Cost $7588.14 Unrealized -1.5%
T AT&T INC 0.1%
Value $753K Shares 30,299 Est. Cost $16.74 Unrealized +51.1%
IQV IQVIA HOLDINGS INC 0.1%
Value $735K Shares 3,262 Est. Cost $227.28 Unrealized -4.3%
FICO FAIR ISAAC CORP. 0.1%
Value $727K Shares 430 Est. Cost $1402.04 Unrealized +22.8%
ABT ABBOTT LABORATORIES 0.1%
Value $724K Shares 5,777 Est. Cost $105.42 Unrealized +20.8%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value $721K Shares 4,453 Est. Cost $156.20 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value $706K Shares 2,051 Est. Cost $326.44 Unrealized +11.7%
PHM PULTEGROUP, INCORPORATION 0.1%
Value $702K Shares 5,990 Est. Cost $115.98 Unrealized +5.6%
CB CHUBB LTD 0.1%
Value $698K Shares 2,237 Est. Cost $256.03 Unrealized +14.2%
GWW WW GRAINGER INC 0.0%
Value $687K Shares 681 Est. Cost $1033.16 Unrealized -6.2%
EXPE EXPEDIA GROUP INC 0.0%
Value $684K Shares 2,413 Est. Cost $161.40 Unrealized +53.0%
DPZ DOMINO' S PIZZA, INC. 0.0%
Value $658K Shares 1,579 Est. Cost $446.76 Unrealized -7.0%
AME AMETEK INC 0.0%
Value $646K Shares 3,148 Est. Cost $171.25 Unrealized +13.5%
QSR RESTAURANT BRANDS INTERNATIONA 0.0%
Value $644K Shares 9,440 Est. Cost $65.85 Unrealized +4.7%
LDOS LEIDOS HOLDINGS INC 0.0%
Value $642K Shares 3,561 Est. Cost $152.00 Unrealized +24.4%
PYPL PAYPAL HOLDINGS INC 0.0%
Value $641K Shares 10,986 Est. Cost $64.89 Unrealized -0.1%
NDAQ NASDAQ INC 0.0%
Value $641K Shares 6,598 Est. Cost $89.74 Unrealized 0.0%
MTD METTLER-TOLEDO INTERNATIONAL I 0.0%
Value $627K Shares 450 Est. Cost $1367.65 Unrealized +2.1%
ALL ALLSTATE CORP 0.0%
Value $621K Shares 2,983 Est. Cost $196.87 Unrealized +3.7%
ACI ALBERTSONS COMPANIES INC 0.0%
Value $590K Shares 34,334 Est. Cost $18.25 Unrealized -3.3%
KVUE KENVUE INC 0.0%
Value $579K Shares 33,575 Est. Cost $16.26 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value $567K Shares 18,556 Est. Cost $21.40 Unrealized +30.3%
GIS GENERAL MILLS, INC. 0.0%
Value $564K Shares 12,131 Est. Cost $61.12 Unrealized -22.4%
DAL DELTA AIR LINES INC 0.0%
Value $542K Shares 7,804 Est. Cost $48.50 Unrealized +28.8%
FIX COMFORT SYSTEMS USA INC 0.0%
Value $533K Shares 571 Est. Cost $434.87 Unrealized +112.2%
DG DOLLAR GENERAL CORPORATION 0.0%
Value $527K Shares 3,973 Est. Cost $128.12 Unrealized -13.0%
MSI MOTOROLA SOLUTIONS INCORPORATI 0.0%
Value $519K Shares 1,354 Est. Cost $361.31 Unrealized +10.9%
CHD CHURCH & DWIGHT CO., INC. 0.0%
Value $513K Shares 6,113 Est. Cost $91.91 Unrealized -7.2%
DECK DECKERS OUTDOOR CORPORATION 0.0%
Value $498K Shares 4,801 Est. Cost $104.42 Unrealized -10.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $484K Shares 1,649 Est. Cost $227.05 Unrealized +27.0%
BJ BJS WHOLESALE CLUB HOLDINGS IN 0.0%
Value $482K Shares 5,352 Est. Cost $86.21 Unrealized +6.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value $443K Shares 5,401 Est. Cost $82.73 Unrealized -5.8%
KHC KRAFT HEINZ CO 0.0%
Value $442K Shares 18,238 Est. Cost $24.63 Unrealized 0.0%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value $441K Shares 1,978 Est. Cost $227.30 Unrealized 0.0%
UAL UNITED AIRLINES HOLDINGS INC 0.0%
Value $430K Shares 3,844 Est. Cost $52.98 Unrealized +90.7%
ADM ARCHER-DANIELS-MIDLAND CO 0.0%
Value $418K Shares 7,265 Est. Cost $57.71 Unrealized +3.1%
ULTA ULTA BEAUTY INC 0.0%
Value $412K Shares 681 Est. Cost $375.07 Unrealized +46.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $410K Shares 14,238 Est. Cost $23.37 Unrealized 0.0%
APA APA CORP (US) 0.0%
Value $404K Shares 16,535 Est. Cost $24.13 Unrealized 0.0%
FDX FEDEX CORPORATION 0.0%
Value $404K Shares 1,399 Est. Cost $228.30 Unrealized +14.6%
VLTO VERALTO CORP 0.0%
Value $400K Shares 4,010 Est. Cost $104.77 Unrealized -3.6%
A AGILENT TECHNOLOGIES, INC. 0.0%
Value $397K Shares 2,915 Est. Cost $134.98 Unrealized +6.5%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value $394K Shares 1,888 Est. Cost $277.03 Unrealized -18.8%
IT GARTNER INCORPORATED 0.0%
Value $391K Shares 1,550 Est. Cost $447.26 Unrealized -46.2%
BLD TOPBUILD CORP 0.0%
Value $382K Shares 916 Est. Cost $415.77 Unrealized +3.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value $382K Shares 4,599 Est. Cost $67.23 Unrealized +11.0%
OMC OMNICOM GROUP INCORPORATED 0.0%
Value $380K Shares 4,700 Est. Cost $85.19 Unrealized -11.1%
TRU TRANSUNION 0.0%
Value $375K Shares 4,372 Est. Cost $82.11 Unrealized 0.0%
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value $374K Shares 1,492 Est. Cost $176.30 Unrealized +41.1%
EQH EQUITABLE HOLDINGS INC 0.0%
Value $373K Shares 7,826 Est. Cost $50.06 Unrealized -5.6%
OVV OVINTIV INC 0.0%
Value $360K Shares 9,176 Est. Cost $37.59 Unrealized +3.1%
PPC PILGRIMS PRIDE CORP 0.0%
Value $350K Shares 8,972 Est. Cost $44.27 Unrealized -13.2%
BG BUNGE GLOBAL SA 0.0%
Value $345K Shares 3,875 Est. Cost $96.70 Unrealized -5.0%
CDW CDW CORP 0.0%
Value $339K Shares 2,488 Est. Cost $226.29 Unrealized -35.0%
MAS MASCO CORPORATION 0.0%
Value $339K Shares 5,339 Est. Cost $67.74 Unrealized -4.4%
FDS FACTSET RESEARCH SYSTEMS INC. 0.0%
Value $335K Shares 1,155 Est. Cost $397.33 Unrealized -29.5%
EME EMCOR GROUP INC 0.0%
Value $332K Shares 542 Est. Cost $440.85 Unrealized +46.9%
CART MAPLEBEAR INC 0.0%
Value $329K Shares 7,305 Est. Cost $40.93 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value $328K Shares 5,946 Est. Cost $57.18 Unrealized -9.3%
WFRD WEATHERFORD INTERNATIONAL PLC 0.0%
Value $323K Shares 4,126 Est. Cost $72.59 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value $317K Shares 1,804 Est. Cost $124.60 Unrealized +31.1%
MKC MCCORMICK & COMPANY, INCORPORA 0.0%
Value $317K Shares 4,655 Est. Cost $65.92 Unrealized 0.0%
ADSK AUTODESK, INC. 0.0%
Value $316K Shares 1,067 Est. Cost $283.70 Unrealized +6.6%
AFL AFLAC INC 0.0%
Value $315K Shares 2,860 Est. Cost $104.19 Unrealized +5.4%
THC TENET HEALTHCARE CORPORATION 0.0%
Value $315K Shares 1,584 Est. Cost $120.38 Unrealized +67.9%
PPG PPG INDUSTRIES, INC. 0.0%
Value $311K Shares 3,039 Est. Cost $124.51 Unrealized -19.6%
SJM J M SMUCKER CO 0.0%
Value $309K Shares 3,164 Est. Cost $102.85 Unrealized 0.0%
RMD RESMED INC. 0.0%
Value $307K Shares 1,273 Est. Cost $255.44 Unrealized 0.0%
LII LENNOX INTERNATIONAL INCORPORA 0.0%
Value $303K Shares 625 Est. Cost $554.73 Unrealized -9.9%
CI CIGNA GROUP 0.0%
Value $302K Shares 1,099 Est. Cost $279.23 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HOLDING CO 0.0%
Value $302K Shares 3,576 Est. Cost $127.13 Unrealized -30.4%
EFX EQUIFAX, INCORPORATED 0.0%
Value $290K Shares 1,337 Est. Cost $252.97 Unrealized -13.6%
BBY BEST BUY CO., INC. 0.0%
Value $286K Shares 4,270 Est. Cost $72.76 Unrealized +3.7%
LEN LENNAR CORPORATION 0.0%
Value $284K Shares 2,765 Est. Cost $143.27 Unrealized -15.8%
CHDN CHURCHILL DOWNS INC 0.0%
Value $284K Shares 2,495 Est. Cost $103.46 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE, INC. 0.0%
Value $281K Shares 2,730 Est. Cost $158.16 Unrealized -28.9%
TOL TOLL BROTHERS, INC. 0.0%
Value $279K Shares 2,062 Est. Cost $121.01 Unrealized +12.2%
UTHR UNITED THERAPEUTICS CORPORATIO 0.0%
Value $277K Shares 569 Est. Cost $267.42 Unrealized +74.1%
ACGL ARCH CAPITAL GROUP LTD. 0.0%
Value $267K Shares 2,786 Est. Cost $92.42 Unrealized -1.0%
BRBR BELLRING BRANDS INC 0.0%
Value $267K Shares 9,996 Est. Cost $31.04 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value $265K Shares 3,180 Est. Cost $59.81 Unrealized +27.6%
ALLE ALLEGION PLC 0.0%
Value $263K Shares 1,649 Est. Cost $121.88 Unrealized +36.8%
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value $260K Shares 3,243 Est. Cost $82.39 Unrealized 0.0%
PNR PENTAIR PLC 0.0%
Value $259K Shares 2,484 Est. Cost $79.73 Unrealized +33.9%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $258K Shares 1,874 Est. Cost $100.16 Unrealized +31.4%
WAT WATERS CORP 0.0%
Value $252K Shares 663 Est. Cost $319.12 Unrealized +15.3%
SN SHARKNINJA INC 0.0%
Value $230K Shares 2,057 Est. Cost $114.21 Unrealized -13.7%
DOV DOVER CORPORATION 0.0%
Value $229K Shares 1,171 Est. Cost $178.62 Unrealized +1.8%
DKS DICK'S SPORTING GOODS, INC. 0.0%
Value $226K Shares 1,143 Est. Cost $215.56 Unrealized +0.7%
ALSN ALLISON TRANSMISSION HOLDINGS 0.0%
Value $221K Shares 2,254 Est. Cost $87.50 Unrealized 0.0%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value $221K Shares 2,919 Est. Cost $75.40 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HOLDINGS 0.0%
Value $217K Shares 9,730 Est. Cost $18.23 Unrealized +15.8%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $211K Shares 5,770 Est. Cost $33.93 Unrealized 0.0%
GPC GENUINE PARTS COMPANY 0.0%
Value $210K Shares 1,708 Est. Cost $141.59 Unrealized -9.1%
GPN GLOBAL PAYMENTS INC. 0.0%
Value $209K Shares 2,698 Est. Cost $83.75 Unrealized -4.1%
GEN GEN DIGITAL INC 0.0%
Value $207K Shares 7,617 Est. Cost $26.85 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value $206K Shares 1,263 Est. Cost $163.57 Unrealized -8.4%
RNR RENAISSANCERE HOLDINGS LTD. 0.0%
Value $204K Shares 725 Est. Cost $223.97 Unrealized +17.5%
BALL BALL CORPORATION 0.0%
Value $201K Shares 3,801 Est. Cost $51.75 Unrealized -5.1%