Applied Finance Capital Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.46 Trillion distributed in 308 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.6B, Oracle Corp with a value of $51B, Meta Platforms, Inc. with a value of $47.5B, Alphabet Inc. with a value of $45.8B, and Kla Corp with a value of $42.2B.
Examining the 13F form we can see an increase of $104B in the current position value, from $1.36T to 1.46T.
Applied Finance Capital Management, LLC is based out at San Juan, PR
Below you can find more details about Applied Finance Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.46 Trillion
Technology: $443 Billion
Financial Services: $201 Billion
Industrials: $165 Billion
Communication Services: $160 Billion
Healthcare: $148 Billion
Consumer Cyclical: $110 Billion
Consumer Defensive: $72.6 Billion
Energy: $42.3 Billion
Other: $87.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
