Applied Finance Capital Management, LLC
•CIK: 1966007•Filing: Q4 2025
**Applied Finance Capital Management, LLC** manages $1.4B across a diversified portfolio of 225 positions. The firm maintains significant exposure to mega-cap technology leaders, with top holdings including AAPL at $67.1M and MSFT at $56.7M. Further concentration is evident in GOOGL ($53.6M), AMAT ($42.2M), and CSCO ($39.5M). This allocation suggests a core investment thesis focused on established, market-leading technology and semiconductor names.
Total AUM
$1.4B
QoQ Performance
-0.8%
Positions
224
Top 10 Concentration
31.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.8%
MSFT4.1%
GOOGL3.8%
AMAT3.0%
CSCO2.8%
KLAC2.7%
META2.7%
IBM2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.6%
Technology29.7%
Financial8.5%
Healthcare6.1%
Consumer2.7%
Energy2.5%
Communication2.2%
Industrial1.7%
🚪 Exited Positionssold since Q3 2025
+102 more exited positions
Changes from Q3 2025
NEW27 new positions
↑74 increased
↓99 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023