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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Applied Finance Capital Management, LLC

Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001398344-25-002620

Total Value
$2.30B
Positions
297
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (297)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC.AAPL408,106$102.2M4.44%
2CISCO SYSTEMS INCORPORATEDCSCO1,175,413$69.6M3.02%
3ALPHABET INCGOOG358,102$67.8M2.95%
4ORACLE CORPORCL-PD395,251$65.9M2.86%
5INTERNATIONAL BUSINESS MACHINEINTR290,954$64.0M2.78%
6HP INCHPQ1,797,997$58.7M2.55%
7META PLATFORMS INCMETA99,352$58.2M2.53%
8ROPER TECHNOLOGIES INCROP107,464$55.9M2.43%
9JPMORGAN CHASE & CO.VYLD230,168$55.2M2.40%
10ADOBE INCADBE120,970$53.8M2.34%
11MASTERCARD, INC.MA99,938$52.6M2.29%
12AMERIPRISE FINANCIAL, INC.03076C10696,348$51.3M2.23%
13WALT DISNEY CO254687106451,523$50.3M2.19%
14KLA CORPKLAC78,019$49.2M2.14%
15APPLIED MATERIALS, INC.038222105297,238$48.3M2.10%
16FISERV, INC.FISV234,065$48.1M2.09%
17CBRE GROUP INCORPORATEDCBRE361,683$47.5M2.06%
18CUMMINS INCCMI134,346$46.8M2.04%
19DARDEN RESTAURANTS, INC.DRI247,812$46.3M2.01%
20BANK OF AMERICA CORPORATION0605051041,050,107$46.2M2.01%
21TRAVELERS COMPANIES INCTRV187,289$45.1M1.96%
22QUANTA SERVICES INCORPORATED74762E102142,403$45.0M1.96%
23METLIFE, INC.MET-PF549,107$45.0M1.95%
24WESTINGHOUSE AIR BRAKE TECHNOL929740108231,355$43.9M1.91%
25VERIZON COMMUNICATIONSVZ1,091,958$43.7M1.90%
26UNION PACIFIC CORPORATIONUNP163,714$37.3M1.62%
27LOWE'S COMPANIES INC.548661107150,726$37.2M1.62%
28UNITED RENTALS, INC.URI50,550$35.6M1.55%
29INCYTE CORPINCY465,655$32.2M1.40%
30STRYKER CORPORATIONSYK87,990$31.7M1.38%
31MCKESSON CORPORATIONMCK55,261$31.5M1.37%
32LKQ CORPORATIONLKQ818,792$30.1M1.31%
33APTIV PLCAPTV490,996$29.7M1.29%
34TYSON FOODS, INC.TSN511,745$29.4M1.28%
35DR HORTON INC23331A109208,048$29.1M1.26%
36KEURIG DR PEPPER INCKDP852,526$27.4M1.19%
37CONSTELLATION BRANDS, INC.STZ123,803$27.4M1.19%
38MICROSOFT CORPORATIONMSFT63,777$26.9M1.17%
39TARGET CORPORATIONTGT197,272$26.7M1.16%
40THERMO FISHER SCIENTIFIC INC.TMO50,769$26.4M1.15%
41MERCK & CO. , INC.MRK263,200$26.2M1.14%
42CHEVRON CORPCVX179,815$26.0M1.13%
43NVIDIA CORPORATIONNVDA191,407$25.7M1.12%
44DANAHER CORP235851102105,413$24.2M1.05%
45PUBLIC SERVICE ENTERPRISE GROU744573106278,532$23.5M1.02%
46SHERWIN-WILLIAMS COSHW68,201$23.2M1.01%
47CONOCOPHILLIPSCOP228,503$22.7M0.98%
48VALERO ENERGY CORPORATIONVLO178,293$21.9M0.95%
49CVS HEALTH CORPCVS486,322$21.8M0.95%
50DTE ENERGY COMPANYDTK174,285$21.0M0.91%
51REGENERON PHARMACEUTICALS INCOREGN28,317$20.2M0.88%
52ISHARES RUSSELL 1000 VALUE46428759897,085$18.0M0.78%
53CELANESE CORPORATIONCE145,715$10.1M0.44%
54BROADCOM INCAVGO39,635$9.2M0.40%
55VISA INCORPORATIONV18,591$5.9M0.26%
56JOHNSON & JOHNSONJNJ28,591$4.1M0.18%
57ABBVIE INCABBV21,989$3.9M0.17%
58ACCENTURE PLCACN9,158$3.2M0.14%
59SALESFORCE INCCRM8,508$2.8M0.12%
60ABBOTT LABORATORIESABLZF24,096$2.7M0.12%
61T-MOBILE US INCTMUSZ11,392$2.5M0.11%
62GILEAD SCIENCES, INC.GILD23,139$2.1M0.09%
63AMERICAN EXPRESS COMPANYAXP7,196$2.1M0.09%
64BRISTOL-MYERS SQUIBB COMPANYCELG-RI37,096$2.1M0.09%
65BOOKING HOLDINGS INCBKNG415$2.1M0.09%
66AT&T INCT-PC83,697$1.9M0.08%
67AMGEN INCAMGN7,082$1.8M0.08%
68PACCAR INCPCAR17,264$1.8M0.08%
69CATERPILLAR INC.CAT4,942$1.8M0.08%
70AON PLCAON4,955$1.8M0.08%
71O'REILLY AUTOMOTIVE, INC.67103H1071,487$1.8M0.08%
72TEXAS INSTRUMENTS INCORPORATED8825081049,399$1.8M0.08%
73INTUIT INCINTU2,782$1.7M0.08%
74MARATHON PETROLEUM CORPMARA12,443$1.7M0.08%
75QUALCOMM INCORPORATEDQCOM11,057$1.7M0.07%
76NORFOLK SOUTHERN CORPORATION6558441087,117$1.7M0.07%
77COMCAST CORPCCZ44,399$1.7M0.07%
78MARRIOTT INTERNATIONAL, INC.5719032025,646$1.6M0.07%
79HUNTINGTON BANCSHARES INCORPORHBANP95,184$1.5M0.07%
80HILTON WORLDWIDE HOLDINGS INCHLT6,132$1.5M0.07%
81AUTOZONE, INC.AZO452$1.4M0.06%
82APPLOVIN CORPAPP4,420$1.4M0.06%
83GENERAL MOTORS COMPANY37045V10026,381$1.4M0.06%
84AUTOMATIC DATA PROCESSING, INCADP4,615$1.4M0.06%
85LAM RESEARCH CORPORATIONLRCX18,020$1.3M0.06%
86APOLLO GLOBAL MANAGEMENT INC03769M1067,841$1.3M0.06%
87CHUBB LTDCB4,643$1.3M0.06%
88LOCKHEED MARTIN CORPORATIONLMT2,556$1.2M0.05%
89VERTEX PHARMACEUTICALS INCVRTX3,020$1.2M0.05%
90DELL TECHNOLOGIES INCDELL10,429$1.2M0.05%
91CHARTER COMMUNICATIONS INC16119P1083,455$1.2M0.05%
92PAYPAL HOLDINGS INCPYPL13,831$1.2M0.05%
93ANALOG DEVICES INCORPORATEDADI5,555$1.2M0.05%
94CHENIERE ENERGY, INC.LNG5,407$1.2M0.05%
95INGREDION INCORPORATIONINGR8,443$1.2M0.05%
96LULULEMON ATHLETICA INCORPORATLULU3,019$1.2M0.05%
97UGI CORPORATION90268110540,560$1.1M0.05%
98EDWARDS LIFESCIENCES CORPORATIEW15,305$1.1M0.05%
99LYONDELLBASELL INDUSTRIES NVLYB15,128$1.1M0.05%
100CSX CORPCSX34,232$1.1M0.05%
101CENCORA INCCOR4,901$1.1M0.05%
102PHILLIPS 66PSX9,439$1.1M0.05%
103PARKER-HANNIFIN CORPPH1,677$1.1M0.05%
104US BANCORPUSB-PS22,259$1.1M0.05%
105FAIR ISAAC CORP.FICO533$1.1M0.05%
106DELTA AIR LINES INCDAL16,315$987,0580.04%
107DISCOVER FINANCIAL SERVICES2547091085,697$986,8910.04%
108STATE STREET CORPSTT-PG10,022$983,6590.04%
109SEMPRASREA11,191$981,6750.04%
110FORTINET INCORPORATIONFTNT10,382$980,8910.04%
111KINDER MORGAN INCORPORATEDEP-PC35,543$973,8780.04%
112FEDEX CORPORATIONFDX3,437$966,9310.04%
113WHIRLPOOL CORPORATIONWHR-PA8,401$961,7460.04%
114CIGNA GROUP1255231003,468$957,6540.04%
115MONDELEZ INTERNATIONAL INCORPO60920710516,013$956,4560.04%
116HCA HEALTHCARE INCHCA3,183$955,3770.04%
117PNC FINANCIAL SERVICES GROUP I6934751054,948$954,2220.04%
1183M COMPANYMMM7,271$938,6130.04%
119KRAFT HEINZ COKHC30,344$931,8640.04%
120YUM! BRANDS, INC.YUM6,928$929,4600.04%
121ZOETIS INCZTS5,701$928,8640.04%
122GARTNER INCORPORATEDIT1,916$928,2450.04%
123SIMON PROPERTY GROUP, INC.8288061095,378$926,1450.04%
124TRUIST FINANCIAL CORP89832Q10921,188$919,1350.04%
125MONSTER BEVERAGE CORPMNST17,229$905,5560.04%
126OTIS WORLDWIDE CORPOTIS9,694$897,7610.04%
127MOTOROLA SOLUTIONS INCORPORATIMSI1,933$893,4910.04%
128EATON CORP PLCETN2,654$880,7830.04%
129IQVIA HOLDINGS INCIQV4,477$879,7750.04%
130BANK OF NEW YORK MELLON CORP.06405810011,450$879,7040.04%
131KROGER COKR14,112$862,9490.04%
132HOME DEPOT INCHD2,217$862,3910.04%
133PRUDENTIAL FINANCIAL, INCORPORPUKPF7,077$838,8370.04%
134COGNIZANT TECHNOLOGY SOLUTIONSCTSH10,519$808,9110.04%
135UNITED AIRLINES HOLDINGS INCUNTCW7,984$775,2460.03%
136KENVUE INCKVUE35,849$765,3760.03%
137SCHLUMBERGER NVSLB19,738$756,7550.03%
138HUMANA INCHUM2,895$734,4900.03%
139FERGUSON ENTERPRISES INCFERG4,208$730,3830.03%
140UNILEVER PLCUNLYF12,799$725,7030.03%
141AGILENT TECHNOLOGIES, INC.A5,400$725,4360.03%
142FIRST CITIZENS BANCSHARES INC31946M103336$709,9750.03%
143OMEGA HEALTHCARE INVESTORS, IN68193610018,713$708,2870.03%
144CARDINAL HEALTH, INC.CAH5,964$705,3620.03%
145HERSHEY COHSY4,142$701,4480.03%
146RTX CORPRTX6,031$697,9070.03%
147INGERSOLL RAND INCIR7,563$684,1490.03%
148KEYSIGHT TECHNOLOGIES INCKEYS4,252$682,9990.03%
149DECKERS OUTDOOR CORPORATIONDECK3,343$678,9300.03%
150NUCOR CORPNUE5,805$677,5020.03%
151RESMED INC.RSMDF2,956$676,0080.03%
152CORTEVA INCCTVA11,842$674,5200.03%
153CENTENE CORPORATIONCNC11,108$672,9230.03%
154HARTFORD FINANCIAL SERVICES GRHIG-PG6,151$672,9190.03%
155CORNING INCGLW14,027$666,5630.03%
156ELECTRONIC ARTS, INC.EA4,526$662,1540.03%
157ELI LILLY AND COMPANYLLY855$660,0600.03%
158ON SEMICONDUCTOR CORPORATIONON10,443$658,4310.03%
159SYSCO CORPORATIONSYY8,583$656,2560.03%
160MICROCHIP TECHNOLOGY INCORPORAMCHPP11,370$652,0700.03%
161LENNAR CORPORATIONLEN-B4,781$651,9850.03%
162FORTIVE CORPFTV8,691$651,8250.03%
163ARCH CAPITAL GROUP LTD.G0450A1057,055$651,5290.03%
164HEWLETT PACKARD ENTERPRISE COHPE-PC30,387$648,7620.03%
165METTLER-TOLEDO INTERNATIONAL IMTD525$642,4320.03%
166IDEXX LABORATORIES INCORPORATE45168D1041,551$641,2450.03%
167CONSOLIDATED EDISON, INC.ED7,128$636,0310.03%
168GENERAL MILLS, INC.3703341049,920$632,5980.03%
169DOVER CORPORATIONDOV3,370$632,2120.03%
170WATERS CORP9418481031,701$631,0370.03%
171NVR INC.NVR77$629,7750.03%
172FIFTH THIRD BANCORPFITBM14,830$627,0120.03%
173SYNCHRONY FINANCIALSYF-PB9,569$621,9850.03%
174ZOOM COMMUNICATIONS INCZM7,580$618,6040.03%
175T ROWE PRICE GROUP INCTROW5,445$615,7750.03%
176NOVARTIS AGNVSEF6,298$612,8580.03%
177EXPEDIA GROUP INCEXPE3,289$612,8390.03%
178VERALTO CORPVLTO5,981$609,1500.03%
179EBAY INCORPORATEDEBAY9,818$608,2250.03%
180VERISIGN, INCVRSN2,913$602,8740.03%
181GODADDY INCGDDY3,022$596,4520.03%
182ARCHER-DANIELS-MIDLAND COADM11,756$593,9130.03%
183HALLIBURTON COMPANYHAL21,316$579,5820.03%
184CORPAY INCCPAY1,711$579,0370.03%
185PPG INDUSTRIES, INC.6935061074,847$578,9740.03%
186CDW CORPCDW3,324$578,5090.03%
187PULTEGROUP, INCORPORATION7458671015,268$573,6850.02%
188LPL FINANCIAL HOLDINGS INCORPO50212V1001,757$573,6780.02%
189WILLIAMS-SONOMA, INC.WSM3,094$572,9470.02%
190HASBRO INCHAS10,212$570,9530.02%
191CBOE GLOBAL MARKETS INC12503M1082,913$569,2000.02%
192GLOBALFOUNDRIES INCGFS12,984$557,1430.02%
193W R BERKLEY CORPWRB-PH9,305$544,5290.02%
194FOX CORPFOX11,121$540,2580.02%
195EXPAND ENERGY CORPEXE5,359$533,4880.02%
196TELEDYNE TECHNOLOGIES INCORPORTDY1,148$532,8210.02%
197NETAPP INCNTAP4,518$524,4490.02%
198EMCOR GROUP INCEME1,145$519,7160.02%
199REGIONS FINANCIAL CORPRF-PF21,879$514,5940.02%
200FACTSET RESEARCH SYSTEMS INC.3030751051,057$507,6560.02%
201ULTA BEAUTY INCULTA1,142$496,6900.02%
202EQT CORPORATIONEQT10,511$484,6620.02%
203UBIQUITI INCUI1,430$474,6600.02%
204LEIDOS HOLDINGS INCLDOS3,269$470,9320.02%
205COTERRA ENERGY INCCTRA17,791$454,3820.02%
206BEST BUY CO., INC.BBY5,274$452,5090.02%
207INTERNATIONAL PAPER COMPANY4601461038,285$445,8990.02%
208SNAP-ON INCORPORATEDSNA1,292$438,6080.02%
209STEEL DYNAMICS INCSTLD3,831$437,0020.02%
210COREBRIDGE FINANCIAL INC21871X10914,587$436,5890.02%
211J B HUNT TRANSPORT SERVICES IN4456581072,485$424,0900.02%
212JABIL INCJBL2,934$422,2030.02%
213MOLINA HEALTHCARE, INC.MOH1,448$421,4400.02%
214DOLLAR GENERAL CORPORATION2566771055,541$420,1190.02%
215HOLOGIC INCHOLX5,729$413,0040.02%
216GEN DIGITAL INCGENVR15,057$412,2610.02%
217PENTAIR PLCPNR4,083$410,9130.02%
218OMNICOM GROUP INCORPORATEDOMC4,720$406,1090.02%
219GENUINE PARTS COMPANYGPC3,472$405,3910.02%
220BOOZ ALLEN HAMILTON HOLDING COBAH3,135$403,4750.02%
221BUILDERS FIRSTSOURCE, INC.BLDR2,821$403,2060.02%
222DOLLAR TREE, INCORPORATIONDLTR5,367$402,2030.02%
223DAVITA INCDVA2,677$400,3450.02%
224MASCO CORPORATIONMAS5,420$393,3290.02%
225CF INDUSTRIES HOLDINGS, INC.1252691004,597$392,2160.02%
226UNITED THERAPEUTICS CORPORATIOUTHR1,092$385,3010.02%
227RELIANCE INCRS1,391$374,5410.02%
228COMFORT SYSTEMS USA, INC.199908104876$371,4770.02%
229OWENS-CORNINGOC2,158$367,5510.02%
230DOMINO' S PIZZA, INC.DPZ869$364,7710.02%
231WESTLAKE CORPWLK3,128$358,6250.02%
232VIATRIS INCVTRS28,530$355,1990.02%
233TEXTRON INC.TXT4,626$353,8430.02%
234HEALTHPEAK PROPERTIES INCDOC17,071$346,0290.02%
235SKYWORKS SOLUTIONS, INC.SWKS3,815$338,3140.01%
236AMCOR LIMITEDAMCCF35,591$334,9110.01%
237RENAISSANCERE HOLDINGS LTD.RNR-PG1,344$334,4010.01%
238EPAM SYSTEMS INCEPAM1,423$332,7260.01%
239UNUM GROUPUNMA4,537$331,3370.01%
240PERFORMANCE FOOD GROUP COPFGC3,820$322,9810.01%
241CNA FINANCIAL CORPORATION1261171006,602$319,3390.01%
242EAST WEST BANCORP INCORPORATEDEWBC3,321$318,0190.01%
243SUPER MICRO COMPUTER INCSMCI10,260$312,7250.01%
244TOLL BROTHERS, INC.TOL2,479$312,2300.01%
245ALLEGION PLCALLE2,350$307,0980.01%
246HOST HOTELS & RESORTS INCHST17,196$301,2740.01%
247CAMDEN PROPERTY TRUST1331311022,568$297,9910.01%
248TENET HEALTHCARE CORPORATIONTHC2,337$295,0000.01%
249BJS WHOLESALE CLUB HOLDINGS IN05550J1013,290$293,9620.01%
250JUNIPER NETWORKS INC48203R1047,847$293,8700.01%
251WP CAREY INC92936U1095,269$287,0550.01%
252BXP INCBXP3,832$284,9480.01%
253COCA-COLA CONSOLIDATED INCCOKE223$280,9780.01%
254PAYCOM SOFTWARE INCPAYC1,366$279,9890.01%
255ROYALTY PHARMA PLCRPRX10,936$278,9770.01%
256ALBERTSONS COMPANIES INC01309110313,832$271,6600.01%
257CLEAN HARBORS, INC.CLH1,172$269,7240.01%
258PAYLOCITY HOLDING CORPPCTY1,349$269,0850.01%
259ASSURANT, INC.AIZN1,258$268,2310.01%
260INTERPUBLIC GROUP OF COMPANIESINTR9,240$258,9050.01%
261LIBERTY BROADBAND CORPLBRDP3,471$258,1040.01%
262SEI INVESTMENTS COMPANY7841171033,110$256,5130.01%
263BUNGE GLOBAL SABG3,290$255,8300.01%
264MGM RESORTS INTERNATIONALMGM7,301$252,9800.01%
265SKECHERS U.S.A. INCORPORATED8305661053,761$252,8900.01%
266PENSKE AUTOMOTIVE GROUP INC70959W1031,644$250,6110.01%
267GLOBE LIFE INCGL-PD2,235$249,2470.01%
268MEDPACE HOLDINGS INCMEDP739$245,5180.01%
269EXELIXIS, INC.EXEL7,361$245,1210.01%
270DROPBOX INCDBX8,096$243,2040.01%
271CHURCHILL DOWNS INCCHDN1,791$239,1700.01%
272AMDOCS LTDDOX2,781$236,7740.01%
273ALBEMARLE CORPORATIONALB-PA2,750$236,7200.01%
274CORE & MAIN INCCNM4,635$235,9680.01%
275TOPBUILD CORPBLD756$235,3730.01%
276WEBSTER FINANCIAL CORPORATION9478901094,238$234,0220.01%
277OLD REPUBLIC INTERNATIONAL COR6802231046,448$233,3530.01%
278ENPHASE ENERGY INCENPH3,397$233,3060.01%
279CHARLES RIVER LABORATORIES INT1598641071,245$229,8270.01%
280PERMIAN RESOURCES CORPPR15,980$229,7920.01%
281LAMB WESTON HOLDINGS INCLW3,434$229,4940.01%
282BELLRING BRANDS INCBRBR3,046$229,4860.01%
283DT MIDSTREAM INCDTM2,263$225,0100.01%
284ALLISON TRANSMISSION HOLDINGSALSN2,070$223,6840.01%
285WESCO INTERNATIONAL, INC.95082P1051,228$222,2190.01%
286ACUITY BRANDS, INC.AYI752$219,6820.01%
287CACI INTERNATIONAL INC127190304541$218,5960.01%
288PRIMERICA, INCPRI797$216,3220.01%
289GENERAC HOLDINGS INCORPORATIONGNRC1,383$214,4340.01%
290MATCH GROUP INCMTCH6,546$214,1200.01%
291FORTUNE BRANDS INNOVATIONS INCFBIN3,114$212,7800.01%
292BATH & BODY WORKS INCBBWI5,477$212,3430.01%
293SIRIUS XM HOLDINGS INC8299331009,304$212,1310.01%
294CULLEN/FROST BANKERS, INCCFR-PB1,569$210,6380.01%
295APA CORP (US)APA8,902$205,5470.01%
296ADVANCED DRAINAGE SYSTEMS INC00790R1041,744$201,6060.01%
297TORO COTORO2,510$201,0510.01%