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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 Q1 2025 · Filed May 7, 2025 · Accession 0001398344-25-008845

Total Value
$1.36B
Positions
294
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (294)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC.AAPL267,167$59.3M4.37%
2ROPER TECHNOLOGIES INCROP66,756$39.4M2.90%
3INTERNATIONAL BUSINESS MACHINEINTR157,468$39.2M2.88%
4ALPHABET INCGOOG242,259$37.5M2.76%
5KLA CORPKLAC53,480$36.4M2.67%
6META PLATFORMS INCMETA63,040$36.3M2.67%
7CISCO SYSTEMS INCORPORATEDCSCO581,149$35.9M2.64%
8VERIZON COMMUNICATIONSVZ704,376$32.0M2.35%
9ORACLE CORPORCL-PD228,472$31.9M2.35%
10ADOBE INCADBE81,765$31.4M2.31%
11APPLIED MATERIALS, INC.038222105211,583$30.7M2.26%
12HP INCHPQ1,087,421$30.1M2.22%
13MASTERCARD, INC.MA50,320$27.6M2.03%
14LKQ CORPORATIONLKQ629,962$26.8M1.97%
15DARDEN RESTAURANTS, INC.DRI128,343$26.7M1.96%
16TRAVELERS COMPANIES INCTRV93,177$24.6M1.81%
17LOWE'S COMPANIES INC.548661107101,393$23.6M1.74%
18MICROSOFT CORPORATIONMSFT62,917$23.6M1.74%
19DR HORTON INC23331A109178,030$22.6M1.67%
20WALT DISNEY CO254687106228,311$22.5M1.66%
21FISERV, INC.FISV101,671$22.5M1.65%
22APTIV PLCAPTV376,110$22.4M1.65%
23METLIFE, INC.MET-PF274,072$22.0M1.62%
24JPMORGAN CHASE & CO.VYLD89,402$21.9M1.61%
25AMERIPRISE FINANCIAL, INC.03076C10644,653$21.6M1.59%
26NVIDIA CORPORATIONNVDA195,716$21.2M1.56%
27CBRE GROUP INCORPORATEDCBRE160,675$21.0M1.55%
28BANK OF AMERICA CORPORATION060505104479,441$20.0M1.47%
29UNION PACIFIC CORPORATIONUNP82,765$19.6M1.44%
30WESTINGHOUSE AIR BRAKE TECHNOL92974010897,626$17.7M1.30%
31KEURIG DR PEPPER INCKDP516,994$17.7M1.30%
32TYSON FOODS, INC.TSN269,976$17.2M1.27%
33CVS HEALTH CORPCVS253,427$17.2M1.26%
34MCKESSON CORPORATIONMCK25,155$16.9M1.25%
35UNITED RENTALS INCURI26,754$16.8M1.23%
36CUMMINS INCCMI53,141$16.7M1.23%
37MERCK & CO. , INC.MRK175,796$15.8M1.16%
38QUANTA SERVICES INCORPORATED74762E10258,546$14.9M1.09%
39CONSTELLATION BRANDS, INC.STZ80,673$14.8M1.09%
40THERMO FISHER SCIENTIFIC INC.TMO28,220$14.0M1.03%
41CHEVRON CORPCVX83,174$13.9M1.02%
42VALERO ENERGY CORPVLO99,794$13.2M0.97%
43STRYKER CORPORATIONSYK34,563$12.9M0.95%
44DTE ENERGY COMPANYDTK91,596$12.7M0.93%
45TARGET CORPORATIONTGT121,270$12.7M0.93%
46REGENERON PHARMACEUTICALS INCOREGN19,793$12.6M0.92%
47CONOCOPHILLIPSCOP116,776$12.3M0.90%
48PUBLIC SERVICE ENTERPRISE GROU744573106143,380$11.8M0.87%
49DANAHER CORP23585110256,653$11.6M0.85%
50INCYTE CORPINCY186,831$11.3M0.83%
51SHERWIN-WILLIAMS COSHW31,075$10.9M0.80%
52CELANESE CORPORATIONCE139,139$7.9M0.58%
53VISA INCORPORATIONV20,348$7.1M0.52%
54BROADCOM INCAVGO40,108$6.7M0.49%
55JOHNSON & JOHNSONJNJ32,185$5.3M0.39%
56ABBVIE INCABBV24,621$5.2M0.38%
57ISHARES RUSSELL 1000 VALUE46428759821,800$4.1M0.30%
58T-MOBILE US INCTMUSZ12,772$3.4M0.25%
59ACCENTURE PLCACN9,857$3.1M0.23%
60AMGEN INCAMGN8,942$2.8M0.20%
61AT&T INCT-PC90,025$2.5M0.19%
62GILEAD SCIENCES, INC.GILD22,660$2.5M0.19%
63BRISTOL-MYERS SQUIBB COMPANYCELG-RI38,309$2.3M0.17%
64MARATHON PETROLEUM CORPMARA14,239$2.1M0.15%
65O'REILLY AUTOMOTIVE, INC.67103H1071,447$2.1M0.15%
66AON PLCAON5,094$2.0M0.15%
67QUALCOMM INCORPORATEDQCOM13,137$2.0M0.15%
68NORFOLK SOUTHERN CORPORATION6558441087,991$1.9M0.14%
69BOOKING HOLDINGS INCBKNG401$1.8M0.14%
70COMCAST CORPCCZ49,874$1.8M0.14%
71TEXAS INSTRUMENTS INCORPORATED88250810410,173$1.8M0.13%
72INTUIT INCINTU2,915$1.8M0.13%
73CATERPILLAR INC.CAT5,225$1.7M0.13%
74VERTEX PHARMACEUTICALS INCVRTX3,459$1.7M0.12%
75PACCAR INCPCAR16,964$1.7M0.12%
76AUTOZONE, INC.AZO429$1.6M0.12%
77AUTOMATIC DATA PROCESSING, INCADP4,993$1.5M0.11%
78CHUBB LTDCB5,013$1.5M0.11%
79LAM RESEARCH CORPORATIONLRCX20,733$1.5M0.11%
80HILTON WORLDWIDE HOLDINGS INCHLT6,523$1.5M0.11%
81AMERICAN TOWER CORPORATION03027X1006,650$1.4M0.11%
82CIGNA GROUP1255231004,295$1.4M0.10%
83ELEVANCE HEALTH INCELV3,237$1.4M0.10%
84HCA HEALTHCARE INCHCA4,048$1.4M0.10%
85LYONDELLBASELL INDUSTRIES NVLYB19,777$1.4M0.10%
86HUNTINGTON BANCSHARES INCORPORHBANP91,881$1.4M0.10%
87CENCORA INCCOR4,901$1.4M0.10%
88MONDELEZ INTERNATIONAL INCORPO60920710519,960$1.4M0.10%
89CHARTER COMMUNICATIONS INC16119P1083,631$1.3M0.10%
90LOCKHEED MARTIN CORPORATIONLMT2,982$1.3M0.10%
91MARRIOTT INTERNATIONAL, INC.5719032025,534$1.3M0.10%
92CHENIERE ENERGY, INC.LNG5,639$1.3M0.10%
93PHILLIPS 66PSX10,278$1.3M0.09%
94GENERAL MOTORS COMPANY37045V10026,863$1.3M0.09%
95MICRON TECHNOLOGY, INC.MU14,361$1.2M0.09%
96FAIR ISAAC CORP.FICO659$1.2M0.09%
97UGI CORPORATION90268110536,359$1.2M0.09%
983M COMPANYMMM7,823$1.1M0.08%
99NORTHROP GRUMMAN CORPORATIONNOC2,219$1.1M0.08%
100INGREDION INCORPORATIONINGR8,375$1.1M0.08%
101ZOETIS INCZTS6,782$1.1M0.08%
102CSX CORPCSX37,782$1.1M0.08%
103YUM! BRANDS, INC.YUM7,025$1.1M0.08%
104PARKER-HANNIFIN CORPPH1,769$1.1M0.08%
105GENERAL DYNAMICS CORPORATIONGD3,915$1.1M0.08%
106EDWARDS LIFESCIENCES CORPORATIEW14,429$1.0M0.08%
107OTIS WORLDWIDE CORPOTIS9,995$1.0M0.08%
108DELL TECHNOLOGIES INCDELL11,164$1.0M0.07%
109MONSTER BEVERAGE CORPMNST17,229$1.0M0.07%
110ABBOTT LABORATORIESABLZF7,507$995,8040.07%
111RTX CORPRTX7,475$990,1390.07%
112CONSOLIDATED EDISON, INC.ED8,832$976,7310.07%
113FORTINET INCORPORATIONFTNT10,137$975,7880.07%
114KENVUE INCKVUE39,997$959,1280.07%
115KROGER COKR14,112$955,2410.07%
116SCHLUMBERGER NVSLB22,697$948,7350.07%
117NOVARTIS AGNVSEF8,446$941,5600.07%
118US BANCORPUSB-PS22,259$939,7750.07%
119KRAFT HEINZ COKHC30,344$923,3680.07%
120UNILEVER PLCUNLYF15,435$919,1540.07%
121HASBRO INCHAS14,945$918,9680.07%
122SIMON PROPERTY GROUP, INC.8288061095,508$914,7690.07%
123OMEGA HEALTHCARE INVESTORS, IN68193610023,582$898,0030.07%
124DISCOVER FINANCIAL SERVICES2547091085,158$880,4710.06%
125CROWN CASTLE INCCCI8,445$880,2220.06%
126MOTOROLA SOLUTIONS INCORPORATIMSI2,008$879,1220.06%
127HERSHEY COHSY5,105$873,1080.06%
128ARCH CAPITAL GROUP LTD.G0450A1059,075$872,8340.06%
129PAYPAL HOLDINGS INCPYPL13,347$870,8920.06%
130ELI LILLY AND COMPANYLLY1,054$870,5090.06%
131HARTFORD INSURANCE GROUP INCHIG-PG7,016$868,0900.06%
132COGNIZANT TECHNOLOGY SOLUTIONSCTSH11,168$854,3520.06%
133TRUIST FINANCIAL CORP89832Q10920,638$849,2540.06%
134IDEXX LABORATORIES INCORPORATE45168D1042,017$847,0390.06%
135FEDEX CORPORATIONFDX3,437$837,8720.06%
136STATE STREET CORPSTT-PG9,328$835,1360.06%
137CARDINAL HEALTH, INC.CAH6,049$833,3710.06%
138PNC FINANCIAL SERVICES GROUP I6934751054,725$830,5130.06%
139PRUDENTIAL FINANCIAL, INCORPORPUKPF7,388$825,0920.06%
140GARTNER INCORPORATEDIT1,945$816,3940.06%
141HOME DEPOT INCHD2,227$816,1730.06%
142ELECTRONIC ARTS, INC.EA5,611$810,9020.06%
143SEMPRASREA11,334$808,7940.06%
144RESMED INC.RSMDF3,588$803,1740.06%
145LULULEMON ATHLETICA INCORPORATLULU2,830$801,0600.06%
146SYNOPSYS, INC.SNPS1,858$796,8030.06%
147CORTEVA INCCTVA12,640$795,4350.06%
148IQVIA HOLDINGS INCIQV4,477$789,2950.06%
149EQT CORPORATIONEQT14,734$787,2380.06%
150AGILENT TECHNOLOGIES, INC.A6,698$783,5320.06%
151HUMANA INCHUM2,943$778,7180.06%
152LENNAR CORPORATIONLEN-B6,761$776,0280.06%
153WARNER BROS DISCOVERY INCWBD71,553$767,7640.06%
154EXTRA SPACE STORAGE INCORPORATEXR5,126$761,1600.06%
155CENTENE CORPORATIONCNC12,487$758,0860.06%
156GE HEALTHCARE TECHNOLOGIES INCGEHC9,316$751,8940.06%
157VERISIGN, INCVRSN2,913$739,5230.05%
158EBAY INCORPORATEDEBAY10,794$731,0780.05%
159EATON CORP PLCETN2,632$715,4570.05%
160GENERAL MILLS, INC.37033410411,867$709,5280.05%
161NUCOR CORPNUE5,805$698,5740.05%
162INGERSOLL RAND INCIR8,719$697,7820.05%
163WHIRLPOOL CORPORATIONWHR-PA7,619$686,7000.05%
164CBOE GLOBAL MARKETS INC12503M1083,028$685,2060.05%
165FOX CORPFOX12,069$683,1050.05%
166FERGUSON ENTERPRISES INCFERG4,208$674,2480.05%
167RAYMOND JAMES FINANCIAL, INC.7547301094,705$653,5720.05%
168METTLER-TOLEDO INTERNATIONAL IMTD541$638,8720.05%
169DELTA AIR LINES INCDAL14,614$637,1700.05%
170KEYSIGHT TECHNOLOGIES INCKEYS4,252$636,8220.05%
171FORTIVE CORPFTV8,691$636,0070.05%
172MICROCHIP TECHNOLOGY INCORPORAMCHPP13,128$635,5260.05%
173PPG INDUSTRIES, INC.6935061075,700$623,2950.05%
174FIRST CITIZENS BANCSHARES INC31946M103336$622,9840.05%
175FIFTH THIRD BANCORPFITBM15,789$618,9290.05%
176WATERS CORP9418481031,677$618,0920.05%
177DEVON ENERGY CORPORATION25179M10316,292$609,3210.04%
178MSCI INC.MSCI1,075$607,9130.04%
179VERALTO CORPVLTO6,230$607,1210.04%
180CORPAY INCCPAY1,736$605,3780.04%
181LPL FINANCIAL HOLDINGS INCORPO50212V1001,846$603,9000.04%
182ARCHER-DANIELS-MIDLAND COADM11,779$565,5100.04%
183NVR INC.NVR77$557,8180.04%
184HALLIBURTON COMPANYHAL21,701$550,5540.04%
185ZOOM COMMUNICATIONS INCZM7,366$543,3900.04%
186PULTEGROUP, INCORPORATION7458671015,268$541,5500.04%
187CDW CORPCDW3,324$532,7040.04%
188UNITED AIRLINES HOLDINGS INCUNTCW7,686$530,7180.04%
189COTERRA ENERGY INCCTRA18,122$523,7260.04%
190SYNCHRONY FINANCIALSYF-PB9,699$513,4650.04%
191FACTSET RESEARCH SYSTEMS INC.3030751051,112$505,5600.04%
192NRG ENERGY, INC.NRG5,162$492,7650.04%
193REGIONS FINANCIAL CORPRF-PF22,663$492,4670.04%
194DOMINO' S PIZZA, INC.DPZ1,064$488,8550.04%
195DOLLAR GENERAL CORPORATION2566771055,541$487,2200.04%
196EXPAND ENERGY CORPEXE4,342$483,3510.04%
197PRINCIPAL FINANCIAL GROUP, INCPFG5,711$481,8370.04%
198STEEL DYNAMICS INCSTLD3,831$479,1810.04%
199MOLINA HEALTHCARE, INC.MOH1,448$476,9570.04%
200PTC INCPTC2,998$464,5400.03%
201INTERNATIONAL PAPER COMPANY4601461038,669$462,4910.03%
202COREBRIDGE FINANCIAL INC21871X10914,587$460,5120.03%
203LEIDOS HOLDINGS INCLDOS3,322$448,2710.03%
204SNAP-ON INCORPORATEDSNA1,320$444,8530.03%
205NETAPP INCNTAP5,041$442,8010.03%
206SUPER MICRO COMPUTER INCSMCI12,917$442,2780.03%
207ON SEMICONDUCTOR CORPORATIONON10,443$424,9260.03%
208OMNICOM GROUP INCORPORATEDOMC5,123$424,7480.03%
209ULTA BEAUTY INCULTA1,151$421,8880.03%
210GENUINE PARTS COMPANYGPC3,472$413,6540.03%
211GEN DIGITAL INCGENVR15,301$406,0890.03%
212DOLLAR TREE, INCORPORATIONDLTR5,367$402,9010.03%
213RELIANCE INCRS1,391$401,6510.03%
214DAVITA INCDVA2,623$401,2400.03%
215JABIL INCJBL2,934$399,2290.03%
216BEST BUY CO., INC.BBY5,287$389,1760.03%
217BALL CORPORATIONBALL7,382$384,3810.03%
218F5 INCFFIV1,438$382,8960.03%
219MASCO CORPORATIONMAS5,420$376,9070.03%
220UNUM GROUPUNMA4,609$375,4490.03%
221BJS WHOLESALE CLUB HOLDINGS IN05550J1013,290$375,3890.03%
222J B HUNT TRANSPORT SERVICES IN4456581072,491$368,5430.03%
223PENTAIR PLCPNR4,144$362,5170.03%
224CF INDUSTRIES HOLDINGS, INC.1252691004,597$359,2560.03%
225HEALTHPEAK PROPERTIES INCDOC17,648$356,8430.03%
226HOLOGIC INCHOLX5,744$354,8070.03%
227BUILDERS FIRSTSOURCE, INC.BLDR2,837$354,4550.03%
228ROYALTY PHARMA PLCRPRX11,265$350,6790.03%
229UNITED THERAPEUTICS CORPORATIOUTHR1,132$348,9620.03%
230CNA FINANCIAL CORPORATION1261171006,829$346,8450.03%
231WP CAREY INC92936U1095,490$346,4740.03%
232AMCOR LIMITEDAMCCF35,591$345,2330.03%
233CAMDEN PROPERTY TRUST1331311022,737$334,7350.02%
234TEXTRON INC.TXT4,626$334,2290.02%
235BOOZ ALLEN HAMILTON HOLDING COBAH3,182$332,7740.02%
236SOLVENTUM CORPSOLV4,266$324,3870.02%
237REINSURANCE GROUP OF AMERICA,7593516041,643$323,5070.02%
238WESTLAKE CORPWLK3,232$323,2970.02%
239RENAISSANCERE HOLDINGS LTD.RNR-PG1,344$322,5600.02%
240LIBERTY BROADBAND CORPLBRDP3,768$320,2800.02%
241ENTEGRIS, INC.ENTG3,655$319,7390.02%
242ALBERTSONS COMPANIES INC01309110314,517$319,2290.02%
243TENET HEALTHCARE CORPORATIONTHC2,337$314,3270.02%
244ALLEGION PLCALLE2,407$314,0170.02%
245EAST WEST BANCORP INCORPORATEDEWBC3,444$309,1330.02%
246OWENS-CORNINGOC2,158$308,2060.02%
247PERFORMANCE FOOD GROUP COPFGC3,847$302,4900.02%
248JUNIPER NETWORKS INC48203R1048,315$300,9200.02%
249PAYCOM SOFTWARE INCPAYC1,366$298,4440.02%
250GLOBE LIFE INCGL-PD2,235$294,3940.02%
251LAMAR ADVERTISING COLAMR2,557$290,9350.02%
252PERMIAN RESOURCES CORPPR19,947$276,2660.02%
253EXELIXIS, INC.EXEL7,361$271,7680.02%
254INTERPUBLIC GROUP OF COMPANIESINTR9,976$270,9480.02%
255BXP INCBXP3,994$268,3570.02%
256OLD REPUBLIC INTERNATIONAL COR6802231046,706$263,0090.02%
257TOLL BROTHERS, INC.TOL2,479$261,7580.02%
258BUNGE GLOBAL SABG3,417$261,1270.02%
259VIATRIS INCVTRS29,873$260,1940.02%
260AMDOCS LTDDOX2,815$257,5730.02%
261PAYLOCITY HOLDING CORPPCTY1,360$254,7820.02%
262SKYWORKS SOLUTIONS, INC.SWKS3,907$252,5090.02%
263CLEAN HARBORS, INC.CLH1,279$252,0910.02%
264HOST HOTELS & RESORTS INCHST17,501$248,6890.02%
265BELLRING BRANDS INCBRBR3,290$244,9730.02%
266PENSKE AUTOMOTIVE GROUP INC70959W1031,668$240,1590.02%
267PRIMERICA, INCPRI839$238,7210.02%
268OGE ENERGY CORPORATIONOGE5,155$236,9240.02%
269MEDPACE HOLDINGS INCMEDP765$233,0880.02%
270DT MIDSTREAM INCDTM2,410$232,5170.02%
271CORE & MAIN INCCNM4,775$230,6800.02%
272TOPBUILD CORPBLD756$230,5420.02%
273UNITED STATES STEEL CORPORATIOUNTCW5,424$229,2180.02%
274GENPACT LIMITEDG4,399$221,6220.02%
275SIRIUS XM HOLDINGS INC8299331009,779$220,4680.02%
276WEBSTER FINANCIAL CORPORATION9478901094,249$219,0360.02%
277MGM RESORTS INTERNATIONALMGM7,332$217,3200.02%
278DROPBOX INCDBX8,096$216,2440.02%
279ANTERO MIDSTREAM CORPAM11,955$215,1900.02%
280MATCH GROUP INCMTCH6,880$214,6560.02%
281CIENA CORPCIEN3,552$214,6470.02%
282BIRKENSTOCK HOLDING PLCBIRK4,667$213,9820.02%
283SKECHERS U.S.A. INCORPORATED8305661053,761$213,5500.02%
284ENPHASE ENERGY INCENPH3,397$210,7840.02%
285AXIS CAPITAL HOLDINGS LTDG0692U1092,094$209,9030.02%
286MOSAIC COMOS7,724$208,6250.02%
287ALLISON TRANSMISSION HOLDINGSALSN2,154$206,0730.02%
288ADVANCED DRAINAGE SYSTEMS INC00790R1041,896$206,0000.02%
289CACI INTERNATIONAL INC127190304560$205,4750.02%
290BRIXMOR PROPERTY GROUP INC11120U1057,714$204,8070.02%
291CHURCHILL DOWNS INCCHDN1,830$203,2580.01%
292MIDDLEBY CORPMIDD1,336$203,0450.01%
293NNN REIT INCNNN4,759$202,9710.01%
294ALBEMARLE CORPORATIONALB-PA2,786$200,6480.01%