Instuitional Investor - Applied Finance Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	252,799	$64,369,941	4.57%
2.	Microsoft Corp	MSFT	117,025	$60,612,757	4.31%
3.	Alphabet Inc.	GOOGL	230,900	$56,132,452	3.99%
4.	Oracle Corp	ORCL	159,791	$44,940,917	3.19%
5.	Meta Platforms Inc.	META	55,048	$40,428,624	2.87%