Instuitional Investor - Applied Finance Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	225,701	$65,307,173	4.86%
2.	Applied Materials Inc	AMAT	83,758	$60,552,780	4.51%
3.	Kla Corp	KLAC	185,356	$55,915,364	4.16%
4.	Microsoft Corp	MSFT	141,576	$52,810,052	3.93%
5.	Alphabet Inc.	GOOGL	123,175	$44,018,462	3.28%