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Home > Institutional Investor > Applied Fundamental Research, Llc > Profile

Instuitional Investor - Applied Fundamental Research, Llc

Fund Profile
Filing Period:
Fund Name: Applied Fundamental Research, Llc
Portfolio Value $84,529,023
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dycom Industries Inc
 DY 37,923 $19,173,490 22.68%
2.
Ufp Technologies Inc
 UFPT 50,498 $13,388,535 15.84%
3.
Heico Corp
 HEI 49,958 $12,884,668 15.24%
4.
Align Technology Inc
 ALGN 57,903 $9,765,920 11.55%
5.
People Inc
 IAC 184,734 $8,527,321 10.09%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.