Applied Finance Capital Management, LLC has released its latest holdings report, detailing its investments as of September 30, 2026. The firm, based in San Juan, Puerto Rico, has made notable investments in leading technology companies, which could have implications for the financial services sector.

According to the filing dated November 3, 2026, the report outlines a total value of approximately $1.34 billion across 224 different positions. This includes significant stakes in major players such as NVIDIA Corporation, Microsoft Corporation, and Apple Inc., indicating the firm's strategic focus on technology investments.

Background

Applied Finance Capital Management, LLC is categorized under the financial services sector. The firm specializes in investment management, focusing on a variety of asset classes. The recent filing is part of a series of 13F-HR reports, with the latest being submitted on November 3, 2026, and previous ones on July 28, 2026, and May 4, 2026.

What the Filing Says

The filing highlights that the firm has made substantial investments in several well-known companies. For instance, it reported holding:

NVIDIA Corporation: $73,912,903

Microsoft Corporation: $73,204,678

Apple Inc.: $67,831,179

These figures reflect the firm's confidence in these technology stocks as part of its investment strategy.

Impact

This update may have significant implications for investors and analysts monitoring the technology sector. The substantial investments in these companies suggest a bullish outlook on the tech industry, potentially influencing market dynamics and investor sentiment. Additionally, such disclosures could prompt other investment firms to reassess their holdings in similar stocks.

What's Next

The filing does not specify what actions will follow this report. However, it sets the stage for future investment strategies and potential shifts in portfolio management as the firm continues to navigate the evolving financial landscape.