Applied Fundamental Research, LLC Top Holdings and 13F Report (2026) About Applied Fundamental Research, LLCInvestment ActivityApplied Fundamental Research, LLC has $84.53 million in total holdings as of June 30, 2026.Applied Fundamental Research, LLC owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 12.55% of the portfolio was purchased this quarter.About 15.38% of the portfolio was sold this quarter.This quarter, Applied Fundamental Research, LLC has purchased 10 new stocks and bought additional shares in 3 stocks.Applied Fundamental Research, LLC sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dycom Industries $19,173,490UFP Technologies $13,388,535Heico $12,884,668Align Technology $9,765,920PEOPLE INC $8,527,321 Largest New Holdings this Quarter 109194100 - Bright Horizons Family Solutions $4,279,026 Holding464287515 - iShares Expanded Tech-Software Sector ETF $389,036 Holding Largest Purchases this Quarter Bright Horizons Family Solutions 60,370 shares (about $4.28M)Heico 10,037 shares (about $2.59M)FIGS 181,678 shares (about $1.86M)Dycom Industries 2,951 shares (about $1.49M)iShares Expanded Tech-Software Sector ETF 4,294 shares (about $389.04K) Largest Sales this Quarter PEOPLE INC 120,365 shares (about $5.56M)N-able 666,207 shares (about $2.44M)UFP Technologies 2,290 shares (about $607.15K)Align Technology 3,409 shares (about $574.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofApplied Fundamental Research, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDYDycom Industries$19,173,490$1,491,996 â–²8.4%37,92322.7%IndustrialsUFPTUFP Technologies$13,388,535$607,148 â–¼-4.3%50,49815.8%HealthcareHEI.AHeico$12,884,668$2,588,643 â–²25.1%49,95815.2%IndustrialsALGNAlign Technology$9,765,920$574,962 â–¼-5.6%57,90311.6%HealthcarePEOPLE INC$8,527,321$5,556,048 â–¼-39.5%184,73410.1%COM NEWFIGSFIGS$7,132,837$1,858,566 â–²35.2%697,2478.4%Consumer DiscretionaryU HAUL HOLDING COMPANY$6,868,8970.0%119,0458.1%COM SER NBFAMBright Horizons Family Solutions$4,279,026$4,279,026 â–²New Holding60,3705.1%Consumer DiscretionaryNABLN-able$2,119,293$2,444,980 â–¼-53.6%577,4642.5%TechnologyIGViShares Expanded Tech-Software Sector ETF$389,036$389,036 â–²New Holding4,2940.5%ETFGLPIGaming and Leisure Properties$0$2,042,529 â–¼-100.0%00.0%Real EstateNOMDNomad Foods$0$1,779,013 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
