Applied Fundamental Research
Latest statistics and disclosures from Applied Fundamental Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DY, UFPT, HEI.A, ALGN, Iac Interactivecorp, and represent 75.41% of Applied Fundamental Research's stock portfolio.
- Added to shares of these 5 stocks: BFAM, HEI.A, FIGS, DY, IGV.
- Started 2 new stock positions in BFAM, IGV.
- Reduced shares in these 6 stocks: Iac Interactivecorp (-$5.6M), NABL, GLPI, NOMD, UFPT, ALGN.
- Sold out of its positions in GLPI, NOMD.
- Applied Fundamental Research was a net seller of stock by $-2.4M.
- Applied Fundamental Research has $85M in assets under management (AUM), dropping by 11.54%.
- Central Index Key (CIK): 0001849776
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Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 10 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dycom Industries (DY) | 22.7 | $19M | +8% | 38k | 505.59 |
|
| UFP Technologies (UFPT) | 15.8 | $13M | -4% | 51k | 265.13 |
|
| Heico Corp New Cl A (HEI.A) | 15.2 | $13M | +25% | 50k | 257.91 |
|
| Align Technology (ALGN) | 11.6 | $9.8M | -5% | 58k | 168.66 |
|
| People Com New | 10.1 | $8.5M | -39% | 185k | 46.16 |
|
| Figs Cl A (FIGS) | 8.4 | $7.1M | +35% | 697k | 10.23 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 8.1 | $6.9M | 119k | 57.70 |
|
|
| Bright Horizons Fam Sol In D (BFAM) | 5.1 | $4.3M | NEW | 60k | 70.88 |
|
| N-able Common Stock (NABL) | 2.5 | $2.1M | -53% | 578k | 3.67 |
|
| Ishares Tr S&p 100 Etf (IGV) | 0.5 | $389k | NEW | 4.3k | 90.60 |
|
Past Filings by Applied Fundamental Research
SEC 13F filings are viewable for Applied Fundamental Research going back to 2020
- Applied Fundamental Research 2026 Q2 filed Aug. 13, 2026
- Applied Fundamental Research 2026 Q1 filed May 13, 2026
- Applied Fundamental Research 2025 Q4 filed Jan. 28, 2026
- Applied Fundamental Research 2025 Q3 filed Oct. 30, 2025
- Applied Fundamental Research 2025 Q2 filed July 28, 2025
- Applied Fundamental Research 2025 Q1 filed April 30, 2025
- Applied Fundamental Research 2024 Q4 filed Feb. 10, 2025
- Applied Fundamental Research 2024 Q3 filed Nov. 13, 2024
- Applied Fundamental Research 2024 Q2 filed Aug. 14, 2024
- Applied Fundamental Research 2024 Q1 restated filed May 2, 2024
- Applied Fundamental Research 2024 Q1 filed April 30, 2024
- Applied Fundamental Research 2023 Q3 filed Nov. 14, 2023
- Applied Fundamental Research 2023 Q2 filed Aug. 14, 2023
- Applied Fundamental Research 2023 Q1 filed May 15, 2023
- Applied Fundamental Research 2022 Q4 filed Feb. 13, 2023
- Applied Fundamental Research 2022 Q3 filed Nov. 15, 2022