Applied Fundamental Research as of June 30, 2026
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 | 38k | 505.59 | |
| UFP Technologies (UFPT) | 15.8 | $13M | 51k | 265.13 | |
| Heico Corp New Cl A (HEI.A) | 15.2 | $13M | 50k | 257.91 | |
| Align Technology (ALGN) | 11.6 | $9.8M | 58k | 168.66 | |
| People Com New | 10.1 | $8.5M | 185k | 46.16 | |
| Figs Cl A (FIGS) | 8.4 | $7.1M | 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 | 60k | 70.88 | |
| N-able Common Stock (NABL) | 2.5 | $2.1M | 578k | 3.67 | |
| Ishares Tr S&p 100 Etf (IGV) | 0.5 | $389k | 4.3k | 90.60 |
