Applied Fundamental Research, LLC
Filing Date
Global Rank
#6,446
/ 8,700
▲ 1893
Top Industry
Engineering & Construction
22.8%
Period ended 2 months ago
Filed Aug 13, 2026 · 31d
23 quarters · since Dec 2020
Portfolio Concentration
9 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
22.8%
+6.7 pts
Top 5
75.8%
+5.5 pts
Top 10
100.0%
0.0 pts
HHI
1,415
Diversified+191
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 46.3% | $38,927,052 |
| Healthcare | 27.5% | $23,154,453 |
| Consumer Cyclical | 13.6% | $11,411,861 |
| Communication Services | 10.1% | $8,527,321 |
| Technology | 2.5% | $2,119,292 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
4 positions
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BFAM | Bright Horizons Family Solutions Inc. | 60,370 | $4,279,025 | |
| No positions match the current search. | ||||
9 tracked positions ·
$84,139,979 total
· filing declares
10 positions · $84,529,023
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DY |
Dycom Industries Inc
Industrials
|
Added | 37,923 | $19,173,489 | 22.79% | |
| UFPT |
Ufp Technologies Inc
Healthcare
|
Reduced | 50,498 | $13,388,534 | 15.91% | |
| HEI |
Heico Corp
Industrials
|
Added | 49,958 | $12,884,667 | 15.31% | |
| ALGN |
Align Technology Inc
Healthcare
|
Reduced | 57,903 | $9,765,919 | 11.61% | |
| PPLI |
People Inc
Communication Services
|
Reduced | 184,734 | $8,527,321 | 10.13% | |
| FIGS |
FIGS, Inc.
Consumer Cyclical
|
Added | 697,247 | $7,132,836 | 8.48% | |
| UHAL |
U-Haul Holding Co /NV/
Industrials
|
Held | 119,045 | $6,868,896 | 8.16% | |
| BFAM |
Bright Horizons Family Solutions Inc.
Consumer Cyclical
|
NEW | 60,370 | $4,279,025 | 5.09% | |
| NABL |
N-able, Inc.
Technology
|
Reduced | 577,464 | $2,119,292 | 2.52% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.