Applied Capital LLC/FL

CIK 0001965393 · HOLLYWOOD, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

Applied Capital LLC/FL reported 93 positions worth $246.2M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: SPY (39.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$246.2M
2026 Q2
Positions
93
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.1%
Est. Net Flow (Q)
2026 Q2
10 / 93 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TCALL$96.6M39.22%129,300
2GOOGALPHABET INCSH$8.9M3.62%25,219
3MSFTMICROSOFT CORPSH$5.1M2.07%13,691
4TRVTRAVELERS COMPANIES INCSH$5.0M2.02%15,072
5PAGPENSKE AUTOMOTIVE GRP INCSH$4.9M2.01%27,632
6METAMETA PLATFORMS INCSH$4.5M1.83%7,995
7RYROYAL BK CDASH$3.4M1.36%16,214
8PMPHILIP MORRIS INTL INCSH$3.3M1.32%17,965
9VVISA INCSH$3.2M1.31%9,392
10JPMJPMORGAN CHASE & COSH$3.2M1.30%9,771

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Applied Capital LLC/FL hold as of Q2 2026?

Applied Capital LLC/FL reported 93 positions worth $246.2M in its Q2 2026 13F filing. Largest positions: SPY (39.2%), GOOG (3.6%), MSFT (2.1%), TRV (2.0%) and PAG (2.0%).

What did Applied Capital LLC/FL buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Applied Capital LLC/FL sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.