APPLIED CAPITAL LLC/FL
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EPD | 81K | $3.06M |
 | ORI | 57K | $2.27M |
 | MPLX | 43K | $2.45M |
 | FITB | 39K | $1.83M |
 | ENB | 33K | $1.77M |
 | NDAQ | 31K | $2.67M |
 | TFC | 31K | $1.40M |
 | WFC | 30K | $2.40M |
 | USB | 30K | $1.55M |
 | WRB | 29K | $1.93M |
 | SLG | 29K | $1.07M |
 | MO | 28K | $1.84M |
 | PAG | 27K | $4.09M |
 | FNF | 27K | $1.25M |
 | GOOG | 25K | $7.24M |
 | O | 25K | $1.53M |
 | PCAR | 25K | $2.88M |
 | BTI | 23K | $1.37M |
 | TD | 23K | $2.15M |
 | LEG | 23K | $226.37K |
Enterprise Products Partners L.P.
EPD
Shares Held
81K
Value
$3.06M
Old Republic International Corporation
ORI
Shares Held
57K
Value
$2.27M
MPLX Lp
MPLX
Shares Held
43K
Value
$2.45M
Fifth Third Bancorp
FITB
Shares Held
39K
Value
$1.83M
Enbridge Inc.
ENB
Shares Held
33K
Value
$1.77M
Nasdaq, Inc.
NDAQ
Shares Held
31K
Value
$2.67M
Truist Financial Corporation
TFC
Shares Held
31K
Value
$1.40M
Wells Fargo & Company
WFC
Shares Held
30K
Value
$2.40M
U.S. Bancorp
USB
Shares Held
30K
Value
$1.55M
W. R. Berkley Corporation
WRB
Shares Held
29K
Value
$1.93M
SL Green Realty Corp.
SLG
Shares Held
29K
Value
$1.07M
Altria Group, Inc.
MO
Shares Held
28K
Value
$1.84M
Penske Automotive Group, Inc.
PAG
Shares Held
27K
Value
$4.09M
Fidelity National Financial, Inc.
FNF
Shares Held
27K
Value
$1.25M
Alphabet Inc.
GOOG
Shares Held
25K
Value
$7.24M
Realty Income Corporation
O
Shares Held
25K
Value
$1.53M
PACCAR Inc
PCAR
Shares Held
25K
Value
$2.88M
British American Tobacco p.l.c.
BTI
Shares Held
23K
Value
$1.37M
The Toronto-Dominion Bank
TD
Shares Held
23K
Value
$2.15M
Leggett & Platt, Incorporated
LEG
Shares Held
23K
Value
$226.37K