APPLIED CAPITAL LLC/FL
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EPD | 78K | $2.50M |
 | ORI | 49K | $2.25M |
 | FITB | 40K | $1.89M |
 | MPLX | 36K | $1.92M |
 | ENB | 33K | $1.58M |
 | NDAQ | 32K | $3.09M |
 | TFC | 31K | $1.54M |
 | WFC | 31K | $2.91M |
 | USB | 31K | $1.64M |
 | WRB | 30K | $2.08M |
 | MO | 29K | $1.66M |
 | GOOG | 28K | $8.72M |
 | PAG | 27K | $4.26M |
 | FNF | 26K | $1.44M |
 | PCAR | 26K | $2.82M |
 | O | 25K | $1.43M |
 | TD | 24K | $2.26M |
 | BTI | 24K | $1.35M |
 | LEG | 24K | $261.55K |
 | KMI | 19K | $531.05K |
Enterprise Products Partners L.P.
EPD
Shares Held
78K
Value
$2.50M
Old Republic International Corporation
ORI
Shares Held
49K
Value
$2.25M
Fifth Third Bancorp
FITB
Shares Held
40K
Value
$1.89M
MPLX Lp
MPLX
Shares Held
36K
Value
$1.92M
Enbridge Inc.
ENB
Shares Held
33K
Value
$1.58M
Nasdaq, Inc.
NDAQ
Shares Held
32K
Value
$3.09M
Truist Financial Corporation
TFC
Shares Held
31K
Value
$1.54M
Wells Fargo & Company
WFC
Shares Held
31K
Value
$2.91M
U.S. Bancorp
USB
Shares Held
31K
Value
$1.64M
W. R. Berkley Corporation
WRB
Shares Held
30K
Value
$2.08M
Altria Group, Inc.
MO
Shares Held
29K
Value
$1.66M
Alphabet Inc.
GOOG
Shares Held
28K
Value
$8.72M
Penske Automotive Group, Inc.
PAG
Shares Held
27K
Value
$4.26M
Fidelity National Financial, Inc.
FNF
Shares Held
26K
Value
$1.44M
PACCAR Inc
PCAR
Shares Held
26K
Value
$2.82M
Realty Income Corporation
O
Shares Held
25K
Value
$1.43M
The Toronto-Dominion Bank
TD
Shares Held
24K
Value
$2.26M
British American Tobacco p.l.c.
BTI
Shares Held
24K
Value
$1.35M
Leggett & Platt, Incorporated
LEG
Shares Held
24K
Value
$261.55K
Kinder Morgan, Inc.
KMI
Shares Held
19K
Value
$531.05K