APPLIED CAPITAL LLC/FL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PM | 18K | $2.91M |
 | RY | 17K | $2.48M |
 | TRV | 16K | $4.49M |
 | CCI | 15K | $1.46M |
 | KMI | 15K | $428.27K |
 | ADM | 15K | $897.71K |
 | AOS | 14K | $1.06M |
 | GPC | 13K | $1.80M |
 | MSFT | 13K | $6.53M |
 | CPRT | 12K | $552.05K |
 | CAT | 12K | $5.66M |
 | JNJ | 12K | $2.18M |
 | CINF | 12K | $1.84M |
 | PG | 11K | $1.77M |
 | ADC | 11K | $791.88K |
 | WPC | 11K | $729.69K |
 | JPM | 10K | $3.25M |
 | SWK | 10K | $712.45K |
 | HAL | 10K | $235.42K |
 | V | 9K | $3.23M |
Philip Morris International Inc.
PM
Shares Held
18K
Value
$2.91M
Royal Bank of Canada
RY
Shares Held
17K
Value
$2.48M
The Travelers Companies, Inc.
TRV
Shares Held
16K
Value
$4.49M
Crown Castle Inc.
CCI
Shares Held
15K
Value
$1.46M
Kinder Morgan, Inc.
KMI
Shares Held
15K
Value
$428.27K
Archer-Daniels-Midland Company
ADM
Shares Held
15K
Value
$897.71K
A. O. Smith Corporation
AOS
Shares Held
14K
Value
$1.06M
Genuine Parts Company
GPC
Shares Held
13K
Value
$1.80M
Microsoft Corporation
MSFT
Shares Held
13K
Value
$6.53M
Copart, Inc.
CPRT
Shares Held
12K
Value
$552.05K
Caterpillar Inc.
CAT
Shares Held
12K
Value
$5.66M
Johnson & Johnson
JNJ
Shares Held
12K
Value
$2.18M
Cincinnati Financial Corporation
CINF
Shares Held
12K
Value
$1.84M
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.77M
Agree Realty Corporation
ADC
Shares Held
11K
Value
$791.88K
W. P. Carey Inc.
WPC
Shares Held
11K
Value
$729.69K
JPMorgan Chase & Co.
JPM
Shares Held
10K
Value
$3.25M
Stanley Black & Decker, Inc.
SWK
Shares Held
10K
Value
$712.45K
Halliburton Company
HAL
Shares Held
10K
Value
$235.42K
Visa Inc.
V
Shares Held
9K
Value
$3.23M