APPLIED CAPITAL LLC/FL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMT | 5K | $919.48K |
 | AFG | 5K | $682.41K |
 | PYPL | 4K | $297.08K |
 | LHX | 4K | $1.34M |
 | CB | 4K | $1.22M |
 | APD | 4K | $1.17M |
 | GD | 4K | $1.41M |
 | C | 4K | $415.54K |
 | ICE | 3K | $562.22K |
 | PLD | 3K | $382.04K |
 | CNI | 3K | $277.05K |
 | CVX | 3K | $418.82K |
 | SYY | 3K | $213.92K |
 | FIX | 2K | $1.98M |
 | CRCL | 2K | $246.60K |
 | ADBE | 2K | $639.54K |
 | ALL | 2K | $342.58K |
 | AMZN | 1K | $303.23K |
 | MTB | 1K | $232.20K |
 | SPGI | 1K | $494.98K |
American Tower Corporation
AMT
Shares Held
5K
Value
$919.48K
American Financial Group, Inc.
AFG
Shares Held
5K
Value
$682.41K
PayPal Holdings, Inc.
PYPL
Shares Held
4K
Value
$297.08K
L3Harris Technologies, Inc.
LHX
Shares Held
4K
Value
$1.34M
Chubb Limited
CB
Shares Held
4K
Value
$1.22M
Air Products and Chemicals, Inc.
APD
Shares Held
4K
Value
$1.17M
General Dynamics Corporation
GD
Shares Held
4K
Value
$1.41M
Citigroup Inc.
C
Shares Held
4K
Value
$415.54K
Intercontinental Exchange, Inc.
ICE
Shares Held
3K
Value
$562.22K
Prologis, Inc.
PLD
Shares Held
3K
Value
$382.04K
Canadian National Railway Company
CNI
Shares Held
3K
Value
$277.05K
Chevron Corporation
CVX
Shares Held
3K
Value
$418.82K
Sysco Corporation
SYY
Shares Held
3K
Value
$213.92K
Comfort Systems USA, Inc.
FIX
Shares Held
2K
Value
$1.98M
Circle Internet Group
CRCL
Shares Held
2K
Value
$246.60K
Adobe Inc.
ADBE
Shares Held
2K
Value
$639.54K
The Allstate Corporation
ALL
Shares Held
2K
Value
$342.58K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$303.23K
M&T Bank Corporation
MTB
Shares Held
1K
Value
$232.20K
S&P Global Inc.
SPGI
Shares Held
1K
Value
$494.98K