Stock Taper 
APPLIED CAPITAL LLC/FL
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Federal Agricultural Mortgage | AGM | 8.22K | $1.64M |
 American Financial Group, Inc. | AFG | 8.26K | $1.16M |
 Yum China Holdings, Inc. | YUMC | 8.28K | $338.32K |
 Amazon.com, Inc. | AMZN | 8.29K | $1.98M |
 RTX Corporation | RTX | 8.49K | $1.61M |
 Circle Internet Group | CRCL | 8.69K | $544.38K |
 3M Company | MMM | 8.88K | $1.44M |
 American Express Company | AXP | 9.07K | $3.07M |
 Paychex, Inc. | PAYX | 9.31K | $915.94K |
 Visa Inc. | V | 9.39K | $3.22M |
 Stanley Black & Decker, Inc. | SWK | 9.58K | $901.39K |
 ONEOK, Inc. | OKE | 9.75K | $847.93K |
 JPMorgan Chase & Co. | JPM | 9.77K | $3.2M |
 CRH plc | CRH | 10.29K | $1.1M |
 Agree Realty Corporation | ADC | 10.89K | $824.96K |
 The Procter & Gamble Company | PG | 10.92K | $1.6M |
 Johnson & Johnson | JNJ | 11.06K | $2.81M |
 NNN REIT, Inc. | NNN | 11.36K | $528.58K |
 Cincinnati Financial Corporation | CINF | 11.52K | $2.13M |
 Flagstar Financial, Inc. | FLG | 12.9K | $192.73K |