Stock Taper 
APPLIED CAPITAL LLC/FL
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Stanley Black & Decker, Inc. | SWK | 9.58K | $901.39K |
 Visa Inc. | V | 9.39K | $3.22M |
 Paychex, Inc. | PAYX | 9.31K | $915.94K |
 American Express Company | AXP | 9.07K | $3.07M |
 3M Company | MMM | 8.88K | $1.44M |
 Circle Internet Group | CRCL | 8.69K | $544.38K |
 RTX Corporation | RTX | 8.49K | $1.61M |
 Amazon.com, Inc. | AMZN | 8.29K | $1.98M |
 Yum China Holdings, Inc. | YUMC | 8.28K | $338.32K |
 American Financial Group, Inc. | AFG | 8.26K | $1.16M |
 Federal Agricultural Mortgage | AGM | 8.22K | $1.64M |
 Lamar Advertising Company | LAMR | 8.18K | $1.28M |
 United Parcel Service, Inc. | UPS | 8K | $860K |
 Meta Platforms, Inc. | META | 8K | $4.5M |
 Ferguson plc | FERG | 7.92K | $1.88M |
 Illinois Tool Works Inc. | ITW | 7.8K | $2.11M |
 The Boeing Company | BA | 7.75K | $1.68M |
 Watsco, Inc. | WSO | 7.29K | $3.04M |
 CME Group Inc. | CME | 6.78K | $1.5M |
 UnitedHealth Group Incorporated | UNH | 6.54K | $2.72M |