APPLIED CAPITAL LLC/FL

PrivateCIK: 1965393
Location

HOLLYWOOD, FL

93
Positions
$246.21M
Total AUM (reported)
1.44M
Total Shares

Allocation by class

TOTAL AUM$246.21M93 positions
COM$110.09M44.7%
TR UNIT$96.56M39.2%
CAP STK CL C$8.91M3.6%
CL A$8.83M3.6%
COM NEW$5.32M2.2%
COM CL A$3.77M1.5%
COM UNIT REP LTD$2.75M1.1%

Portfolio Concentration

Top 344.9%4–1011.1%11–2516.5%Rest27.5%TOP 1056.1%0%100%
Top 3$110.58M44.9%
4–10$27.45M11.1%
11–25$40.55M16.5%
Rest$67.64M27.5%

Top 3 weight

44.9%

Top 10 weight

56.1%

Voting Authority Distribution

Total shares with voting rights: 1.44M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.44M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole93
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings93
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares129.30K
TypeSH
Market value$96.56M
39.22%
Sole
0.00
Shared
0.00
None
129.30K

ALPHABET INC

SOLE
CAP STK CL C
Shares25.22K
TypeSH
Market value$8.91M
3.62%
Sole
0.00
Shared
0.00
None
25.22K

MICROSOFT CORP

SOLE
COM
Shares13.69K
TypeSH
Market value$5.11M
2.07%
Sole
0.00
Shared
0.00
None
13.69K

TRAVELERS COMPANIES INC

SOLE
COM
Shares15.07K
TypeSH
Market value$4.98M
2.02%
Sole
0.00
Shared
0.00
None
15.07K

PENSKE AUTOMOTIVE GRP INC

SOLE
COM
Shares27.63K
TypeSH
Market value$4.94M
2.01%
Sole
0.00
Shared
0.00
None
27.63K

META PLATFORMS INC

SOLE
CL A
Shares8K
TypeSH
Market value$4.50M
1.83%
Sole
0.00
Shared
0.00
None
8K

ROYAL BK CDA

SOLE
COM
Shares16.21K
TypeSH
Market value$3.36M
1.36%
Sole
0.00
Shared
0.00
None
16.21K

PHILIP MORRIS INTL INC

SOLE
COM
Shares17.96K
TypeSH
Market value$3.25M
1.32%
Sole
0.00
Shared
0.00
None
17.96K

VISA INC

SOLE
COM CL A
Shares9.39K
TypeSH
Market value$3.22M
1.31%
Sole
0.00
Shared
0.00
None
9.39K

JPMORGAN CHASE & CO

SOLE
COM
Shares9.77K
TypeSH
Market value$3.20M
1.30%
Sole
0.00
Shared
0.00
None
9.77K

ENTERPRISE PRODS PARTNERS L

SOLE
COM
Shares84.43K
TypeSH
Market value$3.10M
1.26%
Sole
0.00
Shared
0.00
None
84.43K

AMERICAN EXPRESS CO

SOLE
COM
Shares9.07K
TypeSH
Market value$3.07M
1.25%
Sole
0.00
Shared
0.00
None
9.07K

MASTERCARD INCORPORATED

SOLE
CL A
Shares5.95K
TypeSH
Market value$3.05M
1.24%
Sole
0.00
Shared
0.00
None
5.95K

WATSCO INC

SOLE
COM
Shares7.29K
TypeSH
Market value$3.04M
1.23%
Sole
0.00
Shared
0.00
None
7.29K

PACCAR INC

SOLE
COM
Shares24.94K
TypeSH
Market value$3.00M
1.22%
Sole
0.00
Shared
0.00
None
24.94K

JOHNSON & JOHNSON

SOLE
COM
Shares11.06K
TypeSH
Market value$2.81M
1.14%
Sole
0.00
Shared
0.00
None
11.06K

TORONTO DOMINION BK ONT

SOLE
COM NEW
Shares23.05K
TypeSH
Market value$2.80M
1.14%
Sole
0.00
Shared
0.00
None
23.05K

MPLX LP

SOLE
COM UNIT REP LTD
Shares48.88K
TypeSH
Market value$2.75M
1.12%
Sole
0.00
Shared
0.00
None
48.88K

UNITEDHEALTH GROUP INC

SOLE
COM
Shares6.54K
TypeSH
Market value$2.72M
1.10%
Sole
0.00
Shared
0.00
None
6.54K

MOODYS CORP

SOLE
COM
Shares5.62K
TypeSH
Market value$2.54M
1.03%
Sole
0.00
Shared
0.00
None
5.62K

NASDAQ INC

SOLE
COM
Shares31.41K
TypeSH
Market value$2.48M
1.01%
Sole
0.00
Shared
0.00
None
31.41K

WELLS FARGO & CO

SOLE
COM
Shares29.59K
TypeSH
Market value$2.45M
0.99%
Sole
0.00
Shared
0.00
None
29.59K

OLD REP INTL CORP

SOLE
COM
Shares58.71K
TypeSH
Market value$2.40M
0.98%
Sole
0.00
Shared
0.00
None
58.71K

FIFTH THIRD BANCORP

SOLE
COM
Shares39.09K
TypeSH
Market value$2.20M
0.89%
Sole
0.00
Shared
0.00
None
39.09K

CINCINNATI FINL CORP

SOLE
COM
Shares11.52K
TypeSH
Market value$2.13M
0.87%
Sole
0.00
Shared
0.00
None
11.52K
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