Fund HoldingsApplied Capital LLC/FL

Total Portfolio Value
$128.32M
Total Bought
$7.07M
Total Sold
$14.12M
Net Transaction
-$7.05M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FERGUSON ENTERPRISES INC(FERG)07,715+7,71501,5321.19%+1,532
CRH PLC
ORD
09,873+9,87309160.71%+916
YUM CHINA HLDGS INC(YUMC)017,302+17,30207790.61%+779
PARKER-HANNIFIN CORP(PH)6,4046,343-613,2394,0083.12%+768
CATERPILLAR INC(CAT)12,51112,466-454,1674,8763.80%+708
LOCKHEED MARTIN CORP(LMT)4,9224,890-322,2992,8582.23%+559
CROWN CASTLE INC(CCI)7,94911,063+3,1147771,3121.02%+536
TRAVELERS COMPANIES INC(TRV)16,49216,425-673,3533,8453.00%+492
META PLATFORMS INC(META)7,4067,349-573,7344,2073.28%+473
HOME DEPOT INC(HD)6,6116,601-102,2762,6752.08%+399
NASDAQ INC(NDAQ)32,39732,157-2401,9522,3481.83%+396
AMERICAN EXPRESS CO(AXP)9,3319,261-702,1612,5121.96%+351
PHILIP MORRIS INTL INC(PM)17,07216,947-1251,7302,0571.60%+327
FIDELITY NATIONAL FINANCIAL(FNF)26,22125,949-2721,2961,6101.25%+315
3M CO(MMM)9,2889,218-709491,2600.98%+311
MASTERCARD INCORPORATED(MA)6,1186,088-302,6993,0062.34%+307
CUMMINS INC(CMI)6,5846,574-101,8232,1291.66%+305
ROYAL BK CDA(RY)17,25217,132-1201,8352,1371.67%+302
PENSKE AUTOMOTIVE GRP INC(PAG)21,09921,176+773,1443,4392.68%+295
ALIBABA GROUP HLDG LTD(BABA)5,6846,633+9494097040.55%+295
MOODYS CORP(MCO)5,9845,928-562,5192,8132.19%+295
STANLEY BLACK & DECKER INC(SWK)9,7169,696-207761,0680.83%+292
UNITEDHEALTH GROUP INC(UNH)4,6154,514-1012,3502,6392.06%+289
WP CAREY INC(WPC)04,191+4,19102610.20%+261
FIFTH THIRD BANCORP(FITB)41,37040,923-4471,5101,7531.37%+244
MURPHY USA INC(MUSA)0485+48502390.19%+239
REALTY INCOME CORP(O)21,53221,439-931,1371,3601.06%+222
SYSCO CORP(SYY)02,748+2,74802150.17%+215
M & T BK CORP(MTB)01,200+1,20002140.17%+214
CASEYS GEN STORES INC(CASY)0561+56102110.16%+211
STRYKER CORPORATION(SYK)0560+56002020.16%+202
CINCINNATI FINL CORP(CINF)11,95711,817-1401,4121,6091.25%+196
ILLINOIS TOOL WKS INC(ITW)8,2678,217-501,9592,1531.68%+194
TORONTO DOMINION BK ONT(TD)24,22624,051-1751,3311,5211.19%+190
JOHNSON & JOHNSON(JNJ)12,23712,167-701,7891,9721.54%+183
RTX CORPORATION(RTX)9,0178,937-809051,0830.84%+178
US BANCORP DEL(USB)31,20730,967-2401,2391,4161.10%+177
AUTOMATIC DATA PROCESSING IN4,9564,906-501,1831,3581.06%+175
WATSCO INC(WSO)6,9856,930-553,2363,4092.66%+173
AIR PRODS & CHEMS INC4,3624,344-181,1261,2931.01%+168
ENBRIDGE INC(ENB)31,50331,604+1011,1211,2831.00%+162
ENTERPRISE PRODS PARTNERS L(EPD)56,12661,295+5,1691,6231,7841.39%+162
NEW YORK CMNTY BANCORP INC(FLG)013,464+13,46401510.12%+151
AGREE RLTY CORP11,25211,204-486978440.66%+147
ALTRIA GROUP INC(MO)28,37028,147-2231,2921,4371.12%+144
CHUBB LIMITED
COM
4,4244,409-151,1281,2720.99%+143
CNH INDL N V
SHS
104,572108,056+3,4841,0591,1990.93%+140
OLD REP INTL CORP(ORI)26,55327,079+5268209590.75%+139
CME GROUP INC(CME)5,8325,816-161,1471,2831.00%+137
DEERE & CO(DE)3,0983,09801,1581,2931.01%+135
BRITISH AMERN TOB PLC(BTI)22,90622,964+587088400.65%+132
TRUIST FINL CORP(TFC)31,88431,685-1991,2391,3551.06%+116
GRAINGER W W INC(GWW)82082007408520.66%+112
BERKLEY W R CORP19,90729,512+9,6051,5641,6741.30%+110
VISA INC(V)9,5449,504-402,5052,6132.04%+108
SMITH A O CORP(AOS)15,04414,844-2001,2301,3331.04%+103
PROCTER AND GAMBLE CO(PG)11,98211,952-301,9762,0701.61%+94
PAYPAL HLDGS INC(PYPL)4,6854,630-552723610.28%+89
AMERICAN TOWER CORP NEW(AMT)1,8611,871+103624350.34%+73
JPMORGAN CHASE & CO.(JPM)10,52010,435-852,1282,2001.71%+73
LEGGETT & PLATT INC(LEG)24,66025,987+1,3272833540.28%+71
INTERCONTINENTAL EXCHANGE IN(ICE)3,5273,437-904835520.43%+69
S&P GLOBAL INC(SPGI)1,0521,032-204695330.42%+64
L3HARRIS TECHNOLOGIES INC(LHX)4,6134,61301,0361,0970.86%+61
MEDTRONIC PLC(MDT)6,3626,165-1975015550.43%+54
BANK NOVA SCOTIA HALIFAX5,6165,61602573060.24%+49
FEDERAL AGRIC MTG CORP(AGM)6,4626,496+341,1681,2170.95%+49
PPG INDS INC(PPG)6,5126,462-508208560.67%+36
ALLSTATE CORP(ALL)1,7961,701-952873230.25%+36
GENERAL DYNAMICS CORP(GD)4,6484,558-901,3491,3771.07%+29
GENUINE PARTS CO(GPC)12,19912,198-11,6871,7041.33%+16
CANADIAN NATL RY CO(CNI)2,9482,958+103483470.27%-2
UNITED PARCEL SERVICE INC(UPS)8,7848,804+201,2021,2000.94%-2
CITIGROUP INC(C)4,3044,30402732690.21%-4
HONEYWELL INTL INC(HON)1,7851,78503813690.29%-12
COPART INC(CPRT)12,52912,495-346796550.51%-24
ADOBE INC(ADBE)681658-233783410.27%-38
WALGREENS BOOTS ALLIANCE INC27,91530,807+2,8923382760.22%-62
PACCAR INC(PCAR)25,26525,211-542,6012,4881.94%-113
WELLS FARGO CO NEW(WFC)32,18231,802-3801,9111,7961.40%-115
INTEL CORP(INTC)18,90719,872+9655864660.36%-119
NEW YORK CMNTY BANCORP INC38,0350-38,0351220-122
BANK AMERICA CORP5,1500-5,1502050-205
BOEING CO(BA)8,5788,528-501,5611,2971.01%-265
MICROSOFT CORP(MSFT)12,86212,621-2415,7495,4314.23%-318
CISCO SYS INC(CSCO)9,7060-9,7064610-461
ALPHABET INC(GOOG)26,07325,540-5334,7824,2703.33%-512
FERGUSON PLC NEW7,7260-7,7261,4960-1,496
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