Applied Capital LLC - Q22026 Holdings

Applied Capital LLC holds 53 stocks with a total portfolio value of $ 310.41M as of Q22026. In Q22026, Applied Capital LLC added 4 new positions, increased stakes in 25 stocks, reduced 20 holdings, and fully exited 1 position. The largest holding is Dimensional Etf Trust (DFAC), representing 20.05% of the total portfolio.