Long-term investor
Applied Capital LLC @appliedcapitalllcfl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965393).
Record
- Tracked since 2025-06-30 (441 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months n/a · 1 year +12.3% · all +12.3%
- Max drawdown n/a · win rate 67% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 39.2% · long · since 2025-06-30
- GOOG · 3.6% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- TRV · 2.0% · long · since 2025-06-30
- PAG · 2.0% · long · since 2025-06-30
- META · 1.8% · long · since 2025-06-30
- 78016FZX5 · 1.4% · long · since 2025-06-30
- PM · 1.3% · long · since 2025-06-30
- V · 1.3% · long · since 2025-06-30
- JPM · 1.3% · long · since 2025-06-30
- EPD · 1.3% · long · since 2025-06-30
- AXP · 1.2% · long · since 2025-06-30