Applied Capital LLC/FL

Position in AXP — American Express Co

CIK 1965393 Hollywood, FL

Position in AXP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,067,927

+$325,039 QoQ

Shares Held

9,070

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

#262

of 1,145 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Applied Capital LLC/FL holds $11,254,920 across 5 Credit Services names. AXP ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,392	$3,222,301
2	AXP	American Express Co This page	9,070	$3,067,927
3	MA	Mastercard Inc	5,948	$3,054,892
4	AGM	Federal Agricultural Mortgage Corp	8,221	$1,638,198
5	PYPL	PayPal Holdings, Inc.	6,290	$271,602

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,067,927	9,070	+0.0%	Shares	Sole	2026-07-15
2026-03-31	$2,742,888	9,068	-1.7%	Shares	Sole	2026-05-07
2025-12-31	$3,412,418	9,224	+0.3%	Shares	Sole	2026-01-16
2025-09-30	$3,053,879	9,194	+0.1%	Shares	Sole	2025-10-28
2025-06-30	$2,929,512	9,184	+0.1%	Shares	Sole	2025-07-24
2025-03-31	$2,468,533	9,175	-0.4%	Shares	Sole	2025-05-01
2024-12-31	$2,733,732	9,211	-0.5%	Shares	Sole	2025-01-21
2024-09-30	$2,511,583	9,261	-0.8%	Shares	Sole	2024-10-15
2024-06-30	$2,160,593	9,331	+0.9%	Shares	Sole	2024-07-12
2024-03-31	$2,105,904	9,249	+2.0%	Shares	Sole	2024-04-18
2023-12-31	$1,699,548	9,072	-4.2%	Shares	Sole	2024-01-26
2023-09-30	$1,412,829	9,470	-1.2%	Shares	Sole	2023-10-27
2023-06-30	$1,669,532	9,584	-0.0%	Shares	Sole	2023-08-10
2023-03-31	$1,581,375	9,587	-2.0%	Shares	Sole	2023-05-12
2022-12-31	$1,445,438	9,783	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.