Applied Capital LLC’s Federal Agricultural Mortgage AGM Stock Holding History

Applied Capital LLC’s Portfolio AGM Stock Details AGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64M	Buy	8,221 +277	+3%	+$48.5K	0.67%	34
2026 Q1	$1.18M	Buy	7,944 +488	+7%	+$79.8K	0.56%	49
2025 Q4	$1.31M	Buy	7,456 +844	+13%	+$142K	0.78%	48
2025 Q3	$1.11M	Buy	6,612 +124	+2%	+$23.2K	0.69%	50
2025 Q2	$1.26M	Buy	6,488 +27	+0.4%	+$4.96K	0.92%	48
2025 Q1	$1.21M	Buy	6,461 +10	+0.2%	+$1.96K	0.95%	47
2024 Q4	$1.27M	Sell	6,451 -45	-0.7%	-$8.93K	0.98%	43
2024 Q3	$1.22M	Buy	6,496 +34	+0.5%	+$6.49K	0.95%	49
2024 Q2	$1.17M	Buy	6,462 +2,808	+77%	+$507K	1.02%	42
2024 Q1	$719K	Buy	+3,654	New	+$680K	0.59%	58

Other funds holding AGM

WRM

Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return

PIM

Pullen Investment Management Bradenton, Florida $216M AUM 32.94% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

HEIP

Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Applied Capital LLC's AGM Position: Q2 2026 in Review

Applied Capital LLC increased its Federal Agricultural Mortgage (AGM) stake by 3.5% in Q2 2026, buying an estimated $48.5K and bringing the position to 8,221 shares worth $1.64M. The position accounts for 0.67% of the portfolio, ranked #34.

Applied Capital LLC first reported a position in AGM in Q1 2024 and has held it in 10 quarters since. 60 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Applied Capital LLC held 8,221 shares of Federal Agricultural Mortgage worth $1.64M as of Q2 2026.
Applied Capital LLC bought 277 Federal Agricultural Mortgage shares in Q2 2026, an estimated $48.5K.
Federal Agricultural Mortgage made up 0.67% of Applied Capital LLC's portfolio in Q2 2026, its #34 holding.
Applied Capital LLC first reported a position in Federal Agricultural Mortgage in Q1 2024 and has held it in 10 quarters since.
60 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Applied Capital LLC's 13F filing for Q2 2026, filed 15 Jul 2026.