Instuitional Investor - Applied Capital Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	12,516	$6,225,584	4.52%
2.	Meta Platforms Inc.	META	7,483	$5,523,127	4.01%
3.	Caterpillar Inc	CAT	11,905	$4,621,640	3.36%
4.	Alphabet Inc.	GOOGL	25,527	$4,528,235	3.29%
5.	Parker-Hannifin Corp	PH	6,210	$4,337,499	3.15%