# EDGAR Filing Document

**Accession Number:** 0001965393
**File Stem:** 0001172661-26-001622
**Filing Date:** 2026-5
**Character Count:** 12444
**Document Hash:** c2e03acec40ce8573f4ba080ddde3291
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001622.hdr.sgml**: 20260507

**ACCESSION NUMBER**: 0001172661-26-001622

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260507

**DATE AS OF CHANGE**: 20260507

**EFFECTIVENESS DATE**: 20260507

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Applied Capital LLC/FL
- **CENTRAL INDEX KEY:** 0001965393

**ORGANIZATION NAME:**
- **EIN:** 824669107
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22989
- **FILM NUMBER:** 26951584

**BUSINESS ADDRESS:**
- **STREET 1:** 2900 N OCEAN DR
- **STREET 2:** UNIT 302
- **CITY:** HOLLYWOOD
- **STATE:** FL
- **ZIP:** 33019
- **BUSINESS PHONE:** 5137209803

**MAIL ADDRESS:**
- **STREET 1:** 2900 N OCEAN DR
- **STREET 2:** UNIT 302
- **CITY:** HOLLYWOOD
- **STATE:** FL
- **ZIP:** 33019

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Applied Capital LLC/FL<br>**Address:** 2900 N Ocean Dr<br>Unit 302<br>Hollywood, FL 33019

**Form 13F File Number:** 028-22989

**CRD Number (if applicable):** 000128996

**SEC File Number (if applicable):** 801-122829

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Lenny Kisin<br>**Title:** Chief Compliance Officer<br>**Phone:** 561-690-9955

**Signature, Place, and Date of Signing:**

/s/ Lenny Kisin  Hollywood, FL  05-07-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 92

**Form 13F Information Table Value Total:** $211786171

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 1289352 | 8878 | SH |  | SOLE |  | 0 | 0 | 8878 |
| ADOBE INC | COM | 00724F101 |  | 693993 | 2855 | SH |  | SOLE |  | 0 | 0 | 2855 |
| AGREE RLTY CORP | COM | 008492100 |  | 821039 | 10892 | SH |  | SOLE |  | 0 | 0 | 10892 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 1295295 | 4459 | SH |  | SOLE |  | 0 | 0 | 4459 |
| ALLSTATE CORP | COM | 020002101 |  | 306034 | 1476 | SH |  | SOLE |  | 0 | 0 | 1476 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 209919 | 730 | SH |  | SOLE |  | 0 | 0 | 730 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 7244076 | 25253 | SH |  | SOLE |  | 0 | 0 | 25253 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 1836436 | 27829 | SH |  | SOLE |  | 0 | 0 | 27829 |
| AMAZON COM INC | COM | 023135106 |  | 1691985 | 8124 | SH |  | SOLE |  | 0 | 0 | 8124 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 2742889 | 9068 | SH |  | SOLE |  | 0 | 0 | 9068 |
| AMERICAN FINANCIAL GROUP INC | COM | 025932104 |  | 1000225 | 7832 | SH |  | SOLE |  | 0 | 0 | 7832 |
| AMERICAN TOWER CORP | COM | 03027X100 |  | 1009766 | 5851 | SH |  | SOLE |  | 0 | 0 | 5851 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 1118408 | 15386 | SH |  | SOLE |  | 0 | 0 | 15386 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 1014071 | 4991 | SH |  | SOLE |  | 0 | 0 | 4991 |
| BANK AMERICA CORP | COM | 060505104 |  | 236925 | 4860 | SH |  | SOLE |  | 0 | 0 | 4860 |
| BANK NOVA SCOTIA B C | COM | 064149107 |  | 380928 | 5496 | SH |  | SOLE |  | 0 | 0 | 5496 |
| BERKLEY W R CORP | COM | 084423102 |  | 1926627 | 29068 | SH |  | SOLE |  | 0 | 0 | 29068 |
| BOEING CO | COM | 097023105 |  | 1573929 | 7908 | SH |  | SOLE |  | 0 | 0 | 7908 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 |  | 1368549 | 23406 | SH |  | SOLE |  | 0 | 0 | 23406 |
| CANADIAN NATL RY CO | COM | 136375102 |  | 335339 | 3263 | SH |  | SOLE |  | 0 | 0 | 3263 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 1216982 | 1672 | SH |  | SOLE |  | 0 | 0 | 1672 |
| CHEVRON CORPORATION | COM | 166764100 |  | 984223 | 4757 | SH |  | SOLE |  | 0 | 0 | 4757 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 1502211 | 4609 | SH |  | SOLE |  | 0 | 0 | 4609 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 1812672 | 11520 | SH |  | SOLE |  | 0 | 0 | 11520 |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 |  | 831212 | 8712 | SH |  | SOLE |  | 0 | 0 | 8712 |
| CITIGROUP INC | COM NEW | 172967424 |  | 436515 | 3849 | SH |  | SOLE |  | 0 | 0 | 3849 |
| CME GROUP INC | COM | 12572Q105 |  | 1882561 | 6374 | SH |  | SOLE |  | 0 | 0 | 6374 |
| CNH INDL N V | SHS | N20944109 |  | 1060268 | 96388 | SH |  | SOLE |  | 0 | 0 | 96388 |
| COPART INC | COM | 217204106 |  | 437642 | 13182 | SH |  | SOLE |  | 0 | 0 | 13182 |
| CRH PLC | ORD | G25508105 |  | 1082105 | 10294 | SH |  | SOLE |  | 0 | 0 | 10294 |
| CROWN CASTLE INC | COM | 22822V101 |  | 1253556 | 15417 | SH |  | SOLE |  | 0 | 0 | 15417 |
| ENBRIDGE INC | COM | 29250N105 |  | 1768104 | 32658 | SH |  | SOLE |  | 0 | 0 | 32658 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 3063489 | 80959 | SH |  | SOLE |  | 0 | 0 | 80959 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 682882 | 4025 | SH |  | SOLE |  | 0 | 0 | 4025 |
| FEDERAL AGRIC MTG CORP | CL C | 313148306 |  | 1178492 | 7944 | SH |  | SOLE |  | 0 | 0 | 7944 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 1847886 | 7922 | SH |  | SOLE |  | 0 | 0 | 7922 |
| FIDELITY NATL FINL INC | COM SHS | 31620R303 |  | 1251332 | 26980 | SH |  | SOLE |  | 0 | 0 | 26980 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 1834659 | 39489 | SH |  | SOLE |  | 0 | 0 | 39489 |
| FLAGSTAR BANK NATIONAL ASSOC | COM NEW | 649445400 |  | 169893 | 12900 | SH |  | SOLE |  | 0 | 0 | 12900 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1360524 | 3964 | SH |  | SOLE |  | 0 | 0 | 3964 |
| GENUINE PARTS CO | COM | 372460105 |  | 1415358 | 13384 | SH |  | SOLE |  | 0 | 0 | 13384 |
| HALLIBURTON CO | COM | 406216101 |  | 359488 | 9220 | SH |  | SOLE |  | 0 | 0 | 9220 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 2034687 | 7817 | SH |  | SOLE |  | 0 | 0 | 7817 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 509115 | 3237 | SH |  | SOLE |  | 0 | 0 | 3237 |
| INTUIT | COM | 461202103 |  | 693538 | 1604 | SH |  | SOLE |  | 0 | 0 | 1604 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2717603 | 11118 | SH |  | SOLE |  | 0 | 0 | 11118 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2877179 | 9781 | SH |  | SOLE |  | 0 | 0 | 9781 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 702420 | 20949 | SH |  | SOLE |  | 0 | 0 | 20949 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 1433063 | 4152 | SH |  | SOLE |  | 0 | 0 | 4152 |
| LAMAR ADVERTISING CO | CL A | 512816109 |  | 211776 | 1672 | SH |  | SOLE |  | 0 | 0 | 1672 |
| LEGGETT  PLATT INC | COM | 524660107 |  | 226371 | 22912 | SH |  | SOLE |  | 0 | 0 | 22912 |
| M  T BK CORP | COM | 55261F104 |  | 242896 | 1175 | SH |  | SOLE |  | 0 | 0 | 1175 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 2969979 | 5944 | SH |  | SOLE |  | 0 | 0 | 5944 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 473629 | 5466 | SH |  | SOLE |  | 0 | 0 | 5466 |
| META PLATFORMS INC | CL A | 30303M102 |  | 4470052 | 7813 | SH |  | SOLE |  | 0 | 0 | 7813 |
| MICROSOFT CORP | COM | 594918104 |  | 4985820 | 13469 | SH |  | SOLE |  | 0 | 0 | 13469 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 |  | 585321 | 4793 | SH |  | SOLE |  | 0 | 0 | 4793 |
| MOODYS CORP | COM | 615369105 |  | 2450853 | 5618 | SH |  | SOLE |  | 0 | 0 | 5618 |
| MPLX LP | COM UNIT REP LTD | 55336V100 |  | 2450015 | 42930 | SH |  | SOLE |  | 0 | 0 | 42930 |
| MURPHY USA INC | COM | 626755102 |  | 934097 | 1891 | SH |  | SOLE |  | 0 | 0 | 1891 |
| NASDAQ INC | COM | 631103108 |  | 2666316 | 31409 | SH |  | SOLE |  | 0 | 0 | 31409 |
| NNN REIT INC | COM | 637417106 |  | 475780 | 11320 | SH |  | SOLE |  | 0 | 0 | 11320 |
| OLD REP INTL CORP | COM | 680223104 |  | 2269113 | 56870 | SH |  | SOLE |  | 0 | 0 | 56870 |
| ONEOK INC NEW | COM | 682680103 |  | 780879 | 8639 | SH |  | SOLE |  | 0 | 0 | 8639 |
| PACCAR INC | COM | 693718108 |  | 2878729 | 24924 | SH |  | SOLE |  | 0 | 0 | 24924 |
| PAYCHEX INC | COM | 704326107 |  | 856992 | 9303 | SH |  | SOLE |  | 0 | 0 | 9303 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 284497 | 6290 | SH |  | SOLE |  | 0 | 0 | 6290 |
| PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 |  | 4085784 | 27326 | SH |  | SOLE |  | 0 | 0 | 27326 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 2965869 | 17938 | SH |  | SOLE |  | 0 | 0 | 17938 |
| PPG INDS INC | COM | 693506107 |  | 674520 | 6311 | SH |  | SOLE |  | 0 | 0 | 6311 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 1586818 | 10986 | SH |  | SOLE |  | 0 | 0 | 10986 |
| PROLOGIS INC. | COM | 74340W103 |  | 503606 | 3810 | SH |  | SOLE |  | 0 | 0 | 3810 |
| REALTY INCOME CORP | COM | 756109104 |  | 1529867 | 25006 | SH |  | SOLE |  | 0 | 0 | 25006 |
| ROYAL BK CDA | COM | 780087102 |  | 2623101 | 16214 | SH |  | SOLE |  | 0 | 0 | 16214 |
| RTX CORPORATION | COM | 75513E101 |  | 1668006 | 8647 | SH |  | SOLE |  | 0 | 0 | 8647 |
| S GLOBAL INC | COM | 78409V104 |  | 432571 | 1017 | SH |  | SOLE |  | 0 | 0 | 1017 |
| SL GREEN RLTY CORP | COM | 78440X887 |  | 1070928 | 28991 | SH |  | SOLE |  | 0 | 0 | 28991 |
| SLB LIMITED | COM STK | 806857108 |  | 279716 | 5443 | SH |  | SOLE |  | 0 | 0 | 5443 |
| SMITH A O CORP | COM | 831865209 |  | 939777 | 14252 | SH |  | SOLE |  | 0 | 0 | 14252 |
| STANLEY BLACK  DECKER INC | COM | 854502101 |  | 663843 | 9342 | SH |  | SOLE |  | 0 | 0 | 9342 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 74333862 | 114300 | SH | Call | SOLE |  | 0 | 0 | 114300 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 |  | 2150889 | 23051 | SH |  | SOLE |  | 0 | 0 | 23051 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 4390367 | 15052 | SH |  | SOLE |  | 0 | 0 | 15052 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 1404475 | 30552 | SH |  | SOLE |  | 0 | 0 | 30552 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 799141 | 8123 | SH |  | SOLE |  | 0 | 0 | 8123 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1766141 | 6527 | SH |  | SOLE |  | 0 | 0 | 6527 |
| US BANCORP | COM NEW | 902973304 |  | 1548702 | 29777 | SH |  | SOLE |  | 0 | 0 | 29777 |
| VISA INC | COM CL A | 92826C839 |  | 2801463 | 9269 | SH |  | SOLE |  | 0 | 0 | 9269 |
| WATSCO INC | COM | 942622200 |  | 2653848 | 7295 | SH |  | SOLE |  | 0 | 0 | 7295 |
| WELLS FARGO  CO | COM | 949746101 |  | 2398172 | 30124 | SH |  | SOLE |  | 0 | 0 | 30124 |
| WP CAREY INC | COM | 92936U109 |  | 955314 | 14057 | SH |  | SOLE |  | 0 | 0 | 14057 |
| WW GRAINGER INC | COM | 384802104 |  | 850832 | 780 | SH |  | SOLE |  | 0 | 0 | 780 |

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