Agman Capital LLC Top Holdings and 13F Report (2026) About Agman Capital LLCInvestment ActivityAgman Capital LLC has $158.64 million in total holdings as of June 30, 2026.Agman Capital LLC owns shares of 19 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.13% of the portfolio was purchased this quarter.About 18.92% of the portfolio was sold this quarter.This quarter, Agman Capital LLC has purchased 18 new stocks and bought additional shares in 6 stocks.Agman Capital LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Coherent $28,729,250Graham $22,410,323Mercury Systems $12,526,959GXO Logistics $10,455,658QXO INC $8,802,849 Largest New Holdings this Quarter 00724F101 - Adobe $4,705,414 Holding Largest Purchases this Quarter Adobe 22,951 shares (about $4.71M)Phillips 66 163,932 shares (about $2.83M)Tyler Technologies 6,344 shares (about $1.86M)Cadre 43,681 shares (about $1.25M)Ulta Beauty 586 shares (about $264.27K) Largest Sales this Quarter QXO INC 82,877 shares (about $17.19M)Coherent 17,168 shares (about $6.77M)Graham 20,804 shares (about $2.58M)Enpro 5,576 shares (about $2.10M)Mercury Systems 6,229 shares (about $761.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAgman Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOHRCoherent$28,729,250$6,772,261 â–¼-19.1%72,83018.1%TechnologyGHMGraham$22,410,323$2,575,327 â–¼-10.3%181,03514.1%IndustrialsMRCYMercury Systems$12,526,959$761,994 â–¼-5.7%102,4037.9%IndustrialsGXOGXO Logistics$10,455,658$234,842 â–²2.3%206,2266.6%IndustrialsQXO INC$8,802,849$17,192,669 â–¼-66.1%42,4345.5%COMCDRECadre$7,338,731$1,245,345 â–²20.4%257,4094.6%IndustrialsSUNBELT RENTALS HOLDINGS INC$6,855,813$170,043 â–²2.5%91,6434.3%SHSNPOEnpro$6,846,933$2,101,762 â–¼-23.5%18,1654.3%IndustrialsWESTWestrock Coffee$6,803,0410.0%838,8464.3%Consumer StaplesTYLTyler Technologies$6,766,355$1,855,366 â–²37.8%23,1364.3%TechnologyXPOXPO$6,634,562$542,376 â–¼-7.6%32,3184.2%IndustrialsCFCF Industries$6,199,5090.0%57,2653.9%MaterialsDSGRDistribution Solutions Group$5,938,5880.0%217,1333.7%IndustrialsWLKWestlake$5,216,945$59,714 â–¼-1.1%71,4653.3%MaterialsADBEAdobe$4,705,414$4,705,414 â–²New Holding22,9513.0%TechnologyAVTRAvantor$4,107,4900.0%414,8982.6%HealthcarePSXPhillips 66$3,173,196$2,832,745 â–²832.1%183,6342.0%EnergySMURFIT WESTROCK PLC F$2,869,3230.0%62,0261.8%SHSULTAUlta Beauty$2,255,351$264,274 â–²13.3%5,0011.4%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
