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Institutional portfolios / 13F

AGMAN CAPITAL LLC

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q2 2026

Reported portfolio value
$158,636,290
As of June 30, 2026
Positions
19
Across disclosed securities
Top 5 weight
52.3%
Share of reported value

View SEC filing · Published 2026-07-27 15:44 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
COHERENT CORPCOM
Holding details

Reported CUSIP: 19247G107

Issuer filings on SEC

Reported row 5 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 72,830 SH $28,729,250 18.11%18.11% —Comparison unavailable
GRAHAM CORPCOM · GHM
Holding details

Reported CUSIP: 384556106

Issuer filings on SEC

Reported row 8 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 181,035 SH $22,410,323 14.13%14.13% —Comparison unavailable
MERCURY SYS INCCOM · MRCY
Holding details

Reported CUSIP: 589378108

Issuer filings on SEC

Reported row 10 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 102,403 SH $12,526,959 7.90%7.90% —Comparison unavailable
GXO LOGISTICS INCORPORATEDCOMMON STOCK · GXO
Holding details

Reported CUSIP: 36262G101

Issuer filings on SEC

Reported row 9 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 206,226 SH $10,455,658 6.59%6.59% —Comparison unavailable
QXO INCCOM
Holding details

Reported CUSIP: 82846H405

Issuer filings on SEC

Reported row 12 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 42,434 SH $8,802,849 5.55%5.55% —Comparison unavailable
CADRE HLDGS INCCOM · CDRE
Holding details

Reported CUSIP: 12763L105

Issuer filings on SEC

Reported row 3 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 257,409 SH $7,338,731 4.63%4.63% —Comparison unavailable
SUNBELT RENTALS HOLDINGS INCSHS · SUNB
Holding details

Reported CUSIP: 866966104

Issuer filings on SEC

Reported row 14 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 91,643 SH $6,855,813 4.32%4.32% —Comparison unavailable
ENPRO INCCOM · NPO
Holding details

Reported CUSIP: 29355X107

Issuer filings on SEC

Reported row 7 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 18,165 SH $6,846,933 4.32%4.32% —Comparison unavailable
WESTROCK COFFEE COCOM · WEST
Holding details

Reported CUSIP: 96145W103

Issuer filings on SEC

Reported row 18 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 838,846 SH $6,803,041 4.29%4.29% —Comparison unavailable
TYLER TECHNOLOGIES INCCOM · TYL
Holding details

Reported CUSIP: 902252105

Issuer filings on SEC

Reported row 15 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 23,136 SH $6,766,355 4.27%4.27% —Comparison unavailable
XPO INCCOM · XPO
Holding details

Reported CUSIP: 983793100

Issuer filings on SEC

Reported row 19 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 32,318 SH $6,634,562 4.18%4.18% —Comparison unavailable
CF INDS HLDGS INCCOM · CF
Holding details

Reported CUSIP: 125269100

Issuer filings on SEC

Reported row 4 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 57,265 SH $6,199,509 3.91%3.91% —Comparison unavailable
DISTRIBUTION SOLUTIONS GCOM · DSGR
Holding details

Reported CUSIP: 520776105

Issuer filings on SEC

Reported row 6 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 217,133 SH $5,938,588 3.74%3.74% —Comparison unavailable
WESTLAKE CORPCOM · WLK
Holding details

Reported CUSIP: 960413102

Issuer filings on SEC

Reported row 17 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 71,465 SH $5,216,945 3.29%3.29% —Comparison unavailable
ADOBE INCCOM · ADBE
Holding details

Reported CUSIP: 00724F101

Issuer filings on SEC

Reported row 1 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 22,951 SH $4,705,414 2.97%2.97% —Comparison unavailable
AVANTOR INCCOM · AVTR
Holding details

Reported CUSIP: 05352A100

Issuer filings on SEC

Reported row 2 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 414,898 SH $4,107,490 2.59%2.59% —Comparison unavailable
PHILLIPS 66COM · PSX
Holding details

Reported CUSIP: 718546104

Issuer filings on SEC

Reported row 11 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 183,634 SH $3,173,196 2.00%2.00% —Comparison unavailable
SMURFIT WESTROCK PLC FSHS · SW
Holding details

Reported CUSIP: G8267P108

Issuer filings on SEC

Reported row 13 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 62,026 SH $2,869,323 1.81%1.81% —Comparison unavailable
ULTA BEAUTY INCCOM · ULTA
Holding details

Reported CUSIP: 90384S303

Issuer filings on SEC

Reported row 16 · 0002107832-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 5,001 SH $2,255,351 1.42%1.42% —Comparison unavailable