What does AGMAN CAPITAL LLC hold?

AGMAN CAPITAL LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include COHR, GHM, MRCY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2107832.

What is AGMAN CAPITAL LLC's AUM?

AGMAN CAPITAL LLC reported approximately $158.6M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $140.2M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source AGMAN CAPITAL LLC's holdings?

All AGMAN CAPITAL LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2107832. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is AGMAN CAPITAL LLC's 13F data updated on 13F Pro?

AGMAN CAPITAL LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

AGMAN CAPITAL LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2107832

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13F Reported Value

ⓘ

$158.6M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

AGMAN CAPITAL LLC disclosed 19 positions worth $158.6M in its Form 13F-HR for Q2 2026, led by $COHR (COHERENT CORP.) at 18.1% of the equity portfolio, followed by $GHM and $MRCY. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $ADBE. The portfolio is most concentrated in Technology (35.8% of disclosed assets). All figures are sourced directly from AGMAN CAPITAL LLC’s Form 13F-HR filing with the SEC under CIK 2107832.

AI Fund Analysis

Diversifying

$CDRE

2 quarters accumulating

$TYL

2 quarters accumulating

Sector Allocation

TechnologyConsumer DiscretionaryIndustrialsMaterialsHealthcareConsumer Staples

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

COHERENT CORP.
$COHR
58.5#1,003
Quality
$28.7M72,830 sh
GRAHAM CORP
$GHM
50.0#1,629
Quality
$22.4M181,035 sh
MERCURY SYSTEMS INC
$MRCY
47.8#1,760
Quality
$12.5M102,403 sh
GXO Logistics, Inc.
$GXO
61.2
Quality
$10.5M206,226 sh
QXO, Inc.
$QXO
49.0
Quality
$8.8M42,434 sh
Cadre Holdings, Inc.
$CDRE
57.4
Quality
$7.3M257,409 sh
Sunbelt Rentals Holdings, Inc.
$SUNB
69.7
Quality
$6.9M91,643 sh
Enpro Inc.
$NPO
55.0
Quality
$6.8M18,165 sh
Westrock Coffee Co
$WEST
44.0
Quality
$6.8M838,846 sh
TYLER TECHNOLOGIES INC
$TYL
64.3
Quality
$6.8M23,136 sh

Company	Quality	Value	Shares
COHERENT CORP.$COHR	58.5#1,003	$28.7M	72,830
GRAHAM CORP$GHM	50.0#1,629	$22.4M	181,035
MERCURY SYSTEMS INC$MRCY	47.8#1,760	$12.5M	102,403
GXO Logistics, Inc.$GXO	61.2	$10.5M	206,226
QXO, Inc.$QXO	49.0	$8.8M	42,434
Cadre Holdings, Inc.$CDRE	57.4	$7.3M	257,409
Sunbelt Rentals Holdings, Inc.$SUNB	69.7	$6.9M	91,643
Enpro Inc.$NPO	55.0	$6.8M	18,165
Westrock Coffee Co$WEST	44.0	$6.8M	838,846
TYLER TECHNOLOGIES INC$TYL	64.3	$6.8M	23,136

Unlock AI quality scores for every holding

32-signal composite ranking on each of AGMAN CAPITAL LLC's 19 positions.

Showing top 10 of 19 holdings.

Sector Allocation

Technology

$56.8M

Consumer Discretionary

$34.1M

Industrials

$29.3M

Materials

$21.1M

Healthcare

$7.3M

Consumer Staples

$6.8M

Energy

$3.2M

Full Holdings — AGMAN CAPITAL LLC (Q2 2026)

All 19 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$COHR	COHERENT CORP.	$28.7M	18.1%	-19%	58.5
2	$GHM	GRAHAM CORP	$22.4M	14.1%	-10%	50
3	$MRCY	MERCURY SYSTEMS INC	$12.5M	7.9%	-6%	47.8
4	$GXO	GXO Logistics, Inc.	$10.5M	6.6%	+2%	61.2
5	$QXO	QXO, Inc.	$8.8M	5.5%	-66%	49
6	$CDRE	Cadre Holdings, Inc.	$7.3M	4.6%	+20%	57.4
7	$SUNB	Sunbelt Rentals Holdings, Inc.	$6.9M	4.3%	+3%	69.7
8	$NPO	Enpro Inc.	$6.8M	4.3%	-23%	55
9	$WEST	Westrock Coffee Co	$6.8M	4.3%	+0%	44
10	$TYL	TYLER TECHNOLOGIES INC	$6.8M	4.3%	+38%	64.3
11	$XPO	XPO, Inc.	$6.6M	4.2%	-8%	58.4
12	$CF	CF Industries Holdings, Inc.	$6.2M	3.9%	+0%	77.4
13	$DSGR	Distribution Solutions Group, Inc.	$5.9M	3.7%	+0%	52.5
14	$WLK	WESTLAKE CORP	$5.2M	3.3%	-1%	32.3
15	$ADBE	ADOBE INC.	$4.7M	3.0%	NEW	77.6
16	$AVTR	Avantor, Inc.	$4.1M	2.6%	+0%	39.6
17	$PSX	Phillips 66	$3.2M	2.0%	+832%	57.8
18	$SW	Smurfit Westrock plc	$2.9M	1.8%	+0%	—
19	$ULTA	Ulta Beauty, Inc.	$2.3M	1.4%	+13%	67.3

New Positions (1)

$ADBE ADOBE INC.$4.7M

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AI-Powered Hedge Fund Analysis: AGMAN CAPITAL LLC

13F Pro is an AI hedge fund tracker and stock research platform. For AGMAN CAPITAL LLC (SEC CIK: 2107832), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in AGMAN CAPITAL LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.