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The Analysis of AGMAN CAPITAL LLC's Holdings & P&L

Currently, AGMAN CAPITAL LLC holds 19 types of securities in its portfolio with a total value $158.6M. In the most recent quarter, they have increased their positions in N/A (+23.0K shares, valued at $4.7M), PSX (+163.9K shares, valued at $2.8M), TYL (+6.3K shares, valued at $1.9M); decreased their positions in QXO (-82.9K shares, valued at $17.2M), COHR (-17.2K shares, valued at $6.8M), GHM (-20.8K shares, valued at $2.6M); initiated new positions in N/A (+23.0K shares, valued at $4.7M).

1M P&L

+9.4M+6.40%

3M P&L

+8.3M+5.60%

HY P&L

+17.2M+12.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Specialty Industrial Machinery29.3M

20.7%

2Scientific & Technical Instruments28.7M

20.3%

3Aerospace & Defense19.9M

14.1%

Top Industries by Stock Count

1Aerospace & Defense2 stocks

12.5%

2Specialty Industrial Machinery2 stocks

12.5%

3Software - Application2 stocks

12.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

COHR COHERENT CORP72.8K shares-19.08%2026-06-302026-07-27

GHM GRAHAM CORP181.0K shares-10.31%2026-06-302026-07-27

MRCY MERCURY SYS INC102.4K shares-5.73%2026-06-302026-07-27

GXO LOGISTICS INCORPORATED GXO LOGISTICS INCORPORATED206.2K shares2.30%2026-06-302026-07-27

QXO QXO INC42.4K shares-66.14%2026-06-302026-07-27

CDRE CADRE HLDGS INC257.4K shares20.44%2026-06-302026-07-27

SUNB SUNBELT RENTALS HOLDINGS INC91.6K shares2.54%2026-06-302026-07-27

NPO ENPRO INC18.2K shares-23.49%2026-06-302026-07-27

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WEST WESTROCK COFFEE CO838.8K shares0.00%2026-06-302026-07-27

TYL TYLER TECHNOLOGIES INC23.1K shares37.78%2026-06-302026-07-27

XPO XPO INC32.3K shares-7.56%2026-06-302026-07-27

CF CF INDS HLDGS INC57.3K shares0.00%2026-06-302026-07-27

DSGR DISTRIBUTION SOLUTIONS G217.1K shares0.00%2026-06-302026-07-27

WLK WESTLAKE CORP71.5K shares-1.13%2026-06-302026-07-27

ADOBE INC ADOBE INC23.0K sharesnew addition2026-06-302026-07-27

AVTR AVANTOR INC414.9K shares0.00%2026-06-302026-07-27

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PSX PHILLIPS 66183.6K shares832.06%2026-06-302026-07-27

SW SMURFIT WESTROCK PLC F62.0K shares0.00%2026-06-302026-07-27

ULTA BEAUTY INC ULTA BEAUTY INC5.0K shares13.27%2026-06-302026-07-27

COHR

COHERENT CORP

-19.08%

Shares72.8K

Event2026-06-30

Filed2026-07-27

GHM

GRAHAM CORP

-10.31%

Shares181.0K

Event2026-06-30

Filed2026-07-27

MRCY

MERCURY SYS INC

-5.73%

Shares102.4K

Event2026-06-30

Filed2026-07-27

GXO LOGISTICS INCORPORATED

2.30%

Shares206.2K

Event2026-06-30

Filed2026-07-27

QXO

QXO INC

-66.14%

Shares42.4K

Event2026-06-30

Filed2026-07-27

CDRE

CADRE HLDGS INC

20.44%

Shares257.4K

Event2026-06-30

Filed2026-07-27

SUNB

SUNBELT RENTALS HOLDINGS INC

2.54%

Shares91.6K

Event2026-06-30

Filed2026-07-27

NPO

ENPRO INC

-23.49%

Shares18.2K

Event2026-06-30

Filed2026-07-27

WEST

WESTROCK COFFEE CO

0.00%

Shares838.8K

Event2026-06-30

Filed2026-07-27

TYL

TYLER TECHNOLOGIES INC

37.78%

Shares23.1K

Event2026-06-30

Filed2026-07-27

XPO

XPO INC

-7.56%

Shares32.3K

Event2026-06-30

Filed2026-07-27

CF INDS HLDGS INC

0.00%

Shares57.3K

Event2026-06-30

Filed2026-07-27

DSGR

DISTRIBUTION SOLUTIONS G

0.00%

Shares217.1K

Event2026-06-30

Filed2026-07-27

WLK

WESTLAKE CORP

-1.13%

Shares71.5K

Event2026-06-30

Filed2026-07-27

ADOBE INC

New

Shares23.0K

Event2026-06-30

Filed2026-07-27

AVTR

AVANTOR INC

0.00%

Shares414.9K

Event2026-06-30

Filed2026-07-27

PSX

PHILLIPS 66

832.06%

Shares183.6K

Event2026-06-30

Filed2026-07-27

SMURFIT WESTROCK PLC F

0.00%

Shares62.0K

Event2026-06-30

Filed2026-07-27

ULTA BEAUTY INC

13.27%

Shares5.0K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available