AGMAN CAPITAL LLC

Q2 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$158,636
Net value change ($000)
+33,028 (26.3%)
New positions
1
Sold out positions
0
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
COHR 7,291 34.0%
GHM 6,481 40.7%
QXO 6,369 261.7%
ADBE 4,705 NEW
MRCY 4,607 58.2%
WEST 3,238 90.8%
SUNB 1,244 22.2%
TYL 1,017 17.7%
NPO 896 15.1%
AVTR 854 26.3%
Top Reduces (Value $000, Stocks/ETFs)
WLK -3,227 -38.2%
CF -1,235 -16.6%
PSX -416 -11.6%
XPO -166 -2.4%
ULTA -53 -2.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type