Creative Planning

Position in APLD — Applied Digital Corp.

CIK 1540235 OVERLAND PARK, KS

Position in APLD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,314,194

+$4,005,100 QoQ

Shares Held

196,091

+40.7% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#87

of 563 holders

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Creative Planning holds $429,599,961 across 44 Information Technology Services names. APLD ranks #13 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	545,121	$153,293,475
2	ACN	Accenture plc	426,697	$53,098,174
3	CACI	Caci International Inc /De/	82,929	$38,417,687
4	WIT	Wipro Ltd	9,023,599	$20,303,097
5	JKHY	Jack Henry & Associates Inc	131,572	$18,122,726
6	INFY	Infosys Ltd	1,581,275	$16,587,573
7	FIS	Fidelity National Information Services, Inc.	374,059	$14,543,413
8	CTSH	Cognizant Technology Solutions Corp	284,838	$11,031,775

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,314,194	196,091	+40.7%	Shares	Defined	2026-08-13
2026-03-31	$3,309,094	139,389	+40.4%	Shares	Sole	2026-05-12
2025-12-31	$2,434,492	99,286	+43.3%	Shares	Sole	2026-02-17
2025-09-30	$1,589,236	69,278	+33.0%	Shares	Defined	2025-11-14
2025-06-30	$524,676	52,103	+62.2%	Shares	Defined	2025-08-08
2025-03-31	$180,480	32,114	+104.4%	Shares	Sole	2025-05-15
2024-12-31	$120,047	15,713	-98.5%	Shares	Sole	2025-02-14
2023-06-30	$10,117,167	1,082,050	-18.9%	Shares	Sole	2023-07-21
2023-03-31	$2,987,196	1,333,570	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.