GoalVest Advisory LLC

Position in APLD — Applied Digital Corp.

CIK 1839307 NEW YORK, NY

Position in APLD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$19,769

New position

Shares Held

530

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#480

of 563 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GoalVest Advisory LLC holds $68,268 across 5 Information Technology Services names. APLD ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	96	$26,996
2	APLD	Applied Digital Corp. This page	530	$19,769
3	ACN	Accenture plc	147	$18,292
4	CTSH	Cognizant Technology Solutions Corp	44	$1,704
5	EPAM	EPAM Systems, Inc.	19	$1,507

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,769	530	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.