Position in APLD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$13,055
+$6,925 QoQ
Shares Held
350
+40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#491
of 563 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APLD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Caldwell Trust Co holds $7,446,630 across 9 Information Technology Services names. APLD ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
22,680 | $6,377,842 | |
| 2 | ACN |
Accenture plc
|
4,028 | $501,244 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
5,421 | $210,768 | |
| 4 | CDW |
CDW Corp
|
990 | $139,233 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
993 | $135,991 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
1,075 | $41,634 | |
| 7 | IT |
Gartner Inc
|
200 | $25,924 | |
| 8 | APLD |
Applied Digital Corp.
This page
|
350 | $13,055 |
All Filings in APLD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,055 | 350 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $6,130 | 250 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||