PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in APLD — Applied Digital Corp.

CIK 2145782 WALTHAM, MA

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Position in APLD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,159,819

+$737,699 QoQ

Shares Held

57,904

-3.3% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#182

of 563 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in APLD Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $3,112,888 across 5 Information Technology Services names. APLD ranks #1 (69.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APLD	Applied Digital Corp. This page	57,904	$2,159,819
2	CACI	Caci International Inc /De/	850	$393,771
3	GDS	GDS Holdings Ltd	7,911	$237,567
4	IBM	International Business Machines Corp	738	$207,532
5	CDW	CDW Corp	812	$114,199

All Filings in APLD

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8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,159,819	57,904	-3.3%	Shares	Sole	2026-08-07
2026-03-31	$1,422,120	59,904	-20.0%	Shares	Sole	2026-08-07
2025-12-31	$1,836,646	74,904	0.0%	Shares	Sole	2026-08-07
2025-09-30	$1,718,297	74,904	-16.8%	Shares	Sole	2026-08-07
2025-06-30	$906,300	90,000	-18.9%	Shares	Sole	2026-08-07
2025-03-31	$623,820	111,000	-2.6%	Shares	Sole	2026-08-07
2024-12-31	$870,960	114,000	-2.6%	Shares	Sole	2026-08-07
2024-09-30	$965,250	117,000	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.