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Portfolio (Quarterly) Guide ↗

Apella Capital, LLC

· CIK 0001801507
13F Portfolio $7.1B AUM 753 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 59 New 300 Added 212 Reduced 28 Exited
Page 10 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 227,995.0 $618K 0.01% +75K +49.0% $2.71 +30.0%
182 XLE SELECT SECTOR SPDR TR 11,241.0 $614K 0.01% +980.0 +9.6% $54.64 +14.6%
183 UGI UGI CORP NEW Utilities 17,380.0 $613K 0.01% +158.0 +0.9% $35.27 +8.6%
184 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,358.0 $605K 0.01% +57.0 +1.1% $112.88 -1.5%
185 IBIT ISHARES BITCOIN TRUST ETF Financial Services 16,635.0 $601K 0.01% +1K +7.0% $36.15 +24.1%
186 SHW SHERWIN WILLIAMS CO Basic Materials 1,749.0 $599K 0.01% +30.0 +1.8% $342.27 +2.0%
187 SMMU PIMCO ETF TR 11,669.0 $588K 0.01% +1K +12.8% $50.36 -0.0%
188 JMST J P MORGAN EXCHANGE TRADED F 11,150.0 $568K 0.01% +73.0 +0.7% $50.91 +0.1%
189 CASY CASEYS GEN STORES INC Consumer Cyclical 688.0 $552K 0.01% +278.0 +67.8% $802.51 +3.2%
190 BLK BLACKROCK INC Financial Services 546.0 $551K 0.01% +22.0 +4.2% $1009.82 +16.7%
191 ADBE ADOBE INC Technology 2,433.0 $539K 0.01% +326.0 +15.5% $221.49 +23.3%
192 NXPI NXP SEMICONDUCTORS N V Technology 1,966.0 $537K 0.01% +580.0 +41.9% $273.15 -17.8%
193 HDV ISHARES TR 18,960.0 $533K 0.01% +15K +398.8% $28.09 +6.2%
194 DFCA DIMENSIONAL ETF TRUST 10,579.0 $530K 0.01% +1K +14.3% $50.12 -1.1%
195 ISRG INTUITIVE SURGICAL INC Healthcare 1,229.0 $525K 0.01% +343.0 +38.7% $427.43 -12.8%
196 HCA HCA HEALTHCARE INC Healthcare 1,204.0 $509K 0.01% +6.0 +0.5% $423.09 +1.0%
197 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,479.0 $507K 0.01% +36.0 +1.5% $204.52 +8.3%
198 DGRO ISHARES TR 6,516.0 $506K 0.01% +996.0 +18.0% $77.59 +2.9%
199 AFL AFLAC INC Financial Services 4,154.0 $505K 0.01% +110.0 +2.7% $121.50 -4.0%
200 MCK MCKESSON CORP Healthcare 612.0 $494K 0.01% +20.0 +3.4% $807.70 +10.0%
Page 10 of 15  ·  300 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.6%
Financial Services 25.3%
Industrials 9.7%
Healthcare 8.2%
Consumer Cyclical 6.6%
Consumer Defensive 5.1%
Energy 4.6%
Communication Services 4.4%
Utilities 2.8%
Basic Materials 2.0%