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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 13 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SMH VANECK ETF TRUST 628.0 $365K 0.01% +116.0 +22.7% $581.58 -6.0%
242 USB US BANCORP Financial Services 5,727.0 $360K 0.01% +380.0 +7.1% $62.89 -0.7%
243 TD TORONTO DOMINION BK ONT Financial Services 2,964.0 $360K 0.01% +77.0 +2.7% $121.43 -4.0%
244 HPQ HP INC Technology 15,633.0 $359K 0.01% +267.0 +1.7% $22.96 +24.5%
245 WTRG ESSENTIAL UTILS INC Utilities 9,106.0 $356K 0.01% +711.0 +8.5% $39.08 +5.8%
246 STIP ISHARES TR 3,484.0 $353K 0.01% +415.0 +13.5% $101.32 -0.4%
247 PRU PRUDENTIAL FINL INC Financial Services 3,044.0 $351K 0.01% +65.0 +2.2% $115.46 +6.2%
248 HYD VANECK ETF TRUST 6,795.0 $350K 0.01% +95.0 +1.4% $51.46 -2.3%
249 IWP ISHARES TR 2,385.0 $338K 0.01% +125.0 +5.5% $141.93 -0.1%
250 QQQM INVESCO EXCH TRADED FD TR II 1,143.0 $334K 0.01% +329.0 +40.4% $292.21 -0.5%
251 GILD GILEAD SCIENCES INC Healthcare 2,409.0 $329K 0.01% +128.0 +5.6% $136.37 +7.6%
252 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,116.0 $322K 0.01% +109.0 +2.7% $78.21 -0.1%
253 PWR QUANTA SVCS INC Industrials 488.0 $321K 0.01% +103.0 +26.8% $656.79 -6.1%
254 AVES AMERICAN CENTY ETF TR 4,892.0 $316K 0.00% +31.0 +0.6% $64.61 +0.7%
255 OTIS OTIS WORLDWIDE CORP Industrials 4,274.0 $314K 0.00% +117.0 +2.8% $73.43 -1.7%
256 SRE SEMPRA Utilities 3,272.0 $309K 0.00% +38.0 +1.2% $94.59 -10.6%
257 CENCORA INC 988.0 $301K 0.00% +18.0 +1.9% $304.51
258 FITB FIFTH THIRD BANCORP Financial Services 5,180.0 $300K 0.00% +140.0 +2.8% $57.92 -5.2%
259 IUSV ISHARES TR 2,648.0 $296K 0.00% +60.0 +2.3% $111.83 +3.0%
260 LII LENNOX INTL INC Industrials 527.0 $294K 0.00% +11.0 +2.1% $556.93 -28.3%
Page 13 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%