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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 14 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PHM PULTE GROUP INC Consumer Cyclical 2,228.0 $289K 0.00% +45.0 +2.1% $129.92 -0.2%
262 MLI MUELLER INDS INC Industrials 5,148.0 $287K 0.00% +3K +102.0% $55.67 +14.0%
263 AZN ASTRAZENECA PLC Healthcare 1,474.0 $285K 0.00% +22.0 +1.5% $193.12 -13.7%
264 EXC EXELON CORP Utilities 5,925.0 $282K 0.00% +286.0 +5.1% $47.57 -6.8%
265 EMLC VANECK ETF TRUST 11,061.0 $282K 0.00% +441.0 +4.2% $25.48 +1.3%
266 PARNASSUS INCOME FDS 9,865.0 $281K 0.00% +1K +14.6% $28.46
267 FDN FIRST TR EXCHANGE-TRADED FD 1,022.0 $278K 0.00% +10.0 +1.0% $271.67 +5.5%
268 J JACOBS SOLUTIONS INC Industrials 2,111.0 $275K 0.00% +24.0 +1.1% $130.29 +16.4%
269 SAP SAP SE Technology 1,661.0 $270K 0.00% +206.0 +14.2% $162.78 +34.3%
270 GWW WW GRAINGER INC Industrials 198.0 $269K 0.00% +18.0 +10.0% $1356.44 -2.5%
271 COHR COHERENT CORP Technology 844.0 $265K 0.00% +161.0 +23.6% $314.19 -12.3%
272 MTB M & T BK CORP Financial Services 1,101.0 $264K 0.00% +29.0 +2.7% $239.76 +0.8%
273 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,470.0 $262K 0.00% +38.0 +1.6% $106.08 -13.2%
274 GLPI GAMING & LEISURE P Real Estate 5,903.0 $260K 0.00% +111.0 +1.9% $44.07 -0.3%
275 XME SPDR SERIES TRUST 2,492.0 $255K 0.00% +611.0 +32.5% $102.46 +15.0%
276 SLB SLB LIMITED Energy 5,489.0 $255K 0.00% +271.0 +5.2% $46.42 +16.3%
277 VDE VANGUARD WORLD FD 1,651.0 $255K 0.00% +117.0 +7.6% $154.31 +15.3%
278 XLI SELECT SECTOR SPDR TR 1,388.0 $253K 0.00% +81.0 +6.2% $182.40 -1.9%
279 APOS APOLLO GLOBAL MGMT INC 2,086.0 $249K 0.00% +16.0 +0.8% $119.33
280 PLD PROLOGIS INC. Real Estate 1,710.0 $246K 0.00% +270.0 +18.8% $143.63 -0.2%
Page 14 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%