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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 15 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 867.0 $245K 0.00% +157.0 +22.1% $282.20 +3.8%
282 PSA PUBLIC STORAGE Real Estate 743.0 $244K 0.00% +69.0 +10.2% $328.68 -1.1%
283 ENTERGY CORP NEW 2,060.0 $237K 0.00% +104.0 +5.3% $115.18
284 NEM NEWMONT CORP Basic Materials 2,457.0 $234K 0.00% +189.0 +8.3% $95.05 +38.7%
285 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,026.0 $228K 0.00% +7.0 +0.7% $222.51 +6.9%
286 HII HUNTINGTON INGALLS INDS INC Industrials 784.0 $227K 0.00% +56.0 +7.7% $289.53 +1.8%
287 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,669.0 $225K 0.00% +122.0 +4.8% $84.16 -11.8%
288 GM GENERAL MTRS CO Consumer Cyclical 2,953.0 $225K 0.00% +276.0 +10.3% $76.03 +14.4%
289 CNP CENTERPOINT ENERGY INC Utilities 5,044.0 $224K 0.00% +132.0 +2.7% $44.48 -12.1%
290 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,506.0 $224K 0.00% +34.0 +2.3% $148.60 +24.8%
291 SLV CALL ISHARES SILVER TR Financial Services 3,900.0 $212K 0.00% +2K +105.3% $54.46 +14.2%
292 LEN LENNAR CORP Consumer Cyclical 2,443.0 $212K 0.00% +47.0 +2.0% $86.74 +1.6%
293 TEL TE CONNECTIVITY PLC Technology 1,027.0 $203K 0.00% +75.0 +7.9% $197.87 +2.3%
294 BP BP PLC Energy 5,222.0 $202K 0.00% +97.0 +1.9% $38.61 +13.3%
295 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 355.0 $200K 0.00% +11.0 +3.2% $563.70 -9.0%
296 EOSE EOS ENERGY ENTERPRISES INC Industrials 39,777.0 $189K 0.00% +28K +240.2% $4.74 -27.0%
297 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 33,030.0 $134K 0.00% +12K +56.9% $4.05 -22.2%
298 ENVX ENOVIX CORPORATION Industrials 25,920.0 $129K 0.00% +10K +62.8% $4.99 -34.4%
299 FNUC FRONTIER NUCLEAR & MINERALS Basic Materials 22,000.0 $36K 0.00% +7K +46.7% $1.63 +6.1%
300 ENCORE ENERGY CORP 19,246.0 $24K +7K +57.5% $1.26
Page 15 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%