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Portfolio (Quarterly) Guide ↗

Apella Capital, LLC

· CIK 0001801507
13F Portfolio $6.7B AUM 687 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New 374 Added 108 Reduced 11 Exited
Page 17 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XEL XCEL ENERGY INC Utilities 4,797.0 $389K 0.01% +677.0 +16.4% $81.08 -1.5%
322 COF CAPITAL ONE FINL CORP Financial Services 1,871.0 $386K 0.01% +657.0 +54.1% $206.49 -9.6%
323 GIS GENERAL MILLS INC Consumer Defensive 10,801.0 $383K 0.01% +2K +18.9% $35.50 -5.7%
324 NKE NIKE INC Consumer Cyclical 8,265.0 $380K 0.01% +834.0 +11.2% $46.03 -3.6%
325 AMP AMERIPRISE FINL INC Financial Services 820.0 $374K 0.01% +54.0 +7.0% $456.37 -1.3%
326 RY ROYAL BK CDA Financial Services 2,091.0 $373K 0.01% +275.0 +15.1% $178.44 +4.9%
327 VAW VANGUARD WORLD FD 1,571.0 $371K 0.01% +198.0 +14.4% $236.06 -4.0%
328 AYI ACUITY INC Industrials 1,236.0 $362K 0.01% +7.0 +0.6% $292.63 -3.9%
329 VPL VANGUARD INTL EQUITY INDEX F 3,340.0 $359K 0.01% +1K +45.4% $107.36 +4.7%
330 MBB ISHARES TR 3,748.0 $358K 0.01% +459.0 +14.0% $95.54 -1.7%
331 SHEL SHELL PLC Energy 4,047.0 $355K 0.01% +513.0 +14.5% $87.81 -1.2%
332 HYD VANECK ETF TRUST 6,700.0 $343K 0.01% +2K +44.3% $51.18 -1.0%
333 CI THE CIGNA GROUP Healthcare 1,228.0 $342K 0.01% +205.0 +20.0% $278.68 +1.2%
334 OTIS OTIS WORLDWIDE CORP Industrials 4,157.0 $338K 0.01% +1K +39.5% $81.43 -12.0%
335 SPGI S&P GLOBAL INC Financial Services 749.0 $332K 0.01% +337.0 +81.8% $442.72 -5.8%
336 AON AON PLC Financial Services 992.0 $329K 0.01% +193.0 +24.2% $331.81 -2.3%
337 WTRG ESSENTIAL UTILS INC Utilities 8,395.0 $327K 0.01% +141.0 +1.7% $39.00 -6.3%
338 VNQI VANGUARD INTL EQUITY INDEX F 6,706.0 $323K 0.01% +171.0 +2.6% $48.20 -4.4%
339 AVES AMERICAN CENTY ETF TR 4,861.0 $320K 0.01% +155.0 +3.3% $65.85 -0.3%
340 CENCORA INC 970.0 $318K 0.01% +87.0 +9.8% $327.58
Page 17 of 19  ·  374 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 28.6%
Financial Services 25.1%
Industrials 9.4%
Communication Services 8.4%
Healthcare 6.9%
Consumer Cyclical 6.7%
Consumer Defensive 5.1%
Energy 4.7%
Utilities 2.7%
Basic Materials 1.9%