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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 18 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SHOP SHOPIFY INC Technology 2,413.0 $316K 0.01% +1K +85.8% $131.13 -19.9%
342 IXUS ISHARES TR 3,346.0 $315K 0.01% +637.0 +23.5% $94.24 +0.9%
343 USFR WISDOMTREE TR 6,225.0 $314K 0.01% +270.0 +4.5% $50.42 +0.1%
344 DAL DELTA AIR LINES INC Industrials 4,344.0 $312K 0.01% +627.0 +16.9% $71.72 +5.5%
345 HPQ HP INC Technology 15,366.0 $305K 0.01% +2K +15.9% $19.88 +10.2%
346 USB US BANCORP Financial Services 5,347.0 $304K 0.01% +651.0 +13.9% $56.93 -4.3%
347 SRE SEMPRA Utilities 3,234.0 $304K 0.01% +598.0 +22.7% $94.02 -2.7%
348 PRU PRUDENTIAL FINL INC Financial Services 2,979.0 $303K 0.00% +106.0 +3.7% $101.63 +1.6%
349 SNPS SYNOPSYS INC Technology 650.0 $292K 0.00% +78.0 +13.6% $449.58 +11.0%
350 WRB BERKLEY W R CORP Financial Services 4,337.0 $290K 0.00% +225.0 +5.5% $66.83 +2.1%
351 XLRE SELECT SECTOR SPDR TR 6,459.0 $287K 0.00% +429.0 +7.1% $44.48 +0.0%
352 IVLU ISHARES TR 6,616.0 $279K 0.00% +472.0 +7.7% $42.13 +1.4%
353 EMLC VANECK ETF TRUST 10,620.0 $277K 0.00% +182.0 +1.7% $26.09 -2.9%
354 BLOK AMPLIFY ETF TR 4,563.0 $277K 0.00% +478.0 +11.7% $60.66 +6.0%
355 GLPI GAMING & LEISURE P Real Estate 5,792.0 $276K 0.00% +58.0 +1.0% $47.73 -0.5%
356 PHM PULTE GROUP INC Consumer Cyclical 2,183.0 $276K 0.00% +15.0 +0.7% $126.55 -8.1%
357 J JACOBS SOLUTIONS INC Industrials 2,087.0 $269K 0.00% +11.0 +0.5% $128.93 -11.5%
358 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,007.0 $269K 0.00% +86.0 +2.2% $67.05 +15.0%
359 URI UNITED RENTALS INC Industrials 336.0 $268K 0.00% +6.0 +1.8% $796.31 +17.6%
360 EXC EXELON CORP Utilities 5,639.0 $265K 0.00% +1K +22.6% $47.02 -3.5%
Page 18 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%