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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
Q2 2026 Q1 2026 · All 165 New 374 Added 108 Reduced
Page 7 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DE DEERE & CO Industrials 6,512.0 $3.8M 0.06% +57.0 +0.9% $590.42 +6.8%
122 LLY ELI LILLY & CO Healthcare 4,137.0 $3.8M 0.06% +963.0 +30.3% $927.13 +33.0%
123 SCHG SCHWAB STRATEGIC TR 117,170.0 $3.8M 0.06% +10K +9.4% $32.62 +8.3%
124 IBM INTERNATIONAL BUSINESS MACHS Technology 14,985.0 $3.8M 0.06% +6K +70.7% $253.46 -7.6%
125 UAL UNITED AIRLS HLDGS INC Industrials 36,857.0 $3.8M 0.06% +245.0 +0.7% $101.80 +15.3%
126 NOC NORTHROP GRUMMAN CORP Industrials 5,636.0 $3.7M 0.06% +4K +279.5% $665.29 -18.5%
127 MLM MARTIN MARIETTA MATLS INC Basic Materials 5,997.0 $3.7M 0.06% +142.0 +2.4% $622.01 -14.5%
128 TSLA TESLA INC Consumer Cyclical 9,292.0 $3.7M 0.06% +4K +83.2% $400.63 -12.6%
129 IAU ISHARES GOLD TR Financial Services 40,489.0 $3.7M 0.06% +7K +22.7% $91.34 -3.9%
130 PG PROCTER & GAMBLE CO Consumer Defensive 25,136.0 $3.7M 0.06% +8K +47.6% $146.93 -1.0%
131 WFC WELLS FARGO & CO Financial Services 44,954.0 $3.7M 0.05% +6K +16.6% $81.41 +4.1%
132 VBK VANGUARD INDEX FDS 10,877.0 $3.7M 0.05% +6K +116.9% $335.84 +6.1%
133 SPYM SPDR SERIES TRUST 42,774.0 $3.6M 0.05% +2K +4.3% $83.58 +7.9%
134 NEE NEXTERA ENERGY INC Utilities 38,156.0 $3.5M 0.05% +28K +286.4% $91.98 -8.4%
135 VTHR VANGUARD SCOTTSDALE FDS 11,064.0 $3.5M 0.05% +7K +155.0% $313.94 +7.9%
136 SHY ISHARES TR 41,955.0 $3.5M 0.05% +2K +5.8% $82.64 -0.7%
137 LMT LOCKHEED MARTIN CORP Industrials 5,674.0 $3.4M 0.05% +4K +180.9% $592.20 -6.0%
138 AVGO BROADCOM INC Technology 8,031.0 $3.3M 0.05% +2K +35.8% $406.52 -12.2%
139 RTX RTX CORPORATION Industrials 16,521.0 $3.2M 0.05% +5K +49.3% $196.42 +7.1%
140 SCHX SCHWAB STRATEGIC TR 112,680.0 $3.2M 0.05% +6K +5.4% $27.99 +7.9%
Page 7 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 29.8%
Financial Services 26.1%
Industrials 9.8%
Healthcare 7.2%
Consumer Cyclical 7.0%
Consumer Defensive 5.3%
Energy 4.7%
Communication Services 4.6%
Utilities 2.8%
Basic Materials 1.9%