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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 7 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PNC PNC FINL SVCS GROUP INC Financial Services 6,219.0 $1.6M 0.02% +39.0 +0.6% $254.02 -3.9%
122 INMU BLACKROCK ETF TRUST II 63,485.0 $1.5M 0.02% +7K +11.4% $24.17 -1.7%
123 ROK ROCKWELL AUTOMATION INC Industrials 3,261.0 $1.5M 0.02% +28.0 +0.9% $468.85 -8.4%
124 ET ENERGY TRANSFER L P Energy 75,918.0 $1.5M 0.02% +1K +1.4% $19.81 +6.1%
125 BKLN INVESCO EXCH TRADED FD TR II 71,863.0 $1.5M 0.02% +1K +1.7% $20.42 +0.4%
126 HYXF ISHARES TR 31,506.0 $1.5M 0.02% +1K +3.4% $46.53 +0.2%
127 AVRE AMERICAN CENTY ETF TR 29,266.0 $1.4M 0.02% +1K +3.8% $48.22 +0.7%
128 CGHM CAPITAL GRP FIXED INCM ETF T 54,456.0 $1.4M 0.02% +4K +7.4% $25.86 -1.7%
129 PYLD PIMCO ETF TR 52,458.0 $1.4M 0.02% +10K +23.0% $26.34 -0.1%
130 SOXX ISHARES TR 2,441.0 $1.3M 0.02% +70.0 +3.0% $551.61 -6.8%
131 ALL ALLSTATE CORP Financial Services 5,142.0 $1.3M 0.02% +40.0 +0.8% $251.45 +2.5%
132 MUNI PIMCO ETF TR 24,569.0 $1.3M 0.02% +3K +16.3% $52.38 -1.2%
133 LRCX LAM RESEARCH CORP Technology 3,943.0 $1.3M 0.02% +593.0 +17.7% $326.13 -3.5%
134 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,217.0 $1.2M 0.02% +1K +32.7% $295.41 -11.3%
135 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,932.0 $1.2M 0.02% +75.0 +2.6% $418.87 -4.8%
136 STWD STARWOOD PPTY TR INC Real Estate 73,381.0 $1.2M 0.02% +2K +2.3% $16.62 -3.0%
137 PANW PALO ALTO NETWORKS INC Technology 3,595.0 $1.2M 0.02% +145.0 +4.2% $337.04 +0.8%
138 COP CONOCOPHILLIPS Energy 10,888.0 $1.2M 0.02% +1K +15.3% $108.44 +21.6%
139 ISHARES TR 59,715.0 $1.2M 0.02% +16K +37.5% $19.45
140 AEP AMERICAN ELEC PWR CO INC Utilities 8,445.0 $1.2M 0.02% +662.0 +8.5% $137.52 -10.7%
Page 7 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%