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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 8 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FNDX SCHWAB STRATEGIC TR 36,798.0 $1.2M 0.02% +775.0 +2.1% $31.34 +3.8%
142 ADI ANALOG DEVICES INC Technology 2,903.0 $1.1M 0.02% +16.0 +0.6% $379.07 -1.4%
143 GS GOLDMAN SACHS GROUP INC Financial Services 1,052.0 $1.1M 0.01% +57.0 +5.7% $1042.98 +1.3%
144 MS MORGAN STANLEY Financial Services 4,863.0 $1.1M 0.01% +199.0 +4.3% $222.05 -2.8%
145 TPR TAPESTRY INC Consumer Cyclical 7,313.0 $1.1M 0.01% +838.0 +12.9% $146.31 -10.2%
146 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 26,658.0 $1.1M 0.01% +10K +56.6% $39.93 +3.1%
147 BSCS INVESCO EXCH TRD SLF IDX FD 51,835.0 $1.1M 0.01% +765.0 +1.5% $20.36 -0.1%
148 BSCR INVESCO EXCH TRD SLF IDX FD 53,419.0 $1.0M 0.01% +771.0 +1.5% $19.64 -0.2%
149 BSCQ INVESCO EXCH TRD SLF IDX FD 53,439.0 $1.0M 0.01% +495.0 +0.9% $19.53 -0.1%
150 BSCT INVESCO EXCH TRD SLF IDX FD 55,844.0 $1.0M 0.01% +857.0 +1.6% $18.57 -0.3%
151 BSCU INVESCO EXCH TRD SLF IDX FD 62,194.0 $1.0M 0.01% +975.0 +1.6% $16.61 -0.5%
152 PCAR PACCAR INC Industrials 8,243.0 $1.0M 0.01% +67.0 +0.8% $124.46 +4.0%
153 SCHB SCHWAB STRATEGIC TR 34,321.0 $993K 0.01% +10K +42.7% $28.94 +2.1%
154 TJX TJX COS INC NEW Consumer Cyclical 6,204.0 $956K 0.01% +274.0 +4.6% $154.12 -8.9%
155 CMI CUMMINS INC Industrials 1,426.0 $941K 0.01% +36.0 +2.6% $660.07 -13.2%
156 CRM SALESFORCE INC Technology 5,419.0 $919K 0.01% +145.0 +2.8% $169.53 +21.5%
157 EW EDWARDS LIFESCIENCES CORP Healthcare 9,380.0 $889K 0.01% +2K +25.1% $94.82 -4.3%
158 HPE HEWLETT PACKARD ENTERPRISE C Technology 20,259.0 $881K 0.01% +330.0 +1.7% $43.47 +22.4%
159 KLAC KLA CORP Technology 3,952.0 $856K 0.01% +4K +1076.2% $216.48 -15.7%
160 CRWD CROWDSTRIKE HLDGS INC Technology 4,320.0 $841K 0.01% +3K +308.3% $48.65 +275.6%
Page 8 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%