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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 9 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GE GE AEROSPACE Industrials 7,944.0 $2.4M 0.04% +3K +56.3% $304.13 -0.8%
162 AMD ADVANCED MICRO DEVICES INC Technology 8,645.0 $2.4M 0.04% +3K +41.7% $278.40 +61.5%
163 EMR EMERSON ELEC CO Industrials 16,432.0 $2.4M 0.04% +3K +23.2% $146.35 -7.8%
164 T AT&T INC Communication Services 89,226.0 $2.4M 0.04% +34K +62.1% $26.51 -6.0%
165 SPEM SPDR INDEX SHS FDS 45,383.0 $2.3M 0.04% +12K +37.1% $51.36 -0.5%
166 NFLX NETFLIX INC. Communication Services 23,877.0 $2.3M 0.03% +5K +26.0% $97.31 -8.2%
167 IYW ISHARES TR 10,758.0 $2.3M 0.03% +102.0 +1.0% $210.08 +14.3%
168 ARKK ARK ETF TR 28,435.0 $2.3M 0.03% +183.0 +0.7% $79.23 -3.3%
169 ISHARES TR 102,761.0 $2.2M 0.03% +10K +10.8% $21.89
170 MDLZ MONDELEZ INTL INC Consumer Defensive 39,174.0 $2.2M 0.03% +11K +38.5% $57.25 +7.4%
171 TFC TRUIST FINL CORP Financial Services 42,798.0 $2.2M 0.03% +32K +286.2% $50.57 -5.1%
172 PLTR PALANTIR TECHNOLOGIES INC Technology 14,369.0 $2.1M 0.03% +8K +109.3% $146.39 -6.3%
173 BX BLACKSTONE INC Financial Services 16,280.0 $2.1M 0.03% +5K +38.5% $129.08 -8.1%
174 FDX FEDEX CORP Industrials 5,291.0 $2.1M 0.03% +254.0 +5.0% $392.40 -0.9%
175 XYLD GLOBAL X FDS 51,348.0 $2.1M 0.03% +38K +286.3% $40.30 +0.1%
176 BSVO EA SERIES TRUST 75,972.0 $2.1M 0.03% +67K +730.5% $27.22 +1.1%
177 VZ VERIZON COMMUNICATIONS INC Communication Services 43,295.0 $2.0M 0.03% +14K +47.4% $46.55 +2.7%
178 AXP AMERICAN EXPRESS CO Financial Services 6,012.0 $2.0M 0.03% +1K +31.5% $331.68 -6.6%
179 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,257.0 $2.0M 0.03% +3K +148.4% $377.90 -1.9%
180 OEF ISHARES TR 5,500.0 $1.9M 0.03% +3K +139.0% $349.73 +5.9%
Page 9 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%