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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 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SJNK SPDR SERIES TRUST 11,416.0 $285K 0.00% NEW $24.95 -0.3%
22 TEMA ETF TRUST 10,277.0 $277K 0.00% NEW $26.91
23 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,935.0 $270K 0.00% NEW $139.61 -0.5%
24 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,134.0 $253K 0.00% NEW $223.25 +5.9%
25 B BARRICK MNG CORP Basic Materials 6,757.0 $249K 0.00% NEW $36.86 +30.7%
26 META CALL META PLATFORMS INC Communication Services 400.0 $246K 0.00% NEW $615.58 -9.2%
27 CIBR FIRST TR EXCHANGE-TRADED FD 2,610.0 $241K 0.00% NEW $92.19 +1.1%
28 CDNS CADENCE DESIGN SYSTEM INC Technology 644.0 $239K 0.00% NEW $371.06 -14.9%
29 MSFT CALL MICROSOFT CORP Technology 600.0 $233K 0.00% NEW $388.84 +25.3%
30 WDC WESTERN DIGITAL CORP Technology 432.0 $230K 0.00% NEW $532.26 -18.2%
31 O REALTY INCOME CORP Real Estate 3,504.0 $224K 0.00% NEW $64.01 -1.3%
32 ROST ROSS STORES INC Consumer Cyclical 1,032.0 $222K 0.00% NEW $214.70 +12.5%
33 ANET ARISTA NETWORKS INC Technology 1,316.0 $219K 0.00% NEW $166.46 +13.0%
34 GOVT ISHARES TR 9,472.0 $214K 0.00% NEW $22.60 -0.5%
35 UPS UNITED PARCEL SVCS INC Industrials 1,877.0 $210K 0.00% NEW $111.97 -8.3%
36 LUV SOUTHWEST AIRLS CO Industrials 4,242.0 $210K 0.00% NEW $49.42 -17.6%
37 BMO BANK MONTREAL MEDIUM Financial Services 1,153.0 $206K 0.00% NEW $178.25 -3.3%
38 INDA ISHARES TR 4,129.0 $204K 0.00% NEW $49.33 +0.0%
39 EQWL INVESCO EXCHANGE TRADED FD T 1,554.0 $203K 0.00% NEW $130.69 +3.4%
40 LNG CHENIERE ENERGY INC Energy 795.0 $203K 0.00% NEW $255.00 +10.1%
Page 2 of 3  ·  59 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%