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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EXPD EXPEDITORS INTL WASH INC Industrials 1,213.0 $201K 0.00% NEW $165.75 +13.3%
42 RL RALPH LAUREN CORP Consumer Cyclical 507.0 $200K 0.00% NEW $395.32 -6.2%
43 THC PUT TENET HEALTHCARE CORP Healthcare 800.0 $167K 0.00% NEW $208.82 +33.4%
44 AVGO CALL BROADCOM INC Technology 400.0 $148K 0.00% NEW $370.78 -3.2%
45 GOOGL CALL ALPHABET INC Communication Services 400.0 $147K 0.00% NEW $367.03 -5.2%
46 PPLT ABRDN PLATINUM ETF TRUST Financial Services 9,579.0 $142K 0.00% NEW $14.84 +14.6%
47 ADBE CALL ADOBE INC Technology 600.0 $133K 0.00% NEW $221.54 +24.7%
48 NVDA CALL NVIDIA CORPORATION Technology 600.0 $118K 0.00% NEW $196.93 +5.9%
49 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 200.0 $87K 0.00% NEW $432.57 -5.2%
50 TSLA CALL TESLA INC Consumer Cyclical 200.0 $81K 0.00% NEW $402.90 -13.4%
51 PPLT CALL ABRDN PLATINUM ETF TRUST Financial Services 5,000.0 $74K 0.00% NEW $14.84 +14.6%
52 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 400.0 $54K 0.00% NEW $134.37 +30.9%
53 NVDA PUT NVIDIA CORPORATION Technology 200.0 $39K 0.00% NEW $196.93 +5.9%
54 CRM CALL SALESFORCE INC Technology 200.0 $34K NEW $169.52 +23.3%
55 ANET CALL ARISTA NETWORKS INC Technology 200.0 $33K NEW $166.46 +13.0%
56 APH CALL AMPHENOL CORP Technology 200.0 $32K NEW $158.61 -1.9%
57 WIT WIPRO LTD Technology 15,041.0 $28K NEW $1.85 +1.6%
58 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 400.0 $17K NEW $43.47 +20.6%
59 NKE CALL NIKE INC Consumer Cyclical 200.0 $9K NEW $43.21 -5.7%
Page 3 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%