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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 4 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ENB ENBRIDGE INC Energy 8,293.0 $437K 0.01% NEW $52.67 +9.7%
62 CRH PLC 3,593.0 $421K 0.01% NEW $117.05
63 ISRG INTUITIVE SURGICAL INC Healthcare 886.0 $416K 0.01% NEW $469.41 -6.3%
64 TFLO ISHARES TR 7,867.0 $398K 0.01% NEW $50.57 +0.0%
65 EUSB ISHARES TR 9,080.0 $398K 0.01% NEW $43.81 -1.5%
66 DOL WISDOMTREE TR 5,203.0 $379K 0.01% NEW $72.75 +1.8%
67 NUSA NUSHARES ETF TR 16,108.0 $376K 0.01% NEW $23.33 -0.8%
68 GBCI GLACIER BANCORP INC NEW Financial Services 7,605.0 $372K 0.01% NEW $48.94 -2.3%
69 SPLV INVESCO EXCH TRADED FD TR II 4,837.0 $361K 0.01% NEW $74.68 -1.3%
70 PK PARK HOTELS & RESORTS INC Real Estate 31,472.0 $359K 0.01% NEW $11.41 -0.2%
71 LITE LUMENTUM HLDGS INC Technology 379.0 $339K 0.01% NEW $894.01 +7.9%
72 CL COLGATE PALMOLIVE CO Consumer Defensive 3,947.0 $339K 0.01% NEW $85.80 +5.4%
73 PGR PROGRESSIVE CORP Financial Services 1,670.0 $338K 0.01% NEW $202.64 -0.0%
74 DTM DT MIDSTREAM INC Energy 2,496.0 $335K 0.01% NEW $134.22 +11.2%
75 NWBI NORTHWEST BANCSHARES INC Financial Services 24,082.0 $324K 0.01% NEW $13.45 +3.9%
76 STIP ISHARES TR 3,069.0 $318K 0.01% NEW $103.71 -0.4%
77 BMRC BANK OF MARIN BANCORP Financial Services 12,000.0 $317K 0.01% NEW $26.41 -0.6%
78 GILD GILEAD SCIENCES INC Healthcare 2,281.0 $314K 0.01% NEW $137.64 -5.2%
79 IWP ISHARES TR 2,260.0 $311K 0.01% NEW $137.76 +0.0%
80 MLI MUELLER INDS INC Industrials 2,548.0 $311K 0.01% NEW $122.13 +9.4%
Page 4 of 9  ·  165 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%