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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 6 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CRWV COREWEAVE INC Technology 2,233.0 $261K 0.00% NEW $116.85 -7.9%
102 BITB BITWISE BITCOIN ETF TR Financial Services 6,069.0 $255K 0.00% NEW $42.09 +0.1%
103 IAUM ISHARES GOLD TR Financial Services 5,266.0 $255K 0.00% NEW $48.39 -6.5%
104 SIL GLOBAL X FDS 2,521.0 $255K 0.00% NEW $100.97 -11.5%
105 CLX CLOROX CO DEL Consumer Defensive 2,376.0 $248K 0.00% NEW $104.56 -9.0%
106 OFG OFG BANCORP Financial Services 5,750.0 $245K 0.00% NEW $42.61 +6.1%
107 INTU INTUIT Technology 614.0 $241K 0.00% NEW $393.32 -21.9%
108 VDE VANGUARD WORLD FD 1,534.0 $239K 0.00% NEW $156.03 +7.2%
109 SETM SPROTT FDS TR 6,196.0 $238K 0.00% NEW $38.38 -9.1%
110 SMH VANECK ETF TRUST 512.0 $238K 0.00% NEW $464.29 +22.2%
111 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 433.0 $237K 0.00% NEW $548.00 +37.1%
112 COHR COHERENT CORP Technology 683.0 $236K 0.00% NEW $345.02 +9.6%
113 PARNASSUS INCOME FDS 8,609.0 $236K 0.00% NEW $27.36
114 TEL TE CONNECTIVITY PLC Technology 952.0 $234K 0.00% NEW $246.18 -18.2%
115 WSO WATSCO INC Industrials 539.0 $232K 0.00% NEW $430.26 -10.2%
116 PWR QUANTA SVCS INC Industrials 385.0 $232K 0.00% NEW $601.89 +18.0%
117 XLF SELECT SECTOR SPDR TR 4,360.0 $229K 0.00% NEW $52.43 -1.3%
118 BP BP PLC Energy 5,125.0 $229K 0.00% NEW $44.59 +0.6%
119 ECL ECOLAB INC Basic Materials 828.0 $228K 0.00% NEW $274.83 -9.0%
120 XLI SELECT SECTOR SPDR TR 1,307.0 $227K 0.00% NEW $173.52 -1.7%
Page 6 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%