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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 7 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ENTERGY CORP NEW 1,956.0 $226K 0.00% NEW $115.51
122 ARTY ISHARES TR 3,815.0 $224K 0.00% NEW $58.66 +16.1%
123 LEN LENNAR CORP Consumer Cyclical 2,396.0 $222K 0.00% NEW $92.78 -4.3%
124 XME SPDR SERIES TRUST 1,881.0 $221K 0.00% NEW $117.62 -1.9%
125 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 12,624.0 $220K 0.00% NEW $17.39 +3.0%
126 AEM AGNICO EAGLE MINES LTD Basic Materials 997.0 $220K 0.00% NEW $220.19 -19.3%
127 KMI KINDER MORGAN INC DEL Energy 6,835.0 $219K 0.00% NEW $32.02 +4.6%
128 GM GENERAL MTRS CO Consumer Cyclical 2,677.0 $218K 0.00% NEW $81.32 -5.0%
129 CAC CAMDEN NATL CORP Financial Services 4,250.0 $218K 0.00% NEW $51.20 -3.5%
130 CNP CENTERPOINT ENERGY INC Utilities 4,912.0 $211K 0.00% NEW $43.00 -1.2%
131 GWW WW GRAINGER INC Industrials 180.0 $209K 0.00% NEW $1162.94 +6.6%
132 PLD PROLOGIS INC. Real Estate 1,440.0 $209K 0.00% NEW $145.08 -0.3%
133 PSA PUBLIC STORAGE OPER CO Real Estate 674.0 $208K 0.00% NEW $309.24 -2.1%
134 COLB COLUMBIA BKG SYS INC Financial Services 6,995.0 $207K 0.00% NEW $29.63 -0.0%
135 J P MORGAN EXCHANGE TRADED F 1,510.0 $207K 0.00% NEW $136.76
136 GSLC GOLDMAN SACHS ETF TR 1,498.0 $204K 0.00% NEW $136.32 +3.4%
137 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,190.0 $203K 0.00% NEW $48.55 -6.2%
138 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 710.0 $203K 0.00% NEW $285.39 -11.0%
139 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,019.0 $202K 0.00% NEW $198.70 -9.3%
140 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 344.0 $202K 0.00% NEW $588.38 -4.2%
Page 7 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%