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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 10 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AEE AMEREN CORP Utilities 3,622.0 $414K 0.01% -25.0 -0.7% $114.42 -6.3%
182 TGT TARGET CORP Consumer Defensive 3,050.0 $389K 0.01% -2K -42.1% $127.57 +33.2%
183 PGR PROGRESSIVE CORP Financial Services 1,582.0 $371K 0.01% -88.0 -5.3% $234.47 -4.5%
184 OXY OCCIDENTAL PETE CORP Energy 7,124.0 $368K 0.01% -286.0 -3.9% $51.68 +16.3%
185 SHV ISHARES TR 3,321.0 $366K 0.01% -578.0 -14.8% $110.12 +0.2%
186 VPL VANGUARD INTL EQUITY INDEX F 3,167.0 $356K 0.01% -173.0 -5.2% $112.28 +1.5%
187 GSSC GOLDMAN SACHS ETF TR 3,453.0 $311K 0.00% -65.0 -1.9% $90.13 +0.6%
188 WRB BERKLEY W R CORP Financial Services 4,283.0 $306K 0.00% -54.0 -1.2% $71.54 -2.6%
189 MDT MEDTRONIC PLC Healthcare 3,428.0 $287K 0.00% -152.0 -4.2% $83.83 +10.8%
190 XLRE SELECT SECTOR SPDR TR 6,332.0 $284K 0.00% -127.0 -2.0% $44.89 +1.0%
191 SHOP SHOPIFY INC Technology 2,285.0 $278K 0.00% -128.0 -5.3% $121.86 +22.9%
192 USFR WISDOMTREE TR 5,431.0 $274K 0.00% -794.0 -12.8% $50.40 +0.2%
193 ARTY ISHARES TR 3,787.0 $265K 0.00% -28.0 -0.7% $69.94 +3.4%
194 SNPS SYNOPSYS INC Technology 582.0 $254K 0.00% -68.0 -10.5% $436.63 -9.6%
195 IQVIA HLDGS INC 1,180.0 $246K 0.00% -16.0 -1.3% $208.23
196 UAL UNITED AIRLS HLDGS INC Industrials 1,892.0 $243K 0.00% -35K -94.9% $128.31 -11.5%
197 MINT PIMCO ETF TR 2,408.0 $242K 0.00% -164.0 -6.4% $100.54 +0.2%
198 TE T1 ENERGY INC Industrials 33,023.0 $230K 0.00% -10K -23.2% $6.95 -37.8%
199 PK PARK HOTELS & RESORTS INC Real Estate 15,804.0 $224K 0.00% -16K -49.8% $14.16 +12.0%
200 GWX SPDR INDEX SHS FDS 5,089.0 $222K 0.00% -1K -19.6% $43.55 +6.0%
Page 10 of 11  ·  212 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%