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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 11 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BDX BECTON DICKINSON & CO Healthcare 1,363.0 $213K 0.00% -41.0 -2.9% $156.31 +22.0%
202 VOT VANGUARD INDEX FDS 694.0 $209K 0.00% -22.0 -3.1% $300.75 +0.5%
203 KMI KINDER MORGAN INC DEL Energy 6,350.0 $206K 0.00% -485.0 -7.1% $32.49 -4.6%
204 VFH VANGUARD WORLD FD 1,495.0 $205K 0.00% -60.0 -3.9% $137.18 +3.7%
205 XLF SELECT SECTOR SPDR TR 3,614.0 $203K 0.00% -746.0 -17.1% $56.05 +3.9%
206 REAX THE REAL BROKERAGE INC Real Estate 55,252.0 $124K 0.00% -506.0 -0.9% $2.25 +6.7%
207 PSEC PROSPECT CAP CORP Financial Services 23,542.0 $52K 0.00% -692.0 -2.9% $2.20 +5.5%
208 CLVT CLARIVATE PLC Technology 15,921.0 $40K 0.00% -157.0 -1.0% $2.51 -15.1%
209 UROY URANIUM RTY CORP Energy 13,640.0 $36K 0.00% -6K -31.0% $2.65 +64.9%
210 LOAN MANHATTAN BRDG CAP INC Real Estate 34,173.0 $34K -4K -9.6% $1.00 +306.0%
211 PLG PLATINUM GROUP METALS LTD Basic Materials 19,950.0 $26K -3K -13.3% $1.32 +22.7%
212 ENVX CALL ENOVIX CORPORATION Industrials 1,500.0 $7K -2K -54.5% $4.99 -34.5%
Page 11 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%