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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 4 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNK SPDR SERIES TRUST 64,333.0 $6.2M 0.09% -3K -4.5% $96.05 -0.1%
62 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 16,833.0 $5.7M 0.08% -953.0 -5.4% $341.12 -3.2%
63 ACWV ISHARES INC 44,992.0 $5.5M 0.08% -516.0 -1.1% $122.67 +3.9%
64 JIRE J P MORGAN EXCHANGE TRADED F 65,685.0 $5.4M 0.08% -3K -4.7% $82.55 +3.1%
65 PFFD GLOBAL X FDS 260,807.0 $4.9M 0.07% -23K -8.0% $18.65 -1.3%
66 EFAV ISHARES TR 52,215.0 $4.7M 0.07% -3K -6.3% $89.74 +5.4%
67 IGSB ISHARES TR 87,657.0 $4.6M 0.07% -879.0 -1.0% $52.17 -0.1%
68 IBM INTERNATIONAL BUSINESS MACHS Technology 14,785.0 $4.5M 0.06% -200.0 -1.3% $306.14 -24.5%
69 VGIT VANGUARD SCOTTSDALE FDS 77,093.0 $4.5M 0.06% -18K -18.7% $58.61 -0.4%
70 UNP UNION PAC CORP Industrials 15,629.0 $4.4M 0.06% -269.0 -1.7% $283.11 +9.4%
71 AMD ADVANCED MICRO DEVICES INC Technology 8,524.0 $4.4M 0.06% -121.0 -1.4% $516.14 -11.5%
72 PFXF VANECK ETF TRUST 243,819.0 $4.3M 0.06% -4K -1.7% $17.76 +0.7%
73 PFF ISHARES TR 138,534.0 $4.2M 0.06% -3K -2.3% $30.51 -0.0%
74 ISHARES TR 84,983.0 $4.2M 0.06% -3K -3.1% $49.47
75 HD HOME DEPOT INC Consumer Cyclical 11,888.0 $4.1M 0.06% -811.0 -6.4% $345.22 -2.3%
76 IGF ISHARES TR 60,289.0 $4.0M 0.06% -890.0 -1.4% $67.17 -2.5%
77 META META PLATFORMS INC Communication Services 6,482.0 $4.0M 0.06% -370.0 -5.4% $615.62 -9.2%
78 SCHG SCHWAB STRATEGIC TR 113,098.0 $3.9M 0.06% -4K -3.5% $34.31 +2.5%
79 PG PROCTER & GAMBLE CO Consumer Defensive 24,836.0 $3.8M 0.05% -300.0 -1.2% $152.75 -4.0%
80 VBK VANGUARD INDEX FDS 10,556.0 $3.7M 0.05% -321.0 -3.0% $354.20 +0.2%
Page 4 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%