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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 9 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XBI SPDR SERIES TRUST 4,080.0 $669K 0.01% -97.0 -2.3% $163.87 +0.2%
162 CMCSA COMCAST CORP NEW Communication Services 28,462.0 $666K 0.01% -849.0 -2.9% $23.41 +15.4%
163 IWS ISHARES TR 4,000.0 $663K 0.01% -192.0 -4.6% $165.75 +3.7%
164 BNDW VANGUARD SCOTTSDALE FDS 9,730.0 $661K 0.01% -8K -45.4% $67.94 -0.7%
165 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,269.0 $656K 0.01% -23.0 -1.8% $516.70 +21.7%
166 LOW LOWES COS INC Consumer Cyclical 2,733.0 $604K 0.01% -80.0 -2.8% $220.91 -1.8%
167 VPU VANGUARD WORLD FD 3,018.0 $595K 0.01% -157.0 -4.9% $197.27 -5.3%
168 THC TENET HEALTHCARE CORP Healthcare 2,793.0 $583K 0.01% -180.0 -6.0% $208.82 +33.4%
169 DHR DANAHER CORP DEL Healthcare 2,912.0 $565K 0.01% -84.0 -2.8% $194.16 +10.8%
170 VHT VANGUARD WORLD FD 1,814.0 $563K 0.01% -101.0 -5.3% $310.21 +5.6%
171 WPC WP CAREY INC Real Estate 7,570.0 $539K 0.01% -107.0 -1.4% $71.24 +0.5%
172 SDY SPDR SERIES TRUST 3,396.0 $528K 0.01% -260.0 -7.1% $155.62 +2.3%
173 RSP INVESCO EXCHANGE TRADED FD T 2,313.0 $497K 0.01% -432.0 -15.7% $214.74 +3.3%
174 GDX VANECK ETF TRUST 6,432.0 $487K 0.01% -400.0 -5.8% $75.76 +36.7%
175 DLS WISDOMTREE TR 5,706.0 $484K 0.01% -175.0 -3.0% $84.79 +4.7%
176 RITM RITHM CAPITAL CORP Real Estate 51,066.0 $471K 0.01% -1K -2.7% $9.22 +11.2%
177 ENB ENBRIDGE INC Energy 8,231.0 $453K 0.01% -62.0 -0.8% $55.05 -9.0%
178 CALI BLACKROCK ETF TRUST II 8,522.0 $430K 0.01% -52K -86.0% $50.42 -0.1%
179 F FORD MTR CO Consumer Cyclical 31,332.0 $425K 0.01% -9K -21.5% $13.56 +2.7%
180 OMFS INVESCO EXCH TRD SLF IDX FD 7,987.0 $423K 0.01% -570.0 -6.7% $52.95 +0.4%
Page 9 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%