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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 11 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 5,344.0 $3.6M 0.05% -154.0 -2.8% $665.49 -0.0%
202 NEE NEXTERA ENERGY INC Utilities 38,156.0 $3.5M 0.05% +28K +286.4% $91.98 -2.5%
203 VTHR VANGUARD SCOTTSDALE FDS 11,064.0 $3.5M 0.05% +7K +155.0% $313.94 +4.1%
204 SHY ISHARES TR 41,955.0 $3.5M 0.05% +2K +5.8% $82.64 -0.6%
205 EEMV ISHARES INC 47,782.0 $3.4M 0.05% -6K -11.1% $70.75 +2.2%
206 LMT LOCKHEED MARTIN CORP Industrials 5,674.0 $3.4M 0.05% +4K +180.9% $592.20 -11.7%
207 XLV SELECT SECTOR SPDR TR 22,001.0 $3.3M 0.05% NEW $148.80 -0.4%
208 AVGO BROADCOM INC Technology 8,031.0 $3.3M 0.05% +2K +35.8% $406.52 +2.0%
209 RTX RTX CORPORATION Industrials 16,521.0 $3.2M 0.05% +5K +49.3% $196.42 -11.0%
210 SCHX SCHWAB STRATEGIC TR 112,680.0 $3.2M 0.05% +6K +5.4% $27.99 +4.3%
211 BCI ABRDN ETFS 132,849.0 $3.1M 0.05% -46K -25.6% $23.65 +6.0%
212 EMXC ISHARES INC 34,931.0 $3.1M 0.05% +13K +61.0% $89.66 +6.6%
213 ORCL ORACLE CORP Technology 17,745.0 $3.1M 0.05% +6K +55.0% $175.06 +8.4%
214 DRTS ALPHA TAU MEDICAL LTD Healthcare 382,284.0 $3.1M 0.05% $8.03 +36.5%
215 VWOB VANGUARD WHITEHALL FDS 45,467.0 $3.1M 0.05% +1K +3.0% $67.51 -1.9%
216 CALI BLACKROCK ETF TRUST II 60,738.0 $3.1M 0.04% NEW $50.47 -0.1%
217 XLK SELECT SECTOR SPDR TR 19,736.0 $3.0M 0.04% +7K +51.1% $154.35 +15.7%
218 BA BOEING CO Industrials 13,629.0 $3.0M 0.04% +4K +38.1% $223.38 -1.7%
219 PH PARKER-HANNIFIN CORP Industrials 3,058.0 $3.0M 0.04% +49.0 +1.6% $988.68 -13.1%
220 DIS DISNEY WALT CO Communication Services 28,315.0 $3.0M 0.04% +6K +25.4% $106.29 -2.6%
Page 11 of 35  ·  685 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%