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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 36  ·  716 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 5,280.0 $3.6M 0.05% -64.0 -1.2% $688.12 +0.9%
202 MLM MARTIN MARIETTA MATLS INC Basic Materials 6,001.0 $3.6M 0.05% $594.16 -10.5%
203 TXN TEXAS INSTRS INC Technology 12,091.0 $3.5M 0.05% $293.30 -11.3%
204 CSCO CISCO SYS INC Technology 31,414.0 $3.5M 0.05% +3K +9.7% $111.79 -0.6%
205 XLV SELECT SECTOR SPDR TR 21,312.0 $3.5M 0.05% -689.0 -3.1% $164.44 +6.6%
206 XLK SELECT SECTOR SPDR TR 19,542.0 $3.5M 0.05% -194.0 -1.0% $179.18 +1.4%
207 SEI EXCHANGE TRADED FUNDS 98,120.0 $3.5M 0.05% -20K -16.9% $35.52
208 EEMV ISHARES INC 46,045.0 $3.4M 0.05% -2K -3.6% $72.99 +3.5%
209 AVGO BROADCOM INC Technology 9,060.0 $3.4M 0.05% +1K +12.8% $370.78 -3.8%
210 RTX RTX CORPORATION Industrials 16,667.0 $3.3M 0.05% +146.0 +0.9% $200.85 +4.7%
211 EMXC ISHARES INC 34,042.0 $3.3M 0.05% -889.0 -2.5% $96.80 +1.6%
212 BA BOEING CO Industrials 13,895.0 $3.2M 0.04% +266.0 +1.9% $231.68 -8.9%
213 VGT VANGUARD WORLD FD 28,054.0 $3.2M 0.04% +24K +687.1% $114.06 +3.0%
214 NEE NEXTERA ENERGY INC Utilities 35,992.0 $3.2M 0.04% -2K -5.7% $88.47 -4.8%
215 SCHX SCHWAB STRATEGIC TR 106,904.0 $3.2M 0.04% -6K -5.1% $29.49 +2.4%
216 IAU ISHARES GOLD TR Financial Services 40,479.0 $3.1M 0.04% $77.37 +13.4%
217 NOC NORTHROP GRUMMAN CORP Industrials 5,635.0 $3.1M 0.04% $549.00 -1.2%
218 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 99,674.0 $3.1M 0.04% +3K +3.0% $31.01 +14.3%
219 KO COCA COLA CO Consumer Defensive 36,509.0 $3.1M 0.04% +691.0 +1.9% $84.05 +9.0%
220 LMT LOCKHEED MARTIN CORP Industrials 5,656.0 $3.0M 0.04% $535.42 +4.0%
Page 11 of 36  ·  716 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%