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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 12 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GE GE AEROSPACE Industrials 8,241.0 $3.0M 0.04% +297.0 +3.7% $366.99 -4.8%
222 DHS WISDOMTREE TR 26,102.0 $3.0M 0.04% $115.64 +3.4%
223 VWOB VANGUARD WHITEHALL FDS 44,572.0 $3.0M 0.04% -895.0 -2.0% $66.68 -0.6%
224 PH PARKER-HANNIFIN CORP Industrials 3,068.0 $2.9M 0.04% $957.47 +6.1%
225 SHY ISHARES TR 35,710.0 $2.9M 0.04% -6K -14.9% $81.86 +0.3%
226 SCHV SCHWAB STRATEGIC TR 84,360.0 $2.9M 0.04% -696.0 -0.8% $34.33 +1.7%
227 VRP INVESCO EXCH TRADED FD TR II 118,000.0 $2.9M 0.04% +2K +2.1% $24.38 -1.0%
228 BAC BANK OF AMER CORP Financial Services 47,979.0 $2.9M 0.04% -277.0 -0.6% $59.86 +4.3%
229 SO SOUTHERN CO Utilities 28,968.0 $2.8M 0.04% +3K +9.5% $97.29 -7.5%
230 IJS ISHARES TR 20,159.0 $2.7M 0.04% $134.33 +2.6%
231 DIS DISNEY WALT CO Communication Services 27,616.0 $2.7M 0.04% -699.0 -2.5% $97.48 +14.1%
232 INTC INTEL CORP Technology 24,330.0 $2.7M 0.04% +2K +8.6% $110.39 -20.8%
233 ISHARES TR 123,650.0 $2.7M 0.04% +21K +20.3% $21.57
234 EFA ISHARES TR 25,314.0 $2.6M 0.04% $104.16 +4.5%
235 IYW ISHARES TR 10,760.0 $2.6M 0.04% $243.29 +1.1%
236 HEFA ISHARES TR 56,080.0 $2.6M 0.04% -941.0 -1.6% $46.35 +2.5%
237 IVE ISHARES TR 11,115.0 $2.6M 0.04% $230.78 +2.9%
238 MU MICRON TECHNOLOGY INC Technology 2,675.0 $2.5M 0.04% +230.0 +9.4% $938.48 -0.6%
239 VANGUARD CALIF TAX FREE FDS 24,267.0 $2.4M 0.03% +7K +42.7% $100.23
240 ZM ZOOM COMMUNICATIONS INC Technology 28,058.0 $2.4M 0.03% $85.68 +17.8%
Page 12 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%