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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 13 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TLTW ISHARES TR 103,032.0 $2.3M 0.04% NEW $22.57 -3.0%
242 NFLX NETFLIX INC. Communication Services 23,877.0 $2.3M 0.03% +5K +26.0% $97.31 -8.2%
243 JMUB J P MORGAN EXCHANGE TRADED F 45,288.0 $2.3M 0.03% NEW $50.53 -1.1%
244 IYW ISHARES TR 10,758.0 $2.3M 0.03% +102.0 +1.0% $210.08 +14.3%
245 ARKK ARK ETF TR 28,435.0 $2.3M 0.03% +183.0 +0.7% $79.23 -3.3%
246 ISHARES TR 102,761.0 $2.2M 0.03% +10K +10.8% $21.89
247 MDLZ MONDELEZ INTL INC Consumer Defensive 39,174.0 $2.2M 0.03% +11K +38.5% $57.25 +7.4%
248 SRLN SSGA ACTIVE ETF TR 54,802.0 $2.2M 0.03% NEW $40.52 -0.0%
249 TFC TRUIST FINL CORP Financial Services 42,798.0 $2.2M 0.03% +32K +286.2% $50.57 -5.1%
250 PLTR PALANTIR TECHNOLOGIES INC Technology 14,369.0 $2.1M 0.03% +8K +109.3% $146.39 -6.3%
251 BX BLACKSTONE INC Financial Services 16,280.0 $2.1M 0.03% +5K +38.5% $129.08 -8.1%
252 FDX FEDEX CORP Industrials 5,291.0 $2.1M 0.03% +254.0 +5.0% $392.40 -0.9%
253 ACN ACCENTURE PLC IRELAND Technology 10,474.0 $2.1M 0.03% -79.0 -0.8% $197.65 -10.0%
254 XYLD GLOBAL X FDS 51,348.0 $2.1M 0.03% +38K +286.3% $40.30 +0.1%
255 BSVO EA SERIES TRUST 75,972.0 $2.1M 0.03% +67K +730.5% $27.22 +1.1%
256 VZ VERIZON COMMUNICATIONS INC Communication Services 43,295.0 $2.0M 0.03% +14K +47.4% $46.55 +2.7%
257 AXP AMERICAN EXPRESS CO Financial Services 6,012.0 $2.0M 0.03% +1K +31.5% $331.68 -6.6%
258 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,257.0 $2.0M 0.03% +3K +148.4% $377.90 -1.9%
259 RYLD GLOBAL X FDS 127,206.0 $2.0M 0.03% NEW $15.44 +0.9%
260 SPYV SPDR SERIES TRUST 32,547.0 $1.9M 0.03% -2K -6.2% $59.17 +2.4%
Page 13 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%