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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 13 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MDLZ MONDELEZ INTL INC Consumer Defensive 39,515.0 $2.4M 0.03% +341.0 +0.9% $60.22 +4.6%
242 BE BLOOM ENERGY CORP Industrials 8,789.0 $2.4M 0.03% +4K +77.6% $269.56 -19.3%
243 SPEM SPDR INDEX SHS FDS 45,267.0 $2.3M 0.03% $51.01 +3.1%
244 ARKK ARK ETF TR 28,279.0 $2.3M 0.03% -156.0 -0.6% $81.19 +6.4%
245 ORCL ORACLE CORP Technology 16,125.0 $2.3M 0.03% -2K -9.1% $141.60 +2.2%
246 EMR EMERSON ELEC CO Industrials 16,398.0 $2.3M 0.03% $137.91 +12.3%
247 TLTW ISHARES TR 102,632.0 $2.2M 0.03% $21.85 -1.6%
248 TFC TRUIST FINL CORP Financial Services 43,030.0 $2.2M 0.03% +232.0 +0.5% $51.36 -2.1%
249 SRLN SSGA ACTIVE ETF TR 54,830.0 $2.2M 0.03% $40.28 +1.0%
250 BSVO EA SERIES TRUST 75,972.0 $2.2M 0.03% $28.74 +2.4%
251 JMUB J P MORGAN EXCHANGE TRADED F 42,708.0 $2.2M 0.03% -3K -5.7% $50.42 -1.3%
252 SBUX STARBUCKS CORP Consumer Cyclical 20,493.0 $2.1M 0.03% +1K +7.6% $103.61 +2.1%
253 BCI ABRDN ETFS 92,067.0 $2.1M 0.03% -41K -30.7% $22.93 +9.6%
254 VEEV VEEVA SYS INC Healthcare 10,894.0 $2.1M 0.03% $192.30 +28.3%
255 SCHF SCHWAB STRATEGIC TR 75,643.0 $2.1M 0.03% +6K +8.5% $27.48 +4.0%
256 AMAT APPLIED MATLS INC Technology 3,744.0 $2.1M 0.03% +483.0 +14.8% $554.56 -13.4%
257 MO ALTRIA GROUP INC Consumer Defensive 28,418.0 $2.1M 0.03% $72.96 -6.7%
258 XYLD GLOBAL X FDS 50,473.0 $2.1M 0.03% -875.0 -1.7% $41.00 +0.9%
259 LEIDOS HOLDINGS INC 18,780.0 $2.0M 0.03% $108.57
260 GEV GE VERNOVA INC Utilities 1,870.0 $2.0M 0.03% +118.0 +6.7% $1077.05 -14.0%
Page 13 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%