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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 14 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AXP AMERICAN EXPRESS CO Financial Services 5,742.0 $2.0M 0.03% -270.0 -4.5% $349.57 -3.9%
262 DUK DUKE ENERGY CORP NEW Utilities 15,585.0 $2.0M 0.03% +2K +18.0% $128.22 -5.2%
263 UNH UNITEDHEALTH GROUP INC Healthcare 4,617.0 $2.0M 0.03% +305.0 +7.1% $428.16 -7.4%
264 RYLD GLOBAL X FDS 123,263.0 $2.0M 0.03% -4K -3.1% $16.00 +1.6%
265 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,130.0 $2.0M 0.03% -127.0 -2.4% $380.78 -6.0%
266 SPYV SPDR SERIES TRUST 31,462.0 $1.9M 0.03% -1K -3.3% $61.80 +2.9%
267 D DOMINION ENERGY INC Utilities 27,800.0 $1.9M 0.03% -445.0 -1.6% $69.83 -4.2%
268 TDVG T ROWE PRICE EXCHANGE-TRADED 39,171.0 $1.9M 0.03% -956.0 -2.4% $49.45 +1.6%
269 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 215,897.0 $1.9M 0.03% -20K -8.5% $8.94 -2.2%
270 OEF ISHARES TR 5,199.0 $1.9M 0.03% -301.0 -5.5% $368.27 +2.7%
271 BX BLACKSTONE INC Financial Services 15,727.0 $1.9M 0.03% -553.0 -3.4% $120.89 +18.6%
272 VZ VERIZON COMMUNICATIONS INC Communication Services 44,528.0 $1.9M 0.03% +1K +2.9% $42.59 +18.0%
273 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,374.0 $1.9M 0.03% +258.0 +6.3% $432.56 -3.5%
274 C CITIGROUP INC Financial Services 13,411.0 $1.9M 0.03% +291.0 +2.2% $140.77 -5.3%
275 T AT&T INC Communication Services 88,745.0 $1.9M 0.03% -481.0 -0.5% $21.09 +22.1%
276 AGG ISHARES TR 19,037.0 $1.9M 0.03% $98.21 -0.2%
277 OMFL INVESCO EXCH TRD SLF IDX FD 27,151.0 $1.9M 0.03% -327.0 -1.2% $68.79 +3.1%
278 DIA STATE STR SPDR DOW JONES IND Financial Services 3,436.0 $1.8M 0.03% -40.0 -1.1% $528.39 +1.3%
279 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 50,081.0 $1.8M 0.03% $36.06 +4.7%
280 VLO VALERO ENERGY CORP Energy 6,782.0 $1.8M 0.03% +481.0 +7.6% $266.23 +27.9%
Page 14 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%