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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 15 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PLTR PALANTIR TECHNOLOGIES INC Technology 13,435.0 $1.8M 0.03% -934.0 -6.5% $134.37 +28.5%
282 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,292.0 $1.8M 0.03% +175.0 +2.5% $245.61 +15.1%
283 CSX CSX CORP Industrials 36,583.0 $1.8M 0.03% $48.51 +6.2%
284 SCHA SCHWAB STRATEGIC TR 51,237.0 $1.8M 0.03% -4K -6.7% $34.50 +0.3%
285 SYK STRYKER CORPORATION Healthcare 5,285.0 $1.7M 0.03% -53.0 -1.0% $329.74 +0.3%
286 FDX FEDEX CORP Industrials 5,564.0 $1.7M 0.03% +273.0 +5.2% $312.87 +6.7%
287 XLU SELECT SECTOR SPDR TR 37,983.0 $1.7M 0.03% -1K -3.0% $45.70 -5.2%
288 AVGE AMERICAN CENTY ETF TR 17,498.0 $1.7M 0.02% +3K +20.9% $98.43 +3.2%
289 BILL BILL HOLDINGS INC Technology 42,226.0 $1.7M 0.02% $40.68 +17.3%
290 NFLX NETFLIX INC. Communication Services 22,395.0 $1.7M 0.02% -1K -6.2% $76.18 +7.9%
291 IDEV ISHARES TR 18,833.0 $1.7M 0.02% +128.0 +0.7% $89.41 +4.9%
292 XLSR SSGA ACTIVE TR 26,040.0 $1.7M 0.02% -994.0 -3.7% $64.61 +2.1%
293 QCOM QUALCOMM INC Technology 9,041.0 $1.7M 0.02% -261.0 -2.8% $182.96 -12.2%
294 SEI EXCHANGE TRADED FUNDS 50,477.0 $1.6M 0.02% -11K -17.6% $32.55
295 TT TRANE TECHNOLOGIES PLC Industrials 3,439.0 $1.6M 0.02% +190.0 +5.8% $475.75 -4.3%
296 HYGH ISHARES U S ETF TR 18,290.0 $1.6M 0.02% -1K -5.7% $86.47 +0.3%
297 PNC PNC FINL SVCS GROUP INC Financial Services 6,219.0 $1.6M 0.02% +39.0 +0.6% $254.02 -3.9%
298 EZM WISDOMTREE TR 20,925.0 $1.6M 0.02% $74.92 +2.0%
299 VXF VANGUARD INDEX FDS 6,436.0 $1.6M 0.02% $241.56 +1.0%
300 INMU BLACKROCK ETF TRUST II 63,485.0 $1.5M 0.02% +7K +11.4% $24.17 -1.7%
Page 15 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%