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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 16 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HSCZ ISHARES TR 35,555.0 $1.5M 0.02% -2K -5.4% $43.03 +2.8%
302 SEI EXCHANGE TRADED FUNDS 39,795.0 $1.5M 0.02% -10K -19.6% $38.43
303 ROK ROCKWELL AUTOMATION INC Industrials 3,261.0 $1.5M 0.02% +28.0 +0.9% $468.85 -8.4%
304 EPD ENTERPRISE PRODS PARTNERS L 40,230.0 $1.5M 0.02% $37.64
305 ET ENERGY TRANSFER L P Energy 75,918.0 $1.5M 0.02% +1K +1.4% $19.81 +6.1%
306 BANK OF AMER CORP 1,190.0 $1.5M 0.02% -15.0 -1.2% $1262.68
307 SEIV SEI EXCHANGE TRADED FUNDS 31,175.0 $1.5M 0.02% -7K -17.7% $48.06 +6.0%
308 SEIM SEI EXCHANGE TRADED FUNDS 27,813.0 $1.5M 0.02% -6K -18.4% $53.76 +0.7%
309 BKLN INVESCO EXCH TRADED FD TR II 71,863.0 $1.5M 0.02% +1K +1.7% $20.42 +0.4%
310 HYXF ISHARES TR 31,506.0 $1.5M 0.02% +1K +3.4% $46.53 +0.2%
311 VYMI VANGUARD WHITEHALL FDS 14,546.0 $1.5M 0.02% -2K -11.5% $99.97 +5.9%
312 WELL WELLTOWER INC Real Estate 6,033.0 $1.4M 0.02% $237.61 +1.5%
313 WELLS FARGO & CO 1,219.0 $1.4M 0.02% -12.0 -1.0% $1175.65
314 AVRE AMERICAN CENTY ETF TR 29,266.0 $1.4M 0.02% +1K +3.8% $48.22 +0.7%
315 JPME J P MORGAN EXCHANGE TRADED F 11,330.0 $1.4M 0.02% -280.0 -2.4% $124.50 +2.6%
316 CGHM CAPITAL GRP FIXED INCM ETF T 54,456.0 $1.4M 0.02% +4K +7.4% $25.86 -1.7%
317 SAIC SCIENCE APPLICATIONS INTL CO Technology 12,320.0 $1.4M 0.02% $113.67 +12.0%
318 ACN ACCENTURE PLC IRELAND Technology 9,818.0 $1.4M 0.02% -656.0 -6.3% $142.14 +31.5%
319 IYR ISHARES TR 13,283.0 $1.4M 0.02% -93.0 -0.7% $104.51 +0.9%
320 VGK VANGUARD INTL EQUITY INDEX F 15,536.0 $1.4M 0.02% -171.0 -1.1% $89.04 +4.7%
Page 16 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%