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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 17 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PYLD PIMCO ETF TR 52,458.0 $1.4M 0.02% +10K +23.0% $26.34 -0.1%
322 BILZ PIMCO ETF TR 13,668.0 $1.4M 0.02% $100.71 +0.2%
323 SPMD SPDR SERIES TRUST 20,816.0 $1.4M 0.02% -244.0 -1.2% $66.11 +0.9%
324 SOXX ISHARES TR 2,441.0 $1.3M 0.02% +70.0 +3.0% $551.61 -6.8%
325 DOCS DOXIMITY INC Healthcare 58,686.0 $1.3M 0.02% $22.74 +8.8%
326 DHI D R HORTON INC Consumer Cyclical 8,545.0 $1.3M 0.02% $155.71 -3.2%
327 SCHD SCHWAB STRATEGIC TR 40,488.0 $1.3M 0.02% -2K -4.7% $32.54 +7.9%
328 SPYG SPDR SERIES TRUST 11,080.0 $1.3M 0.02% $117.81 +2.0%
329 ALL ALLSTATE CORP Financial Services 5,142.0 $1.3M 0.02% +40.0 +0.8% $251.45 +2.5%
330 MUNI PIMCO ETF TR 24,569.0 $1.3M 0.02% +3K +16.3% $52.38 -1.2%
331 LRCX LAM RESEARCH CORP Technology 3,943.0 $1.3M 0.02% +593.0 +17.7% $326.13 -3.5%
332 JPIN J P MORGAN EXCHANGE TRADED F 17,544.0 $1.3M 0.02% -119.0 -0.7% $73.20 +6.3%
333 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,217.0 $1.2M 0.02% +1K +32.7% $295.41 -11.3%
334 AAPL PUT APPLE INC Technology 4,000.0 $1.2M 0.02% $310.66 -0.2%
335 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,932.0 $1.2M 0.02% +75.0 +2.6% $418.87 -4.8%
336 STWD STARWOOD PPTY TR INC Real Estate 73,381.0 $1.2M 0.02% +2K +2.3% $16.62 -3.0%
337 DCOR DIMENSIONAL ETF TRUST 14,808.0 $1.2M 0.02% -472.0 -3.1% $82.18 +2.8%
338 PANW PALO ALTO NETWORKS INC Technology 3,595.0 $1.2M 0.02% +145.0 +4.2% $337.04 +0.8%
339 REET ISHARES TR 42,490.0 $1.2M 0.02% -8K -16.2% $28.11 +0.4%
340 EMLP FIRST TR EXCHANGE-TRADED FD 27,076.0 $1.2M 0.02% $44.11 -0.5%
Page 17 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%