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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 19 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TPR TAPESTRY INC Consumer Cyclical 7,313.0 $1.1M 0.01% +838.0 +12.9% $146.31 -11.1%
362 IWR ISHARES TR 9,684.0 $1.1M 0.01% $109.99 +2.7%
363 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 26,658.0 $1.1M 0.01% +10K +56.6% $39.93 +3.2%
364 DES WISDOMTREE TR 26,457.0 $1.1M 0.01% $40.04 +1.3%
365 BSCS INVESCO EXCH TRD SLF IDX FD 51,835.0 $1.1M 0.01% +765.0 +1.5% $20.36 -0.1%
366 BSCR INVESCO EXCH TRD SLF IDX FD 53,419.0 $1.0M 0.01% +771.0 +1.5% $19.64 -0.1%
367 BSCQ INVESCO EXCH TRD SLF IDX FD 53,439.0 $1.0M 0.01% +495.0 +0.9% $19.53 -0.1%
368 BSCT INVESCO EXCH TRD SLF IDX FD 55,844.0 $1.0M 0.01% +857.0 +1.6% $18.57 -0.2%
369 BSCU INVESCO EXCH TRD SLF IDX FD 62,194.0 $1.0M 0.01% +975.0 +1.6% $16.61 -0.4%
370 QYLD GLOBAL X FDS 57,082.0 $1.0M 0.01% -27K -31.9% $18.07 +0.3%
371 PCAR PACCAR INC Industrials 8,243.0 $1.0M 0.01% +67.0 +0.8% $124.46 +3.8%
372 VCEB VANGUARD WORLD FD 16,401.0 $1.0M 0.01% $62.22 -0.7%
373 CGW INVESCO EXCH TRADED FD TR II 15,336.0 $1.0M 0.01% -731.0 -4.5% $65.44 +0.3%
374 TIP ISHARES TR 9,200.0 $995K 0.01% -295.0 -3.1% $108.17 -0.5%
375 SCHB SCHWAB STRATEGIC TR 34,321.0 $993K 0.01% +10K +42.7% $28.94 +2.3%
376 ED CONSOLIDATED EDISON INC Utilities 8,618.0 $974K 0.01% -101.0 -1.2% $112.99 -5.2%
377 TJX TJX COS INC NEW Consumer Cyclical 6,204.0 $956K 0.01% +274.0 +4.6% $154.12 -9.5%
378 CMI CUMMINS INC Industrials 1,426.0 $941K 0.01% +36.0 +2.6% $660.07 -13.2%
379 ROKU ROKU INC Communication Services 6,659.0 $940K 0.01% NEW $141.21 +13.1%
380 ASML ASML HLDG NV Technology 527.0 $921K 0.01% -11.0 -2.0% $1747.28 -0.2%
Page 19 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%