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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 20 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CRM SALESFORCE INC Technology 5,419.0 $919K 0.01% +145.0 +2.8% $169.53 +21.3%
382 SCZ ISHARES TR 10,974.0 $915K 0.01% $83.39 +4.7%
383 VSDA VICTORY PORTFOLIOS II 15,225.0 $900K 0.01% -227.0 -1.5% $59.12 +2.5%
384 LNT ALLIANT ENERGY CORP Utilities 11,528.0 $895K 0.01% $77.65 -12.0%
385 CTVA CORTEVA INC Basic Materials 10,282.0 $892K 0.01% $86.75 -4.3%
386 MMM 3M CO Industrials 5,640.0 $891K 0.01% -100.0 -1.7% $158.01 +13.5%
387 ETN EATON CORP PLC Industrials 2,250.0 $890K 0.01% $395.68 +3.4%
388 EW EDWARDS LIFESCIENCES CORP Healthcare 9,380.0 $889K 0.01% +2K +25.1% $94.82 -4.2%
389 HPE HEWLETT PACKARD ENTERPRISE C Technology 20,259.0 $881K 0.01% +330.0 +1.7% $43.47 +23.0%
390 SPYD SPDR SERIES TRUST 18,122.0 $880K 0.01% -2K -11.7% $48.55 +3.9%
391 CRS CARPENTER TECHNOLOGY CORP Industrials 1,451.0 $857K 0.01% NEW $590.55 -17.7%
392 KLAC KLA CORP Technology 3,952.0 $856K 0.01% +4K +1076.2% $216.48 -15.3%
393 CRWD CROWDSTRIKE HLDGS INC Technology 4,320.0 $841K 0.01% +3K +308.3% $48.65 +281.0%
394 DELL DELL TECHNOLOGIES INC Technology 2,013.0 $840K 0.01% +566.0 +39.1% $417.26 +8.1%
395 HOOD ROBINHOOD MKTS INC Financial Services 7,328.0 $827K 0.01% -217.0 -2.9% $112.90 -0.7%
396 APH AMPHENOL CORP Technology 5,204.0 $825K 0.01% +1K +28.8% $158.61 +0.1%
397 IEI ISHARES TR 7,020.0 $820K 0.01% $116.84 +0.0%
398 PAA PLAINS ALL AMERN PIPELINE L Energy 35,769.0 $811K 0.01% +2K +6.2% $22.68 +8.9%
399 ICLN ISHARES TR 41,428.0 $801K 0.01% +1K +3.5% $19.33 -8.7%
400 SCHE SCHWAB STRATEGIC TR 22,356.0 $800K 0.01% +4K +20.5% $35.79 +3.6%
Page 20 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%