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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 21 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 GLW CORNING INC Technology 4,310.0 $799K 0.01% +509.0 +13.4% $185.38 -20.6%
402 IEF ISHARES TR 8,514.0 $798K 0.01% $93.70 -0.2%
403 FERG FERGUSON ENTERPRISES INC Industrials 3,568.0 $796K 0.01% $223.18 +4.3%
404 DTE DTE ENERGY CO Utilities 5,173.0 $796K 0.01% +34.0 +0.7% $153.84 -11.5%
405 LIN LINDE PLC Basic Materials 1,475.0 $794K 0.01% -230.0 -13.5% $538.07 -9.5%
406 AVA AVISTA CORP Utilities 19,181.0 $791K 0.01% $41.24 -8.5%
407 SCHM SCHWAB STRATEGIC TR 22,051.0 $783K 0.01% -266.0 -1.2% $35.53 +0.9%
408 BSCV INVESCO EXCH TRD SLF IDX FD 47,485.0 $777K 0.01% +898.0 +1.9% $16.36 -0.6%
409 YUM YUM BRANDS INC Consumer Cyclical 4,630.0 $776K 0.01% +177.0 +4.0% $167.50 -6.7%
410 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,792.0 $742K 0.01% $57.97 +17.2%
411 VLUE ISHARES TR 3,787.0 $727K 0.01% +25.0 +0.7% $191.87 +4.8%
412 CVS CVS HEALTH CORP Healthcare 6,940.0 $724K 0.01% +117.0 +1.7% $104.34 -11.0%
413 SEIQ SEI EXCHANGE TRADED FUNDS 17,620.0 $713K 0.01% -3K -15.7% $40.49 +4.4%
414 RWO SPDR INDEX SHS FDS 13,794.0 $700K 0.01% -600.0 -4.2% $50.75 +0.1%
415 EEM ISHARES TR 10,581.0 $695K 0.01% +220.0 +2.1% $65.72 +2.3%
416 IWY ISHARES TR 2,403.0 $682K 0.01% -101.0 -4.0% $283.87 +0.3%
417 SPSM SPDR SERIES TRUST 11,910.0 $674K 0.01% -477.0 -3.9% $56.55 +0.8%
418 XBI SPDR SERIES TRUST 4,080.0 $669K 0.01% -97.0 -2.3% $163.87 +3.2%
419 NSC NORFOLK SOUTHN CORP Industrials 2,065.0 $666K 0.01% +334.0 +19.3% $322.73 +8.8%
420 CMCSA COMCAST CORP NEW Communication Services 28,462.0 $666K 0.01% -849.0 -2.9% $23.41 +15.8%
Page 21 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%