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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 23 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IBIT ISHARES BITCOIN TRUST ETF Financial Services 16,635.0 $601K 0.01% +1K +7.0% $36.15 +23.7%
442 SHW SHERWIN WILLIAMS CO Basic Materials 1,749.0 $599K 0.01% +30.0 +1.8% $342.27 +2.4%
443 VMBS VANGUARD SCOTTSDALE FDS 12,871.0 $598K 0.01% $46.46 -0.0%
444 VPU VANGUARD WORLD FD 3,018.0 $595K 0.01% -157.0 -4.9% $197.27 -5.0%
445 APA APA CORPORATION Energy 17,489.0 $595K 0.01% $34.00 +21.6%
446 JAVA J P MORGAN EXCHANGE TRADED F 7,360.0 $592K 0.01% $80.47 +3.5%
447 SMMU PIMCO ETF TR 11,669.0 $588K 0.01% +1K +12.8% $50.36 -0.1%
448 DEHP DIMENSIONAL ETF TRUST 14,427.0 $587K 0.01% NEW $40.72 +1.5%
449 THC TENET HEALTHCARE CORP Healthcare 2,793.0 $583K 0.01% -180.0 -6.0% $208.82 +30.2%
450 HONEYWELL INTL INC 2,573.0 $579K 0.01% NEW $225.05
451 NYF ISHARES TR 10,681.0 $574K 0.01% $53.73 -1.6%
452 JMST J P MORGAN EXCHANGE TRADED F 11,150.0 $568K 0.01% +73.0 +0.7% $50.91 +0.1%
453 DHR DANAHER CORP DEL Healthcare 2,912.0 $565K 0.01% -84.0 -2.8% $194.16 +11.2%
454 SLV ISHARES SILVER TR Financial Services 10,376.0 $565K 0.01% $54.46 +14.4%
455 VHT VANGUARD WORLD FD 1,814.0 $563K 0.01% -101.0 -5.3% $310.21 +6.1%
456 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 6,800.0 $556K 0.01% $81.79 -10.4%
457 USHY ISHARES TR 14,987.0 $553K 0.01% $36.93 +0.1%
458 CASY CASEYS GEN STORES INC Consumer Cyclical 688.0 $552K 0.01% +278.0 +67.8% $802.51 +2.8%
459 BLK BLACKROCK INC Financial Services 546.0 $551K 0.01% +22.0 +4.2% $1009.82 +16.5%
460 WPC WP CAREY INC Real Estate 7,570.0 $539K 0.01% -107.0 -1.4% $71.24 +0.8%
Page 23 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%