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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 24 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ADBE ADOBE INC Technology 2,433.0 $539K 0.01% +326.0 +15.5% $221.49 +23.7%
462 NXPI NXP SEMICONDUCTORS N V Technology 1,966.0 $537K 0.01% +580.0 +41.9% $273.15 -17.7%
463 HDV ISHARES TR 18,960.0 $533K 0.01% +15K +398.8% $28.09 +6.1%
464 DFCA DIMENSIONAL ETF TRUST 10,579.0 $530K 0.01% +1K +14.3% $50.12 -1.2%
465 ZION ZIONS BANCORPORATION NATL AS Financial Services 7,497.0 $530K 0.01% $70.68 -4.4%
466 SDY SPDR SERIES TRUST 3,396.0 $528K 0.01% -260.0 -7.1% $155.62 +1.7%
467 ISRG INTUITIVE SURGICAL INC Healthcare 1,229.0 $525K 0.01% +343.0 +38.7% $427.43 -13.0%
468 SEI EXCHANGE TRADED FUNDS 20,796.0 $522K 0.01% NEW $25.08
469 NUE NUCOR CORP Basic Materials 2,261.0 $514K 0.01% NEW $227.42 +8.9%
470 HCA HCA HEALTHCARE INC Healthcare 1,204.0 $509K 0.01% +6.0 +0.5% $423.09 +1.3%
471 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,479.0 $507K 0.01% +36.0 +1.5% $204.52 +7.8%
472 DGRO ISHARES TR 6,516.0 $506K 0.01% +996.0 +18.0% $77.59 +2.9%
473 AFL AFLAC INC Financial Services 4,154.0 $505K 0.01% +110.0 +2.7% $121.50 -4.4%
474 RSP INVESCO EXCHANGE TRADED FD T 2,313.0 $497K 0.01% -432.0 -15.7% $214.74 +3.3%
475 MCK MCKESSON CORP Healthcare 612.0 $494K 0.01% +20.0 +3.4% $807.70 +12.1%
476 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 18,808.0 $490K 0.01% +252.0 +1.4% $26.07 +11.0%
477 SCHP SCHWAB STRATEGIC TR 18,675.0 $490K 0.01% +340.0 +1.9% $26.24 -0.6%
478 GDX VANECK ETF TRUST 6,432.0 $487K 0.01% -400.0 -5.8% $75.76 +39.3%
479 DLS WISDOMTREE TR 5,706.0 $484K 0.01% -175.0 -3.0% $84.79 +5.7%
480 TRV TRAVELERS COMPANIES INC Financial Services 1,407.0 $483K 0.01% +67.0 +5.0% $343.64 +7.6%
Page 24 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%