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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 26 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 OMFS INVESCO EXCH TRD SLF IDX FD 7,987.0 $423K 0.01% -570.0 -6.7% $52.95 +0.7%
502 SPGI S&P GLOBAL INC Financial Services 953.0 $423K 0.01% +204.0 +27.2% $443.60 -2.4%
503 AYI ACUITY INC Industrials 1,243.0 $422K 0.01% +7.0 +0.6% $339.25 +0.2%
504 EUSB ISHARES TR 9,735.0 $420K 0.01% +655.0 +7.2% $43.14 -0.2%
505 STRL STERLING INFRASTRUCTURE INC Industrials 622.0 $419K 0.01% +8.0 +1.3% $674.39 -27.9%
506 CCJ CAMECO CORP Energy 4,422.0 $419K 0.01% NEW $94.68 +13.0%
507 HOMB HOME BANCSHARES INC Financial Services 14,534.0 $417K 0.01% +4K +41.6% $28.66 +4.3%
508 CL COLGATE PALMOLIVE CO Consumer Defensive 4,375.0 $416K 0.01% +428.0 +10.8% $95.03 -3.9%
509 AEE AMEREN CORP Utilities 3,622.0 $414K 0.01% -25.0 -0.7% $114.42 -6.6%
510 VST VISTRA CORP Utilities 2,659.0 $414K 0.01% +104.0 +4.1% $155.70 -10.7%
511 GIS GENERAL MILLS INC Consumer Defensive 11,148.0 $414K 0.01% +347.0 +3.2% $37.10 +7.2%
512 HACK AMPLIFY ETF TR 3,769.0 $414K 0.01% +85.0 +2.3% $109.72 -1.5%
513 BOTZ GLOBAL X FDS 11,243.0 $411K 0.01% +438.0 +4.0% $36.59 -2.0%
514 AVSF AMERICAN CENTY ETF TR 8,838.0 $410K 0.01% $46.40 +0.0%
515 VGSR MANAGER DIRECTED PORTFOLIOS 35,446.0 $407K 0.01% $11.48 +1.1%
516 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 491.0 $407K 0.01% +58.0 +13.4% $827.98 -0.8%
517 CRH PLC 3,827.0 $406K 0.01% +234.0 +6.5% $106.21
518 COF CAPITAL ONE FINL CORP Financial Services 1,976.0 $401K 0.01% +105.0 +5.6% $202.93 +6.6%
519 DAL DELTA AIR LINES INC Industrials 4,507.0 $399K 0.01% +163.0 +3.8% $88.64 -5.7%
520 TFLO ISHARES TR 7,867.0 $398K 0.01% $50.53 +0.2%
Page 26 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%