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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 27 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,178.0 $396K 0.01% +128.0 +6.2% $181.98 +17.2%
522 GBCI GLACIER BANCORP INC NEW Financial Services 7,618.0 $396K 0.01% $51.97 -9.2%
523 SPACE EXPLORATION TECHN CORP 2,647.0 $396K 0.01% NEW $149.46
524 OLED UNIVERSAL DISPLAY CORP Technology 4,953.0 $395K 0.01% +31.0 +0.6% $79.77 +12.2%
525 ITW ILLINOIS TOOL WKS INC Industrials 1,453.0 $394K 0.01% $271.05 +3.9%
526 DOL WISDOMTREE TR 5,249.0 $390K 0.01% +46.0 +0.9% $74.33 +4.2%
527 TGT TARGET CORP Consumer Defensive 3,050.0 $389K 0.01% -2K -42.1% $127.57 +27.8%
528 XEL XCEL ENERGY INC Utilities 4,813.0 $388K 0.01% $80.68 -4.0%
529 SGOV ISHARES TR 3,863.0 $388K 0.01% NEW $100.46 +0.2%
530 LITE LUMENTUM HLDGS INC Technology 555.0 $388K 0.01% +176.0 +46.4% $698.88 +26.1%
531 FEDEX FGHT HLDG CO INC 2,672.0 $387K 0.01% NEW $144.72
532 FORTINET INC 2,435.0 $386K 0.01% NEW $158.67
533 URI UNITED RENTALS INC Industrials 362.0 $383K 0.01% +26.0 +7.7% $1056.81 -0.3%
534 FNF FIDELITY NATL FINL INC Financial Services 7,696.0 $380K 0.01% +77.0 +1.0% $49.32 -3.7%
535 NKE NIKE INC Consumer Cyclical 8,756.0 $378K 0.01% +491.0 +5.9% $43.21 -8.4%
536 KKR KKR & CO INC 3,946.0 $375K 0.01% $95.13
537 MPC MARATHON PETE CORP Energy 1,409.0 $375K 0.01% +27.0 +1.9% $266.35 +33.6%
538 SPLV INVESCO EXCH TRADED FD TR II 4,837.0 $372K 0.01% $76.92 -1.4%
539 NUSA NUSHARES ETF TR 16,108.0 $372K 0.01% $23.07 +0.0%
540 PGR PROGRESSIVE CORP Financial Services 1,582.0 $371K 0.01% -88.0 -5.3% $234.47 -5.2%
Page 27 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%