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Portfolio (Quarterly) Guide ↗

Apella Capital, LLC

· CIK 0001801507
13F Portfolio $6.7B AUM 687 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New 374 Added 108 Reduced 11 Exited
Page 28 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 GILD GILEAD SCIENCES INC Healthcare 2,281.0 $314K 0.01% NEW $137.64 -5.2%
542 USFR WISDOMTREE TR 6,225.0 $314K 0.01% +270.0 +4.5% $50.42 +0.1%
543 DAL DELTA AIR LINES INC Industrials 4,344.0 $312K 0.01% +627.0 +16.9% $71.72 +5.5%
544 IWP ISHARES TR 2,260.0 $311K 0.01% NEW $137.76 +0.0%
545 MLI MUELLER INDS INC Industrials 2,548.0 $311K 0.01% NEW $122.13 +9.4%
546 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,142.0 $311K 0.01% -895.0 -22.2% $98.83 -0.1%
547 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 6,328.0 $310K 0.01% NEW $49.02 -0.1%
548 CASY CASEYS GEN STORES INC Consumer Cyclical 410.0 $309K 0.01% NEW $753.94 +9.4%
549 MDT MEDTRONIC PLC Healthcare 3,580.0 $309K 0.01% NEW $86.20 -9.3%
550 CTBI COMMUNITY TR BANCORP INC Financial Services 4,593.0 $308K 0.01% NEW $67.04 -0.1%
551 BOND PIMCO ETF TR 3,290.0 $306K 0.01% -133.0 -3.9% $93.06 -1.8%
552 HPQ HP INC Technology 15,366.0 $305K 0.01% +2K +15.9% $19.88 +10.2%
553 USB US BANCORP Financial Services 5,347.0 $304K 0.01% +651.0 +13.9% $56.93 -4.3%
554 TD TORONTO DOMINION BK ONT Financial Services 2,887.0 $304K 0.01% $105.35 +4.0%
555 SRE SEMPRA Utilities 3,234.0 $304K 0.01% +598.0 +22.7% $94.02 -2.7%
556 PRU PRUDENTIAL FINL INC Financial Services 2,979.0 $303K 0.00% +106.0 +3.7% $101.63 +1.6%
557 NXPI NXP SEMICONDUCTORS N V Technology 1,386.0 $299K 0.00% NEW $216.03 +38.6%
558 AZN ASTRAZENECA PLC Healthcare 1,452.0 $297K 0.00% NEW $204.80 -7.3%
559 MPC MARATHON PETE CORP Energy 1,382.0 $295K 0.00% NEW $213.70 +16.3%
560 SNPS SYNOPSYS INC Technology 650.0 $292K 0.00% +78.0 +13.6% $449.58 +11.0%
Page 28 of 35  ·  685 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 28.6%
Financial Services 25.1%
Industrials 9.4%
Communication Services 8.4%
Healthcare 6.9%
Consumer Cyclical 6.7%
Consumer Defensive 5.1%
Energy 4.7%
Utilities 2.7%
Basic Materials 1.9%