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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 28 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 CI THE CIGNA GROUP Healthcare 1,290.0 $370K 0.01% +62.0 +5.0% $286.69 -2.9%
542 DTM DT MIDSTREAM INC Energy 2,528.0 $369K 0.01% +32.0 +1.3% $146.10 -13.3%
543 OXY OCCIDENTAL PETE CORP Energy 7,124.0 $368K 0.01% -286.0 -3.9% $51.68 +13.9%
544 MBB ISHARES TR 3,914.0 $367K 0.01% +166.0 +4.4% $93.84 -0.2%
545 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,198.0 $367K 0.01% +56.0 +1.8% $114.73 -3.7%
546 SHV ISHARES TR 3,321.0 $366K 0.01% -578.0 -14.8% $110.12 +0.2%
547 SMH VANECK ETF TRUST 628.0 $365K 0.01% +116.0 +22.7% $581.58 -4.5%
548 PWZ INVESCO EXCH TRADED FD TR II 14,879.0 $365K 0.01% $24.51 -2.7%
549 IBTP ISHARES TR 14,397.0 $362K 0.01% $25.17 -0.3%
550 NWBI NORTHWEST BANCSHARES INC Financial Services 24,058.0 $362K 0.01% $15.03 +1.7%
551 USB US BANCORP Financial Services 5,727.0 $360K 0.01% +380.0 +7.1% $62.89 -0.9%
552 TD TORONTO DOMINION BK ONT Financial Services 2,964.0 $360K 0.01% +77.0 +2.7% $121.43 -2.4%
553 VAW VANGUARD WORLD FD 1,569.0 $359K 0.01% $228.98 +4.6%
554 HPQ HP INC Technology 15,633.0 $359K 0.01% +267.0 +1.7% $22.96 +26.9%
555 AON AON PLC Financial Services 996.0 $358K 0.01% $359.83 -1.3%
556 CAH CARDINAL HEALTH INC Healthcare 1,493.0 $358K 0.01% NEW $239.75 -2.1%
557 WTRG ESSENTIAL UTILS INC Utilities 9,106.0 $356K 0.01% +711.0 +8.5% $39.08 +3.9%
558 VPL VANGUARD INTL EQUITY INDEX F 3,167.0 $356K 0.01% -173.0 -5.2% $112.28 +2.9%
559 STIP ISHARES TR 3,484.0 $353K 0.01% +415.0 +13.5% $101.32 -0.3%
560 PRU PRUDENTIAL FINL INC Financial Services 3,044.0 $351K 0.01% +65.0 +2.2% $115.46 +2.6%
Page 28 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%