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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 29 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HYD VANECK ETF TRUST 6,795.0 $350K 0.01% +95.0 +1.4% $51.46 -2.3%
562 BMRC BANK OF MARIN BANCORP Financial Services 12,000.0 $341K 0.01% $28.41 -4.6%
563 IWP ISHARES TR 2,385.0 $338K 0.01% +125.0 +5.5% $141.93 -0.1%
564 QQQM INVESCO EXCH TRADED FD TR II 1,143.0 $334K 0.01% +329.0 +40.4% $292.21 -0.5%
565 CTBI COMMUNITY TR BANCORP INC Financial Services 4,593.0 $331K 0.01% $72.14 +6.3%
566 GILD GILEAD SCIENCES INC Healthcare 2,409.0 $329K 0.01% +128.0 +5.6% $136.37 +7.6%
567 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,116.0 $322K 0.01% +109.0 +2.7% $78.21 -0.1%
568 PWR QUANTA SVCS INC Industrials 488.0 $321K 0.01% +103.0 +26.8% $656.79 -6.1%
569 MRVL MARVELL TECHNOLOGY INC Technology 1,378.0 $318K 0.00% NEW $230.76 -0.6%
570 IXUS ISHARES TR 3,358.0 $318K 0.00% $94.55 +3.0%
571 AVES AMERICAN CENTY ETF TR 4,892.0 $316K 0.00% +31.0 +0.6% $64.61 +0.7%
572 VRTX VERTEX PHARMACEUTICALS INC Healthcare 603.0 $315K 0.00% NEW $522.25 +4.9%
573 OTIS OTIS WORLDWIDE CORP Industrials 4,274.0 $314K 0.00% +117.0 +2.8% $73.43 -1.7%
574 GSSC GOLDMAN SACHS ETF TR 3,453.0 $311K 0.00% -65.0 -1.9% $90.13 +0.6%
575 SRE SEMPRA Utilities 3,272.0 $309K 0.00% +38.0 +1.2% $94.59 -10.6%
576 EME EMCOR GROUP INC Industrials 401.0 $308K 0.00% NEW $767.66 -0.4%
577 WRB BERKLEY W R CORP Financial Services 4,283.0 $306K 0.00% -54.0 -1.2% $71.54 -2.6%
578 FIX COMFORT SYS USA INC Industrials 182.0 $306K 0.00% NEW $1683.44 -4.4%
579 VNQI VANGUARD INTL EQUITY INDEX F 6,706.0 $305K 0.00% $45.50 +0.7%
580 BOND PIMCO ETF TR 3,305.0 $302K 0.00% $91.45 -0.9%
Page 29 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%