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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 30 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,432.0 $274K 0.00% -138.0 -5.4% $112.50 -8.8%
582 J JACOBS SOLUTIONS INC Industrials 2,087.0 $269K 0.00% +11.0 +0.5% $128.93 -11.5%
583 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,007.0 $269K 0.00% +86.0 +2.2% $67.05 +15.0%
584 URI UNITED RENTALS INC Industrials 336.0 $268K 0.00% +6.0 +1.8% $796.31 +17.6%
585 OKE ONEOK INC NEW Energy 3,192.0 $267K 0.00% NEW $83.52 +10.9%
586 FDN FIRST TR EXCHANGE-TRADED FD 1,012.0 $266K 0.00% NEW $262.83 +3.4%
587 EXC EXELON CORP Utilities 5,639.0 $265K 0.00% +1K +22.6% $47.02 -3.5%
588 SCHW SCHWAB CHARLES CORP Financial Services 2,864.0 $264K 0.00% NEW $92.29 -2.4%
589 NEM NEWMONT CORP Basic Materials 2,268.0 $264K 0.00% +70.0 +3.2% $116.48 -7.0%
590 SAP SAP SE Technology 1,455.0 $264K 0.00% +22.0 +1.5% $181.22 -0.7%
591 VIOV VANGUARD ADMIRAL FDS INC 2,390.0 $262K 0.00% NEW $109.47 +0.6%
592 CRWV COREWEAVE INC Technology 2,233.0 $261K 0.00% NEW $116.85 -7.9%
593 MINT PIMCO ETF TR 2,572.0 $259K 0.00% +314.0 +13.9% $100.54 +0.1%
594 IGIB ISHARES TR 4,805.0 $258K 0.00% +90.0 +1.9% $53.71 -1.6%
595 APOS APOLLO GLOBAL MGMT INC Financial Services 2,070.0 $258K 0.00% -526.0 -20.3% $124.63 -79.0%
596 BITB BITWISE BITCOIN ETF TR Financial Services 6,069.0 $255K 0.00% NEW $42.09 +0.1%
597 IAUM ISHARES GOLD TR Financial Services 5,266.0 $255K 0.00% NEW $48.39 -6.5%
598 SIL GLOBAL X FDS 2,521.0 $255K 0.00% NEW $100.97 -11.5%
599 FITB FIFTH THIRD BANCORP Financial Services 5,040.0 $254K 0.00% +767.0 +17.9% $50.34 -2.3%
600 LII LENNOX INTL INC Industrials 516.0 $251K 0.00% -26.0 -4.8% $487.11 -1.4%
Page 30 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%