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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 30 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CENCORA INC 988.0 $301K 0.00% +18.0 +1.9% $304.51
582 FITB FIFTH THIRD BANCORP Financial Services 5,180.0 $300K 0.00% +140.0 +2.8% $57.92 -5.2%
583 IUSV ISHARES TR 2,648.0 $296K 0.00% +60.0 +2.3% $111.83 +3.0%
584 IJJ ISHARES TR 2,024.0 $295K 0.00% $145.98 +1.6%
585 LII LENNOX INTL INC Industrials 527.0 $294K 0.00% +11.0 +2.1% $556.93 -28.3%
586 SCHW SCHWAB CHARLES CORP Financial Services 2,856.0 $291K 0.00% $101.95 +11.5%
587 OKE ONEOK INC NEW Energy 3,193.0 $290K 0.00% $90.67 +2.6%
588 PHM PULTE GROUP INC Consumer Cyclical 2,228.0 $289K 0.00% +45.0 +2.1% $129.92 -0.2%
589 MDT MEDTRONIC PLC Healthcare 3,428.0 $287K 0.00% -152.0 -4.2% $83.83 +10.8%
590 OFG OFG BANCORP Financial Services 5,750.0 $287K 0.00% $49.87 +5.0%
591 MLI MUELLER INDS INC Industrials 5,148.0 $287K 0.00% +3K +102.0% $55.67 +14.0%
592 SJNK SPDR SERIES TRUST 11,416.0 $285K 0.00% NEW $24.95 -0.3%
593 AZN ASTRAZENECA PLC Healthcare 1,474.0 $285K 0.00% +22.0 +1.5% $193.12 -13.7%
594 XLRE SELECT SECTOR SPDR TR 6,332.0 $284K 0.00% -127.0 -2.0% $44.89 +1.0%
595 EXC EXELON CORP Utilities 5,925.0 $282K 0.00% +286.0 +5.1% $47.57 -6.8%
596 EMLC VANECK ETF TRUST 11,061.0 $282K 0.00% +441.0 +4.2% $25.48 +1.3%
597 BLOK AMPLIFY ETF TR 4,563.0 $281K 0.00% $61.62 +1.2%
598 PARNASSUS INCOME FDS 9,865.0 $281K 0.00% +1K +14.6% $28.46
599 IVLU ISHARES TR 6,616.0 $280K 0.00% $42.38 +4.9%
600 SHOP SHOPIFY INC Technology 2,285.0 $278K 0.00% -128.0 -5.3% $121.86 +22.9%
Page 30 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%