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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 31 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 FDN FIRST TR EXCHANGE-TRADED FD 1,022.0 $278K 0.00% +10.0 +1.0% $271.67 +5.5%
602 TEMA ETF TRUST 10,277.0 $277K 0.00% NEW $26.91
603 VIOV VANGUARD ADMIRAL FDS INC 2,390.0 $275K 0.00% $115.18 +2.8%
604 J JACOBS SOLUTIONS INC Industrials 2,111.0 $275K 0.00% +24.0 +1.1% $130.29 +16.4%
605 USFR WISDOMTREE TR 5,431.0 $274K 0.00% -794.0 -12.8% $50.40 +0.2%
606 SAP SAP SE Technology 1,661.0 $270K 0.00% +206.0 +14.2% $162.78 +34.3%
607 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,935.0 $270K 0.00% NEW $139.61 -0.5%
608 GWW WW GRAINGER INC Industrials 198.0 $269K 0.00% +18.0 +10.0% $1356.44 -2.5%
609 COHR COHERENT CORP Technology 844.0 $265K 0.00% +161.0 +23.6% $314.19 -12.3%
610 ARTY ISHARES TR 3,787.0 $265K 0.00% -28.0 -0.7% $69.94 +3.4%
611 MTB M & T BK CORP Financial Services 1,101.0 $264K 0.00% +29.0 +2.7% $239.76 +0.8%
612 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,470.0 $262K 0.00% +38.0 +1.6% $106.08 -13.2%
613 GLPI GAMING & LEISURE P Real Estate 5,903.0 $260K 0.00% +111.0 +1.9% $44.07 -0.3%
614 XME SPDR SERIES TRUST 2,492.0 $255K 0.00% +611.0 +32.5% $102.46 +15.0%
615 SLB SLB LIMITED Energy 5,489.0 $255K 0.00% +271.0 +5.2% $46.42 +16.3%
616 VDE VANGUARD WORLD FD 1,651.0 $255K 0.00% +117.0 +7.6% $154.31 +15.3%
617 SNPS SYNOPSYS INC Technology 582.0 $254K 0.00% -68.0 -10.5% $436.63 -9.6%
618 IGIB ISHARES TR 4,805.0 $253K 0.00% $52.72 -0.9%
619 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,134.0 $253K 0.00% NEW $223.25 +5.9%
620 XLI SELECT SECTOR SPDR TR 1,388.0 $253K 0.00% +81.0 +6.2% $182.40 -1.9%
Page 31 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%