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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 32 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 B BARRICK MNG CORP Basic Materials 6,757.0 $249K 0.00% NEW $36.86 +30.7%
622 APOS APOLLO GLOBAL MGMT INC 2,086.0 $249K 0.00% +16.0 +0.8% $119.33
623 META CALL META PLATFORMS INC Communication Services 400.0 $246K 0.00% NEW $615.58 -9.2%
624 IQVIA HLDGS INC 1,180.0 $246K 0.00% -16.0 -1.3% $208.23
625 PLD PROLOGIS INC. Real Estate 1,710.0 $246K 0.00% +270.0 +18.8% $143.63 -0.2%
626 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 867.0 $245K 0.00% +157.0 +22.1% $282.20 +3.8%
627 PSA PUBLIC STORAGE Real Estate 743.0 $244K 0.00% +69.0 +10.2% $328.68 -1.1%
628 UAL UNITED AIRLS HLDGS INC Industrials 1,892.0 $243K 0.00% -35K -94.9% $128.31 -11.5%
629 MINT PIMCO ETF TR 2,408.0 $242K 0.00% -164.0 -6.4% $100.54 +0.2%
630 CIBR FIRST TR EXCHANGE-TRADED FD 2,610.0 $241K 0.00% NEW $92.19 +1.1%
631 CDNS CADENCE DESIGN SYSTEM INC Technology 644.0 $239K 0.00% NEW $371.06 -14.9%
632 ENTERGY CORP NEW 2,060.0 $237K 0.00% +104.0 +5.3% $115.18
633 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 12,624.0 $234K 0.00% $18.53 +2.8%
634 NEM NEWMONT CORP Basic Materials 2,457.0 $234K 0.00% +189.0 +8.3% $95.05 +38.7%
635 MSFT CALL MICROSOFT CORP Technology 600.0 $233K 0.00% NEW $388.84 +25.3%
636 ACWI ISHARES TR 1,479.0 $231K 0.00% $156.46 +2.4%
637 WDC WESTERN DIGITAL CORP Technology 432.0 $230K 0.00% NEW $532.26 -18.2%
638 TE T1 ENERGY INC Industrials 33,023.0 $230K 0.00% -10K -23.2% $6.95 -37.8%
639 CAC CAMDEN NATL CORP Financial Services 4,250.0 $229K 0.00% $53.93 +5.5%
640 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,026.0 $228K 0.00% +7.0 +0.7% $222.51 +6.9%
Page 32 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%