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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 33 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 HII HUNTINGTON INGALLS INDS INC Industrials 784.0 $227K 0.00% +56.0 +7.7% $289.53 +1.8%
642 COLB COLUMBIA BKG SYS INC Financial Services 7,029.0 $226K 0.00% $32.12 -4.6%
643 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,669.0 $225K 0.00% +122.0 +4.8% $84.16 -11.8%
644 GM GENERAL MTRS CO Consumer Cyclical 2,953.0 $225K 0.00% +276.0 +10.3% $76.03 +14.4%
645 CNP CENTERPOINT ENERGY INC Utilities 5,044.0 $224K 0.00% +132.0 +2.7% $44.48 -12.1%
646 O REALTY INCOME CORP Real Estate 3,504.0 $224K 0.00% NEW $64.01 -1.3%
647 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,506.0 $224K 0.00% +34.0 +2.3% $148.60 +24.8%
648 PK PARK HOTELS & RESORTS INC Real Estate 15,804.0 $224K 0.00% -16K -49.8% $14.16 +12.0%
649 GWX SPDR INDEX SHS FDS 5,089.0 $222K 0.00% -1K -19.6% $43.55 +6.0%
650 ROST ROSS STORES INC Consumer Cyclical 1,032.0 $222K 0.00% NEW $214.70 +12.5%
651 ANET ARISTA NETWORKS INC Technology 1,316.0 $219K 0.00% NEW $166.46 +13.0%
652 IAUM ISHARES GOLD TRUST MICRO Financial Services 5,266.0 $216K 0.00% $41.01 +13.1%
653 GOVT ISHARES TR 9,472.0 $214K 0.00% NEW $22.60 -0.5%
654 J P MORGAN EXCHANGE TRADED F 1,517.0 $213K 0.00% $140.73
655 BDX BECTON DICKINSON & CO Healthcare 1,363.0 $213K 0.00% -41.0 -2.9% $156.31 +22.0%
656 SLV CALL ISHARES SILVER TR Financial Services 3,900.0 $212K 0.00% +2K +105.3% $54.46 +14.2%
657 LEN LENNAR CORP Consumer Cyclical 2,443.0 $212K 0.00% +47.0 +2.0% $86.74 +1.6%
658 PGX INVESCO EXCH TRADED FD TR II 19,467.0 $212K 0.00% $10.88 -2.5%
659 BITB BITWISE BITCOIN ETF TR Financial Services 6,069.0 $210K 0.00% $34.63 +23.4%
660 UPS UNITED PARCEL SVCS INC Industrials 1,877.0 $210K 0.00% NEW $111.97 -8.3%
Page 33 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%