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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 34 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LUV SOUTHWEST AIRLS CO Industrials 4,242.0 $210K 0.00% NEW $49.42 -17.6%
662 STPZ PIMCO ETF TR 3,960.0 $210K 0.00% $52.94 -0.5%
663 VOT VANGUARD INDEX FDS 694.0 $209K 0.00% -22.0 -3.1% $300.75 +0.5%
664 KMI KINDER MORGAN INC DEL Energy 6,350.0 $206K 0.00% -485.0 -7.1% $32.49 -4.6%
665 BMO BANK MONTREAL MEDIUM Financial Services 1,153.0 $206K 0.00% NEW $178.25 -3.3%
666 VFH VANGUARD WORLD FD 1,495.0 $205K 0.00% -60.0 -3.9% $137.18 +3.7%
667 INDA ISHARES TR 4,129.0 $204K 0.00% NEW $49.33 +0.0%
668 TEL TE CONNECTIVITY PLC Technology 1,027.0 $203K 0.00% +75.0 +7.9% $197.87 +2.3%
669 EQWL INVESCO EXCHANGE TRADED FD T 1,554.0 $203K 0.00% NEW $130.69 +3.4%
670 LNG CHENIERE ENERGY INC Energy 795.0 $203K 0.00% NEW $255.00 +10.1%
671 XLF SELECT SECTOR SPDR TR 3,614.0 $203K 0.00% -746.0 -17.1% $56.05 +3.9%
672 BP BP PLC Energy 5,222.0 $202K 0.00% +97.0 +1.9% $38.61 +13.3%
673 NERV MINERVA NEUROSCIENCES INC Healthcare 42,250.0 $202K 0.00% $4.77 +0.8%
674 EXPD EXPEDITORS INTL WASH INC Industrials 1,213.0 $201K 0.00% NEW $165.75 +13.3%
675 RL RALPH LAUREN CORP Consumer Cyclical 507.0 $200K 0.00% NEW $395.32 -6.2%
676 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 355.0 $200K 0.00% +11.0 +3.2% $563.70 -9.0%
677 EOSE EOS ENERGY ENTERPRISES INC Industrials 39,777.0 $189K 0.00% +28K +240.2% $4.74 -27.0%
678 THC PUT TENET HEALTHCARE CORP Healthcare 800.0 $167K 0.00% NEW $208.82 +33.4%
679 BB BLACKBERRY LTD Technology 14,455.0 $160K 0.00% $11.10 -31.1%
680 PGEN PRECIGEN INC Healthcare 28,985.0 $160K 0.00% $5.51 +30.1%
Page 34 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%