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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 35 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AVGO CALL BROADCOM INC Technology 400.0 $148K 0.00% NEW $370.78 -3.2%
682 OMER OMEROS CORP Healthcare 14,288.0 $148K 0.00% $10.33 +87.0%
683 GOOGL CALL ALPHABET INC Communication Services 400.0 $147K 0.00% NEW $367.03 -5.2%
684 PPLT ABRDN PLATINUM ETF TRUST Financial Services 9,579.0 $142K 0.00% NEW $14.84 +14.6%
685 VGM INVESCO TR INVT GRADE MUNS Financial Services 13,000.0 $138K 0.00% $10.63 -3.5%
686 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 33,030.0 $134K 0.00% +12K +56.9% $4.05 -22.2%
687 ADBE CALL ADOBE INC Technology 600.0 $133K 0.00% NEW $221.54 +24.7%
688 ENVX ENOVIX CORPORATION Industrials 25,920.0 $129K 0.00% +10K +62.8% $4.99 -34.4%
689 REAX THE REAL BROKERAGE INC Real Estate 55,252.0 $124K 0.00% -506.0 -0.9% $2.25 +6.7%
690 NMFC NEW MTN FIN CORP Financial Services 17,525.0 $124K 0.00% $7.05 +8.4%
691 NVDA CALL NVIDIA CORPORATION Technology 600.0 $118K 0.00% NEW $196.93 +5.9%
692 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 200.0 $87K 0.00% NEW $432.57 -5.2%
693 TSLA CALL TESLA INC Consumer Cyclical 200.0 $81K 0.00% NEW $402.90 -13.4%
694 PPLT CALL ABRDN PLATINUM ETF TRUST Financial Services 5,000.0 $74K 0.00% NEW $14.84 +14.6%
695 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 14,991.0 $73K 0.00% $4.90 +4.3%
696 MPT MEDICAL PROPERTIES TRUST INC Financial Services 12,187.0 $56K 0.00% $4.56 -9.6%
697 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 400.0 $54K 0.00% NEW $134.37 +30.9%
698 PSEC PROSPECT CAP CORP Financial Services 23,542.0 $52K 0.00% -692.0 -2.9% $2.20 +5.5%
699 TSLA PUT TESLA INC Consumer Cyclical 100.0 $40K 0.00% $402.90 -13.4%
700 OPK OPKO HEALTH INC Healthcare 27,021.0 $40K 0.00% $1.49 -0.7%
Page 35 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%