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Portfolio (Quarterly) Guide ↗

Apella Capital, LLC

· CIK 0001801507
13F Portfolio $6.7B AUM 687 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New 374 Added 108 Reduced 11 Exited
Page 10 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SBUX STARBUCKS CORP Consumer Cyclical 19,042.0 $1.9M 0.03% +2K +12.4% $100.00 +6.5%
182 AGG ISHARES TR 18,956.0 $1.9M 0.03% +3K +19.6% $99.85 -1.5%
183 SCHF SCHWAB STRATEGIC TR 69,693.0 $1.9M 0.03% +2K +3.3% $26.88 +1.8%
184 SYK STRYKER CORPORATION Healthcare 5,338.0 $1.8M 0.03% +454.0 +9.3% $343.30 -6.4%
185 MO ALTRIA GROUP INC Consumer Defensive 28,346.0 $1.8M 0.03% +18K +183.6% $64.17 +14.9%
186 D DOMINION ENERGY INC Utilities 28,245.0 $1.8M 0.03% +16K +138.8% $62.42 +9.4%
187 GEV GE VERNOVA INC Utilities 1,752.0 $1.8M 0.03% +598.0 +51.8% $1002.72 +4.1%
188 C CITIGROUP INC Financial Services 13,120.0 $1.7M 0.03% +9K +195.0% $132.18 -5.3%
189 DIA STATE STR SPDR DOW JONES IND Financial Services 3,476.0 $1.7M 0.03% +575.0 +19.8% $494.16 +1.8%
190 VANGUARD CALIF TAX FREE FDS 17,005.0 $1.7M 0.03% +8K +89.0% $100.20
191 DUK DUKE ENERGY CORP NEW Utilities 13,204.0 $1.7M 0.03% +8K +139.6% $128.03 -2.6%
192 VYMI VANGUARD WHITEHALL FDS 16,429.0 $1.6M 0.02% +109.0 +0.7% $100.05 +0.1%
193 CSX CSX CORP Industrials 36,478.0 $1.6M 0.02% +31K +524.1% $43.32 +6.0%
194 TT TRANE TECHNOLOGIES PLC Industrials 3,249.0 $1.5M 0.02% +346.0 +11.9% $476.12 -5.1%
195 INTC INTEL CORP Technology 22,408.0 $1.5M 0.02% +7K +43.1% $68.50 +73.0%
196 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,116.0 $1.5M 0.02% +3K +331.0% $370.49 +8.4%
197 VXF VANGUARD INDEX FDS 6,435.0 $1.5M 0.02% +215.0 +3.5% $225.92 +1.2%
198 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,117.0 $1.4M 0.02% +3K +59.9% $200.47 +9.8%
199 VLO VALERO ENERGY CORP Energy 6,301.0 $1.4M 0.02% +4K +199.2% $223.66 +13.5%
200 UNH UNITEDHEALTH GROUP INC Healthcare 4,312.0 $1.4M 0.02% +1K +37.1% $324.61 +18.1%
Page 10 of 19  ·  374 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 28.6%
Financial Services 25.1%
Industrials 9.4%
Communication Services 8.4%
Healthcare 6.9%
Consumer Cyclical 6.7%
Consumer Defensive 5.1%
Energy 4.7%
Utilities 2.7%
Basic Materials 1.9%