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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 12 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ALL ALLSTATE CORP Financial Services 5,102.0 $1.1M 0.02% +395.0 +8.4% $216.17 -0.8%
222 COP CONOCOPHILLIPS Energy 9,441.0 $1.1M 0.02% +994.0 +11.8% $116.04 +3.9%
223 AMGN AMGEN INC Healthcare 3,025.0 $1.1M 0.02% +1K +50.0% $355.30 -5.0%
224 ADI ANALOG DEVICES INC Technology 2,887.0 $1.1M 0.02% +703.0 +32.2% $371.48 +3.4%
225 WM WASTE MGMT INC DEL Industrials 4,786.0 $1.1M 0.02% +2K +49.6% $223.93 -1.9%
226 SUSA ISHARES TR 7,364.0 $1.1M 0.02% +774.0 +11.8% $143.78 +4.7%
227 TIP ISHARES TR 9,495.0 $1.1M 0.02% +722.0 +8.2% $111.48 -1.0%
228 IYH ISHARES TR 16,709.0 $1.0M 0.02% +530.0 +3.3% $62.65 -0.6%
229 AEP AMERICAN ELEC PWR CO INC Utilities 7,783.0 $1.0M 0.01% +2K +40.6% $133.65 -3.0%
230 VCEB VANGUARD WORLD FD 16,401.0 $1.0M 0.01% +1K +9.8% $63.35 -1.5%
231 IWN ISHARES TR 4,981.0 $1.0M 0.01% +1K +25.4% $206.46 +1.6%
232 DES WISDOMTREE TR 26,457.0 $1.0M 0.01% +715.0 +2.8% $38.36 -0.2%
233 TPR TAPESTRY INC Consumer Cyclical 6,475.0 $1.0M 0.01% +5K +290.8% $155.86 -12.9%
234 IWR ISHARES TR 9,684.0 $1.0M 0.01% +4K +71.2% $104.18 +0.8%
235 SOXX ISHARES TR 2,371.0 $986K 0.01% +300.0 +14.5% $415.71 +26.3%
236 BK BANK NEW YORK MELLON CORP Financial Services 7,142.0 $965K 0.01% +2K +52.0% $135.09 +2.9%
237 ED CONSOLIDATED EDISON INC Utilities 8,719.0 $960K 0.01% +3K +52.9% $110.15 -2.5%
238 TJX TJX COS INC NEW Consumer Cyclical 5,930.0 $953K 0.01% +423.0 +7.7% $160.69 -0.9%
239 SPYD SPDR SERIES TRUST 20,525.0 $952K 0.01% +14K +217.0% $46.40 +1.8%
240 SCZ ISHARES TR 10,972.0 $935K 0.01% +7K +155.6% $85.19 -0.1%
Page 12 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%