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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 16 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 OLED UNIVERSAL DISPLAY CORP Technology 4,922.0 $490K 0.01% +3K +128.8% $99.56 -8.0%
302 HSY HERSHEY CO Consumer Defensive 2,498.0 $481K 0.01% +78.0 +3.2% $192.65 -1.2%
303 ZION ZIONS BANCORPORATION NATL AS Financial Services 7,471.0 $469K 0.01% +42.0 +0.6% $62.75 -1.7%
304 DFCA DIMENSIONAL ETF TRUST 9,252.0 $465K 0.01% +2K +25.2% $50.22 -1.0%
305 AFL AFLAC INC Financial Services 4,044.0 $463K 0.01% +1K +58.8% $114.53 +2.9%
306 MGK VANGUARD WORLD FD 1,104.0 $459K 0.01% +459.0 +71.2% $415.79 -78.6%
307 NVS NOVARTIS AG Healthcare 2,908.0 $442K 0.01% +668.0 +29.8% $151.98 -0.1%
308 FELC FIDELITY COVINGTON TRUST 10,904.0 $432K 0.01% +132.0 +1.2% $39.61 +4.9%
309 VST VISTRA CORP Utilities 2,555.0 $418K 0.01% +34.0 +1.4% $163.43 -11.9%
310 WMB WILLIAMS COS INC Energy 5,854.0 $417K 0.01% +954.0 +19.5% $71.15 +9.5%
311 FNDF SCHWAB STRATEGIC TR 7,989.0 $415K 0.01% +691.0 +9.5% $51.99 +3.2%
312 AEE AMEREN CORP Utilities 3,647.0 $411K 0.01% +353.0 +10.7% $112.72 -2.6%
313 BOTZ GLOBAL X FDS 10,805.0 $404K 0.01% +4K +51.3% $37.41 +6.0%
314 DGRO ISHARES TR 5,520.0 $404K 0.01% +1K +27.4% $73.19 +1.3%
315 TRV TRAVELERS COMPANIES INC Financial Services 1,340.0 $403K 0.01% +458.0 +51.9% $300.81 +2.0%
316 VGSR MANAGER DIRECTED PORTFOLIOS 35,446.0 $401K 0.01% +883.0 +2.5% $11.30 -0.1%
317 OXY OCCIDENTAL PETE CORP Energy 7,410.0 $399K 0.01% +391.0 +5.6% $53.79 +9.4%
318 ITW ILLINOIS TOOL WKS INC Industrials 1,449.0 $394K 0.01% +268.0 +22.7% $272.22 -8.2%
319 ES EVERSOURCE ENERGY Utilities 5,686.0 $394K 0.01% +1K +27.8% $69.25 +0.5%
320 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,050.0 $394K 0.01% +2K +3006.1% $192.03 -16.8%
Page 16 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%