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Portfolio (Quarterly) Guide ↗

Apella Capital, LLC

· CIK 0001801507
13F Portfolio $5.1B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 531 New
Page 18 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NYF ISHARES TR 10,352.0 $554K 0.01% NEW $53.51 -0.8%
342 LRCX LAM RESEARCH CORP Technology 3,198.0 $547K 0.01% NEW $171.16 +76.6%
343 BK BANK NEW YORK MELLON CORP Financial Services 4,700.0 $546K 0.01% NEW $116.08 +19.7%
344 TFC TRUIST FINL CORP Financial Services 11,083.0 $545K 0.01% NEW $49.21 -2.5%
345 GPN GLOBAL PMTS INC Industrials 7,046.0 $545K 0.01% NEW $77.40 -6.2%
346 SCHE SCHWAB STRATEGIC TR 16,623.0 $544K 0.01% NEW $32.75 +8.6%
347 IWR ISHARES TR 5,655.0 $544K 0.01% NEW $96.27 +9.1%
348 CEG CONSTELLATION ENERGY CORP Utilities 1,538.0 $543K 0.01% NEW $353.21 -19.1%
349 XYLD GLOBAL X FDS 13,292.0 $540K 0.01% NEW $40.63 -0.7%
350 SMMU PIMCO ETF TR 10,645.0 $537K 0.01% NEW $50.43 -0.2%
351 DHR DANAHER CORPORATION Healthcare 2,329.0 $533K 0.01% NEW $228.92 -24.3%
352 ADBE ADOBE INC Technology 1,519.0 $532K 0.01% NEW $349.99 -30.3%
353 ASML ASML HOLDING N V Technology 496.0 $531K 0.01% NEW $1069.86 +48.8%
354 MU MICRON TECHNOLOGY INC Technology 1,850.0 $528K 0.01% NEW $285.36 +167.1%
355 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 6,532.0 $525K 0.01% NEW $80.30 -2.3%
356 C CITIGROUP INC Financial Services 4,448.0 $519K 0.01% NEW $116.69 +7.3%
357 CTVA CORTEVA INC Basic Materials 7,740.0 $519K 0.01% NEW $67.03 +17.9%
358 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,834.0 $515K 0.01% NEW $88.21 +16.5%
359 VLUE ISHARES TR 3,760.0 $514K 0.01% NEW $136.73 +35.2%
360 IWS ISHARES TR 3,599.0 $508K 0.01% NEW $141.03 +11.7%
Page 18 of 27  ·  531 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 32.0%
Financial Services 29.1%
Industrials 8.8%
Communication Services 8.2%
Healthcare 7.3%
Consumer Cyclical 4.9%
Consumer Defensive 4.1%
Utilities 2.1%
Energy 2.0%
Basic Materials 1.1%