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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 9 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OPK OPKO HEALTH INC Healthcare 27,021.0 $34K NEW $1.24 +3.2%
162 ENCORE ENERGY CORP 12,221.0 $26K NEW $2.10
163 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 13,323.0 $22K NEW $1.67 -57.3%
164 ENVX CALL ENOVIX CORPORATION Industrials 3,300.0 $22K NEW $6.62 -4.8%
165 EOSE CALL EOS ENERGY ENTERPRISES INC Industrials 3,000.0 $21K NEW $7.16 +14.1%
Page 9 of 9  ·  165 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%