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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 10 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DIS DISNEY WALT CO Communication Services 22,582.0 $2.6M 0.05% NEW $113.77 -9.0%
182 VEEV VEEVA SYS INC Healthcare 11,418.0 $2.5M 0.05% NEW $223.23 -26.1%
183 HEFA ISHARES TR 60,860.0 $2.5M 0.05% NEW $41.36 +9.7%
184 SCHV SCHWAB STRATEGIC TR 84,502.0 $2.5M 0.05% NEW $29.61 +11.4%
185 PG PROCTER AND GAMBLE CO Consumer Defensive 17,033.0 $2.4M 0.05% NEW $143.31 -0.6%
186 LEIDOS HOLDINGS INC 13,463.0 $2.4M 0.05% NEW $180.40
187 BILL BILL HOLDINGS INC Technology 43,823.0 $2.4M 0.05% NEW $54.54 -33.2%
188 ABBV ABBVIE INC Healthcare 10,257.0 $2.3M 0.05% NEW $228.49 -6.1%
189 HD HOME DEPOT INC Consumer Cyclical 6,649.0 $2.3M 0.04% NEW $344.08 -8.8%
190 TSLA TESLA INC Consumer Cyclical 5,072.0 $2.3M 0.04% NEW $449.72 -7.2%
191 WMT WALMART INC Consumer Defensive 20,203.0 $2.3M 0.04% NEW $111.41 +17.5%
192 ORCL ORACLE CORP Technology 11,449.0 $2.2M 0.04% NEW $194.92 -2.6%
193 CAT CATERPILLAR INC Industrials 3,803.0 $2.2M 0.04% NEW $572.91 +51.1%
194 ARKK ARK ETF TR 28,252.0 $2.2M 0.04% NEW $76.92 -0.4%
195 BA BOEING CO Industrials 9,867.0 $2.1M 0.04% NEW $217.12 +1.1%
196 IYW ISHARES TR 10,656.0 $2.1M 0.04% NEW $199.68 +20.2%
197 ZM ZOOM COMMUNICATIONS INC Technology 24,529.0 $2.1M 0.04% NEW $86.29 +15.2%
198 IVE ISHARES TR 9,945.0 $2.1M 0.04% NEW $212.07 +6.6%
199 AVGO BROADCOM INC Technology 5,916.0 $2.0M 0.04% NEW $346.10 +19.8%
200 ISHARES TR 92,766.0 $2.0M 0.04% NEW $21.95
Page 10 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%