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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 21 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CVS CVS HEALTH CORP Healthcare 4,946.0 $392K 0.01% NEW $79.35 +17.6%
402 HPE HEWLETT PACKARD ENTERPRISE C Technology 16,112.0 $387K 0.01% NEW $24.02 +41.4%
403 APOS APOLLO GLOBAL MGMT INC Financial Services 2,596.0 $376K 0.01% NEW $144.76 -81.9%
404 AMP AMERIPRISE FINL INC Financial Services 766.0 $376K 0.01% NEW $490.22 -8.1%
405 AMAT APPLIED MATLS INC Technology 1,454.0 $374K 0.01% NEW $257.06 +66.2%
406 AVXC AMERICAN CENTY ETF TR 5,833.0 $372K 0.01% NEW $63.77 +26.7%
407 IBTP ISHARES TR 14,397.0 $372K 0.01% NEW $25.81 -2.4%
408 DFCA DIMENSIONAL ETF TRUST 7,389.0 $370K 0.01% NEW $50.08 -0.7%
409 DTE DTE ENERGY CO Utilities 2,802.0 $361K 0.01% NEW $128.98 +11.5%
410 PWZ INVESCO EXCH TRADED FD TR II 14,879.0 $359K 0.01% NEW $24.16 -1.0%
411 VGSR MANAGER DIRECTED PORTFOLIOS 34,563.0 $359K 0.01% NEW $10.40 +8.6%
412 CARR CARRIER GLOBAL CORPORATION Industrials 6,762.0 $357K 0.01% NEW $52.84 +17.7%
413 BKNG BOOKING HOLDINGS INC Consumer Cyclical 66.0 $355K 0.01% NEW $5380.89 -97.0%
414 MIDWESTONE FINL GROUP INC NE 9,216.0 $355K 0.01% NEW $38.50
415 SAP SAP SE Technology 1,433.0 $348K 0.01% NEW $242.91 -25.9%
416 APD AIR PRODS & CHEMS INC Basic Materials 1,404.0 $347K 0.01% NEW $247.05 +17.5%
417 VLO VALERO ENERGY CORP Energy 2,106.0 $343K 0.01% NEW $162.79 +55.9%
418 RSP INVESCO EXCHANGE TRADED FD T 1,744.0 $334K 0.01% NEW $191.53 +6.9%
419 SCZ ISHARES TR 4,292.0 $333K 0.01% NEW $77.53 +9.8%
420 FNDF SCHWAB STRATEGIC TR 7,298.0 $330K 0.01% NEW $45.21 +18.7%
Page 21 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%