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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 23 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HPQ HP INC Technology 13,259.0 $295K 0.01% NEW $22.28 -1.7%
442 WMB WILLIAMS COS INC Energy 4,900.0 $295K 0.01% NEW $60.11 +29.6%
443 COF CAPITAL ONE FINL CORP Financial Services 1,214.0 $294K 0.01% NEW $242.44 -23.0%
444 XLE SELECT SECTOR SPDR TR 6,554.0 $293K 0.01% NEW $44.71 +32.2%
445 KLAC KLA CORP Technology 240.0 $292K 0.01% NEW $1215.18 +51.6%
446 ITW ILLINOIS TOOL WKS INC Industrials 1,181.0 $291K 0.01% NEW $246.40 +1.4%
447 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 955.0 $290K 0.01% NEW $303.99 +32.1%
448 HCA HCA HEALTHCARE INC Healthcare 620.0 $289K 0.01% NEW $466.79 -15.9%
449 OXY OCCIDENTAL PETE CORP Energy 7,019.0 $289K 0.01% NEW $41.12 +43.1%
450 WRB BERKLEY W R CORP Financial Services 4,112.0 $288K 0.01% NEW $70.12 -2.7%
451 VGK VANGUARD INTL EQUITY INDEX F 3,409.0 $285K 0.01% NEW $83.62 +6.2%
452 VAW VANGUARD WORLD FD 1,373.0 $285K 0.01% NEW $207.55 +9.2%
453 MCK MCKESSON CORP Healthcare 345.0 $283K 0.01% NEW $820.31 -6.6%
454 AON AON PLC Financial Services 799.0 $282K 0.01% NEW $352.89 -8.1%
455 CI THE CIGNA GROUP Healthcare 1,023.0 $282K 0.01% NEW $275.23 +2.5%
456 AFL AFLAC INC Financial Services 2,546.0 $281K 0.01% NEW $110.29 +6.8%
457 SPYD SPDR SERIES TRUST 6,474.0 $280K 0.01% NEW $43.25 +9.2%
458 J JACOBS SOLUTIONS INC Industrials 2,076.0 $275K 0.01% NEW $132.46 -13.9%
459 AVES AMERICAN CENTY ETF TR 4,706.0 $274K 0.01% NEW $58.31 +12.6%
460 TD TORONTO DOMINION BK ONT Financial Services 2,880.0 $271K 0.01% NEW $94.20 +16.3%
Page 23 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%