CIK 1801507
Apella Capital, LLC
Institutional 13F holdings & portfolio
Holdings
531
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 501–531 of 531
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NEM | NEWMONT CORP | 2K | $100K–$500K | SH |
| GOVT | ISHARES TR | 9K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 412 | $100K–$500K | SH |
| MTB | M & T BK CORP | 1K | $100K–$500K | SH |
| STPZ | PIMCO ETF TR | 4K | $100K–$500K | SH |
| BSVO | EA SERIES TRUST | 9K | $100K–$500K | SH |
| TSME | THRIVENT ETF TRUST | 5K | $100K–$500K | SH |
| CSX | CSX CORP | 6K | $100K–$500K | SH |
| TPR | TAPESTRY INC | 2K | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC | 729 | $100K–$500K | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC | 2K | $100K–$500K | SH |
| ACWI | ISHARES TR | 1K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 1K | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 19K | $100K–$500K | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| IHI | ISHARES TR | 3K | $100K–$500K | SH |
| REAX | THE REAL BROKERAGE INC | 55K | $100K–$500K | SH |
| EXC | EXELON CORP | 5K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 4K | $100K–$500K | SH |
| NERV | MINERVA NEUROSCIENCES INC | 42K | $100K–$500K | SH |
| NMFC | NEW MTN FIN CORP | 18K | $100K–$500K | SH |
| TE | T1 ENERGY INC | 21K | $100K–$500K | SH |
| PGEN | PRECIGEN INC | 29K | $100K–$500K | SH |
| EOSE | EOS ENERGY ENTERPRISES INC | 10K | $100K–$500K | SH |
| PLG | PLATINUM GROUP METALS LTD | 22K | $50K–$100K | SH |
| MPW | MEDICAL PPTYS TRUST INC | 11K | $50K–$100K | SH |
| SLI | STANDARD LITHIUM LTD | 10K | $15K–$50K | SH |
| LOAN | MANHATTAN BRDG CAP INC | 41K | $15K–$50K | SH |
| — | CABLE ONE INC | 20K | $15K–$50K | PRN |
| — | MGP INGREDIENTS INC NEW | 12K | $1K–$15K | PRN |