Apella Capital, LLC
Top Portfolio Positions
323 positions ·
$687,903,936 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
329,565 | $83,640,301 | 12.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
87,650 | $57,002,301 | 8.29% | |
| MSFT |
Microsoft Corp
Technology
|
121,363 | $44,924,941 | 6.53% | |
| NVDA |
Nvidia Corp
Technology
|
140,544 | $24,510,873 | 3.56% | |
| XOM |
Exxon Mobil Corp
Energy
|
141,022 | $23,925,792 | 3.48% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
40,291 | $23,255,159 | 3.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
76,555 | $15,944,109 | 2.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
51,958 | $14,941,042 | 2.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
37,770 | $11,110,423 | 1.62% | |
| JNJ |
Johnson & Johnson
Healthcare
|
43,153 | $10,548,319 | 1.53% |
Portfolio Trend
Holdings in NMFC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $161,405 | 17,525 | Shares | Sole | 2026-01-21 | |
| 2026-03-31 | $135,994 | 17,525 | Shares | Sole | 2026-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||