Apella Capital, LLC
Top Portfolio Positions
324 positions ·
$708,096,944 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
329,565 | $83,640,301 | 11.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
87,650 | $57,002,301 | 8.05% | |
| MSFT |
Microsoft Corp
Technology
|
121,363 | $44,924,941 | 6.34% | |
| NVDA |
Nvidia Corp
Technology
|
140,544 | $24,510,873 | 3.46% | |
| XOM |
Exxon Mobil Corp
Energy
|
141,022 | $23,925,792 | 3.38% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
40,291 | $23,255,159 | 3.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
42,139 | $20,193,008 | 2.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
76,555 | $15,944,109 | 2.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
51,958 | $14,941,042 | 2.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
37,770 | $11,110,423 | 1.57% |
Portfolio Trend
24 quarters · across all stocks
Holdings in PLG
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,710 | 23,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $52,797 | 22,372 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $77,645 | 29,300 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $31,059 | 20,300 | Shares | Sole | 2025-07-08 | |
| No 13F history on record for this holder in this stock. | ||||||