Apella Capital, LLC

Apella Capital, LLC reported 857 holdings worth US$7.88B as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 8, 2026

Apella Capital, LLC reported 857 holdings worth US$7.88B as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Oct 8, 2026 (Form 13F).

Holdings
857
Value as reported
US$7.88B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc354KUS$119M1.5%
Microsoft Corp.127KUS$67.2M0.85%
Alphabet Inc (google) Class C142KUS$49.4M0.63%
Nvidia Corporation117KUS$27.9M0.35%
Berkshire Hathaway Inc.43,808US$27.5M0.35%
Amazon.com, Inc.84,051US$21.8M0.28%
Jp Morgan Chase & Co.44,875US$14.8M0.19%
Johnson & Johnson46,998US$12.1M0.15%
Mastercard Incorporated19,199US$10.9M0.14%
General Dynamics Corporation28,496US$9.31M0.12%
Philip Morris International Inc44,042US$8.49M0.11%
Eli Lilly And Company6,774US$8.05M0.10%
Visa Inc.21,173US$7.88M0.10%
Walmart Inc.68,062US$7.36M0.09%
Meta Platforms, Inc.9,905US$7.14M0.09%
Tesla, Inc.18,498US$6.99M0.09%
Steel Dynamics, Inc.29,061US$6.8M0.09%
Abbvie Inc.23,477US$6.37M0.08%
Advanced Micro Devices Inc9,851US$6.36M0.08%
Merck & Company, Inc.43,902US$6.27M0.08%
West Pharmaceutical Services, Inc.16,876US$6.18M0.08%
Caterpillar, Inc.7,225US$5.88M0.07%
Wells Fargo & Company55,211US$5.63M0.07%
Chevron Corporation24,830US$5.09M0.06%
Pepsico, Inc.39,086US$4.84M0.06%
Costco Wholesale Corporation5,096US$4.8M0.06%
Deere & Company7,309US$4.8M0.06%
Procter & Gamble Company (the)30,360US$4.49M0.06%
Hilton Worldwide Holdings Inc.13,201US$4.23M0.05%
Union Pacific Corporation15,276US$4.2M0.05%
United Airlines Holdings, Inc.37,809US$4.17M0.05%
Texas Instruments Incorporated13,910US$4.02M0.05%
Bank Of America Corporation49,898US$4.01M0.05%
Coca-cola Company (the)46,632US$4M0.05%
Cisco Systems, Inc.33,983US$3.99M0.05%
Home Depot, Inc. (the)13,686US$3.91M0.05%
International Business Machines Corporation17,689US$3.9M0.05%
Broadcom Inc.10,259US$3.86M0.05%
Nextera Energy, Inc.49,049US$3.78M0.05%
Micron Technology, Inc.3,425US$3.73M0.05%
Veeva Systems Inc.12,540US$3.54M0.04%
Rtx Corporation18,931US$3.41M0.04%
Ge Aerospace11,192US$3.4M0.04%
Mcdonald's Corporation14,542US$3.36M0.04%
Intel Corporation28,050US$3.17M0.04%
Parker-hannifin Corporation3,211US$3.06M0.04%
Lockheed Martin Corporation6,125US$3.06M0.04%
Walt Disney Company (the)28,871US$3.02M0.04%
Valero Energy Corporation7,087US$3.01M0.04%
Emerson Electric Company17,671US$2.81M0.04%
Ge Vernova Inc.2,795US$2.79M0.04%
Zoom Communications, Inc.29,367US$2.78M0.04%
Palantir Technologies Inc.14,113US$2.74M0.03%
Northrop Grumman Corporation5,745US$2.72M0.03%
Taiwan Semiconductor Manufacturing Co., Ltd.5,681US$2.68M0.03%
Boeing Company (the)14,202US$2.67M0.03%
Southern Company (the)31,256US$2.67M0.03%
Mondelez International, Inc.44,232US$2.63M0.03%
Oracle Corporation18,216US$2.62M0.03%
Bloom Energy Corporation8,786US$2.56M0.03%
Altria Group, Inc.35,481US$2.46M0.03%
Netflix, Inc.34,674US$2.42M0.03%
Marriott International6,692US$2.39M0.03%
Applied Materials, Inc.4,424US$2.3M0.03%
At&t Inc.93,013US$2.28M0.03%
Truist Financial Corporation48,031US$2.19M0.03%
Verizon Communications Inc.47,785US$2.19M0.03%
Leidos Holdings, Inc.18,864US$2.14M0.03%
Xeris Biopharma Holdings, Inc.206KUS$2.08M0.03%
Goldman Sachs Group, Inc. (the)2,289US$2.03M0.03%
Unitedhealth Group Incorporated5,356US$2.01M0.03%
Sandisk Corporation1,154US$1.95M0.02%
Salesforce, Inc.8,654US$1.94M0.02%
Duke Energy Corporation (holding Company)16,768US$1.94M0.02%
Starbucks Corporation20,346US$1.9M0.02%
Dominion Energy, Inc.30,898US$1.9M0.02%
Bill Holdings, Inc.42,278US$1.86M0.02%
Automatic Data Processing, Inc.7,043US$1.86M0.02%
Lam Research Corporation5,575US$1.84M0.02%
Fedex Corporation6,338US$1.83M0.02%
Blackstone Inc.16,297US$1.82M0.02%
Citigroup, Inc.14,118US$1.8M0.02%
Towne Bank50,280US$1.76M0.02%
Csx Corporation37,169US$1.74M0.02%
American Express Company5,651US$1.72M0.02%
Qualcomm Incorporated9,448US$1.67M0.02%
Martin Marietta Materials, Inc.3,465US$1.66M0.02%
Doximity, Inc.59,488US$1.65M0.02%
Pfizer, Inc.56,927US$1.59M0.02%
Enterprise Products Partners L.p.42,028US$1.55M0.02%
Science Applications International Corporation12,518US$1.53M0.02%
Palo Alto Networks, Inc.3,709US$1.5M0.02%
Hewlett Packard Enterprise Company20,771US$1.5M0.02%
Rockwell Automation, Inc.3,380US$1.49M0.02%
Stryker Corporation5,409US$1.49M0.02%
Crowdstrike Holdings, Inc.5,393US$1.43M0.02%
Space Exploration Technologies Corp8,424US$1.41M0.02%
Welltower Inc.6,341US$1.4M0.02%
Energy Transfer Lp67,837US$1.39M0.02%
Abbott Laboratories14,023US$1.38M0.02%

Every holding of Apella Capital, LLC

Source

View original at SEC

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