Long-term investor
Apella Capital, LLC @apellacapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801507).
Record
- Tracked since 2025-06-30 (466 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +1.0% · 6 months +1.2% · 1 year +1.2% · all +1.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 9.8% · long · since 2025-09-30
- 922908769 · 3.7% · long · since 2025-09-30
- 25434V864 · 3.4% · long · since 2025-09-30
- 25434V872 · 2.6% · long · since 2025-09-30
- 25434V799 · 2.4% · long · since 2025-09-30
- 25239Y196 · 2.3% · long · since 2026-09-30
- 25434V401 · 2.3% · long · since 2025-09-30
- 92206C730 · 2.1% · long · since 2025-09-30
- 921937835 · 1.8% · long · since 2025-09-30
- 25434V609 · 1.7% · long · since 2025-09-30
- 921937827 · 1.7% · long · since 2025-09-30
- 25434V575 · 1.7% · long · since 2025-09-30