13F Institutional Holdings
APELLA CAPITAL, LLC IIR Report | ThinkSabio - Stocks Simplified
Oct 11, 2026 · ThinkSabio Blog
APELLA CAPITAL, LLC – Q3 2026 PF Holdings
AUM: $7.87B
NEWLY BOUGHT Top-25: #JPIE #HELO #SNDK #JTNY #EFG #BSCW #GSLC #RPV #FBCG #MELI #NOW #SCHC #BUFP #SON #SPTM #ABNB #FNDC #ITM #ATS #MNST #XHLF #DEXC #JBHT #DVN #FCX
INCREASED Top-25: #DFAC #VTI #DFSD #DFCF #DFIC #VONE #BND #BSV #DFGX #DFIV #AAPL #DFAU #AVEM #AVDE #DFLV #DFNM #IEFA #DIHP #DFEM #IUSB #VOO #ISTB #SPAB #AVDV #DFUV
NO-CHANGE Top-25: #DRTS #BSVO #EZM #BILZ #IMCB #CLDX #VCEB #IWY #JAVA #AVXC #FLRN #BOTZ #TFLO #NUSA #IBTP #PWZ #CTBI #OFG #BLOK #ARTY #PK #SPXX #BITB #OMER #PGEN
REDUCED Top-25: #DFUS #DFAT #VWO #VEA #SPY #MGC #ESGV #BNDX #VUG #MTUM #VO #IJH #VYM #GOOG #QQQ #VOOG #VSGX #SPDW #VTIP #QUAL #IYY #JEPI #BIV #AVUV #VBR
SOLD-OFF Top-15: #DUHP #DFSV #DFAR #DCOR #SEIQ #DXUV #HYD #EMLC #OKE #O #LEN #CNP #GOVT #STPZ #INDA
Positive Returns (YTD): #OKE:+21% #DFSV:+14% #DCOR:+14% #DUHP:+12% #SEIQ:+9% #DFAR:+7%
Negative Returns (YTD): #LEN:-26% #INDA:-16% #HYD:-6% #O:-5% #GOVT:-5% #EMLC:-4% #STPZ:-1%
Note:
- Newly bought + Increased + Reduced + Sold-Off – highest invested first
- Descending order based on Q3 2026 net investment value
- Returns are presented on a YTD basis
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