Stock Taper

APELLA CAPITAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A10$7.56M
Comfort Systems USA, Inc.FIX182$306.39K
W.W. Grainger, Inc.GWW198$268.58K
United Therapeutics CorporationUTHR355$200.11K
United Rentals, Inc.URI362$382.57K
EMCOR Group, Inc.EME401$307.83K
Western Digital CorporationWDC432$229.94K
Quanta Services, Inc.PWR488$320.51K
Seagate Technology Holdings plcSTX491$406.54K
Ralph Lauren CorporationRL507$200.43K
ASML Holding N.V.ASML527$920.82K
Lennox International Inc.LII527$293.5K
BlackRock, Inc.BLK546$551.36K
Lumentum Holdings Inc.LITE555$387.88K
Synopsys, Inc.SNPS582$254.12K
Vertex Pharmaceuticals IncorporatedVRTX603$314.92K
McKesson CorporationMCK612$494.31K
Sterling Infrastructure, Inc.STRL622$419.47K
Cadence Design Systems, Inc.CDNS644$238.96K
Casey's General Stores, Inc.CASY688$552.13K