Apella Capital’s New Mountain Finance NMFC Stock Holding History

Apella Capital’s Portfolio NMFC Stock Details NMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$124K	Hold	17,525	–	–	﹤0.01%	690
2026 Q1	$149K	Hold	17,525	–	–	﹤0.01%	655
2025 Q4	$161K	Buy	+17,525	New	+$165K	﹤0.01%	522

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Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return