Appalachian Capital Management Ltd
CIK 2111450 · View on SEC EDGAR ↗
- Portfolio value
- $137.9M
- Positions
- 43
- As of
- June 30, 2026
#7,648 of 9,443 by 13F value · top 81.0%
Portfolio value QoQ: +10.4% 13F does not disclose cash
- Top 10 holdings weight
- 84.29%
- Top 25 holdings weight
- 95.06%
- Positions above 1%
- 12
- Effective number of positions
- 7.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.68% Est. buys $1,718,345 · sells $895,595
- New positions
- 0
- Increased
- 26
- Decreased
- 9
- Closed
- 2
On this page
Sector breakdown
Technology
1.7%
Energy
1.2%
Industrials
0.9%
Communication Services
0.8%
Retail
0.7%
Financials
0.6%
Consumer Discretionary
0.5%
Healthcare
0.5%
Other/Unmapped
93.0%
Full portfolio 43 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHB | $45,684,088 | 33.14% | 1,577,489 | $6,185,395 | Up ×2 | ||
| SCHD | $10,138,807 | 7.35% | 319,735 | $578,214 | Up ×2 | ||
| SPTI | $9,656,825 | 7.00% | 340,149 | $55,556 | Up ×2 | ||
| SPTL | $9,233,024 | 6.70% | 352,002 | $-13,103 | Up ×1 | ||
| UCON | $9,016,407 | 6.54% | 362,396 | $100,146 | Up ×2 | ||
| OAKI | $8,795,826 | 6.38% | 341,539 | $656,547 | Up ×2 | ||
| OAKM | $8,590,926 | 6.23% | 304,967 | $453,374 | Up ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $8,039,532 | 5.83% | 26,536 | $1,808,874 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4,185,166 | 3.04% | 5,683 | $900,851 | Down ×1 | ||
| XLF XLF | $2,871,233 | 2.08% | 53,558 | $207,429 | Down ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,721,830 | 1.97% | 32,932 | $-101,683 | Down ×2 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $1,949,432 | 1.41% | 24,049 | $343,988 | Up ×1 | ||
| BA Boeing Company (The) Common Stock | $1,270,246 | 0.92% | 5,868 | $122,241 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,005,318 | 0.73% | 4,218 | $147,662 | Up ×2 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $898,770 | 0.65% | 9,747 | $-7,018 | Down ×2 | ||
| KRE | $894,012 | 0.65% | 11,944 | $118,553 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $785,414 | 0.57% | 5,745 | $-174,285 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $775,515 | 0.56% | 1,335 | $503,936 | |||
| TSLA Tesla, Inc. - Common Stock | $749,930 | 0.54% | 1,783 | $97,880 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $692,527 | 0.50% | 1,960 | $440,090 | Up ×1 | ||
| PID Invesco International Dividend Achievers ETF | $655,426 | 0.48% | 29,524 | $-3,837 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $645,922 | 0.47% | 3,228 | $83,604 | Up ×1 | ||
| QLD | $608,911 | 0.44% | 6,293 | $161,964 | Down ×1 | ||
| FVD | $599,454 | 0.43% | 12,442 | $15,028 | Up ×1 | ||
| SCHZ | $588,529 | 0.43% | 25,444 | $-1,125 | Up ×1 | ||
| SPLV | $570,617 | 0.41% | 7,618 | $16,267 | Up ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $557,855 | 0.40% | 731 | $272,465 | |||
| VLO Valero Energy Corporation Common Stock | $546,924 | 0.40% | 2,100 | $28,056 | |||
| UBCP United Bancorp, Inc. - Common Stock | $530,187 | 0.38% | 33,387 | $22,593 | Up ×2 | ||
| SOXX SOXX | $441,515 | 0.32% | 689 | $215,129 | |||
| BITB | $437,660 | 0.32% | 13,737 | $128,935 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $436,593 | 0.32% | 364 | $102,716 | Up ×2 | ||
| XLK XLK | $385,384 | 0.28% | 2,023 | $116,853 | Up ×2 | ||
| GTO | $377,864 | 0.27% | 8,062 | $3,948 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $367,656 | 0.27% | 2,218 | $-91,248 | |||
| DIA | $351,136 | 0.25% | 672 | $39,792 | |||
| MSFT Microsoft Corporation - Common Stock | $343,363 | 0.25% | 920 | $4,020 | Up ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $341,792 | 0.25% | 4,787 | $-124,536 | Down ×1 | ||
| WSBC WesBanco, Inc. - Common Stock | $322,712 | 0.23% | 8,268 | $-142,232 | Down ×2 | ||
| SCHA | $271,112 | 0.20% | 7,504 | $43,316 | Down ×1 | ||
| VTRS Viatris Inc. - Common Stock | $265,890 | 0.19% | 16,744 | $41,289 | Up ×1 | ||
| VT | $260,137 | 0.19% | 1,657 | $30,879 | |||
| EONR | $8,830 | 0.01% | 20,000 | $-7,770 | |||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SCHB | Bought more | +4K | +$6.2M |
| QQQM | Bought more | +315 | +$1.8M |
| QQQ | Trimmed | -7 | +$901K |
| OAKI | Bought more | +3K | +$657K |
| SCHD | Bought more | +8K | +$578K |
| AMD | Price move only | +0 | +$504K |
| OAKM | Bought more | +10K | +$453K |
| GOOG | Bought more | +1K | +$440K |
| RDVY | Bought more | +536 | +$344K |
| CRWD | Price move only | +0 | +$272K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.