Appalachian Capital Management Ltd
CIK 2111450 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $137.9M
- Posisi
- 43
- Per tanggal
- 30 Juni 2026
#7.648 dari 9.443 berdasarkan nilai 13F · top 81.0%
Nilai portofolio QoQ: +10.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 84,29%
- Bobot 25 kepemilikan teratas
- 95,06%
- Posisi di atas 1%
- 12
- Jumlah posisi efektif
- 7,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,68% Perkiraan pembelian $1.718.345 · penjualan $895.595
- Posisi baru
- 0
- Meningkat
- 26
- Menurun
- 9
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
93,0%
Portofolio lengkap 43 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHB | $45.684.088 | 33,14% | 1.577.489 | $6.185.395 | Naik ×2 | ||
| SCHD | $10.138.807 | 7,35% | 319.735 | $578.214 | Naik ×2 | ||
| SPTI | $9.656.825 | 7,00% | 340.149 | $55.556 | Naik ×2 | ||
| SPTL | $9.233.024 | 6,70% | 352.002 | $-13.103 | Naik ×1 | ||
| UCON | $9.016.407 | 6,54% | 362.396 | $100.146 | Naik ×2 | ||
| OAKI | $8.795.826 | 6,38% | 341.539 | $656.547 | Naik ×2 | ||
| OAKM | $8.590.926 | 6,23% | 304.967 | $453.374 | Naik ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $8.039.532 | 5,83% | 26.536 | $1.808.874 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4.185.166 | 3,04% | 5.683 | $900.851 | Turun ×1 | ||
| XLF XLF | $2.871.233 | 2,08% | 53.558 | $207.429 | Turun ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2.721.830 | 1,97% | 32.932 | $-101.683 | Turun ×2 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $1.949.432 | 1,41% | 24.049 | $343.988 | Naik ×1 | ||
| BA Boeing Company (The) Common Stock | $1.270.246 | 0,92% | 5.868 | $122.241 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.005.318 | 0,73% | 4.218 | $147.662 | Naik ×2 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $898.770 | 0,65% | 9.747 | $-7.018 | Turun ×2 | ||
| KRE | $894.012 | 0,65% | 11.944 | $118.553 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $785.414 | 0,57% | 5.745 | $-174.285 | Naik ×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 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $692.527 | 0,50% | 1.960 | $440.090 | Naik ×1 | ||
| PID Invesco International Dividend Achievers ETF | $655.426 | 0,48% | 29.524 | $-3.837 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $645.922 | 0,47% | 3.228 | $83.604 | Naik ×1 | ||
| QLD | $608.911 | 0,44% | 6.293 | $161.964 | Turun ×1 | ||
| FVD | $599.454 | 0,43% | 12.442 | $15.028 | Naik ×1 | ||
| SCHZ | $588.529 | 0,43% | 25.444 | $-1.125 | Naik ×1 | ||
| SPLV | $570.617 | 0,41% | 7.618 | $16.267 | Naik ×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 | Naik ×2 | ||
| SOXX SOXX | $441.515 | 0,32% | 689 | $215.129 | |||
| BITB | $437.660 | 0,32% | 13.737 | $128.935 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $436.593 | 0,32% | 364 | $102.716 | Naik ×2 | ||
| XLK XLK | $385.384 | 0,28% | 2.023 | $116.853 | Naik ×2 | ||
| GTO | $377.864 | 0,27% | 8.062 | $3.948 | Naik ×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 | Naik ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $341.792 | 0,25% | 4.787 | $-124.536 | Turun ×1 | ||
| WSBC WesBanco, Inc. - Common Stock | $322.712 | 0,23% | 8.268 | $-142.232 | Turun ×2 | ||
| SCHA | $271.112 | 0,20% | 7.504 | $43.316 | Turun ×1 | ||
| VTRS Viatris Inc. - Common Stock | $265.890 | 0,19% | 16.744 | $41.289 | Naik ×1 | ||
| VT | $260.137 | 0,19% | 1.657 | $30.879 | |||
| EONR | $8.830 | 0,01% | 20.000 | $-7.770 | |||
| Tidak ada hasil | |||||||
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SCHB | Beli lebih banyak | +4K | +$6.2M |
| QQQM | Beli lebih banyak | +315 | +$1.8M |
| QQQ | Dipangkas | -7 | +$901K |
| OAKI | Beli lebih banyak | +3K | +$657K |
| SCHD | Beli lebih banyak | +8K | +$578K |
| AMD | Hanya pergerakan harga | +0 | +$504K |
| OAKM | Beli lebih banyak | +10K | +$453K |
| GOOG | Beli lebih banyak | +1K | +$440K |
| RDVY | Beli lebih banyak | +536 | +$344K |
| CRWD | Hanya pergerakan harga | +0 | +$272K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.