Institutional
Appalachian Capital Management Ltd
CIK 0002111450
$137.9M
Reported AUM
43
Positions
Q2 2026
Period
2026-07-21
Filed
Editorial summary
Summary for Appalachian Capital Management Ltd · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $28.68 | 1.63% | 20.17% | 67.61% | $45.7M | 33.14% | — | HELD |
| 2 | SCHD | SCHWAB STRATEGIC TR | $33.41 | -1.24% | 32.95% | 56.13% | $10.1M | 7.35% | — | HELD |
| 3 | SPTI | SPDR SERIES TRUST | $28.14 | 0.04% | 1.28% | -0.80% | $9.7M | 7.00% | — | HELD |
| 4 | SPTL | SPDR SERIES TRUST | $25.25 | -0.04% | -1.17% | -30.25% | $9.2M | 6.70% | — | HELD |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | $24.59 | 0.11% | 3.27% | 13.85% | $9.0M | 6.54% | — | HELD |
| 6 | OAKI | HARRIS OAKMARK ETF TRUST | $27.03 | 0.08% | 6.15% | 3.03% | $8.8M | 6.38% | — | HELD |
| 7 | OAKM | HARRIS OAKMARK ETF TRUST | $30.26 | 0.00% | 20.38% | 21.82% | $8.6M | 6.23% | — | HELD |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $281.35 | 3.24% | 20.11% | 80.14% | $8.0M | 5.83% | — | HELD |
| 9 | QQQ | INVESCO QQQ TR | $683.36 | 3.27% | 20.05% | 79.46% | $4.2M | 3.04% | — | HELD |
| 10 | XLF | SELECT SECTOR SPDR TR | $57.00 | 0.56% | 12.64% | 61.91% | $2.9M | 2.08% | — | HELD |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $81.38 | 0.15% | 2.20% | 3.60% | $2.7M | 1.97% | — | HELD |
| 12 | RDVY | FIRST TR EXCHANGE TRADED FD | $80.80 | 1.24% | 28.67% | 75.22% | $1.9M | 1.41% | — | HELD |
| 13 | BA | BOEING CO | $220.90 | 3.22% | -0.95% | 0.14% | $1.3M | 0.92% | — | HELD |
| 14 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $1.0M | 0.73% | — | HELD |
| 15 | BOND | PIMCO ETF TR | $90.79 | 0.04% | 3.31% | 0.32% | $899K | 0.65% | — | HELD |
| 16 | KRE | SPDR SERIES TRUST | $75.90 | -0.37% | 32.66% | 32.58% | $894K | 0.65% | — | HELD |
| 17 | XOM | EXXON MOBIL CORP | $157.13 | 0.25% | 47.45% | 240.22% | $785K | 0.57% | — | HELD |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $485.46 | 13.01% | 188.39% | 347.27% | $776K | 0.56% | — | HELD |
| 19 | TSLA | TESLA INC | $308.80 | 3.51% | -1.42% | 21.64% | $750K | 0.54% | — | HELD |
| 20 | GOOG | ALPHABET INC | $333.53 | -0.66% | 77.27% | 132.86% | $693K | 0.50% | — | HELD |
| 21 | PID | INVESCO EXCHANGE TRADED FD T | $23.44 | -0.22% | 18.66% | 55.83% | $655K | 0.48% | — | HELD |
| 22 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $646K | 0.47% | — | HELD |
| 23 | QLD | PROSHARES TR | $82.68 | 6.57% | 40.50% | 103.77% | $609K | 0.44% | — | HELD |
| 24 | FVD | FIRST TR EXCHANGE-TRADED FD | $50.23 | -1.22% | 14.88% | 36.04% | $599K | 0.43% | — | HELD |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $22.83 | 0.04% | 2.05% | -1.73% | $589K | 0.43% | — | HELD |
| 26 | SPLV | INVESCO EXCH TRADED FD TR II | $76.38 | -1.50% | 8.31% | 32.62% | $571K | 0.41% | — | HELD |
| 27 | CRWD | CROWDSTRIKE HLDGS INC | $185.35 | 3.33% | 65.87% | 163.66% | $558K | 0.40% | — | HELD |
| 28 | VLO | VALERO ENERGY CORP | $311.71 | 3.45% | 130.16% | 428.43% | $547K | 0.40% | — | HELD |
| 29 | UBCP | UNITED BANCORP INC OHIO | $15.10 | -4.34% | 14.39% | 34.77% | $530K | 0.38% | — | HELD |
| 30 | SOXX | ISHARES TR | $504.53 | 8.50% | 96.92% | 210.04% | $442K | 0.32% | — | HELD |
| 31 | BITB | BITWISE BITCOIN ETF TR | $35.14 | 1.91% | — | — | $438K | 0.32% | — | HELD |
| 32 | LLY | ELI LILLY & CO | $1155.56 | -4.50% | — | — | $437K | 0.32% | — | HELD |
| 33 | XLK | SELECT SECTOR SPDR TR | $175.74 | 5.51% | — | — | $385K | 0.28% | — | HELD |
| 34 | GTO | INVESCO ACTIVELY MANAGED EXC | $46.15 | 0.02% | — | — | $378K | 0.27% | — | HELD |
| 35 | CVX | CHEVRON CORPORATION | $192.59 | 0.38% | — | — | $368K | 0.27% | — | HELD |
| 36 | DIA | STATE STR SPDR DOW JONES IND | $521.69 | 1.22% | — | — | $351K | 0.25% | — | HELD |
| 37 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | — | — | $343K | 0.25% | — | HELD |
| 38 | NFLX | NETFLIX INC. | $73.19 | -0.60% | — | — | $342K | 0.25% | — | HELD |
| 39 | WSBC | WESBANCO INC | $41.57 | -0.79% | — | — | $323K | 0.23% | — | HELD |
| 40 | SCHA | SCHWAB STRATEGIC TR | $33.69 | 2.53% | — | — | $271K | 0.20% | — | HELD |
| 41 | VTRS | VIATRIS INC | $17.76 | -0.34% | — | — | $266K | 0.19% | — | HELD |
| 42 | VT | VANGUARD INTL EQUITY INDEX F | $155.45 | 2.12% | — | — | $260K | 0.19% | — | HELD |
| 43 | EONR | EON RESOURCES INC | $0.49 | -2.81% | — | — | $9K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0002085853-26-000793. 13F discloses long positions only — shorts, foreign equities, and options are excluded.