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Appalachian Capital Management Ltd Portfolio
$139.4M across 48 positions as of 2026-09-30, with 84% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.5% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.2% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHBSchwab U.S. Broad Market ETF | $46.2M | 33.1% | 1,575,194 |
| SCHDSchwab US Dividend Equity ETF | $10.5M | 7.5% | 321,346 |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $9.6M | 6.9% | 350,100 |
| HARRIS OAKMARK ETF TRUST | $9M | 6.5% | 307,001 |
| HARRIS OAKMARK ETF TRUST | $8.8M | 6.3% | 343,198 |
| FIRST TR EXCHNG TRADED FD VI | $8.7M | 6.3% | 367,333 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $8.6M | 6.2% | 360,162 |
| QQQMInvesco NASDAQ 100 ETF | $8.1M | 5.8% | 26,541 |
| QQQInvesco QQQ Trust, Series 1 | $4.2M | 3.0% | 5,666 |
| XLFState Street Financial Select Sector SPDR ETF | $2.9M | 2.0% | 53,467 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $2.7M | 1.9% | 34,011 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $1.9M | 1.4% | 24,452 |
| BABoeing Co | $1.1M | 0.8% | 5,851 |
| AMZNAmazon.com Inc | $1.1M | 0.8% | 4,218 |
| XOMExxonmobil Holdings Corp | $935.3K | 0.7% | 5,747 |
| KRESPDR S&P Regional Banking ETF | $832.4K | 0.6% | 11,987 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $821.4K | 0.6% | 9,443 |
| NVDANVIDIA Corp | $817.4K | 0.6% | 3,579 |
| AMDAdvanced Micro Devices Inc | $816.7K | 0.6% | 1,335 |
| VLOValero Energy Corp | $814K | 0.6% | 2,100 |
| CRWDCrowdStrike Holdings Inc | $774.1K | 0.6% | 2,924 |
| GOOGAlphabet Inc | $719K | 0.5% | 2,110 |
| TSLATesla Inc | $632.6K | 0.5% | 1,783 |
| INVESCO EXCHANGE TRADED FD T | $596.6K | 0.4% | 27,913 |
| FVDFirst Trust VL Dividend | $578.4K | 0.4% | 12,331 |
| SCHZSchwab US Aggregate Bond ETF | $566.4K | 0.4% | 25,628 |
| SPLVInvesco S&P 500 Low Volatility ETF | $539.9K | 0.4% | 7,657 |
| UNITED BANCORP INC OHIO | $494K | 0.4% | 33,402 |
| MSFTMicrosoft Corp | $472.9K | 0.3% | 922 |
| BITBBITWISE BITCOIN ETF TR | $457.8K | 0.3% | 10,092 |
| CVXChevron Corp | $452.9K | 0.3% | 2,218 |
| LLYEli Lilly and Co | $421.2K | 0.3% | 364 |
| SPCXSpace Exploration Technologies Corp | $421.1K | 0.3% | 2,791 |
| XLKState Street Technology Select Sector SPDR ETF | $396.4K | 0.3% | 2,025 |
| SOXXiShares Semiconductor ETF | $392K | 0.3% | 689 |
| GTOInvesco Total Return Bond ETF | $363.4K | 0.3% | 8,150 |
| PROSHARES TR | $353.2K | 0.3% | 3,693 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $341.8K | 0.2% | 672 |
| WESBANCO INC | $311.8K | 0.2% | 8,332 |
| VTRSViatris Inc | $298.7K | 0.2% | 16,859 |
| NFLXNetflix Inc | $278.8K | 0.2% | 4,007 |
| VTVanguard Total World Stock Index ETF | $261.6K | 0.2% | 1,657 |
| SCHASchwab U.S. Small-Cap ETF | $245.6K | 0.2% | 7,527 |
| METAMeta Platforms Inc | $237.5K | 0.2% | 328 |
| BPBP PLC | $220K | 0.2% | 5,000 |
| SNDKSandisk Corp | $212.3K | 0.2% | 122 |
| BITOCHARLES SCHWAB BROKERAGE ACCOUNT | $174.5K | 0.1% | 15,579 |
| EON RESOURCES INC | $10.1K | 0.0% | 20,000 |
Quarter ending 2026-09-30.
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