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Portfolio (Quarterly) Guide ↗

Appalachian Capital Management Ltd

· CIK 0002111450
13F Portfolio $138M AUM 43 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 Added 7 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 BP BP PLC Energy 5,000 $235K 0.19% SOLD
2 UBSI UNITED BANKSHARES INC WEST V Financial Services 5,000 $207K 0.17% SOLD
Sector Allocation
Financial Services 39.9%
Technology 15.9%
Consumer Cyclical 12.0%
Energy 11.6%
Industrials 8.7%
Communication Services 7.1%
Healthcare 4.8%