Portfolio (Quarterly)
Guide ↗
Appalachian Capital Management Ltd
· CIK 0002111450| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 8,387.0 | $309K | 0.25% | NEW | — | $36.81 | +14.5% |
| 2 | GOOG | ALPHABET INC | Communication Services | 880.0 | $252K | 0.20% | NEW | — | $286.86 | +33.7% |
| 3 | BP | BP PLC | Energy | 5,000.0 | $235K | 0.19% | NEW | — | $47.00 | -4.5% |
| 4 | VT | VANGUARD INTL EQUITY INDEX F | — | 1,657.0 | $229K | 0.18% | NEW | — | $138.36 | +12.2% |
| 5 | UBSI | UNITED BANKSHARES INC WEST V | Financial Services | 5,000.0 | $207K | 0.17% | NEW | — | $41.42 | +4.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
40.2%
Energy
17.2%
Consumer Cyclical
11.9%
Technology
11.5%
Industrials
9.1%
Communication Services
5.7%
Healthcare
4.4%