Portfolio (Quarterly)
Guide ↗
Appalachian Capital Management Ltd
· CIK 0002111450| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | SOXX | ISHARES TR | — | 688.0 | $207K | 0.17% | NEW | — | $301.36 | +74.2% |
| 42 | — | EON RESOURCES INC | — | 20,000.0 | $8K | 0.01% | NEW | — | $0.38 | — |
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
42.0%
Technology
14.0%
Consumer Cyclical
12.9%
Energy
11.2%
Industrials
9.8%
Communication Services
5.4%
Healthcare
4.9%