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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 Chg Shares Chg % Period Price ① Since Period ①
1 XLF SELECT SECTOR SPDR TR 53,558.0 $2.9M 2.08% -398.0 -0.7% $53.61 +7.9%
2 VCIT VANGUARD SCOTTSDALE FDS 32,932.0 $2.7M 1.97% -1K -3.5% $82.65 -1.6%
3 BOND PIMCO ETF TR 9,747.0 $899K 0.65% -69.0 -0.7% $92.21 -1.5%
4 QLD PROSHARES TR 6,293.0 $609K 0.44% -1K -14.1% $96.76 -6.2%
5 NFLX NETFLIX INC. Communication Services 4,787.0 $342K 0.25% -63.0 -1.3% $71.40 +12.8%
6 WSBC WESBANCO INC Financial Services 8,268.0 $323K 0.23% -5K -38.7% $39.03 +6.3%
7 SCHA SCHWAB STRATEGIC TR 7,504.0 $271K 0.20% -329.0 -4.2% $36.13 -2.9%

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 39.9%
Technology 15.9%
Consumer Cyclical 12.0%
Energy 11.6%
Industrials 8.7%
Communication Services 7.1%
Healthcare 4.8%