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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
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTRS VIATRIS INC Healthcare 16,744.0 $266K 0.19% +119.0 +0.7% $15.88 +2.3%
42 VT VANGUARD INTL EQUITY INDEX F 1,657.0 $260K 0.19% $156.99 +2.4%
43 EON RESOURCES INC 20,000.0 $9K 0.01% $0.44
Page 3 of 3  ·  43 positions

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%