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