Appalachian Capital Management Ltd

Q1 2026 13F-HR Holdings

Location
St Clairsville, OH
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$124,932
Net value change ($000)
+100 (0.1%)
New positions
5
Sold out positions
2
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHD 1,349 16.4%
BITB 309 NEW
SPTI 292 3.1%
XOM 280 41.2%
GOOGL 252 NEW
BP 235 NEW
VT 229 NEW
UBSI 207 NEW
VLO 177 51.8%
CVX 154 50.5%
Top Reduces (Value $000, Stocks/ETFs)
SCHB -1,316 -3.2%
XLF -350 -11.6%
WSBC -284 -37.9%
SPTL -252 -2.7%
SPTS -247 -100.0%
META -216 -100.0%
QQQ -149 -4.3%
VCIT -140 -4.7%
NVDA -133 -19.1%
KRE -96 -11.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type