Appalachian Capital Management Ltd

Q2 2026 13F-HR Holdings

Location
St Clairsville, OH
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$137,870
Net value change ($000)
+12,938 (10.4%)
New positions
0
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SCHB 6,185 15.7%
QQQM 1,809 29.0%
QQQ 901 27.4%
OAKI 657 8.1%
SCHD 578 6.0%
AMD 504 185.3%
OAKM 453 5.6%
GOOGL 441 175.0%
RDVY 344 21.4%
CRWD 273 95.8%
Top Reduces (Value $000, Stocks/ETFs)
BP -235 -100.0%
UBSI -207 -100.0%
XOM -175 -18.2%
WSBC -142 -30.5%
NFLX -124 -26.6%
VCIT -102 -3.6%
CVX -91 -19.8%
SPTL -13 -0.1%
EONR -8 -47.1%
BOND -7 -0.8%
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