Appalachian Capital Management Ltd

Q3 2026 13F-HR Holdings

Location
St Clairsville, OH
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$139,417
Net value change ($000)
+1,547 (1.1%)
New positions
6
Sold out positions
1
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 935 NEW
SCHB 485 1.1%
OAKM 423 4.9%
SPACE EXPLORATION TECHN CORP 421 NEW
SCHD 314 3.1%
VLO 267 48.8%
META 238 NEW
BP 220 NEW
CRWD 216 38.7%
SNDK 212 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -785 -100.0%
SPTL -643 -7.0%
UCON -294 -3.3%
QLD -256 -42.0%
BA -181 -14.3%
TSLA -117 -15.6%
SPTI -106 -1.1%
BOND -78 -8.7%
NFLX -63 -18.4%
KRE -62 -6.9%
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