Appalachian Capital Management Ltd

All 13F Filings

Location
St Clairsville, OH
Most recent 13F
Q2 2026
Holdings value ($000)
137,870
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/21/2026 43 137,870 13F-HR Appalachian Capital Management Ltd
Q1 2026 4/27/2026 45 124,932 13F-HR Appalachian Capital Management Ltd
Q4 2025 2/17/2026 42 124,832 13F-HR Appalachian Capital Management Ltd
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 10.25 K 7.4% 0 8.016 K -8.016 K
ETFs 127.6 K 92.6% 20.96 K 0 20.96 K
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Fund Snapshot

Q2 2026
Latest filed
7/21/2026
Total value ($000)
137,870
Holdings
43
QoQ value change ($000)
12,938 (10.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.