Appalachian Capital Management Ltd
Sector Allocation
- Other84.4%$117.6M
- Financials7.8%$10.8M
- Technology3.2%$4.5M
- Energy1.7%$2.4M
- Consumer Discretionary1.2%$1.7M
- Industrials1.0%$1.4M
- Healthcare0.5%$719,923
- Communication Services0.2%$278,807
AUM History
13fpro.ai/research/fund/appalachian-capital-management-ltd-2111450
Conviction and streaks
Stable · top 10 = 83.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$46.2M
- SCHWAB$10.5M
- SPDR$9.6M
- HARRIS$9.0M
- HARRIS$8.8M
- FIRST$8.7M
- SPDR$8.6M
IVZ
$8.1MQQQ
$4.2M- SELECT$2.9M
- VANGUARD$2.7M
- FIRST$1.9M
BA
$1.1MAMZN
$1.1MXOM.R34088
$935K- SPDR$832K
- PIMCO$821K
NVDA
$817KAMD
$817KVLO
$814K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/appalachian-capital-management-ltd-2111450
Appalachian Capital Management Ltd 13F holdings — Q3 2026
$139.4M portfolio (+1.1% QoQ) · 48 holdings · Q3 2026 13F · top 10 are 84% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US BRD MKT ETF
$46.2M
33.1% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$10.5M
7.5% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST INTER ETF
$9.6M
6.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG
$9.0M
6.5% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
HARRIS OAKMARK ETF TRUST - INTL LARGE CAP
$8.8M
6.3% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF
$8.7M
6.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST LON TREAS ETF
$8.6M
6.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $8.1M
5.8% of stocks
+0.0%This quarter+2.1%Since filed4+ qtrsHeld$4.2M
3.0% of stocks
-0.3%This quarter-2.3%Since filed4+ qtrsHeld- 10
SELECT SECTOR SPDR TR - ST STR FINL ETF
$2.9M
2.0% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US BRD MKT ETF | $46.2M | 33.1% | -0.1% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $10.5M | 7.5% | +0.5% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST INTER ETF | $9.6M | 6.8% | +3% | — | — | — | — | |
| 4 | HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG | $9.0M | 6.5% | +0.7% | — | — | — | — | |
| 5 | HARRIS OAKMARK ETF TRUST - INTL LARGE CAP | $8.8M | 6.3% | +0.5% | — | — | — | — | |
| 6 | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $8.7M | 6.3% | +1% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST LON TREAS ETF | $8.6M | 6.2% | +2% | — | — | — | — | |
| 8 | $8.1M | 5.8% | +0.0% | +2.1% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $4.2M | 3.0% | -0.3% | -2.3% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SELECT SECTOR SPDR TR - ST STR FINL ETF | $2.9M | 2.0% | -0.2% | — | — | — | — |
All holdings — Appalachian Capital Management Ltd (Q3 2026)
48 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $2.7M | 1.9% | 34K | +3% | — | — | 13F |
| 12 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $1.9M | 1.4% | 24K | +2% | — | — | 13F |
| 13 | BOEING CO | Industrials | $1.1M | 0.8% | 5,851 | -0.3% | 4+ qtrs | 61.1 | 13F | |
| 14 | AMAZON COM INC | Consumer Discretionary | $1.1M | 0.8% | 4,218 | — | 4+ qtrs | 67.5 | 13F | |
| 15 | EXXON MOBIL CORP | Energy | $935K | 0.7% | 5,747 | +0.0% | 4+ qtrs | 57.8 | 13F | |
| 16 | — | SPDR SERIES TRUST - ST STR SP REGBNKetf/fund | — | $832K | 0.6% | 12K | +0.4% | — | — | 13F |
| 17 | — | PIMCO ETF TR - ACTIVE BD ETFetf/fund | — | $821K | 0.6% | 9,443 | -3% | — | — | 13F |
| 18 | NVIDIA CORP | Technology | $817K | 0.6% | 3,579 | +11% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ADVANCED MICRO DEVICES INC | Technology | $817K | 0.6% | 1,335 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | VALERO ENERGY CORP/TX | Energy | $814K | 0.6% | 2,100 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CrowdStrike Holdings, Inc. | Technology | $774K | 0.6% | 2,924 | +300% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Alphabet Inc. | Technology | $719K | 0.5% | 2,110 | +8% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Tesla, Inc. | Consumer Discretionary | $633K | 0.5% | 1,783 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Invesco Ltd. | Financials | $597K | 0.4% | 28K | -5% | 4+ qtrs | — | 13F | |
| 25 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $578K | 0.4% | 12K | -0.9% | — | — | 13F |
| 26 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $566K | 0.4% | 26K | +0.7% | |||
| 27 | $IVZ | Invesco Ltd. | Financials | $540K | 0.4% | 7,657 | +0.5% | |||
| 28 | $UBCP | UNITED BANCORP INC /OH/ | Financials | $494K | 0.3% | 33K | +0.0% | |||
| 29 | $MSFT | MICROSOFT CORP | Technology | $473K | 0.3% | 922 | +0.2% | |||
| 30 | $BITB | Bitwise Bitcoin ETF | Financials | $458K | 0.3% | 10K | -27% | |||
| 31 | $CVX | CHEVRON CORP | Energy | $453K | 0.3% | 2,218 | — | |||
| 32 | $LLY | ELI LILLY & Co | Healthcare | $421K | 0.3% | 364 | — | |||
| 33 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $421K | 0.3% | 2,791 | New | |||
| 34 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $396K | 0.3% | 2,025 | +0.1% | |||
| 35 | — | ISHARES TR - ISHARES SEMICDTR | — | $392K | 0.3% | 689 | — | |||
| 36 | $IVZ | Invesco Ltd. | Financials | $363K | 0.3% | 8,150 | +1% | |||
| 37 | — | PROSHARES TR - PSHS ULTRA QQQ | — | $353K | 0.3% | 3,693 | -41% | |||
| 38 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $342K | 0.3% | 672 | — | |||
| 39 | $WSBC | WESBANCO INC | Financials | $312K | 0.2% | 8,332 | +0.8% | |||
| 40 | $VTRS | Viatris Inc | Healthcare | $299K | 0.2% | 17K | +0.7% | |||
| 41 | $NFLX | NETFLIX INC | Communication Services | $279K | 0.2% | 4,007 | -16% | |||
| 42 | $DOV | DOVER Corp | Industrials | $262K | 0.2% | 1,657 | — | |||
| 43 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $246K | 0.2% | 7,527 | +0.3% | |||
| 44 | $META | Meta Platforms, Inc. | Technology | $238K | 0.2% | 328 | New | |||
| 45 | $BP | BP PLC | Energy | $220K | 0.2% | 5,000 | New | |||
| 46 | $SNDK | Sandisk Corp | Technology | $212K | 0.1% | 122 | New | |||
| 47 | — | PROSHARES TR - BITCOIN ETF | — | $174K | 0.1% | 16K | New | |||
| 48 | $EONR | EON Resources Inc. | Energy | $10K | 0.0% | 20K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 5 new, 23 added to, 10 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (23)
$CRWDCrowdStrike Holdings, Inc.+300%
now $774K · held 4+ qtrs
- SPDR SERIES TRUST - ST INTER ETF+3%
now $9.6M
- SPDR SERIES TRUST - ST LON TREAS ETF+2%
now $8.6M
- FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF+1%
now $8.7M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+3%
now $2.7M
now $817K · held 4+ qtrs
+17 more in the Excel export
Trimmed (10)
- PROSHARES TR - PSHS ULTRA QQQ-41%
now $353K
$BITBBitwise Bitcoin ETF-27%
now $458K · held 3 qtrs
- SCHWAB STRATEGIC TR - US BRD MKT ETF-0.1%
now $46.2M
$NFLXNETFLIX INC-16%
now $279K · held 4+ qtrs, 2 trims in a row
- PIMCO ETF TR - ACTIVE BD ETF-3%
now $821K
now $4.2M · held 4+ qtrs
+4 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F Appalachian Capital Management Ltd has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Appalachian Capital Management Ltd?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Appalachian Capital Management Ltd's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-0.2%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
84%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Appalachian Capital Management Ltd disclosed 48 positions worth $139.4M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 5 new positions and exited 0 — including a new stake in $SPCX. The portfolio is most concentrated in Other (84.4% of disclosed assets). All figures are sourced directly from Appalachian Capital Management Ltd’s Form 13F-HR filing with the SEC under CIK 2111450.
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AI-Powered Hedge Fund Analysis: Appalachian Capital Management Ltd
13F Pro is an AI hedge fund tracker and stock research platform. For Appalachian Capital Management Ltd (SEC CIK: 2111450), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Appalachian Capital Management Ltd's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.