Appalachian Capital Management

ST CLAIRSVILLE, OHfiles as Appalachian Capital Management Ltd

$138m in 43 US stocks at the end of 30 June 2026. The top 10 are 84.3% of the money. It changed about 4.3% of the portfolio this quarter.

Value

$138m

Stocks

Top 10 share

84.3%

Turnover

4.3%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

Schwab Strategic TRSCHD
7.4% of the fund
+3%
Harris Oakmark ETF TrustOAKM
6.2% of the fund
+3%
First TR Exchange Traded FDRDVY
1.4% of the fund
+2%
Amazon.comAMZN
0.7% of the fund
+2%
AlphabetGOOG
0.5% of the fund
+123%
Bitwise Bitcoin ETF TRBITB
0.3% of the fund
+64%

Cut

Sold some of their stake.

Vanguard Scottsdale FDSVCIT
2.0% of the fund
-3%
Proshares TRQLD
0.4% of the fund
-14%
WesbancoWSBC
0.2% of the fund
-39%
Schwab Strategic TRSCHA
0.2% of the fund
-4%

Sold out

Sold their entire stake.

BPBP
-100%
United BanksharesUBSI
-100%

Holdings

Schwab Strategic TRSCHB
Share
33.1%
Value
$46m
Shares
1,577,489
Held
Schwab Strategic TRSCHD
Share
7.4%
Value
$10m
Shares
319,735
+3%
Spdr Series TrustSPTI
Share
7.0%
Value
$10m
Shares
340,149
Held
Spdr Series TrustSPTL
Share
6.7%
Value
$9m
Shares
352,002
Held
First TR Exchng Traded FD VIUCON
Share
6.5%
Value
$9m
Shares
362,396
Held
Harris Oakmark ETF TrustOAKI
Share
6.4%
Value
$9m
Shares
341,539
Held
Harris Oakmark ETF TrustOAKM
Share
6.2%
Value
$9m
Shares
304,967
+3%
Invesco Exch Traded FD TR IIQQQM
Share
5.8%
Value
$8m
Shares
26,536
Held
Invesco QQQ TRQQQ
Share
3.0%
Value
$4m
Shares
5,683
Held
Select Sector Spdr TRXLF
Share
2.1%
Value
$3m
Shares
53,558
Held
Vanguard Scottsdale FDSVCIT
Share
2.0%
Value
$3m
Shares
32,932
-3%
First TR Exchange Traded FDRDVY
Share
1.4%
Value
$2m
Shares
24,049
+2%
BoeingBA
Share
0.9%
Value
$1m
Shares
5,868
Held
Amazon.comAMZN
Share
0.7%
Value
$1m
Shares
4,218
+2%
Pimco ETF TRBOND
Share
0.7%
Value
$898,770
Shares
9,747
Held
Spdr Series TrustKRE
Share
0.6%
Value
$894,012
Shares
11,944
Held
ExxonMobil HoldingsXOM
Share
0.6%
Value
$785,414
Shares
5,745
Held
Advanced Micro DevicesAMD
Share
0.6%
Value
$775,515
Shares
1,335
Held
TeslaTSLA
Share
0.5%
Value
$749,930
Shares
1,783
Held
AlphabetGOOG
Share
0.5%
Value
$692,527
Shares
1,960
+123%
Invesco Exchange Traded FD TPID
Share
0.5%
Value
$655,426
Shares
29,524
Held
NvidiaNVDA
Share
0.5%
Value
$645,922
Shares
3,228
Held
Proshares TRQLD
Share
0.4%
Value
$608,911
Shares
6,293
-14%
First TR Exchange-Traded FDFVD
Share
0.4%
Value
$599,454
Shares
12,442
Held
Schwab Strategic TRSCHZ
Share
0.4%
Value
$588,529
Shares
25,444
Held
Invesco Exch Traded FD TR IISPLV
Share
0.4%
Value
$570,617
Shares
7,618
Held
CrowdStrike HoldingsCRWD
Share
0.4%
Value
$557,855
Shares
731
Held
Valero EnergyVLO
Share
0.4%
Value
$546,924
Shares
2,100
Held
United BancorpUBCP
Share
0.4%
Value
$530,187
Shares
33,387
Held
Ishares TRSOXX
Share
0.3%
Value
$441,515
Shares
689
Held
Bitwise Bitcoin ETF TRBITB
Share
0.3%
Value
$437,660
Shares
13,737
+64%
Eli LillyLLY
Share
0.3%
Value
$436,593
Shares
364
Held
Select Sector Spdr TRXLK
Share
0.3%
Value
$385,384
Shares
2,023
Held
Invesco Actively Managed EXCGTO
Share
0.3%
Value
$377,864
Shares
8,062
Held
ChevronCVX
Share
0.3%
Value
$367,656
Shares
2,218
Held
State STR Spdr DOW Jones INDDIA
Share
0.3%
Value
$351,136
Shares
672
Held
MicrosoftMSFT
Share
0.2%
Value
$343,363
Shares
920
Held
NetflixNFLX
Share
0.2%
Value
$341,792
Shares
4,787
Held
WesbancoWSBC
Share
0.2%
Value
$322,712
Shares
8,268
-39%
Schwab Strategic TRSCHA
Share
0.2%
Value
$271,112
Shares
7,504
-4%
ViatrisVTRS
Share
0.2%
Value
$265,890
Shares
16,744
Held
Vanguard Intl Equity Index FVT
Share
0.2%
Value
$260,137
Shares
1,657
Held
EON ResourcesEONR
Share
<0.1%
Value
$8,830
Shares
20,000
Held

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHB	33.1%	$46m	1,577,489	Held
Schwab Strategic TRSCHD	7.4%	$10m	319,735	+3%
Spdr Series TrustSPTI	7.0%	$10m	340,149	Held
Spdr Series TrustSPTL	6.7%	$9m	352,002	Held
First TR Exchng Traded FD VIUCON	6.5%	$9m	362,396	Held
Harris Oakmark ETF TrustOAKI	6.4%	$9m	341,539	Held
Harris Oakmark ETF TrustOAKM	6.2%	$9m	304,967	+3%
Invesco Exch Traded FD TR IIQQQM	5.8%	$8m	26,536	Held
Invesco QQQ TRQQQ	3.0%	$4m	5,683	Held
Select Sector Spdr TRXLF	2.1%	$3m	53,558	Held
Vanguard Scottsdale FDSVCIT	2.0%	$3m	32,932	-3%
First TR Exchange Traded FDRDVY	1.4%	$2m	24,049	+2%
BoeingBA	0.9%	$1m	5,868	Held
Amazon.comAMZN	0.7%	$1m	4,218	+2%
Pimco ETF TRBOND	0.7%	$898,770	9,747	Held
Spdr Series TrustKRE	0.6%	$894,012	11,944	Held
ExxonMobil HoldingsXOM	0.6%	$785,414	5,745	Held
Advanced Micro DevicesAMD	0.6%	$775,515	1,335	Held
TeslaTSLA	0.5%	$749,930	1,783	Held
AlphabetGOOG	0.5%	$692,527	1,960	+123%
Invesco Exchange Traded FD TPID	0.5%	$655,426	29,524	Held
NvidiaNVDA	0.5%	$645,922	3,228	Held
Proshares TRQLD	0.4%	$608,911	6,293	-14%
First TR Exchange-Traded FDFVD	0.4%	$599,454	12,442	Held
Schwab Strategic TRSCHZ	0.4%	$588,529	25,444	Held
Invesco Exch Traded FD TR IISPLV	0.4%	$570,617	7,618	Held
CrowdStrike HoldingsCRWD	0.4%	$557,855	731	Held
Valero EnergyVLO	0.4%	$546,924	2,100	Held
United BancorpUBCP	0.4%	$530,187	33,387	Held
Ishares TRSOXX	0.3%	$441,515	689	Held
Bitwise Bitcoin ETF TRBITB	0.3%	$437,660	13,737	+64%
Eli LillyLLY	0.3%	$436,593	364	Held
Select Sector Spdr TRXLK	0.3%	$385,384	2,023	Held
Invesco Actively Managed EXCGTO	0.3%	$377,864	8,062	Held
ChevronCVX	0.3%	$367,656	2,218	Held
State STR Spdr DOW Jones INDDIA	0.3%	$351,136	672	Held
MicrosoftMSFT	0.2%	$343,363	920	Held
NetflixNFLX	0.2%	$341,792	4,787	Held
WesbancoWSBC	0.2%	$322,712	8,268	-39%
Schwab Strategic TRSCHA	0.2%	$271,112	7,504	-4%
ViatrisVTRS	0.2%	$265,890	16,744	Held
Vanguard Intl Equity Index FVT	0.2%	$260,137	1,657	Held
EON ResourcesEONR	<0.1%	$8,830	20,000	Held

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 10.4% since 31 December 2025.

Where the money is

Technology1.7%

Retail & consumer1.3%

Energy1.2%

Industrials0.9%

Media & telecom0.8%

Financial services0.6%

Health care0.5%

Other93.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.