Appalachian Capital Management Ltd
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 36.8% | $4,973,667 |
| Technology | 14.1% | $1,904,045 |
| Consumer Cyclical | 13.0% | $1,755,247 |
| Energy | 12.6% | $1,708,875 |
| Industrials | 9.4% | $1,270,245 |
| Financial Services | 6.3% | $852,885 |
| Healthcare | 5.2% | $702,486 |
| Communication Services | 2.5% | $341,791 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BITB | Bitwise Bitcoin ETF | +5,350 | 13,737 | $437,660 | |
| VTRS | Viatris Inc | +119 | 16,744 | $265,894 | |
| AMZN | Amazon Com Inc | +100 | 4,218 | $1,005,318 | |
| BA | Boeing Co | +100 | 5,868 | $1,270,245 | |
| XOM | ExxonMobil Holdings Corp | +88 | 5,745 | $785,456 | |
| TSLA | Tesla, Inc. | +29 | 1,783 | $749,929 | |
| UBCP | United Bancorp Inc /Oh/ | +15 | 33,387 | $530,185 | |
| NVDA | Nvidia Corp | +4 | 3,228 | $645,890 | |
| MSFT | Microsoft Corp | +3 | 920 | $343,178 | |
| LLY | ELI LILLY & Co | +1 | 364 | $436,592 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 5,683 | $4,184,961 | 30.98% | |
| BA |
Boeing Co
Industrials
|
Added | 5,868 | $1,270,245 | 9.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,218 | $1,005,318 | 7.44% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 5,745 | $785,456 | 5.81% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,335 | $775,514 | 5.74% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,783 | $749,929 | 5.55% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,228 | $645,890 | 4.78% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 2,100 | $546,924 | 4.05% | |
| UBCP |
United Bancorp Inc /Oh/
Financial Services
|
Added | 33,387 | $530,185 | 3.92% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 13,737 | $437,660 | 3.24% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 364 | $436,592 | 3.23% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,218 | $367,655 | 2.72% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 672 | $351,046 | 2.60% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 920 | $343,178 | 2.54% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 4,787 | $341,791 | 2.53% | |
| WSBC |
Wesbanco Inc
Financial Services
|
Reduced | 8,268 | $322,700 | 2.39% | |
| VTRS |
Viatris Inc
Healthcare
|
Added | 16,744 | $265,894 | 1.97% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 731 | $139,463 | 1.03% | |
| EONR |
EON Resources Inc.
Energy
|
Held | 20,000 | $8,840 | 0.07% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.