Appalachian Capital Management Ltd
CIK
2111450
Location
ST CLAIRSVILLE, OH
Portfolio Value
Micro
$12,200,078
Diversification
Diversified
Filing Date
Global Rank
#8,030
/ 8,605
▲ 107
· as of Mar 2026
Top Industry
Oil & Gas Integrated
19.9%
3Y Alpha vs SPY
+8.5%
Period ended 3 months ago
Filed Apr 27, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.0%
SPY
+10.0%
Annualised alpha
+6.0%
Max drawdown
−5.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
26.9%
−2.5 pts
Top 5
56.6%
−2.3 pts
Top 10
77.2%
−4.5 pts
HHI
1,096
Diversified−153
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 32.0% | $3,904,142 |
| Energy | 17.9% | $2,189,138 |
| Consumer Cyclical | 12.4% | $1,509,704 |
| Technology | 10.2% | $1,244,636 |
| Financial Services | 9.7% | $1,179,647 |
| Industrials | 9.4% | $1,148,005 |
| Healthcare | 4.6% | $558,479 |
| Communication Services | 3.8% | $466,327 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +647 | 4,118 | $857,655 | |
| BA | Boeing Co | +430 | 5,768 | $1,148,005 | |
| NFLX | Netflix Inc | +340 | 4,850 | $466,327 | |
| CVX | Chevron Corp | +218 | 2,218 | $458,904 | |
| TSLA | Tesla, Inc. | +139 | 1,754 | $652,049 | |
| MSFT | Microsoft Corp | +132 | 917 | $339,445 | |
| QQQ | Invesco Qqq Trust, Series 1 | +102 | 5,690 | $3,284,154 | |
| CRWD | CrowdStrike Holdings, Inc. | +79 | 731 | $71,347 | |
| LLY | ELI LILLY & Co | +23 | 363 | $333,876 | |
| UBCP | United Bancorp Inc /Oh/ | +14 | 33,372 | $507,588 | |
| XOM | Exxon Mobil Corp | +2 | 5,657 | $959,766 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| META | Meta Platforms, Inc. | 327 | $215,849 | |
| No positions match the current search. | ||||
21 positions ·
$12,200,078 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 5,690 | $3,284,154 | 26.92% | |
| BA |
Boeing Co
Industrials
|
Added | 5,768 | $1,148,005 | 9.41% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 5,657 | $959,766 | 7.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,118 | $857,655 | 7.03% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,754 | $652,049 | 5.34% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,224 | $562,265 | 4.61% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 2,100 | $518,868 | 4.25% | |
| UBCP |
United Bancorp Inc /Oh/
Financial Services
|
Added | 33,372 | $507,588 | 4.16% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 4,850 | $466,327 | 3.82% | |
| WSBC |
Wesbanco Inc
Financial Services
|
Reduced | 13,481 | $464,959 | 3.81% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,218 | $458,904 | 3.76% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 917 | $339,445 | 2.78% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 363 | $333,876 | 2.74% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 672 | $311,263 | 2.55% | |
| BITB |
Bitwise Bitcoin ETF
|
NEW | 8,387 | $308,725 | 2.53% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,335 | $271,579 | 2.23% | |
| BP |
Bp PLC
Energy
|
NEW | 5,000 | $235,000 | 1.93% | |
| VTRS |
Viatris Inc
Healthcare
|
Reduced | 16,625 | $224,603 | 1.84% | |
| UBSI |
United Bankshares Inc/Wv
Financial Services
|
NEW | 5,000 | $207,100 | 1.70% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 731 | $71,347 | 0.58% | |
| EONR |
EON Resources Inc.
Energy
|
Held | 20,000 | $16,600 | 0.14% |