Appalachian Capital Management Ltd
CIK
2111450
Location
ST CLAIRSVILLE, OH
Portfolio Value
Micro
$1,458,678
Diversification
Diversified
Filing Date
Global Rank
#8,000
/ 8,586
▲ 123
Top Industry
Oil & Gas Integrated
19.4%
3Y Alpha vs SPY
+9.6%
Period ended 3 months ago
Filed Apr 27, 2026 · 50d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+13.7%
SPY
+11.2%
Annualised alpha
+9.6%
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
26.5%
−2.4 pts
Top 5
55.6%
−2.2 pts
Top 10
75.9%
−4.2 pts
HHI
1,064
Diversified−144
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.4% | $3,904,142 |
| Energy | 17.6% | $2,189,138 |
| Consumer Cyclical | 12.2% | $1,509,704 |
| Technology | 11.8% | $1,458,678 |
| Financial Services | 9.5% | $1,179,647 |
| Industrials | 9.2% | $1,148,005 |
| Healthcare | 4.5% | $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 | $285,389 | |
| 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. | ||||
4 positions ·
$1,458,678 total
· Technology only
· 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 |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,224 | $562,265 | 38.55% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 917 | $339,445 | 23.27% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 731 | $285,389 | 19.56% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,335 | $271,579 | 18.62% |