Appalachian Capital Management Ltd
CIK: 0002111450SEC EDGAR →
Portfolio Value
$124.8M
Holdings
42
As of
Q4 2025
New Positions
42
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,556,042 | $40.8M | 32.70% |
| 2 | SPDR SERIES TRUST | 358,812 | $9.5M | 7.61% |
| 3 | SPDR SERIES TRUST | 322,765 | $9.3M | 7.46% |
| 4 | FIRST TR EXCHNG TRADED FD VI | 353,364 | $8.9M | 7.12% |
| 5 | HARRIS OAKMARK ETF TRUST | 320,088 | $8.2M | 6.59% |
| 6 | SCHWAB STRATEGIC TR | 299,378 | $8.2M | 6.58% |
| 7 | HARRIS OAKMARK ETF TRUST | 282,979 | $8.0M | 6.43% |
| 8 | INVESCO EXCH TRADED FD TR II | 24,765 | $6.3M | 5.02% |
| 9 | INVESCO QQQ TR | 5,588 | $3.4M | 2.75% |
| 10 | SELECT SECTOR SPDR TR | 55,022 | $3.0M | 2.41% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $113.6M | 91.0% |
| Unknown | 2 | $4.3M | 3.4% |
| Technology | 4 | $1.7M | 1.3% |
| Consumer Cyclical | 2 | $1.5M | 1.2% |
| Energy | 4 | $1.3M | 1.1% |
| Industrials | 1 | $1.2M | 0.9% |
| Communication Services | 2 | $637K | 0.5% |
| Healthcare | 2 | $576K | 0.5% |