Holdings of Appalachian Capital Management Ltd
41 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 86.5 % of the equity sleeve
Sector breakdown
- Energy 1.7 %
- Consumer discretionary 1.5 %
- Technology 1.5 %
- Industrials 1.2 %
- Communication 0.7 %
- Health care 0.3 %
- Funds 0.2 %
- Materials 0.2 %
- Unattributed 92.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 40 | 98.8M $ | 99.76 % |
| 2 | GB | 1 | 235K $ | 0.24 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Schwab US Broad Market ETF | 1,573,653 | 39.5M $ | |
| 2 | State Street SPDR Portfolio Intermediate Term Treasury ETF | 335,006 | 9.6M $ | |
| 3 | Schwab US Dividend Equity ETF | 311,623 | 9.6M $ | |
| 4 | State Street SPDR Portfolio Long Term Treasury ETF | 351,564 | 9.2M $ | |
| 5 | INVESCO EXCHANGE-TRADED FUND TRUST II | 26,221 | 6.2M $ | |
| 6 | Invesco QQQ Trust Series 1 | 5,690 | 3.3M $ | |
| 7 | Vanguard Intermediate-Term Corporate Bond ETF | 34,121 | 2.8M $ | |
| 8 | Select Sector Spdr Trust | 53,956 | 2.7M $ | |
| 9 | First Trust Rising Dividend Achievers ETF | 23,513 | 1.6M $ | |
| 10 | Boeing Co/The | 5,768 | 1.1M $ | |
| 11 | Exxon Mobil Corp | 5,657 | 959.7K $ | |
| 12 | PIMCO ETF Trust | 9,816 | 905.8K $ | |
| 13 | Amazon.com Inc | 4,118 | 857.7K $ | |
| 14 | State Street SPDR S&P Regional Banking ETF | 11,903 | 775.5K $ | |
| 15 | Tesla Inc | 1,754 | 652.1K $ | |
| 16 | Schwab U.S. Aggregate Bond ETF | 25,394 | 589.7K $ | |
| 17 | First Trust Value Line Dividen | 12,427 | 584.4K $ | |
| 18 | NVIDIA Corp | 3,224 | 562.3K $ | |
| 19 | Invesco S&P 500 Low Volatility | 7,579 | 554.4K $ | |
| 20 | Valero Energy Corp | 2,100 | 518.9K $ | |
| 21 | United Bancorp Inc/OH | 33,372 | 507.6K $ | |
| 22 | Netflix Inc | 4,850 | 466.3K $ | |
| 23 | WesBanco Inc | 13,481 | 464.9K $ | |
| 24 | Chevron Corp | 2,218 | 458.9K $ | |
| 25 | ProShares Ultra QQQ | 7,327 | 446.9K $ | |
| 26 | Invesco Actively Managed Exchange-Traded Fund Trust | 7,985 | 373.9K $ | |
| 27 | Microsoft Corp | 917 | 339.3K $ | |
| 28 | Eli Lilly & Co | 363 | 333.9K $ | |
| 29 | State Street Spdr Dow Jones Industrial Average Etf Trust | 672 | 311.3K $ | |
| 30 | Bitwise Bitcoin ETF | 8,387 | 308.7K $ | |
| 31 | Crowdstrike Holdings Inc | 731 | 285.4K $ | |
| 32 | Advanced Micro Devices Inc | 1,335 | 271.6K $ | |
| 33 | SELECT SECTOR SPDR TRUST (THE) | 2,021 | 268.5K $ | |
| 34 | Alphabet Inc | 880 | 252.4K $ | |
| 35 | BP PLC | 5,000 | 235K $ | |
| 36 | Vanguard Total World Stock ETF | 1,657 | 229.3K $ | |
| 37 | Schwab U.S. Small-Cap ETF | 7,833 | 227.8K $ | |
| 38 | iShares Trust | 689 | 226.4K $ | |
| 39 | Viatris Inc | 16,625 | 224.6K $ | |
| 40 | United Bankshares Inc/WV | 5,000 | 207.1K $ | |
| 41 | EON RESOURCES INC | 20,000 | 16.6K $ | |