2026 Q2 Portfolio Activity
In 2026 Q2, Appalachian Capital Management Ltd maintained a portfolio of 45 distinct positions. They heavily accumulated shares in ALPHABET INC, increasing the position by 122.7%.
Position History
hover any row below to update
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Total Positions
45
Quarter
2026 Q2
Top Holding
SCHB (33.1%)
Top 10 Concentration
84.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-45 of 45
Appalachian Capital Management Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHB
SCHWAB STRATEGI...
|
ETF | 33.14% | 31.62% |
#1
Prev: #1
|
6.5 |
—
|
3,836 | 0.2% |
P
S
|
1,577,489 | $45,684,088 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 7.35% | 7.65% |
#2
1
Prev: #3
|
4.9 |
—
|
8,112 | 2.6% |
P
S
|
319,735 | $10,138,807 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPTI
SPDR SERIES TRU...
|
Bond/Debt | 7.00% | 7.69% |
#3
1
Prev: #2
|
4.3 |
—
|
5,143 | 1.5% |
P
S
|
340,149 | $9,656,825 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 6.70% | 7.40% |
#4
Prev: #4
|
3.7 |
—
|
438 | 0.1% |
P
S
|
352,002 | $9,233,024 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
UCON
FIRST TR EXCHNG...
|
ETF | 6.54% | 7.14% |
#5
Prev: #5
|
3.6 |
—
|
2,434 | 0.7% |
P
S
|
362,396 | $9,016,407 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
OAKI
HARRIS OAKMARK ...
|
Bond/Debt | 6.38% | 6.51% |
#6
Prev: #6
|
3.1 |
—
|
3,085 | 0.9% |
P
S
|
341,539 | $8,795,826 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
OAKM
HARRIS OAKMARK ...
|
ETF | 6.23% | 6.51% |
#7
Prev: #7
|
3.0 |
—
|
9,754 | 3.3% |
P
S
|
304,967 | $8,590,926 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 5.83% | 4.99% |
#8
Prev: #8
|
2.8 |
—
|
315 | 1.2% |
P
S
|
26,536 | $8,039,532 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 3.04% | 2.63% |
#9
Prev: #9
|
1.7 |
—
|
-7 | -0.1% |
P
S
|
5,683 | $4,185,166 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
XLF
SELECT SECTOR S...
|
ETF | 2.08% | 2.13% |
#10
1
Prev: #11
|
1.3 |
—
|
-398 | -0.7% |
P
S
|
53,558 | $2,871,233 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.97% | 2.26% |
#11
1
Prev: #10
|
1.3 |
—
|
-1,189 | -3.5% |
P
S
|
32,932 | $2,721,830 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 1.41% | 1.29% |
#12
Prev: #12
|
1.1 |
—
|
536 | 2.3% |
P
S
|
24,049 | $1,949,432 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BA
BOEING CO
|
Industrials | 0.92% | 0.92% |
#13
Prev: #13
|
0.9 |
—
|
100 | 1.7% |
P
S
|
5,868 | $1,270,246 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.73% | 0.69% |
#14
2
Prev: #16
|
0.8 |
—
|
100 | 2.4% |
P
S
|
4,218 | $1,005,318 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BOND
PIMCO ETF TR
|
ETF | 0.65% | 0.73% |
#15
Prev: #15
|
0.8 |
—
|
-69 | -0.7% |
P
S
|
9,747 | $898,770 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
KRE
SPDR SERIES TRU...
|
Unknown | 0.65% | 0.62% |
#16
1
Prev: #17
|
0.8 |
—
|
41 | 0.3% |
P
S
|
11,944 | $894,012 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.57% | 0.77% |
#17
3
Prev: #14
|
0.7 |
—
|
88 | 1.6% |
P
S
|
5,745 | $785,414 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.56% | 0.22% |
#18
18
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
1,335 | $775,515 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.54% | 0.52% |
#19
Prev: #19
|
0.7 |
—
|
29 | 1.7% |
P
S
|
1,783 | $749,930 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.50% | 0.20% |
#20
18
Prev: #38
|
3.2 |
—
|
1,080 | 122.7% |
P
S
|
1,960 | $692,527 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
PID
INVESCO EXCHANG...
|
Bond/Debt | 0.48% | 0.53% |
#21
3
Prev: #18
|
0.7 |
—
|
-111 | -0.4% |
P
S
|
29,524 | $655,426 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.47% | 0.45% |
#22
Prev: #22
|
0.7 |
—
|
4 | 0.1% |
P
S
|
3,228 | $645,922 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
QLD
PROSHARES TR
|
ETF | 0.44% | 0.36% |
#23
6
Prev: #29
|
0.7 |
—
|
-1,034 | -14.1% |
P
S
|
6,293 | $608,911 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
FVD
FIRST TR EXCHAN...
|
ETF | 0.43% | 0.47% |
#24
3
Prev: #21
|
0.7 |
—
|
15 | 0.1% |
P
S
|
12,442 | $599,454 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.43% | 0.47% |
#25
5
Prev: #20
|
0.7 |
—
|
50 | 0.2% |
P
S
|
25,444 | $588,529 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPLV
INVESCO EXCH TR...
|
Unknown | 0.41% | 0.44% |
#26
3
Prev: #23
|
0.7 |
—
|
39 | 0.5% |
P
S
|
7,618 | $570,617 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.40% | 0.23% |
#27
8
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
731 | $557,855 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 0.40% | 0.42% |
#28
4
Prev: #24
|
1.2 |
—
|
no change | no change |
P
S
|
2,100 | $546,924 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
UBCP
UNITED BANCORP ...
|
Financial Services | 0.38% | 0.41% |
#29
4
Prev: #25
|
0.7 |
—
|
15 | 0.0% |
P
S
|
33,387 | $530,187 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SOXX
ISHARES TR
|
ETF | 0.32% | 0.18% |
#30
12
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
689 | $441,515 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BITB
BITWISE BITCOIN...
|
Bond/Debt | 0.32% | 0.25% |
#31
3
Prev: #34
|
3.1 |
—
|
5,350 | 63.8% |
P
S
|
13,737 | $437,660 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.32% | 0.27% |
#32
Prev: #32
|
0.6 |
—
|
1 | 0.3% |
P
S
|
364 | $436,593 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.28% | 0.21% |
#33
4
Prev: #37
|
0.6 |
—
|
2 | 0.1% |
P
S
|
2,023 | $385,384 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GTO
INVESCO ACTIVEL...
|
ETF | 0.27% | 0.30% |
#34
4
Prev: #30
|
0.6 |
—
|
77 | 1.0% |
P
S
|
8,062 | $377,864 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.27% | 0.37% |
#35
7
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
2,218 | $367,656 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.25% | 0.25% |
#36
3
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
672 | $351,136 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.25% | 0.27% |
#37
6
Prev: #31
|
0.6 |
—
|
3 | 0.3% |
P
S
|
920 | $343,363 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.25% | 0.37% |
#38
12
Prev: #26
|
0.6 |
—
|
-63 | -1.3% |
P
S
|
4,787 | $341,792 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
WSBC
WESBANCO INC
|
Financial Services | 0.23% | 0.37% |
#39
12
Prev: #27
|
0.1 |
—
|
-5,213 | -38.7% |
P
S
|
8,268 | $322,712 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.20% | 0.18% |
#40
1
Prev: #41
|
0.6 |
—
|
-329 | -4.2% |
P
S
|
7,504 | $271,112 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VTRS
VIATRIS INC
|
Healthcare | 0.19% | 0.18% |
#41
2
Prev: #43
|
0.6 |
—
|
119 | 0.7% |
P
S
|
16,744 | $265,890 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.19% | 0.18% |
#42
2
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
1,657 | $260,137 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
EONR
EON RESOURCES I...
|
Energy | 0.01% | 0.01% |
#43
2
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
20,000 | $8,830 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
UBSI
UNITED BANKSHAR...
|
Financial Services | 0.00% | 0.17% |
Sold All 😨
(Was: #44) |
0.0 |
—
|
-5,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BP
BP PLC
|
Energy | 0.00% | 0.19% |
Sold All 😨
(Was: #39) |
0.0 |
—
|
-5,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 |
Showing 1-45 of 45 holdings