Institutional Fund
Appalachian Capital Management Ltd
St Clairsville, OHCIK 21114502 filings on record
Portfolio Value
$124.93M
Q1 2026
Holdings
45
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+0.1%
from $124.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr31.6%
- Spdr Series Trust7.7%
- Schwab Strategic Tr7.7%
- Spdr Series Trust7.4%
- First Tr Exchng Traded Fd Vi7.1%
- Harris Oakmark ETF Trust6.5%
- Other32.0%
Portfolio Holdings
45 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.57M | $39.50M | 31.6% | +17.6K | Added |
| 2 | Spdr Series Trust | 335.0K | $9.60M | 7.7% | +12.2K | Added |
| 3 | Schwab Strategic Tr | 311.6K | $9.56M | 7.7% | +12.2K | Added |
| 4 | Spdr Series Trust | 351.6K | $9.25M | 7.4% | −7.2K | Reduced |
| 5 | First Tr Exchng Traded Fd Vi | 360.0K | $8.92M | 7.1% | +6.6K | Added |
| 6 | Harris Oakmark ETF Trust | 338.5K | $8.14M | 6.5% | +18.4K | Added |
| 7 | Harris Oakmark ETF Trust | 295.2K | $8.14M | 6.5% | +12.2K | Added |
| 8 | Invesco Exch Traded Fd Tr II | 26.2K | $6.23M | 5.0% | +1.5K | Added |
| 9 | Invesco Qqq Tr | 5.7K | $3.28M | 2.6% | +102 | Added |
| 10 | Vanguard Scottsdale Fds | 34.1K | $2.82M | 2.3% | −1.3K | Reduced |
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