StockDriftsStockDriftsTop 43 Appalachian Capital Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 33.14% | 1.58M | $45.7M | +0.24%(+3.84K) | $25.97(+15.18%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 7.35% | 319.7K | $10.1M | +2.60%(+8.11K) | $27.52(+24.56%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 7% | 340.1K | $9.7M | +1.54%(+5.14K) | $28.86(-2.65%) | 2026-06-30 | |
| SPTL | SPDR SERIES TRUST | 6.7% | 352.0K | $9.2M | +0.12%(+438) | $26.71(-5.78%) | 2026-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 6.54% | 362.4K | $9.0M | +0.68%(+2.43K) | $25.17(-2.04%) | 2026-06-30 | |
| OAKI | HARRIS OAKMARK ETF TRUST | 6.38% | 341.5K | $8.8M | +0.91%(+3.08K) | $25.66(+7.33%) | 2026-06-30 | |
| OAKM | HARRIS OAKMARK ETF TRUST | 6.23% | 305.0K | $8.6M | +3.30%(+9.75K) | $27.59(+11.57%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.83% | 26.5K | $8.0M | +1.20%(+315) | $249.95(+18.68%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.04% | 5.7K | $4.2M | -0.12%(-7) | $607.13(+18.73%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 2.08% | 53.6K | $2.9M | -0.74%(-398) | $54.32(+6.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.59% |
Appalachian Capital Management Ltd reports $137.87M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (33.1%), SCHD (7.3%) and SPTI (7.0%). The top 20 holdings account for 92.79% of reported assets. Its disclosed equity book has returned +6.39% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Appalachian Capital Management Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111450). View Appalachian Capital Management Ltd’s 13F filings on SEC