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The Analysis of Appalachian Capital Management Ltd's Holdings & P&L

Currently, Appalachian Capital Management Ltd holds 43 types of securities in its portfolio with a total value $137.9M. In the most recent quarter, they have increased their positions in GOOG (+1.1K shares, valued at $381.6K), OAKM (+9.8K shares, valued at $274.8K), SCHD (+8.1K shares, valued at $257.2K); decreased their positions in WSBC (-5.2K shares, valued at $203.5K), QLD (-1.0K shares, valued at $100.0K), VCIT (-1.2K shares, valued at $98.3K).

1M P&L

+238.4K+0.18%

3M P&L

+1.1M+0.89%

HY P&L

+7.7M+6.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A119.4M

93.8%

2Semiconductors1.4M

1.1%

3Aerospace & Defense1.3M

1.0%

Top Industries by Stock Count

1N/A25 stocks

64.1%

2Semiconductors2 stocks

5.1%

3Banks - Regional2 stocks

5.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR1.6M shares0.24%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR319.7K shares2.60%2026-06-302026-07-21

SPTI SPDR SERIES TRUST340.1K shares1.54%2026-06-302026-07-21

SPTL SPDR SERIES TRUST352.0K shares0.12%2026-06-302026-07-21

UCON FIRST TR EXCHNG TRADED FD VI362.4K shares0.68%2026-06-302026-07-21

HARRIS OAKMARK ETF TRUST HARRIS OAKMARK ETF TRUST341.5K shares0.91%2026-06-302026-07-21

OAKM HARRIS OAKMARK ETF TRUST305.0K shares3.30%2026-06-302026-07-21

QQQM INVESCO EXCH TRADED FD TR II26.5K shares1.20%2026-06-302026-07-21

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QQQ INVESCO QQQ TR5.7K shares-0.12%2026-06-302026-07-21

XLF SELECT SECTOR SPDR TR53.6K shares-0.74%2026-06-302026-07-21

VCIT VANGUARD SCOTTSDALE FDS32.9K shares-3.48%2026-06-302026-07-21

RDVY FIRST TR EXCHANGE TRADED FD24.0K shares2.28%2026-06-302026-07-21

BA BOEING CO5.9K shares1.73%2026-06-302026-07-21

AMZN AMAZON COM INC4.2K shares2.43%2026-06-302026-07-21

BOND PIMCO ETF TR9.7K shares-0.70%2026-06-302026-07-21

KRE SPDR SERIES TRUST11.9K shares0.34%2026-06-302026-07-21

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP5.7K shares1.56%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC1.3K shares0.00%2026-06-302026-07-21

TSLA TESLA INC1.8K shares1.65%2026-06-302026-07-21

GOOG ALPHABET INC2.0K shares122.73%2026-06-302026-07-21

PID INVESCO EXCHANGE TRADED FD T29.5K shares-0.37%2026-06-302026-07-21

NVDA NVIDIA CORPORATION3.2K shares0.12%2026-06-302026-07-21

QLD PROSHARES TR6.3K shares-14.11%2026-06-302026-07-21

FVD FIRST TR EXCHANGE-TRADED FD12.4K shares0.12%2026-06-302026-07-21

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SCHZ SCHWAB STRATEGIC TR25.4K shares0.20%2026-06-302026-07-21

SPLV INVESCO EXCH TRADED FD TR II7.6K shares0.51%2026-06-302026-07-21

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC731 shares0.00%2026-06-302026-07-21

VLO VALERO ENERGY CORP2.1K shares0.00%2026-06-302026-07-21

UBCP UNITED BANCORP INC OHIO33.4K shares0.04%2026-06-302026-07-21

SOXX ISHARES TR689 shares0.00%2026-06-302026-07-21

BITB BITWISE BITCOIN ETF TR13.7K shares63.79%2026-06-302026-07-21

LLY ELI LILLY & CO364 shares0.28%2026-06-302026-07-21

Sponsored

XLK SELECT SECTOR SPDR TR2.0K shares0.10%2026-06-302026-07-21

GTO INVESCO ACTIVELY MANAGED EXC8.1K shares0.96%2026-06-302026-07-21

CVX CHEVRON CORPORATION2.2K shares0.00%2026-06-302026-07-21

DIA STATE STR SPDR DOW JONES IND672 shares0.00%2026-06-302026-07-21

MSFT MICROSOFT CORP920 shares0.33%2026-06-302026-07-21

NETFLIX INC. NETFLIX INC.4.8K shares-1.30%2026-06-302026-07-21

WSBC WESBANCO INC8.3K shares-38.67%2026-06-302026-07-21

SCHA SCHWAB STRATEGIC TR7.5K shares-4.20%2026-06-302026-07-21

Sponsored

VTRS VIATRIS INC16.7K shares0.72%2026-06-302026-07-21

VT VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2026-06-302026-07-21

EONR EON RESOURCES INC20.0K shares0.00%2026-06-302026-07-21

SCHB

SCHWAB STRATEGIC TR

0.24%

Shares1.6M

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

2.60%

Shares319.7K

Event2026-06-30

Filed2026-07-21

SPTI

SPDR SERIES TRUST

1.54%

Shares340.1K

Event2026-06-30

Filed2026-07-21

SPTL

SPDR SERIES TRUST

0.12%

Shares352.0K

Event2026-06-30

Filed2026-07-21

UCON

FIRST TR EXCHNG TRADED FD VI

0.68%

Shares362.4K

Event2026-06-30

Filed2026-07-21

HARRIS OAKMARK ETF TRUST

0.91%

Shares341.5K

Event2026-06-30

Filed2026-07-21

OAKM

HARRIS OAKMARK ETF TRUST

3.30%

Shares305.0K

Event2026-06-30

Filed2026-07-21

QQQM

INVESCO EXCH TRADED FD TR II

1.20%

Shares26.5K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

-0.12%

Shares5.7K

Event2026-06-30

Filed2026-07-21

XLF

SELECT SECTOR SPDR TR

-0.74%

Shares53.6K

Event2026-06-30

Filed2026-07-21

VCIT

VANGUARD SCOTTSDALE FDS

-3.48%

Shares32.9K

Event2026-06-30

Filed2026-07-21

RDVY

FIRST TR EXCHANGE TRADED FD

2.28%

Shares24.0K

Event2026-06-30

Filed2026-07-21

BOEING CO

1.73%

Shares5.9K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

2.43%

Shares4.2K

Event2026-06-30

Filed2026-07-21

BOND

PIMCO ETF TR

-0.70%

Shares9.7K

Event2026-06-30

Filed2026-07-21

KRE

SPDR SERIES TRUST

0.34%

Shares11.9K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

1.56%

Shares5.7K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

1.65%

Shares1.8K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

122.73%

Shares2.0K

Event2026-06-30

Filed2026-07-21

PID

INVESCO EXCHANGE TRADED FD T

-0.37%

Shares29.5K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

0.12%

Shares3.2K

Event2026-06-30

Filed2026-07-21

QLD

PROSHARES TR

-14.11%

Shares6.3K

Event2026-06-30

Filed2026-07-21

FVD

FIRST TR EXCHANGE-TRADED FD

0.12%

Shares12.4K

Event2026-06-30

Filed2026-07-21

SCHZ

SCHWAB STRATEGIC TR

0.20%

Shares25.4K

Event2026-06-30

Filed2026-07-21

SPLV

INVESCO EXCH TRADED FD TR II

0.51%

Shares7.6K

Event2026-06-30

Filed2026-07-21

CROWDSTRIKE HLDGS INC

0.00%

Shares731

Event2026-06-30

Filed2026-07-21

VLO

VALERO ENERGY CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

UBCP

UNITED BANCORP INC OHIO

0.04%

Shares33.4K

Event2026-06-30

Filed2026-07-21

SOXX

ISHARES TR

0.00%

Shares689

Event2026-06-30

Filed2026-07-21

BITB

BITWISE BITCOIN ETF TR

63.79%

Shares13.7K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

0.28%

Shares364

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-21

GTO

INVESCO ACTIVELY MANAGED EXC

0.96%

Shares8.1K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares672

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

0.33%

Shares920

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

-1.30%

Shares4.8K

Event2026-06-30

Filed2026-07-21

WSBC

WESBANCO INC

-38.67%

Shares8.3K

Event2026-06-30

Filed2026-07-21

SCHA

SCHWAB STRATEGIC TR

-4.20%

Shares7.5K

Event2026-06-30

Filed2026-07-21

VTRS

VIATRIS INC

0.72%

Shares16.7K

Event2026-06-30

Filed2026-07-21

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

EONR

EON RESOURCES INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available