Appalachian Capital Management Ltd
Appalachian Capital Management Ltd reported 43 positions worth $137.9M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SCHB (33.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHB | SH | $45.7M | 33.14% | 1,577,489 | — | — | |
| ▸ 2 | SCHD | SH | $10.1M | 7.35% | 319,735 | — | — | |
| ▸ 3 | SPTI | SH | $9.7M | 7.00% | 340,149 | — | — | |
| ▸ 4 | SPTL | SH | $9.2M | 6.70% | 352,002 | — | — | |
| ▸ 5 | UCON | SH | $9.0M | 6.54% | 362,396 | — | — | |
| ▸ 6 | OAKI | SH | $8.8M | 6.38% | 341,539 | — | — | |
| ▸ 7 | OAKM | SH | $8.6M | 6.23% | 304,967 | — | — | |
| ▸ 8 | QQQM | SH | $8.0M | 5.83% | 26,536 | — | — | |
| ▸ 9 | QQQ | SH | $4.2M | 3.04% | 5,683 | — | — | |
| ▸ 10 | XLF | SH | $2.9M | 2.08% | 53,558 | — | — |
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Frequently Asked Questions
What stocks does Appalachian Capital Management Ltd hold as of Q2 2026?
Appalachian Capital Management Ltd reported 43 positions worth $137.9M in its Q2 2026 13F filing. Largest positions: SCHB (33.1%), SCHD (7.4%), SPTI (7.0%), SPTL (6.7%) and UCON (6.5%).
What did Appalachian Capital Management Ltd buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Appalachian Capital Management Ltd sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.