Appalachian Capital Management Ltd - Portfolio Stock Holdings
Appalachian Capital Management Ltd disclosed 45 stock positions in a recent SEC 13F filing. $137,451,387 of stock holdings were filed, with the largest holdings including SCHB, SCHD, and SPTI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $175,316,177 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
45Est. Stock Holding Value:
$137,451,387Top Stock Holdings By Sector
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Portfolio Stock Holdings - Appalachian Capital Management Ltd
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