Appalachian Capital Management Ltd reported 22 positions worth $11.94M for the quarter ended Sep 30, 2026, up 18.4% on the prior quarter. It opened 4 new positions, added to 7, trimmed 3 and exited 0. Its largest holding is Boeing Co at 9.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +2,791 | – | $421.05K | 3.53% |
| META Meta Platforms, Inc. | +328 | – | $237.52K | 1.99% |
| BP Bp Plc | +5,000 | – | $219.95K | 1.84% |
| SNDK Sandisk Corp | +122 | – | $212.27K | 1.78% |
| NVDA Nvidia Corp | +351 | +10.9% | $80.16K | 6.85% |
| GOOG Alphabet Inc. | +150 | +7.7% | $51.11K | 6.02% |
| WSBC Wesbanco Inc | +64 | +0.8% | $2.39K | 2.61% |
| VTRS Viatris Inc | +115 | +0.7% | $2.04K | 2.5% |
| MSFT Microsoft Corp | +2 | +0.2% | $1.03K | 3.96% |
| XOM ExxonMobil Holdings Corp | +2 | +0.0% | $325.48 | 7.83% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BA Boeing Co | Industrials | 5,851 | $1.09M | 9.12% | -17 | -0.3% | Reduced | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 4,218 | $1.05M | 8.8% | 0 | 0.0% | Unchanged | 0% |
| 3 | XOM ExxonMobil Holdings Corp | Energy | 5,747 | $935.26K | 7.83% | +2 | +0.0% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 3,579 | $817.41K | 6.85% | +351 | +10.9% | Added | 0% |
| 5 | AMD Advanced Micro Devices Inc | Technology | 1,335 | $816.70K | 6.84% | 0 | 0.0% | Unchanged | 0% |
| 6 | VLO Valero Energy Corp | Energy | 2,100 | $813.98K | 6.82% | 0 | 0.0% | Unchanged | 0% |
| 7 | CRWD CrowdStrike Holdings, Inc. | Technology | 2,924 | $774.13K | 6.48% | 0 | 0.0% | Unchanged | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 2,110 | $718.96K | 6.02% | +150 | +7.7% | Added | 0% |
| 9 | TSLA Tesla, Inc. | Consumer Discretionary | 1,783 | $632.63K | 5.3% | 0 | 0.0% | Unchanged | 0% |
| 10 | UBCP United Bancorp Inc | Financial Services | 33.4K | $494.02K | 4.14% | +15 | +0.0% | Added | 0.58% |
| 11 | MSFT Microsoft Corp | Technology | 922 | $472.85K | 3.96% | +2 | +0.2% | Added | 0% |
| 12 | BITB Bitwise Bitcoin ETF | Others | 10.1K | $457.77K | 3.83% | -3,645 | -26.5% | Reduced | 0.02% |
| 13 | CVX Chevron Corp | Energy | 2,218 | $452.94K | 3.79% | 0 | 0.0% | Unchanged | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 364 | $421.18K | 3.53% | 0 | 0.0% | Unchanged | 0% |
| 15 | SPCX Space Exploration Technologies Corp | Industrials | 2,791 | $421.05K | 3.53% | +2,791 | – | New | 0% |
Tip. Select a row to see that position’s full history at Appalachian Capital Management.
As of its Q3 2026 13F filing, Appalachian Capital Management Ltd’s five largest positions were Boeing Co (BA) at 9.1%, Amazon Com Inc (AMZN) at 8.8%, ExxonMobil Holdings Corp (XOM) at 7.8%, Nvidia Corp (NVDA) at 6.8%, Advanced Micro Devices Inc (AMD) at 6.8% of the reported portfolio.
Appalachian Capital Management Ltd reported a 13F portfolio worth $11.94M across 22 positions for Q3 2026. That is up 18.4% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($421.05K), Meta Platforms, Inc. ($237.52K), Bp Plc ($219.95K). It opened 4 new positions.
Its largest sales by value were Bitwise Bitcoin ETF ($165.34K), Netflix Inc ($54.27K), Boeing Co ($3.16K). It exited 0 positions entirely.
From the Form 13F-HR reports Appalachian Capital Management Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.