Appalachian Capital Management Ltd

CIK 0002111450 · Q1 2026

13F Equity AUM

$124.9M

+0.1% QoQ

Positions

+3 QoQ

AUM Rank

#9,221

Top 74%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 61.5%Top 10: 84.4%Top 20: 93.0%

SCHB31.6%

SPTI7.7%

SCHD7.7%

SPTL7.4%

UCON7.1%

OAKI6.5%

OAKM6.5%

QQQM5.0%

NDQ2.6%

VCIT2.3%

Others (35)15.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services93.7%

Other6.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 45Median: 0.44%Avg: 2.22%

0–0.5%

26(7.4%)

0.5–1%

7(4.8%)

1–3%

4(8.3%)

3–5%

1(5.0%)

5%+

7(74.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 42Unique: 3vs 20 funds

0.6%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

0.9%

0.8%

0.8%

1.1%

0.7%

0.6%

VANGUARD CAPITAL MANAGEMENT LLC

0.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.6%

GEODE CAPITAL MANAGEMENT, LLC

0.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased22Decreased13Exited2

New Positions

BITB0.3%

+8K

GOOG0.2%

+880

BP0.2%

+5K

VT0.2%

+2K

UBSI0.2%

+5K

Increased

OAKI6.5%

+18K(+6%)

SCHB31.6%

+18K(+1%)

SCHD7.7%

+12K(+4%)

SPTI7.7%

+12K(+4%)

OAKM6.5%

+12K(+4%)

UCON7.1%

+7K(+2%)

PID0.5%

+3K(+10%)

QQQM5.0%

+1K(+6%)

AMZN0.7%

+647(+19%)

BA0.9%

+430(+8%)

Decreased

WSBC0.4%

-9,045(-40%)

SPTL7.4%

-7,248(-2%)

KRE0.6%

-1,532(-11%)

VCIT2.3%

-1,270(-4%)

SCHZ0.5%

-1,200(-5%)

XLF2.1%

-1,066(-2%)

FVD0.5%

-840(-6%)

RDVY1.3%

-785(-3%)

NVDA0.5%

-500(-13%)

VTRS0.2%

-362(-2%)

Exited

SPTS

-8,431

Holdings

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