Appalachian Capital Management Ltd
•CIK: 2111450•Filing: Q4 2025
**Appalachian Capital Management Ltd** is a $\$125\text{M}$ AUM manager maintaining a focused portfolio of 42 positions. The strategy exhibits a notable allocation to broad market equity exposure, anchored by a $\$40.8\text{M}$ position in SCHB. Further diversification is evident with significant holdings in sector-specific and income-oriented assets, including $\$9.5\text{M}$ in SPTL and $\$8.2\text{M}$ in SCHD. This structure suggests a disciplined, core-and-satellite approach across established market segments.
Total AUM
$124.8M
QoQ Performance
N/A
Positions
33
Top 10 Concentration
84.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHB
SPTL
SPTI
UCON
OAKI
SCHD
OAKM
QQQM
SCHB32.7%
SPTL7.6%
SPTI7.5%
UCON7.1%
OAKI6.6%
SCHD6.6%
OAKM6.4%
QQQM5.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other95.1%
Technology1.3%
Consumer1.2%
Industrial0.9%
Energy0.8%
Communication0.3%
Healthcare0.3%