2026 Q1 Portfolio Activity
In 2026 Q1, Appalachian Capital Management Ltd maintained a portfolio of 47 distinct positions. The most significant new addition was BITWISE BITCOIN ETF TR, now representing 0.25% of the total fund value. They heavily accumulated shares in CHEVRON CORPORATION, increasing the position by 10.9%. The fund also reduced its exposure to WESBANCO INC by 40.2%.
Position History
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Total Positions
47
Quarter
2026 Q1
Top Holding
SCHB (31.6%)
Top 10 Concentration
84.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-47 of 47
Appalachian Capital Management Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHB
SCHWAB STRATEGI...
|
ETF | 31.62% | 32.70% |
#1
Prev: #1
|
6.5 |
—
|
17,611 | 1.1% |
P
S
|
1,573,653 | $39,498,693 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 7.69% | 7.46% |
#2
1
Prev: #3
|
5.1 |
—
|
12,241 | 3.8% |
P
S
|
335,006 | $9,601,269 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 7.65% | 6.58% |
#3
3
Prev: #6
|
4.6 |
—
|
12,245 | 4.1% |
P
S
|
311,623 | $9,560,593 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 7.40% | 7.61% |
#4
2
Prev: #2
|
4.0 |
—
|
-7,248 | -2.0% |
P
S
|
351,564 | $9,246,127 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
UCON
FIRST TR EXCHNG...
|
ETF | 7.14% | 7.12% |
#5
1
Prev: #4
|
3.9 |
—
|
6,598 | 1.9% |
P
S
|
359,962 | $8,916,261 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
OAKI
HARRIS OAKMARK ...
|
Bond/Debt | 6.51% | 6.59% |
#6
1
Prev: #5
|
4.6 |
—
|
18,366 | 5.7% |
P
S
|
338,454 | $8,139,279 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
OAKM
HARRIS OAKMARK ...
|
ETF | 6.51% | 6.43% |
#7
Prev: #7
|
3.1 |
—
|
12,234 | 4.3% |
P
S
|
295,213 | $8,137,552 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 4.99% | 5.02% |
#8
Prev: #8
|
4.0 |
—
|
1,456 | 5.9% |
P
S
|
26,221 | $6,230,658 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.63% | 2.75% |
#9
Prev: #9
|
1.6 |
—
|
102 | 1.8% |
P
S
|
5,690 | $3,284,315 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.26% | 2.37% |
#10
1
Prev: #11
|
1.4 |
—
|
-1,270 | -3.6% |
P
S
|
34,121 | $2,823,513 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 2.13% | 2.41% |
#11
1
Prev: #10
|
1.4 |
—
|
-1,066 | -1.9% |
P
S
|
53,956 | $2,663,804 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 1.29% | 1.35% |
#12
Prev: #12
|
1.0 |
—
|
-785 | -3.2% |
P
S
|
23,513 | $1,605,444 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BA
BOEING CO
|
Industrials | 0.92% | 0.93% |
#13
Prev: #13
|
2.4 |
—
|
430 | 8.1% |
P
S
|
5,768 | $1,148,005 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.77% | 0.55% |
#14
6
Prev: #20
|
0.8 |
—
|
2 | 0.0% |
P
S
|
5,657 | $959,699 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BOND
PIMCO ETF TR
|
ETF | 0.73% | 0.74% |
#15
1
Prev: #14
|
0.8 |
—
|
-153 | -1.5% |
P
S
|
9,816 | $905,788 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.69% | 0.64% |
#16
Prev: #16
|
2.3 |
—
|
647 | 18.6% |
P
S
|
4,118 | $857,656 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
KRE
SPDR SERIES TRU...
|
Unknown | 0.62% | 0.70% |
#17
2
Prev: #15
|
0.7 |
—
|
-1,532 | -11.4% |
P
S
|
11,903 | $775,459 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
PID
INVESCO EXCHANG...
|
Bond/Debt | 0.53% | 0.47% |
#18
5
Prev: #23
|
2.2 |
—
|
2,723 | 10.1% |
P
S
|
29,635 | $659,263 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.52% | 0.58% |
#19
1
Prev: #18
|
2.2 |
—
|
139 | 8.6% |
P
S
|
1,754 | $652,050 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.47% | 0.50% |
#20
1
Prev: #21
|
0.7 |
—
|
-1,200 | -4.5% |
P
S
|
25,394 | $589,654 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
FVD
FIRST TR EXCHAN...
|
ETF | 0.47% | 0.49% |
#21
1
Prev: #22
|
0.7 |
—
|
-840 | -6.3% |
P
S
|
12,427 | $584,426 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.45% | 0.56% |
#22
3
Prev: #19
|
0.7 |
—
|
-500 | -13.4% |
P
S
|
3,224 | $562,318 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPLV
INVESCO EXCH TR...
|
Unknown | 0.44% | 0.44% |
#23
1
Prev: #24
|
0.7 |
—
|
-34 | -0.4% |
P
S
|
7,579 | $554,350 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 0.42% | 0.27% |
#24
7
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
2,100 | $518,868 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
UBCP
UNITED BANCORP ...
|
Financial Services | 0.41% | 0.38% |
#25
1
Prev: #26
|
0.7 |
—
|
14 | 0.0% |
P
S
|
33,372 | $507,594 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.37% | 0.34% |
#26
1
Prev: #27
|
2.1 |
—
|
340 | 7.5% |
P
S
|
4,850 | $466,328 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
WSBC
WESBANCO INC
|
Financial Services | 0.37% | 0.60% |
#27
10
Prev: #17
|
0.1 |
—
|
-9,045 | -40.2% |
P
S
|
13,481 | $464,944 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.37% | 0.24% |
#28
6
Prev: #34
|
2.1 |
—
|
218 | 10.9% |
P
S
|
2,218 | $458,904 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
QLD
PROSHARES TR
|
ETF | 0.36% | 0.41% |
#29
4
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
7,327 | $446,947 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GTO
INVESCO ACTIVEL...
|
ETF | 0.30% | 0.31% |
#30
2
Prev: #28
|
0.6 |
—
|
-73 | -0.9% |
P
S
|
7,985 | $373,916 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.27% | 0.30% |
#31
2
Prev: #29
|
2.1 |
—
|
132 | 16.8% |
P
S
|
917 | $339,343 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.27% | 0.29% |
#32
2
Prev: #30
|
2.1 |
—
|
23 | 6.8% |
P
S
|
363 | $333,877 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.25% | 0.26% |
#33
1
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
672 | $311,344 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BITB
BITWISE BITCOIN...
|
Bond/Debt | 0.25% | — |
#34
Prev: #—
|
3.6 |
—
|
8,387 | — |
NEW
|
8,387 | $308,725 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.23% | 0.24% |
#35
2
Prev: #33
|
2.1 |
—
|
79 | 12.1% |
P
S
|
731 | $285,390 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.22% | 0.23% |
#36
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
1,335 | $271,579 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.21% | 0.23% |
#37
2
Prev: #35
|
0.6 |
—
|
3 | 0.1% |
P
S
|
2,021 | $268,531 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.20% | — |
#38
Prev: #—
|
3.6 |
—
|
880 | — |
NEW
|
880 | $252,437 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BP
BP PLC
|
Energy | 0.19% | — |
#39
Prev: #—
|
3.6 |
—
|
5,000 | — |
NEW
|
5,000 | $235,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.18% | — |
#40
Prev: #—
|
3.6 |
—
|
1,657 | — |
NEW
|
1,657 | $229,258 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.18% | 0.18% |
#41
3
Prev: #38
|
0.6 |
—
|
10 | 0.1% |
P
S
|
7,833 | $227,796 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SOXX
ISHARES TR
|
ETF | 0.18% | 0.17% |
#42
1
Prev: #41
|
0.6 |
—
|
1 | 0.1% |
P
S
|
689 | $226,386 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VTRS
VIATRIS INC
|
Healthcare | 0.18% | 0.17% |
#43
3
Prev: #40
|
0.6 |
—
|
-362 | -2.1% |
P
S
|
16,625 | $224,601 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
UBSI
UNITED BANKSHAR...
|
Financial Services | 0.17% | — |
#44
Prev: #—
|
3.6 |
—
|
5,000 | — |
NEW
|
5,000 | $207,100 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
EONR
EON RESOURCES I...
|
Energy | 0.01% | 0.01% |
#45
3
Prev: #42
|
1.0 |
—
|
no change | no change |
P
S
|
20,000 | $16,600 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.00% | 0.17% |
Sold All 😨
(Was: #39) |
0.0 |
—
|
-327 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPTS
SPDR SERIES TRU...
|
ETF | 0.00% | 0.20% |
Sold All 😨
(Was: #37) |
0.0 |
—
|
-8,431 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 |
Showing 1-47 of 47 holdings