Sign In
test

John W. Parkinson

Appalachian Capital Management Ltd

Assets Managed
$124.932M
Holdings
45
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
0.08%(2Q avg: 0.04%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Appalachian Capital Management Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Appalachian Capital Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 124.932M in assets, with a quarterly growth rate of 0.08% and a 2-quarter average growth rate of 0.04%. The portfolio is managed by John W. Parkinson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 1.14%
31.62%
$39.499M
1.574M shares@ $25.11 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 3.8%
7.69%
$9.601M
335,006 shares@ $28.66 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 4.1%
7.66%
$9.561M
311,623 shares@ $30.68 avg price
SPTL
Spdr Port Lng Trm Trsry
Recent Activity
Decreased -2.01%
7.41%
$9.246M
351,564 shares@ $26.3 avg price
UCON
First Trust Tcw Unconstraine
Recent Activity
Increased 1.87%
7.14%
$8.916M
359,962 shares@ $24.78 avg price
OAKI
Oakmark International Lc Etf
Recent Activity
Increased 5.74%
6.52%
$8.139M
338,454 shares@ $24.05 avg price
OAKM
Oakmark Us Large Cap Etf
Recent Activity
Increased 4.33%
6.52%
$8.138M
295,213 shares@ $27.57 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 5.88%
4.99%
$6.231M
26,221 shares@ $237.63 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.83%
2.63%
$3.284M
5,690 shares@ $577.21 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Decreased -3.58%
2.27%
$2.824M
34,121 shares@ $82.76 avg price

1-10 of 45