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CIK: 0002111450
Total reported value
$137.9M
$137.9M
42 檔
55.7%
During the Q4 2025 filing period, Appalachian Capital Management Ltd (CIK: 0002111450) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $137.9M across 42 reported positions.
During Q4 2025, Appalachian Capital Management Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 32.70% | +1.52% | — | |
| 2 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 7.61% | -0.70% | — | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 7.46% | -0.69% | — | |
| 4 | UCON | First Trust Smith Unconstrai | ETF-Other | 7.12% | -0.60% | — | |
| 5 | OAKI | Oakmark International Lc ETF | ETF-Other | 6.59% | -0.14% | — | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.58% | -0.30% | — | |
| 7 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 6.43% | -0.28% | — | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.02% | +0.84% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.75% | +0.41% | — | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 2.41% | -0.05% | — | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.37% | -0.29% | — | |
| 12 | RDVY | First Trust Rising Dividend | ETF-Other | 1.35% | +0.12% | — | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 0.93% | — | — | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.74% | -0.07% | — | |
| 15 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.70% | +0.03% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.04% | — | |
| 17 | WSBC | Wesbanco Inc | Stock-Other | 0.60% | -0.14% | — | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | +0.02% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.02% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.20% | — | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.50% | -0.04% | — | |
| 22 | FVD | First Trust Value Line Dvd | ETF-Other | 0.49% | -0.04% | — | |
| 23 | PID | Invesco International Divide | ETF-Other | 0.47% | -0.05% | — | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.44% | -0.03% | — | |
| 25 | QLD | Proshares Ultra Qqq | ETF-Other | 0.41% | +0.08% | — | |
| 26 | UBCP | United Bancorp Inc/ohio | Stock-Other | 0.38% | -0.03% | — | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.12% | — | |
| 28 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.31% | -0.03% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.02% | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.05% | — | |
| 31 | VLO | Valero Energy CORP | Stock-Energy | 0.27% | -0.02% | — | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.26% | — | — | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.24% | +0.17% | — | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.24% | -0.10% | — | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.23% | +0.07% | — | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.23% | +0.34% | — | |
| 37 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.20% | — | — | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.18% | +0.02% | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | — | — | |
| 40 | VTRS | Viatris Inc | Stock-Healthcare | 0.17% | +0.01% | — | |
| 41 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.17% | +0.14% | — | |
| 42 | EONR | Eon Resources Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Appalachian Capital Management Ltd reported a total U.S. public equity portfolio value of $137.9M across 42 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, SPTL, SPTI) accounted for 55.7% of total reported equity market value during Q4 2025.
During Q4 2025, Appalachian Capital Management Ltd's top holdings by market value included SCHB (32.7%)、SPTL (7.6%)、SPTI (7.5%). The largest single position, SCHB, represented 32.7% of total portfolio value.
In Q4 2025, Appalachian Capital Management Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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