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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002111450

Appalachian Capital Management Ltd

ST CLAIRSVILLE, OH · File #028-26590

Latest AUM
$124.8M
Positions
42
Top-10 Concentration
84.7%
Filings
1

Sector Allocation

Financials
9.4%$11.7M
Technology
1.3%$1.7M
Energy
1.1%$1.3M
Healthcare
0.5%$576,874

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SCHWAB STRATEGIC TR8085241021,556,042$40.8M32.70%
2SPDR SERIES TRUST78464A664358,812$9.5M7.61%
3SPDR SERIES TRUST78464A672322,765$9.3M7.46%
4FIRST TR EXCHNG TRADED FD VI33740F888353,364$8.9M7.12%
5HARRIS OAKMARK ETF TRUST41456U205320,088$8.2M6.59%
6SCHWAB STRATEGIC TR808524797299,378$8.2M6.58%
7HARRIS OAKMARK ETF TRUST41456U106282,979$8.0M6.43%
8INVESCO EXCH TRADED FD TR IIIVZ24,765$6.3M5.02%
9INVESCO QQQ TRIVZ5,588$3.4M2.75%
10SELECT SECTOR SPDR TR81369Y60555,022$3.0M2.41%
11VANGUARD SCOTTSDALE FDS92206C87035,391$3.0M2.37%
12FIRST TR EXCHANGE TRADED FD33738R50624,298$1.7M1.35%
13BOEING COBA-PA5,338$1.2M0.93%
14PIMCO ETF TR72201R7759,969$927,8880.74%
15SPDR SERIES TRUST78464A69813,435$870,7120.70%
16AMAZON COM INCAMZN3,471$801,1760.64%
17WESBANCO INCWSBCO22,526$748,7590.60%
18TESLA INCTSLA1,615$726,2980.58%
19NVIDIA CORPORATIONNVDA3,724$694,5820.56%
20EXXON MOBIL CORPXOM5,655$680,4630.55%