Coco Enterprises
Latest statistics and disclosures from Piedmont Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FEZ, VUG, VYM, GLDM, IEFA, and represent 54.53% of Piedmont Capital Management's stock portfolio.
- Added to shares of these 10 stocks: BKLN, FLOT, CLOI, ANGL, FEZ, IVV, VUG, VOO, XLRE, VIG.
- Reduced shares in these 10 stocks: GLDM, GDX, VYM, SLV, GLD, IEFA, IWP, NKE, MRK, GBCI.
- Sold out of its position in NAK.
- Piedmont Capital Management was a net buyer of stock by $394k.
- Piedmont Capital Management has $196M in assets under management (AUM), dropping by 3.40%.
- Central Index Key (CIK): 0001656150
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Portfolio Holdings for Piedmont Capital Management
Piedmont Capital Management holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 12.3 | $24M | 373k | 64.39 |
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| Vanguard Index Fds Growth Etf (VUG) | 12.1 | $24M | 49k | 487.86 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 12.0 | $24M | 164k | 143.52 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 9.9 | $20M | -3% | 228k | 85.37 |
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| Ishares Tr Cores Msci Eafe (IEFA) | 8.2 | $16M | 180k | 89.46 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.1 | $14M | 22k | 627.14 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 6.7 | $13M | 154k | 85.77 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 4.7 | $9.3M | +3% | 183k | 50.86 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 4.0 | $7.9M | 58k | 136.94 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 2.4 | $4.7M | +6% | 225k | 21.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $3.4M | 10k | 335.27 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.6 | $3.2M | +6% | 109k | 29.37 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 1.4 | $2.8M | +9% | 54k | 52.81 |
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| Ishares Tr Cre U S Reit Etf | 1.4 | $2.7M | 47k | 56.96 |
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| Cisco Systems (CSCO) | 0.9 | $1.7M | 22k | 77.03 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $1.7M | +2% | 7.5k | 219.78 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.8 | $1.5M | +2% | 23k | 65.01 |
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| International Business Machines (IBM) | 0.7 | $1.5M | 4.9k | 296.18 |
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| Ishares Silver Tr Ishares (SLV) | 0.7 | $1.3M | -5% | 20k | 64.42 |
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| Coca-Cola Company (KO) | 0.6 | $1.3M | 18k | 69.91 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.2M | 5.6k | 206.97 |
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| Invsc Qqq Tr Unit Ser | 0.6 | $1.1M | +2% | 1.8k | 614.35 |
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| Verizon Communications (VZ) | 0.6 | $1.1M | 27k | 40.73 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $1.1M | 15k | 74.07 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.1M | -4% | 2.7k | 396.31 |
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| Merck & Co (MRK) | 0.5 | $1.0M | 9.8k | 105.26 |
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| Stantec (STN) | 0.5 | $987k | 11k | 94.36 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $911k | 10k | 88.49 |
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| Amgen (AMGN) | 0.4 | $880k | 2.7k | 327.33 |
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| Microsoft Corporation (MSFT) | 0.4 | $841k | +2% | 1.7k | 483.72 |
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| Chevron Corporation (CVX) | 0.4 | $824k | 5.4k | 152.40 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $760k | 2.4k | 322.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $753k | +15% | 1.1k | 684.94 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $730k | 6.1k | 120.34 |
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| UnitedHealth (UNH) | 0.3 | $596k | 1.8k | 330.12 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.3 | $539k | +9% | 13k | 40.35 |
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| 3M Company (MMM) | 0.2 | $483k | 3.0k | 160.10 |
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| Caterpillar (CAT) | 0.2 | $419k | 732.00 | 572.87 |
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| Nike CL B (NKE) | 0.2 | $413k | -5% | 6.5k | 63.71 |
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| Simon Property (SPG) | 0.2 | $333k | 1.8k | 185.16 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $327k | 792.00 | 412.77 |
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| Oracle Corporation (ORCL) | 0.2 | $311k | +2% | 1.6k | 194.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $304k | 446.00 | 681.92 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $292k | 2.8k | 103.56 |
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| Apple (AAPL) | 0.1 | $292k | 1.1k | 271.91 |
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| Home Depot (HD) | 0.1 | $262k | +2% | 763.00 | 343.87 |
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| Wal-Mart Stores (WMT) | 0.1 | $261k | 2.3k | 111.41 |
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| Goldman Sachs (GS) | 0.1 | $258k | 294.00 | 879.00 |
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| Abbvie (ABBV) | 0.1 | $203k | 889.00 | 228.36 |
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| Glacier Ban (GBCI) | 0.1 | $202k | -9% | 4.6k | 44.05 |
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| Gabelli Utility Trust (GUT) | 0.1 | $165k | 27k | 6.03 |
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| Telus Ord (TU) | 0.1 | $158k | 12k | 13.17 |
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Past Filings by Piedmont Capital Management
SEC 13F filings are viewable for Piedmont Capital Management going back to 2021
- Piedmont Capital Management 2025 Q4 filed Feb. 13, 2026
- Piedmont Capital Management 2025 Q3 filed Nov. 7, 2025
- Piedmont Capital Management 2025 Q2 filed Aug. 13, 2025
- Piedmont Capital Management 2025 Q1 filed May 14, 2025
- Piedmont Capital Management 2024 Q4 filed Feb. 14, 2025
- Piedmont Capital Management 2024 Q3 filed Nov. 14, 2024
- Piedmont Capital Management 2024 Q2 filed Aug. 14, 2024
- Coco Enterprises 2024 Q1 filed May 13, 2024
- Coco Enterprises 2023 Q3 filed Nov. 13, 2023
- Coco Enterprises 2023 Q2 filed Aug. 11, 2023
- Coco Enterprises 2023 Q1 filed May 15, 2023
- Coco Enterprises 2022 Q4 filed Feb. 13, 2023
- Coco Enterprises 2022 Q3 filed Nov. 18, 2022
- Coco Enterprises 2022 Q2 filed Aug. 10, 2022
- Coco Enterprises 2022 Q1 restated filed Aug. 10, 2022
- Coco Enterprises 2022 Q1 filed May 11, 2022