Coco Enterprises
Latest statistics and disclosures from Piedmont Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VYM, FEZ, PVAL, GLDM, IEFA, and represent 55.05% of Piedmont Capital Management's stock portfolio.
- Added to shares of these 10 stocks: PVAL (+$23M), RWR (+$14M), FRDM, IWC, FLOT, FEZ, AAPL, PG, BKLN, ANGL.
- Started 5 new stock positions in PVAL, FRDM, RWR, IWC, PG.
- Reduced shares in these 10 stocks: VUG (-$24M), VOO (-$14M), IWP (-$7.2M), , , GDX, GLDM, XLRE, , AOR.
- Sold out of its positions in ABBV, SLV, GLD, XLRE, TU, VOO, VUG.
- Piedmont Capital Management was a net seller of stock by $-2.7M.
- Piedmont Capital Management has $197M in assets under management (AUM), dropping by 0.33%.
- Central Index Key (CIK): 0001656150
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Portfolio Holdings for Piedmont Capital Management
Piedmont Capital Management holds 50 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds High Div Yld (VYM) | 12.4 | $24M | 164k | 148.34 |
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| Spdr Index Shs Fds State Street Spd (FEZ) | 12.2 | $24M | +2% | 382k | 62.88 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 11.6 | $23M | NEW | 487k | 46.83 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 10.4 | $21M | -2% | 222k | 92.36 |
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| Ishares Tr Cores Msci Eafe (IEFA) | 8.4 | $17M | 180k | 91.89 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 7.1 | $14M | -3% | 148k | 94.20 |
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| Spdr Series Trust State Street Spd (RWR) | 6.9 | $14M | NEW | 132k | 102.64 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 5.1 | $10M | +7% | 197k | 50.77 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 2.4 | $4.8M | +3% | 232k | 20.49 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 2.0 | $4.0M | NEW | 72k | 55.67 |
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| Ishares Tr Micro-cap Etf (IWC) | 2.0 | $3.9M | NEW | 24k | 163.66 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $3.3M | 10k | 324.76 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.7 | $3.3M | +4% | 114k | 28.86 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 1.5 | $2.9M | +4% | 56k | 52.52 |
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| Ishares Tr Cre U S Reit Etf | 1.4 | $2.8M | -2% | 46k | 60.23 |
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| Cisco Systems (CSCO) | 0.9 | $1.7M | -4% | 21k | 79.62 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $1.6M | 7.6k | 216.36 |
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| Coca-Cola Company (KO) | 0.7 | $1.4M | 18k | 77.14 |
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| Verizon Communications (VZ) | 0.7 | $1.4M | +2% | 28k | 49.23 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.4M | 5.6k | 242.11 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.7 | $1.3M | -13% | 20k | 64.53 |
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| Merck & Co (MRK) | 0.6 | $1.2M | +4% | 10k | 120.71 |
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| International Business Machines (IBM) | 0.6 | $1.2M | -4% | 4.7k | 245.70 |
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| Chevron Corporation (CVX) | 0.6 | $1.1M | +5% | 5.7k | 197.86 |
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| Invsc Qqq Tr Unit Ser | 0.5 | $1.1M | 1.8k | 587.42 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $1.1M | 15k | 73.54 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $970k | 6.0k | 161.99 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $927k | 10k | 90.47 |
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| Amgen (AMGN) | 0.5 | $923k | 2.7k | 343.32 |
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| Stantec (STN) | 0.5 | $920k | 11k | 87.93 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $814k | +11% | 1.2k | 660.87 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $699k | 2.4k | 296.35 |
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| Microsoft Corporation (MSFT) | 0.3 | $672k | +3% | 1.8k | 371.82 |
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| Apple (AAPL) | 0.3 | $589k | +112% | 2.3k | 258.94 |
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| Caterpillar (CAT) | 0.3 | $524k | 732.00 | 716.01 |
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| UnitedHealth (UNH) | 0.3 | $520k | +2% | 1.8k | 281.82 |
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| 3M Company (MMM) | 0.2 | $437k | 3.0k | 144.98 |
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| Simon Property (SPG) | 0.2 | $341k | 1.8k | 189.57 |
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| Nike CL B (NKE) | 0.2 | $300k | +5% | 6.8k | 44.06 |
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| Wal-Mart Stores (WMT) | 0.2 | $296k | 2.3k | 126.33 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $295k | 792.00 | 372.92 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $293k | 446.00 | 657.85 |
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| Home Depot (HD) | 0.1 | $292k | +17% | 898.00 | 325.11 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $289k | -96% | 2.2k | 129.71 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $273k | 2.8k | 96.72 |
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| Goldman Sachs (GS) | 0.1 | $255k | 294.00 | 865.89 |
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| Procter & Gamble Company (PG) | 0.1 | $254k | NEW | 1.8k | 142.36 |
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| Oracle Corporation (ORCL) | 0.1 | $231k | 1.6k | 144.74 |
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| Glacier Ban (GBCI) | 0.1 | $211k | 4.6k | 45.98 |
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| Gabelli Utility Trust (GUT) | 0.1 | $150k | -8% | 25k | 6.00 |
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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 2026 Q1 filed May 15, 2026
- 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