Piedmont Capital Management
Latest statistics and disclosures from Piedmont Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, FLQM, SPY, LVHI, and represent 38.36% of Piedmont Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VOO, LVHI, VGT, INTC, FRDM, VEA, STX, ASX, GLW, UNH.
- Started 15 new stock positions in LRCX, INTC, ASX, UMC, MRVL, KO, GLW, LPL, DHI, KLAC. UNH, GS, FRDM, PNC, STX.
- Reduced shares in these 10 stocks: BRK.A (-$6.0M), , BAC, , LMT, PEP, FLQM, RY, Honeywell International, ABT.
- Sold out of its positions in ABT, DUK, XOM, HCA, Honeywell International, LMT, PLTR, PEP, RY, XLY. VOX.
- Piedmont Capital Management was a net seller of stock by $-3.4M.
- Piedmont Capital Management has $164M in assets under management (AUM), dropping by 9.31%.
- Central Index Key (CIK): 0002108281
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Portfolio Holdings for Piedmont Capital Management
Piedmont Capital Management holds 123 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 15.5 | $25M | +3% | 37k | 686.81 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.2 | $12M | +2% | 166k | 71.25 |
|
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 6.1 | $10M | -2% | 173k | 57.88 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.8 | $7.8M | 11k | 746.74 |
|
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 4.7 | $7.8M | +12% | 191k | 40.58 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.1 | $6.7M | -47% | 9.00 | 748850.00 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 4.1 | $6.7M | 28k | 242.43 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $5.5M | 7.3k | 748.89 |
|
|
| Apple (AAPL) | 2.7 | $4.5M | 15k | 289.36 |
|
|
| NVIDIA Corporation (NVDA) | 2.7 | $4.5M | 22k | 200.09 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.6 | $4.2M | 125k | 33.84 |
|
|
| 2023 Etf Series Trust Eagl Cap Sel Etf (EAGL) | 2.4 | $3.9M | +3% | 121k | 32.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $3.3M | 9.3k | 357.37 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.8 | $2.9M | +5% | 93k | 31.71 |
|
| Microsoft Corporation (MSFT) | 1.7 | $2.8M | -3% | 7.5k | 373.04 |
|
| American Express Company (AXP) | 1.4 | $2.3M | 6.9k | 338.25 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $1.8M | 3.7k | 500.39 |
|
|
| Amazon (AMZN) | 1.1 | $1.8M | +4% | 7.4k | 238.34 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $1.6M | +2% | 4.4k | 370.02 |
|
| Advanced Micro Devices (AMD) | 0.9 | $1.4M | 2.5k | 580.91 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $1.4M | +4% | 3.0k | 477.57 |
|
| Micron Technology (MU) | 0.8 | $1.4M | +21% | 1.2k | 1154.29 |
|
| First National Corporation (FXNC) | 0.8 | $1.3M | 43k | 30.02 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $1.2M | 3.9k | 303.12 |
|
|
| Broadcom (AVGO) | 0.7 | $1.2M | 3.1k | 377.75 |
|
|
| Applied Materials (AMAT) | 0.7 | $1.1M | 1.6k | 723.00 |
|
|
| Meta Platforms Cl A (META) | 0.7 | $1.1M | -6% | 2.0k | 563.29 |
|
| Westrock Coffee (WEST) | 0.7 | $1.1M | -9% | 138k | 8.11 |
|
| Spotify Technology S A SHS (SPOT) | 0.6 | $1.1M | 2.3k | 459.13 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.0M | -2% | 871.00 | 1199.43 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $924k | 27k | 34.81 |
|
|
| Home Depot (HD) | 0.6 | $918k | -12% | 2.6k | 352.68 |
|
| Morgan Stanley Com New (MS) | 0.5 | $875k | 4.2k | 209.04 |
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|
| Philip Morris International (PM) | 0.5 | $854k | -2% | 4.7k | 180.91 |
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| Bank of New York Mellon Corporation (BNY) | 0.5 | $848k | 5.9k | 144.61 |
|
|
| Tesla Motors (TSLA) | 0.5 | $836k | -4% | 2.0k | 420.60 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $778k | +26% | 2.2k | 353.33 |
|
| Visa Com Cl A (V) | 0.5 | $755k | +10% | 2.2k | 343.09 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $742k | -6% | 2.3k | 327.33 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $733k | 6.6k | 110.32 |
|
|
| Analog Devices (ADI) | 0.4 | $684k | 1.7k | 397.17 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $681k | +700% | 5.7k | 119.53 |
|
| Cisco Systems (CSCO) | 0.4 | $666k | 5.7k | 117.46 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $651k | -33% | 11k | 56.98 |
|
| Caterpillar (CAT) | 0.4 | $648k | +34% | 608.00 | 1064.90 |
|
| Doordash Cl A (DASH) | 0.4 | $640k | 3.5k | 184.53 |
|
|
| Texas Instruments Incorporated (TXN) | 0.4 | $630k | -9% | 2.1k | 298.07 |
|
| Ameriprise Financial (AMP) | 0.4 | $618k | +2% | 1.3k | 458.76 |
|
| Merck & Co (MRK) | 0.4 | $613k | +11% | 4.8k | 128.50 |
|
| Oracle Corporation (ORCL) | 0.4 | $610k | -4% | 4.2k | 146.55 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $599k | +2% | 301.00 | 1989.44 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $598k | 7.8k | 77.11 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $596k | 7.9k | 75.79 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $590k | 3.6k | 164.27 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $558k | -15% | 4.9k | 113.26 |
|
| Abbvie (ABBV) | 0.3 | $546k | -2% | 2.2k | 251.64 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $523k | 5.0k | 103.88 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $520k | +4% | 1.0k | 513.60 |
|
| Procter & Gamble Company (PG) | 0.3 | $518k | -11% | 3.5k | 146.64 |
|
| Johnson & Johnson (JNJ) | 0.3 | $469k | -18% | 1.8k | 253.97 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $415k | -34% | 8.3k | 49.82 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $404k | -4% | 432.00 | 935.47 |
|
| Chubb (CB) | 0.2 | $392k | -21% | 1.2k | 340.74 |
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| Citigroup Com New (C) | 0.2 | $385k | 2.8k | 139.96 |
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| Intel Corporation (INTC) | 0.2 | $368k | NEW | 2.6k | 139.63 |
|
| EOG Resources (EOG) | 0.2 | $367k | 2.8k | 129.73 |
|
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| Altria (MO) | 0.2 | $356k | -3% | 4.9k | 71.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $355k | 482.00 | 736.40 |
|
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.2 | $345k | NEW | 4.7k | 72.90 |
|
| Wells Fargo & Company (WFC) | 0.2 | $345k | 4.2k | 82.64 |
|
|
| Nextera Energy (NEE) | 0.2 | $338k | 3.9k | 87.77 |
|
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $332k | NEW | 344.00 | 965.00 |
|
| Deere & Company (DE) | 0.2 | $324k | 510.00 | 634.33 |
|
|
| ConocoPhillips (COP) | 0.2 | $323k | -2% | 3.1k | 103.96 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.2 | $317k | NEW | 7.0k | 45.12 |
|
| International Business Machines (IBM) | 0.2 | $316k | +4% | 1.1k | 281.21 |
|
| Republic Services (RSG) | 0.2 | $310k | -2% | 1.5k | 213.08 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $307k | 5.3k | 57.84 |
|
|
| Corning Incorporated (GLW) | 0.2 | $302k | NEW | 1.2k | 255.43 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $298k | -10% | 1.6k | 189.73 |
|
| Waste Management (WM) | 0.2 | $286k | 1.3k | 222.88 |
|
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| Eaton Corp SHS (ETN) | 0.2 | $283k | 663.00 | 426.12 |
|
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| Thermo Fisher Scientific (TMO) | 0.2 | $282k | 562.00 | 501.36 |
|
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| Netflix (NFLX) | 0.2 | $276k | -12% | 3.9k | 71.40 |
|
| TJX Companies (TJX) | 0.2 | $273k | +9% | 1.8k | 151.50 |
|
| UnitedHealth (UNH) | 0.2 | $268k | NEW | 645.00 | 415.63 |
|
| Totalenergies Se Act (TTE) | 0.2 | $263k | 3.4k | 77.76 |
|
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| Chevron Corporation (CVX) | 0.2 | $258k | -40% | 1.6k | 165.76 |
|
| Marvell Technology (MRVL) | 0.2 | $257k | NEW | 862.00 | 297.89 |
|
| Boeing Company (BA) | 0.2 | $255k | -9% | 1.2k | 216.47 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $253k | 1.1k | 236.62 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $253k | +500% | 2.9k | 86.14 |
|
| General Dynamics Corporation (GD) | 0.2 | $252k | 710.00 | 354.24 |
|
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| Lam Research Corp Com New (LRCX) | 0.2 | $251k | NEW | 579.00 | 433.33 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.2 | $249k | 17k | 14.54 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $247k | NEW | 820.00 | 301.71 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $242k | NEW | 8.9k | 27.21 |
|
| Metropcs Communications (TMUS) | 0.1 | $238k | 1.4k | 167.73 |
|
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| McDonald's Corporation (MCD) | 0.1 | $229k | -10% | 846.00 | 270.31 |
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| PNC Financial Services (PNC) | 0.1 | $221k | NEW | 896.00 | 246.22 |
|
| Linde SHS (LIN) | 0.1 | $221k | 425.00 | 518.94 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $218k | 2.9k | 76.55 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $217k | 1.2k | 178.60 |
|
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $216k | 4.0k | 53.62 |
|
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| Goldman Sachs (GS) | 0.1 | $214k | NEW | 212.00 | 1011.37 |
|
| D.R. Horton (DHI) | 0.1 | $210k | NEW | 1.3k | 162.88 |
|
| Coca-Cola Company (KO) | 0.1 | $206k | NEW | 2.5k | 81.27 |
|
| Walt Disney Company (DIS) | 0.1 | $203k | -6% | 2.1k | 96.25 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $190k | 1.3k | 148.31 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $167k | 17k | 9.81 |
|
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| One Group Hospitality In (STKS) | 0.1 | $120k | 60k | 2.01 |
|
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $105k | 550.00 | 190.52 |
|
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $97k | 523.00 | 185.13 |
|
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| Lg Display Spons Adr Rep (LPL) | 0.1 | $90k | NEW | 23k | 3.89 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $85k | +300% | 1.1k | 80.57 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $82k | +300% | 660.00 | 124.17 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $46k | +14% | 20k | 2.25 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $27k | 233.00 | 117.42 |
|
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $22k | 152.00 | 147.41 |
|
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $20k | 160.00 | 127.51 |
|
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| Ishares Tr Us Consum Discre (IYC) | 0.0 | $20k | 200.00 | 101.10 |
|
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $8.4k | 46.00 | 182.28 |
|
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $2.9k | 21.00 | 136.67 |
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Past Filings by Piedmont Capital Management
SEC 13F filings are viewable for Piedmont Capital Management going back to 2026
- Piedmont Capital Management 2026 Q2 filed Aug. 13, 2026
- Piedmont Capital Management 2026 Q1 filed April 21, 2026