Piedmont Capital Management
Latest statistics and disclosures from Piedmont Capital Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002108281
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Portfolio Holdings for Piedmont Capital Management
Piedmont Capital Management holds 119 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 Index Fds S&p 500 Etf Shs (VOO) | 14.2 | $21M | 36k | 597.55 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 8.1 | $12M | 17.00 | 718140.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.9 | $10M | 162k | 64.08 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 6.5 | $9.8M | 178k | 54.93 |
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| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 4.6 | $6.9M | 171k | 40.54 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.5 | $6.8M | 11k | 650.31 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 3.9 | $5.9M | 28k | 213.67 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $4.8M | 7.3k | 653.21 |
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| NVIDIA Corporation (NVDA) | 2.6 | $3.9M | 23k | 174.40 |
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| Apple (AAPL) | 2.6 | $3.9M | 15k | 253.79 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.4 | $3.7M | 125k | 29.13 |
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| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 2.4 | $3.6M | 117k | 30.42 |
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| Microsoft Corporation (MSFT) | 1.9 | $2.9M | 7.8k | 370.19 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $2.7M | 9.4k | 287.56 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.8 | $2.7M | 88k | 30.68 |
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| American Express Company (AXP) | 1.4 | $2.1M | 7.0k | 302.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.8M | 3.7k | 479.20 |
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| Amazon (AMZN) | 1.0 | $1.5M | 7.1k | 208.27 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.4M | 4.3k | 320.83 |
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| Meta Platforms Cl A (META) | 0.8 | $1.2M | 2.1k | 572.13 |
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| First National Corporation (FXNC) | 0.8 | $1.2M | 43k | 26.92 |
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| Spotify Technology S A SHS (SPOT) | 0.7 | $1.1M | 2.3k | 484.91 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $1.0M | 3.9k | 261.92 |
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| Broadcom (AVGO) | 0.7 | $976k | 3.2k | 309.51 |
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| Home Depot (HD) | 0.7 | $976k | 3.0k | 328.89 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $965k | 2.9k | 337.95 |
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| Bank of America Corporation (BAC) | 0.6 | $839k | 17k | 48.75 |
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| Eli Lilly & Co. (LLY) | 0.5 | $820k | 892.00 | 919.77 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $810k | 27k | 30.50 |
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| Philip Morris International (PM) | 0.5 | $805k | 4.9k | 165.34 |
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| Tesla Motors (TSLA) | 0.5 | $776k | 2.1k | 371.75 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $764k | 4.5k | 169.66 |
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| Wal-Mart Stores (WMT) | 0.5 | $724k | 5.8k | 124.28 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $710k | 2.4k | 294.16 |
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| Bank of New York Mellon Corporation (BK) | 0.5 | $698k | 5.9k | 118.63 |
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| Morgan Stanley Com New (MS) | 0.5 | $692k | 4.2k | 164.57 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $646k | 6.6k | 97.23 |
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| Westrock Coffee (WEST) | 0.4 | $643k | 151k | 4.25 |
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| Oracle Corporation (ORCL) | 0.4 | $640k | 4.4k | 147.11 |
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| Visa Com Cl A (V) | 0.4 | $599k | 2.0k | 302.24 |
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| Ameriprise Financial (AMP) | 0.4 | $587k | 1.3k | 444.40 |
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| Truist Financial Corp equities (TFC) | 0.4 | $584k | 13k | 45.97 |
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| Procter & Gamble Company (PG) | 0.4 | $578k | 4.0k | 144.44 |
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| Johnson & Johnson (JNJ) | 0.4 | $553k | 2.3k | 244.44 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $552k | 7.9k | 70.18 |
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| Analog Devices (ADI) | 0.4 | $550k | 1.7k | 318.14 |
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| Applied Materials (AMAT) | 0.4 | $539k | 1.6k | 341.79 |
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| Chevron Corporation (CVX) | 0.4 | $539k | 2.6k | 206.90 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $523k | 7.8k | 67.53 |
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| Doordash Cl A (DASH) | 0.3 | $522k | 3.5k | 150.15 |
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| Merck & Co (MRK) | 0.3 | $514k | 4.3k | 120.29 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $512k | 3.6k | 142.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $501k | 1.7k | 286.86 |
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| Advanced Micro Devices (AMD) | 0.3 | $500k | 2.5k | 203.43 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $497k | 712.00 | 698.01 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $489k | 5.0k | 97.13 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $485k | 971.00 | 499.66 |
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| Abbvie (ABBV) | 0.3 | $484k | 2.2k | 217.49 |
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| Chubb (CB) | 0.3 | $475k | 1.5k | 325.93 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $456k | 2.3k | 194.14 |
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| Costco Wholesale Corporation (COST) | 0.3 | $449k | 451.00 | 996.43 |
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| Cisco Systems (CSCO) | 0.3 | $445k | 5.7k | 77.59 |
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| Netflix (NFLX) | 0.3 | $426k | 4.4k | 96.15 |
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| ConocoPhillips (COP) | 0.3 | $418k | 3.2k | 132.00 |
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| EOG Resources (EOG) | 0.3 | $413k | 2.9k | 144.57 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $387k | 293.00 | 1320.83 |
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| Nextera Energy (NEE) | 0.2 | $362k | 3.9k | 92.88 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $338k | 1.8k | 192.90 |
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| Altria (MO) | 0.2 | $336k | 5.1k | 65.99 |
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| Wells Fargo & Company (WFC) | 0.2 | $330k | 4.1k | 79.61 |
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| Micron Technology (MU) | 0.2 | $326k | 966.00 | 337.84 |
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| Republic Services (RSG) | 0.2 | $326k | 1.5k | 219.02 |
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| Caterpillar (CAT) | 0.2 | $321k | 453.00 | 708.46 |
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| Citigroup Com New (C) | 0.2 | $318k | 2.8k | 113.41 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $317k | 2.4k | 130.94 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $309k | 5.4k | 57.64 |
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| Totalenergies Se Act (TTE) | 0.2 | $308k | 3.4k | 90.98 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $302k | 499.00 | 604.39 |
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| Waste Management (WM) | 0.2 | $298k | 1.3k | 229.79 |
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| Metropcs Communications (TMUS) | 0.2 | $297k | 1.4k | 210.03 |
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| McDonald's Corporation (MCD) | 0.2 | $293k | 944.00 | 310.79 |
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| Deere & Company (DE) | 0.2 | $290k | 515.00 | 563.30 |
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| Pepsi (PEP) | 0.2 | $287k | 1.8k | 155.29 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $278k | 482.00 | 577.18 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $275k | 560.00 | 491.53 |
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| TJX Companies (TJX) | 0.2 | $263k | 1.6k | 159.70 |
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| Rbc Cad (RY) | 0.2 | $263k | 1.6k | 161.78 |
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| International Business Machines (IBM) | 0.2 | $261k | 1.1k | 242.39 |
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| Boeing Company (BA) | 0.2 | $260k | 1.3k | 199.03 |
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| Honeywell International (HON) | 0.2 | $255k | 1.1k | 226.03 |
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| Abbott Laboratories (ABT) | 0.2 | $249k | 2.4k | 102.67 |
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| General Dynamics Corporation (GD) | 0.2 | $248k | 721.00 | 343.22 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $245k | 1.7k | 146.28 |
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| Eaton Corp SHS (ETN) | 0.2 | $240k | 670.00 | 357.67 |
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| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.2 | $236k | 17k | 13.79 |
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| Hca Holdings (HCA) | 0.2 | $232k | 490.00 | 473.24 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $230k | 1.1k | 215.06 |
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| Walt Disney Company (DIS) | 0.1 | $217k | 2.2k | 96.38 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $214k | 489.00 | 436.79 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $212k | 2.9k | 74.35 |
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| Linde SHS (LIN) | 0.1 | $207k | 418.00 | 495.76 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $199k | 4.0k | 49.37 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $176k | 1.2k | 144.71 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $159k | 1.3k | 124.31 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $148k | 17k | 8.66 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $120k | 1.1k | 109.03 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $114k | 636.00 | 179.86 |
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| One Group Hospitality In (STKS) | 0.1 | $106k | 60k | 1.78 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $85k | 523.00 | 161.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $76k | 265.00 | 287.18 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $73k | 550.00 | 132.90 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $70k | 165.00 | 426.40 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $38k | 18k | 2.12 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $23k | 233.00 | 100.55 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $20k | 152.00 | 132.22 |
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| Ishares Tr Us Consum Discre (IYC) | 0.0 | $19k | 200.00 | 96.92 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $19k | 160.00 | 117.66 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $7.3k | 46.00 | 158.46 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $2.5k | 21.00 | 118.43 |
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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 Q1 filed April 21, 2026