Piedmont Capital Management as of March 31, 2026
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 | |
| Spdr Index Shs Fds State Street Spd (FEZ) | 12.2 | $24M | 382k | 62.88 | |
| Putnam Etf Trust Focused Lar Cap (PVAL) | 11.6 | $23M | 487k | 46.83 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 10.4 | $21M | 222k | 92.36 | |
| Ishares Tr Cores Msci Eafe (IEFA) | 8.4 | $17M | 180k | 91.89 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 7.1 | $14M | 148k | 94.20 | |
| Spdr Series Trust State Street Spd (RWR) | 6.9 | $14M | 132k | 102.64 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 5.1 | $10M | 197k | 50.77 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 2.4 | $4.8M | 232k | 20.49 | |
| Ea Series Trust Freedom 100 Em (FRDM) | 2.0 | $4.0M | 72k | 55.67 | |
| Ishares Tr Micro-cap Etf (IWC) | 2.0 | $3.9M | 24k | 163.66 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $3.3M | 10k | 324.76 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.7 | $3.3M | 114k | 28.86 | |
| Vaneck Etf Trust Clo Etf (CLOI) | 1.5 | $2.9M | 56k | 52.52 | |
| Ishares Tr Cre U S Reit Etf | 1.4 | $2.8M | 46k | 60.23 | |
| Cisco Systems (CSCO) | 0.9 | $1.7M | 21k | 79.62 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $1.6M | 7.6k | 216.36 | |
| Coca-Cola Company (KO) | 0.7 | $1.4M | 18k | 77.14 | |
| Verizon Communications (VZ) | 0.7 | $1.4M | 28k | 49.23 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.4M | 5.6k | 242.11 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.7 | $1.3M | 20k | 64.53 | |
| Merck & Co (MRK) | 0.6 | $1.2M | 10k | 120.71 | |
| International Business Machines (IBM) | 0.6 | $1.2M | 4.7k | 245.70 | |
| Chevron Corporation (CVX) | 0.6 | $1.1M | 5.7k | 197.86 | |
| Invsc Qqq Tr Unit Ser | 0.5 | $1.1M | 1.8k | 587.42 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $1.1M | 15k | 73.54 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $970k | 6.0k | 161.99 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $927k | 10k | 90.47 | |
| Amgen (AMGN) | 0.5 | $923k | 2.7k | 343.32 | |
| Stantec (STN) | 0.5 | $920k | 11k | 87.93 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $814k | 1.2k | 660.87 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $699k | 2.4k | 296.35 | |
| Microsoft Corporation (MSFT) | 0.3 | $672k | 1.8k | 371.82 | |
| Apple (AAPL) | 0.3 | $589k | 2.3k | 258.94 | |
| Caterpillar (CAT) | 0.3 | $524k | 732.00 | 716.01 | |
| UnitedHealth (UNH) | 0.3 | $520k | 1.8k | 281.82 | |
| 3M Company (MMM) | 0.2 | $437k | 3.0k | 144.98 | |
| Simon Property (SPG) | 0.2 | $341k | 1.8k | 189.57 | |
| Nike CL B (NKE) | 0.2 | $300k | 6.8k | 44.06 | |
| Wal-Mart Stores (WMT) | 0.2 | $296k | 2.3k | 126.33 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $295k | 792.00 | 372.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $293k | 446.00 | 657.85 | |
| Home Depot (HD) | 0.1 | $292k | 898.00 | 325.11 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $289k | 2.2k | 129.71 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $273k | 2.8k | 96.72 | |
| Goldman Sachs (GS) | 0.1 | $255k | 294.00 | 865.89 | |
| Procter & Gamble Company (PG) | 0.1 | $254k | 1.8k | 142.36 | |
| Oracle Corporation (ORCL) | 0.1 | $231k | 1.6k | 144.74 | |
| Glacier Ban (GBCI) | 0.1 | $211k | 4.6k | 45.98 | |
| Gabelli Utility Trust (GUT) | 0.1 | $150k | 25k | 6.00 |
