Piedmont Capital Management

Piedmont Capital Management as of March 31, 2026

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