Piedmont Capital Management as of June 30, 2026
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 | 37k | 686.81 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.2 | $12M | 166k | 71.25 | |
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 6.1 | $10M | 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 | 191k | 40.58 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.1 | $6.7M | 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 | 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 | 93k | 31.71 | |
| Microsoft Corporation (MSFT) | 1.7 | $2.8M | 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 | 7.4k | 238.34 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $1.6M | 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 | 3.0k | 477.57 | |
| Micron Technology (MU) | 0.8 | $1.4M | 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 | 2.0k | 563.29 | |
| Westrock Coffee (WEST) | 0.7 | $1.1M | 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 | 871.00 | 1199.43 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $924k | 27k | 34.81 | |
| Home Depot (HD) | 0.6 | $918k | 2.6k | 352.68 | |
| Morgan Stanley Com New (MS) | 0.5 | $875k | 4.2k | 209.04 | |
| Philip Morris International (PM) | 0.5 | $854k | 4.7k | 180.91 | |
| Bank of New York Mellon Corporation (BNY) | 0.5 | $848k | 5.9k | 144.61 | |
| Tesla Motors (TSLA) | 0.5 | $836k | 2.0k | 420.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $778k | 2.2k | 353.33 | |
| Visa Com Cl A (V) | 0.5 | $755k | 2.2k | 343.09 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $742k | 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 | 5.7k | 119.53 | |
| Cisco Systems (CSCO) | 0.4 | $666k | 5.7k | 117.46 | |
| Bank of America Corporation (BAC) | 0.4 | $651k | 11k | 56.98 | |
| Caterpillar (CAT) | 0.4 | $648k | 608.00 | 1064.90 | |
| Doordash Cl A (DASH) | 0.4 | $640k | 3.5k | 184.53 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $630k | 2.1k | 298.07 | |
| Ameriprise Financial (AMP) | 0.4 | $618k | 1.3k | 458.76 | |
| Merck & Co (MRK) | 0.4 | $613k | 4.8k | 128.50 | |
| Oracle Corporation (ORCL) | 0.4 | $610k | 4.2k | 146.55 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $599k | 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 | 4.9k | 113.26 | |
| Abbvie (ABBV) | 0.3 | $546k | 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 | 1.0k | 513.60 | |
| Procter & Gamble Company (PG) | 0.3 | $518k | 3.5k | 146.64 | |
| Johnson & Johnson (JNJ) | 0.3 | $469k | 1.8k | 253.97 | |
| Truist Financial Corp equities (TFC) | 0.3 | $415k | 8.3k | 49.82 | |
| Costco Wholesale Corporation (COST) | 0.2 | $404k | 432.00 | 935.47 | |
| Chubb (CB) | 0.2 | $392k | 1.2k | 340.74 | |
| Citigroup Com New (C) | 0.2 | $385k | 2.8k | 139.96 | |
| Intel Corporation (INTC) | 0.2 | $368k | 2.6k | 139.63 | |
| EOG Resources (EOG) | 0.2 | $367k | 2.8k | 129.73 | |
| Altria (MO) | 0.2 | $356k | 4.9k | 71.95 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $355k | 482.00 | 736.40 | |
| Ea Series Trust Freedom 100 Em (FRDM) | 0.2 | $345k | 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 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $332k | 344.00 | 965.00 | |
| Deere & Company (DE) | 0.2 | $324k | 510.00 | 634.33 | |
| ConocoPhillips (COP) | 0.2 | $323k | 3.1k | 103.96 | |
| Ase Technology Hldg Sponsored Ads (ASX) | 0.2 | $317k | 7.0k | 45.12 | |
| International Business Machines (IBM) | 0.2 | $316k | 1.1k | 281.21 | |
| Republic Services (RSG) | 0.2 | $310k | 1.5k | 213.08 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $307k | 5.3k | 57.84 | |
| Corning Incorporated (GLW) | 0.2 | $302k | 1.2k | 255.43 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $298k | 1.6k | 189.73 | |
| Waste Management (WM) | 0.2 | $286k | 1.3k | 222.88 | |
| Eaton Corp SHS (ETN) | 0.2 | $283k | 663.00 | 426.12 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $282k | 562.00 | 501.36 | |
| Netflix (NFLX) | 0.2 | $276k | 3.9k | 71.40 | |
| TJX Companies (TJX) | 0.2 | $273k | 1.8k | 151.50 | |
| UnitedHealth (UNH) | 0.2 | $268k | 645.00 | 415.63 | |
| Totalenergies Se Act (TTE) | 0.2 | $263k | 3.4k | 77.76 | |
| Chevron Corporation (CVX) | 0.2 | $258k | 1.6k | 165.76 | |
| Marvell Technology (MRVL) | 0.2 | $257k | 862.00 | 297.89 | |
| Boeing Company (BA) | 0.2 | $255k | 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 | 2.9k | 86.14 | |
| General Dynamics Corporation (GD) | 0.2 | $252k | 710.00 | 354.24 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $251k | 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 | 820.00 | 301.71 | |
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $242k | 8.9k | 27.21 | |
| Metropcs Communications (TMUS) | 0.1 | $238k | 1.4k | 167.73 | |
| McDonald's Corporation (MCD) | 0.1 | $229k | 846.00 | 270.31 | |
| PNC Financial Services (PNC) | 0.1 | $221k | 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 | |
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $216k | 4.0k | 53.62 | |
| Goldman Sachs (GS) | 0.1 | $214k | 212.00 | 1011.37 | |
| D.R. Horton (DHI) | 0.1 | $210k | 1.3k | 162.88 | |
| Coca-Cola Company (KO) | 0.1 | $206k | 2.5k | 81.27 | |
| Walt Disney Company (DIS) | 0.1 | $203k | 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 | |
| One Group Hospitality In (STKS) | 0.1 | $120k | 60k | 2.01 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $105k | 550.00 | 190.52 | |
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $97k | 523.00 | 185.13 | |
| Lg Display Spons Adr Rep (LPL) | 0.1 | $90k | 23k | 3.89 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $85k | 1.1k | 80.57 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $82k | 660.00 | 124.17 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $46k | 20k | 2.25 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $27k | 233.00 | 117.42 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $22k | 152.00 | 147.41 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $20k | 160.00 | 127.51 | |
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $20k | 200.00 | 101.10 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $8.4k | 46.00 | 182.28 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $2.9k | 21.00 | 136.67 |
