Piedmont Capital Management as of June 30, 2026
Portfolio Holdings for Piedmont Capital Management
Piedmont Capital Management holds 58 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 World Fund Mega Cap Index (MGC) | 15.0 | $30M | 109k | 273.54 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 13.2 | $26M | 165k | 158.31 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.8 | $18M | 26k | 686.38 | |
| Spdr Index Shs Fds State Street Spd (FEZ) | 8.6 | $17M | 252k | 67.85 | |
| Ishares Tr Cores Msci Eafe (IEFA) | 7.3 | $14M | 150k | 96.11 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 5.5 | $11M | 18k | 620.54 | |
| Spdr Series Trust State Street Spd (RWR) | 5.3 | $11M | 93k | 113.81 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 5.3 | $10M | 205k | 50.89 | |
| Ishares Tr Micro-cap Etf (IWC) | 3.1 | $6.2M | 31k | 200.74 | |
| Ea Series Trust Freedom 100 Em (FRDM) | 2.7 | $5.3M | 75k | 69.83 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 2.5 | $5.0M | 245k | 20.36 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $3.9M | 11k | 369.86 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.7 | $3.3M | 114k | 29.09 | |
| Ishares Tr Cre U S Reit Etf | 1.6 | $3.1M | 46k | 66.81 | |
| Vaneck Etf Trust Clo Etf (CLOI) | 1.5 | $2.9M | 55k | 52.76 | |
| Cisco Systems (CSCO) | 1.2 | $2.4M | 20k | 116.53 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $1.8M | 7.6k | 236.48 | |
| Coca-Cola Company (KO) | 0.7 | $1.4M | 18k | 81.32 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.7 | $1.4M | 20k | 69.29 | |
| Invsc Qqq Tr Unit Ser | 0.7 | $1.4M | 1.9k | 726.48 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.4M | 5.4k | 253.50 | |
| International Business Machines (IBM) | 0.7 | $1.3M | 4.6k | 287.81 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.6 | $1.3M | 16k | 80.36 | |
| Merck & Co (MRK) | 0.6 | $1.2M | 9.9k | 125.39 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.6 | $1.2M | 16k | 75.88 | |
| Verizon Communications (VZ) | 0.6 | $1.1M | 28k | 41.74 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.1M | 1.5k | 750.26 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $1.1M | 15k | 73.06 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $966k | 9.9k | 97.19 | |
| Amgen (AMGN) | 0.5 | $965k | 2.7k | 360.41 | |
| Chevron Corporation (CVX) | 0.5 | $947k | 5.7k | 166.14 | |
| UnitedHealth (UNH) | 0.4 | $789k | 1.8k | 427.41 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $787k | 2.4k | 333.74 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $786k | 5.8k | 136.38 | |
| Apple (AAPL) | 0.4 | $729k | 2.5k | 294.79 | |
| Caterpillar (CAT) | 0.4 | $724k | 732.00 | 989.32 | |
| Stantec (STN) | 0.4 | $704k | 11k | 67.31 | |
| Microsoft Corporation (MSFT) | 0.4 | $699k | 1.8k | 387.01 | |
| 3M Company (MMM) | 0.2 | $443k | 2.8k | 160.99 | |
| Simon Property (SPG) | 0.2 | $400k | 1.8k | 221.93 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $349k | 4.0k | 88.04 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $333k | 446.00 | 746.76 | |
| Intel Corporation (INTC) | 0.2 | $328k | 2.6k | 127.19 | |
| Home Depot (HD) | 0.2 | $317k | 900.00 | 352.48 | |
| Nike CL B (NKE) | 0.2 | $312k | 7.4k | 42.39 | |
| Goldman Sachs (GS) | 0.2 | $301k | 294.00 | 1021.95 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $297k | 2.8k | 105.33 | |
| Procter & Gamble Company (PG) | 0.1 | $273k | 1.9k | 146.49 | |
| Wal-Mart Stores (WMT) | 0.1 | $254k | 2.3k | 108.57 | |
| Glacier Ban (GBCI) | 0.1 | $242k | 4.6k | 52.64 | |
| Ge Aerospace Com New (GE) | 0.1 | $237k | 635.00 | 373.64 | |
| Everus Constr Group (ECG) | 0.1 | $237k | 1.6k | 152.55 | |
| Oracle Corporation (ORCL) | 0.1 | $229k | 1.6k | 143.12 | |
| Amazon (AMZN) | 0.1 | $227k | 929.00 | 243.90 | |
| Abbvie (ABBV) | 0.1 | $221k | 879.00 | 251.39 | |
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.1 | $209k | 4.7k | 44.34 | |
| Eli Lilly & Co. (LLY) | 0.1 | $206k | 174.00 | 1185.28 | |
| Gabelli Utility Trust (GUT) | 0.1 | $165k | 25k | 6.59 |
