PIEDMONT INVESTMENT ADVISORS INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2020, never from the firm's own description.
Closest benchmark: the Russell 1000 as of 2020-03-31, active share 24.5%; sector active share 33.0% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
774 tracked positions · as of Mar 31, 2020Sector Breakdown
As of Mar 31, 2020| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.8% | $687,644,530 |
| Healthcare | 14.7% | $362,857,354 |
| Consumer Cyclical | 11.3% | $279,904,850 |
| Communication Services | 11.0% | $271,812,881 |
| Financial Services | 10.7% | $264,151,010 |
| Industrials | 7.2% | $178,447,181 |
| Consumer Defensive | 6.5% | $161,380,550 |
| Real Estate | 3.5% | $86,459,565 |
| Unclassified | 2.3% | $57,331,176 |
| Utilities | 2.0% | $50,496,102 |
| Basic Materials | 1.6% | $40,082,518 |
| Energy | 1.4% | $34,313,268 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
First | 1,137,309 | $179,365,002 | 7.25% | |
| AAPL |
Apple Inc.
Technology
|
First | 621,918 | $158,147,528 | 6.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 62,382 | $121,627,433 | 4.91% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 376,398 | $62,783,186 | 2.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 52,033 | $60,459,744 | 2.44% | |
| V |
Visa Inc.
Financial Services
|
First | 283,444 | $45,668,497 | 1.85% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 37,028 | $43,057,000 | 1.74% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 485,008 | $37,316,499 | 1.51% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 144,826 | $36,116,707 | 1.46% | |
| MA |
Mastercard Inc
Financial Services
|
First | 131,853 | $31,850,410 | 1.29% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 254,198 | $30,529,179 | 1.23% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 700,716 | $27,545,145 | 1.11% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 245,000 | $26,950,000 | 1.09% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 200,815 | $26,332,870 | 1.06% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 63,445 | $23,823,597 | 0.96% | |
| INTC |
Intel Corp
Technology
|
First | 418,349 | $22,641,047 | 0.91% | |
| NVDA |
Nvidia Corp
Technology
|
First | 80,505 | $21,221,118 | 0.86% | |
| CMCSA |
Comcast Corp
Communication Services
|
First | 570,409 | $19,610,673 | 0.79% | |
| ADBE |
Adobe Inc.
Technology
|
First | 61,593 | $19,601,356 | 0.79% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 242,484 | $18,474,855 | 0.75% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
First | 215,646 | $17,842,550 | 0.72% | |
| ORCL |
Oracle Corp
Technology
|
First | 368,347 | $17,802,210 | 0.72% | |
| AMT |
American Tower Corp
Real Estate
|
First | 81,408 | $17,726,592 | 0.72% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 86,895 | $17,616,223 | 0.71% | |
| SPGI |
S&P Global Inc.
Financial Services
|
First | 68,788 | $16,856,500 | 0.68% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 68,107 | $16,148,169 | 0.65% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 111,673 | $16,078,678 | 0.65% | |
| ACN |
Accenture plc
Technology
|
First | 92,558 | $15,111,019 | 0.61% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
First | 267,629 | $14,917,640 | 0.60% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 126,187 | $14,337,354 | 0.58% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 76,643 | $14,310,014 | 0.58% | |
| BAC |
Bank Of America Corp
Financial Services
|
First | 659,501 | $14,001,206 | 0.57% | |
| IBM |
International Business Machines Corp
Technology
|
First | 125,515 | $13,923,375 | 0.56% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
First | 289,123 | $13,822,970 | 0.56% | |
| T |
At&T Inc.
Communication Services
|
First | 466,796 | $13,607,093 | 0.55% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 413,582 | $13,499,298 | 0.55% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 303,551 | $13,432,131 | 0.54% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
First | 47,031 | $13,409,949 | 0.54% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 147,115 | $13,244,763 | 0.54% | |
| PLD |
Prologis, Inc.
Real Estate
|
First | 161,432 | $12,974,289 | 0.52% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 77,206 | $12,766,012 | 0.52% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 90,683 | $12,579,545 | 0.51% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
First | 125,489 | $12,014,316 | 0.49% | |
| CHTR |
Charter Communications, Inc.
Communication Services
|
First | 27,525 | $12,009,432 | 0.49% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 147,540 | $11,642,381 | 0.47% | |
| QCOM |
Qualcomm Inc
Technology
|
First | 164,406 | $11,122,065 | 0.45% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
First | 168,426 | $11,072,325 | 0.45% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
First | 55,352 | $11,048,812 | 0.45% | |
| MDT |
Medtronic plc
Healthcare
|
First | 122,189 | $11,019,004 | 0.45% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 201,177 | $10,809,240 | 0.44% |
Showing the top 50 of 774 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.