Piedmont Capital Management, LLC

CIK

1656150

Location

WHITEFISH, MT

Portfolio Value

Small $194,714,868

Diversification

Diversified

Filing Date

Global Rank

#6,574 / 8,794 ▲ 241 · as of Jun 2026

Top Industry

Asset Management 20.3%

Period ended 3 months ago

Filed Aug 13, 2026 · 53d

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

46 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.6%

−1.1 pts

Top 5

66.2%

−8.0 pts

Top 10

87.3%

+1.3 pts

HHI

1,040

Diversified−142

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.9%	$169,242,171	14
Financial Services	3.3%	$6,468,065	5
Technology	2.9%	$5,665,419	6
Healthcare	2.5%	$4,796,994	6
Industrials	1.3%	$2,441,104	5
Consumer Defensive	1.0%	$1,959,435	3
Energy	0.9%	$1,733,022	2
Communication Services	0.6%	$1,164,561	1
Consumer Cyclical	0.4%	$841,080	3
Real Estate	0.2%	$403,017	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	+111,653	112,445	$30,032,873
VB	Vanguard Morningstar Small-Cap ETF	+25,859	36,129	$21,450,293
IVZ	Invesco Ltd.	+13,092	245,326	$4,997,290
AAAA	Amplius Aggressive Asset Allocation ETF	+3,065	75,263	$5,486,672
VIGI	Vanguard International Dividend Appreciation ETF	+877	164,700	$26,027,541
NKE	NIKE, Inc.	+561	7,363	$302,251
BIV	Vanguard Intermediate-Term Bond ETF	+485	15,154	$1,112,455
AAPL	Apple Inc.	+200	2,473	$715,587
PG	PROCTER & GAMBLE Co	+82	1,865	$273,483
—		+73	20,351	$1,414,394
GBCI	Glacier Bancorp, Inc.	+11	4,601	$237,319
SPG	Simon Property Group Inc.	+3	1,802	$403,017
ORCL	Oracle Corp	+2	1,599	$234,333
HD	Home Depot, Inc.	+2	900	$317,412
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−206,622	15,681	$1,245,385
CWI	State Street SPDR MSCI ACWI ex-US ETF	−130,968	251,454	$17,269,860
AFK	VanEck Africa Index ETF	−115,496	204,810	$19,201,653
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−39,492	92,691	$10,471,302
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−14,865	387,090	$32,232,616
CSCO	Cisco Systems, Inc.	−717	20,334	$2,388,431
VIG	Vanguard Dividend Appreciation ETF	−291	17,534	$2,756,247
MRK	Merck & Co., Inc.	−286	9,878	$1,269,323
KO	Coca Cola Co	−269	17,484	$1,420,924
MMM	3M Co	−260	2,754	$445,900
VZ	Verizon Communications Inc	−258	27,505	$1,164,561
XOM	ExxonMobil Holdings Corp	−222	5,765	$788,190
JNJ	Johnson & Johnson	−221	5,358	$1,360,771
IBM	International Business Machines Corp	−118	4,601	$1,293,847
CVX	Chevron Corp	−25	5,700	$944,832
AMGN	Amgen Inc	−9	2,678	$969,757
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,575	$359,547
ECG	Everus Construction Group, Inc.	1,553	$257,720
GE	General Electric Co	635	$237,318
AMZN	Amazon Com Inc	929	$221,417
ABBV	AbbVie Inc.	879	$221,191
LLY	ELI LILLY & Co	174	$208,700
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	4,720	$207,821
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
—		2,229	$285,579
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 tracked positions · $194,714,868 total · filing declares 58 positions · $198,021,249 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	387,090	-14,865	$32,232,616	—	16.55%
EDV	Vanguard World Funds Extended Duration ETF	Added	112,445	+111,653	$30,032,873	+51501.1%	15.42%
VIGI	Vanguard International Dividend Appreciation ETF	Added	164,700	+877	$26,027,541	+7.3%	13.37%
VB	Vanguard Morningstar Small-Cap ETF	Added	36,129	+25,859	$21,450,293	+551.1%	11.02%
AFK	VanEck Africa Index ETF	Reduced	204,810	-115,496	$19,201,653	−4.3%	9.86%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	251,454	-130,968	$17,269,860	−27.3%	8.87%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	92,691	-39,492	$10,471,302	−21.5%	5.38%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	75,263	+3,065	$5,486,672	+39.1%	2.82%
IVZ	Invesco Ltd. Financial Services	Added	245,326	+13,092	$4,997,290	+5.4%	2.57%
VIG	Vanguard Dividend Appreciation ETF	Reduced	17,534	-291	$2,756,247	+8.6%	1.42%
CSCO	Cisco Systems, Inc. Technology	Reduced	20,334	-717	$2,388,431	+46.2%	1.23%
KO	Coca Cola Co Consumer Defensive	Reduced	17,484	-269	$1,420,924	+5.2%	0.73%
		Added	20,351	+73	$1,414,394	+8.4%	0.73%
JNJ	Johnson & Johnson Healthcare	Reduced	5,358	-221	$1,360,771	−0.2%	0.70%
IBM	International Business Machines Corp Technology	Reduced	4,601	-118	$1,293,847	+13.1%	0.66%
MRK	Merck & Co., Inc. Healthcare	Reduced	9,878	-286	$1,269,323	+3.8%	0.65%
GLDM	World Gold Trust	Reduced	15,681	-206,622	$1,245,385	−94.0%	0.64%
VZ	Verizon Communications Inc Communication Services	Reduced	27,505	-258	$1,164,561	−16.4%	0.60%
BIV	Vanguard Intermediate-Term Bond ETF	Added	15,154	+485	$1,112,455	+3.0%	0.57%
AMGN	Amgen Inc Healthcare	Reduced	2,678	-9	$969,757	+2.6%	0.50%
CVX	Chevron Corp Energy	Reduced	5,700	-25	$944,832	−20.2%	0.49%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,765	-222	$788,190	−22.4%	0.40%
CAT	Caterpillar Inc Industrials	Held	732	0	$779,506	+50.3%	0.40%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,357	0	$771,516	+11.3%	0.40%
UNH	Unitedhealth Group Inc Healthcare	Held	1,846	0	$767,252	+53.6%	0.39%
STN	Stantec Inc Industrials	Held	10,458	0	$720,660	−20.2%	0.37%
AAPL	Apple Inc. Technology	Added	2,473	+200	$715,587	+24.0%	0.37%
MSFT	Microsoft Corp Technology	Held	1,806	0	$673,674	+0.8%	0.35%
MMM	3M Co Industrials	Reduced	2,754	-260	$445,900	+1.9%	0.23%
SPG	Simon Property Group Inc. Real Estate	Added	1,802	+3	$403,017	+20.1%	0.21%
INTC	Intel Corp Technology	NEW	2,575	NEW	$359,547	NEW	0.18%
SPY	Spdr S&P 500 ETF Trust	Held	446	0	$333,059	+14.8%	0.17%
HD	Home Depot, Inc. Consumer Cyclical	Added	900	+2	$317,412	+7.5%	0.16%
NKE	NIKE, Inc. Consumer Cyclical	Added	7,363	+561	$302,251	−15.9%	0.16%
GS	Goldman Sachs Group Inc Financial Services	Held	294	0	$297,342	+19.5%	0.15%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,865	+82	$273,483	+6.2%	0.14%
WMT	Walmart Inc. Consumer Defensive	Held	2,340	0	$265,028	−8.9%	0.14%
ECG	Everus Construction Group, Inc. Industrials	NEW	1,553	NEW	$257,720	NEW	0.13%
GBCI	Glacier Bancorp, Inc. Financial Services	Added	4,601	+11	$237,319	+15.7%	0.12%
GE	General Electric Co Industrials	NEW	635	NEW	$237,318	NEW	0.12%
ORCL	Oracle Corp Technology	Added	1,599	+2	$234,333	−0.3%	0.12%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	929	NEW	$221,417	NEW	0.11%
ABBV	AbbVie Inc. Healthcare	NEW	879	NEW	$221,191	NEW	0.11%
LLY	ELI LILLY & Co Healthcare	NEW	174	NEW	$208,700	NEW	0.11%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	NEW	4,720	NEW	$207,821	NEW	0.11%
GUT	Gabelli Utility Trust Financial Services	Held	24,977	0	$164,598	+8.9%	0.08%

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.