Piedmont Capital Management, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
34 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.8% | $5,665,419 |
| Healthcare | 20.1% | $4,796,994 |
| Unclassified | 14.2% | $3,376,756 |
| Industrials | 10.2% | $2,441,104 |
| Consumer Defensive | 8.2% | $1,959,435 |
| Energy | 7.3% | $1,733,022 |
| Financial Services | 6.2% | $1,470,775 |
| Communication Services | 4.9% | $1,164,561 |
| Consumer Cyclical | 3.5% | $841,080 |
| Real Estate | 1.7% | $403,017 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NKE | NIKE, Inc. | +561 | 7,363 | $302,251 | |
| AAPL | Apple Inc. | +200 | 2,473 | $715,587 | |
| PG | PROCTER & GAMBLE Co | +82 | 1,865 | $273,483 | |
| VIG | Vanguard Dividend Appreciation ETF | +19 | 7,600 | $1,798,312 | |
| GBCI | Glacier Bancorp, Inc. | +11 | 4,601 | $237,319 | |
| SPG | Simon Property Group Inc. | +3 | 1,802 | $403,017 | |
| HD | Home Depot, Inc. | +2 | 900 | $317,412 | |
| ORCL | Oracle Corp | +2 | 1,599 | $234,333 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | −206,622 | 15,681 | $1,245,385 | |
| CSCO | Cisco Systems, Inc. | −717 | 20,334 | $2,388,431 | |
| 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 quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 20,334 | $2,388,431 | 10.01% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 7,600 | $1,798,312 | 7.54% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 17,484 | $1,420,924 | 5.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 5,358 | $1,360,771 | 5.71% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,601 | $1,293,847 | 5.42% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 9,878 | $1,269,323 | 5.32% | |
| GLDM |
World Gold Trust
|
Reduced | 15,681 | $1,245,385 | 5.22% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 27,505 | $1,164,561 | 4.88% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 2,678 | $969,757 | 4.07% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 5,700 | $944,832 | 3.96% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 5,765 | $788,190 | 3.30% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 732 | $779,506 | 3.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 2,357 | $771,516 | 3.23% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 1,846 | $767,252 | 3.22% | |
| STN |
Stantec Inc
Industrials
|
Held | 10,458 | $720,660 | 3.02% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,473 | $715,587 | 3.00% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,806 | $673,674 | 2.82% | |
| MMM |
3M Co
Industrials
|
Reduced | 2,754 | $445,900 | 1.87% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 1,802 | $403,017 | 1.69% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,575 | $359,547 | 1.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 446 | $333,059 | 1.40% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 900 | $317,412 | 1.33% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Added | 7,363 | $302,251 | 1.27% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 294 | $297,342 | 1.25% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,865 | $273,483 | 1.15% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,340 | $265,028 | 1.11% | |
| ECG |
Everus Construction Group, Inc.
Industrials
|
NEW | 1,553 | $257,720 | 1.08% | |
| GBCI |
Glacier Bancorp, Inc.
Financial Services
|
Added | 4,601 | $237,319 | 0.99% | |
| GE |
General Electric Co
Industrials
|
NEW | 635 | $237,318 | 0.99% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,599 | $234,333 | 0.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 929 | $221,417 | 0.93% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 879 | $221,191 | 0.93% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 174 | $208,700 | 0.87% | |
| GUT |
Gabelli Utility Trust
Financial Services
|
Held | 24,977 | $164,598 | 0.69% |
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.