Piedmont Capital Management, LLC/NC

CIK

2108281

Location

GREENSBORO, NC

Portfolio Value

Micro $93,147,052

Diversification

Diversified

Filing Date

Global Rank

#6,051 / 8,517 ▲ 270

Top Industry

Semiconductors 18.2%

3Y Alpha vs SPY

-5.2%

Period ended 46 days ago

Filed Aug 13, 2026 · 2d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+11.6%

SPY

+13.9%

Annualised alpha

-5.2%

Max drawdown

−8.4%

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 3 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

12.7%

−3.2 pts

Top 5

39.9%

−4.5 pts

Top 10

55.9%

−3.5 pts

HHI

455

Diversified−116

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	27.3%	$25,390,766	6
Technology	26.0%	$24,195,784	24
Financial Services	21.0%	$19,599,552	18
Communication Services	7.5%	$7,007,179	6
Consumer Cyclical	5.4%	$4,989,882	8
Consumer Defensive	4.6%	$4,318,123	8
Healthcare	3.5%	$3,222,753	6
Industrials	2.8%	$2,653,706	8
Energy	1.3%	$1,210,317	4
Utilities	0.4%	$338,441	1
Basic Materials	0.2%	$220,549	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+4,710	166,333	$11,851,226
EAGL	Eagle Capital Select Equity ETF	+4,350	121,415	$3,905,920
WIT	Wipro Ltd	+2,607	20,315	$45,708
MRK	Merck & Co., Inc.	+496	4,767	$612,559
GOOGL	Alphabet Inc.	+376	11,545	$4,116,939
AMZN	Amazon Com Inc	+322	7,402	$1,764,192
V	Visa Inc.	+218	2,201	$755,141
MU	Micron Technology Inc	+206	1,172	$1,352,827
CAT	Caterpillar Inc	+155	608	$647,459
TJX	Tjx Companies Inc /De/	+153	1,802	$273,003
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+122	2,977	$1,421,725
IBM	International Business Machines Corp	+44	1,122	$315,517
MA	Mastercard Inc	+41	1,012	$519,763
AAPL	Apple Inc.	+38	15,409	$4,458,748
SPY	Spdr S&P 500 ETF Trust	+30	10,503	$7,843,325
WFC	Wells Fargo & Company/Mn	+30	4,170	$344,608
AMP	Ameriprise Financial Inc	+28	1,348	$618,408
SPOT	Spotify Technology S.A.	+15	2,300	$1,055,999
ASML	Asml Holding NV	+8	301	$598,821
LIN	Linde PLC	+7	425	$220,549
TMUS	T-Mobile US, Inc.	+6	1,419	$238,008
AMD	Advanced Micro Devices Inc	+2	2,461	$1,429,619
TMO	Thermo Fisher Scientific Inc.	+2	562	$281,764
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WEST	Westrock Coffee Co	−13,866	137,488	$1,115,027
BAC	Bank Of America Corp /De/	−5,798	11,421	$650,768
TFC	Truist Financial Corp	−4,382	8,319	$414,452
CVX	Chevron Corp	−1,049	1,556	$257,922
WMT	Walmart Inc.	−897	4,930	$558,371
NFLX	Netflix Inc	−566	3,861	$275,675
PG	PROCTER & GAMBLE Co	−468	3,534	$518,225
JNJ	Johnson & Johnson	−416	1,848	$469,336
HD	Home Depot, Inc.	−363	2,604	$918,378
NVDA	Nvidia Corp	−327	22,256	$4,453,203
CB	Chubb Ltd	−307	1,150	$391,851
MSFT	Microsoft Corp	−250	7,510	$2,801,380
TXN	Texas Instruments Inc	−233	2,113	$629,821
ORCL	Oracle Corp	−187	4,165	$610,380
RTX	RTX Corp	−184	1,568	$297,496
MO	Altria Group, Inc.	−156	4,941	$355,504
JPM	Jpmorgan Chase & Co	−147	2,268	$742,384
PM	Philip Morris International Inc.	−145	4,722	$854,257
DIS	Walt Disney Co	−137	2,109	$202,991
BA	Boeing Co	−129	1,177	$254,785
META	Meta Platforms, Inc.	−127	1,984	$1,117,567
AXP	American Express Co	−126	6,882	$2,327,836
TSLA	Tesla, Inc.	−101	1,987	$835,732
MCD	Mcdonalds Corp	−98	846	$228,682
CSCO	Cisco Systems, Inc.	−70	5,669	$665,880
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,635	$367,925
STX	Seagate Technology Holdings plc	344	$331,960
ASX	ASE Technology Holding Co., Ltd.	7,016	$316,561
GLW	Corning Inc /Ny	1,182	$301,918
UNH	Unitedhealth Group Inc	645	$268,081
MRVL	Marvell Technology, Inc.	862	$256,781
LRCX	Lam Research Corp	579	$250,898
KLAC	Kla Corp	820	$247,402
UMC	United Microelectronics Corp	8,876	$241,515
PNC	Pnc Financial Services Group, Inc.	896	$220,613
GS	Goldman Sachs Group Inc	212	$214,410
DHI	Horton D R Inc /De/	1,291	$210,278
KO	Coca Cola Co	2,532	$205,775
LPL	LG Display Co., Ltd.	23,136	$89,999
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	4,502	$763,809
DUK	Duke Energy CORP	2,420	$316,874
LMT	Lockheed Martin Corp	499	$301,590
PEP	Pepsico Inc	1,849	$287,131
RY	Royal Bank Of Canada	1,624	$262,730
HON	Honeywell International Inc	1,127	$254,735
ABT	Abbott Laboratories	2,423	$248,769
PLTR	Palantir Technologies Inc.	1,676	$245,165
HCA	HCA Healthcare, Inc.	490	$231,887
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $93,147,052 total · filing declares 123 positions · $163,804,352 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	166,333	+4,710	$11,851,226	+14.4%	12.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,698	-61	$8,585,588	−38.7%	9.22%
SPY	Spdr S&P 500 ETF Trust	Added	10,503	+30	$7,843,325	+15.2%	8.42%
AAPL	Apple Inc. Technology	Added	15,409	+38	$4,458,748	+14.3%	4.79%
NVDA	Nvidia Corp Technology	Reduced	22,256	-327	$4,453,203	+13.1%	4.78%
GOOGL	Alphabet Inc. Communication Services	Added	11,545	+376	$4,116,939	+28.2%	4.42%
EAGL	Eagle Capital Select Equity ETF	Added	121,415	+4,350	$3,905,920	+9.7%	4.19%
MSFT	Microsoft Corp Technology	Reduced	7,510	-250	$2,801,380	−2.5%	3.01%
AXP	American Express Co Financial Services	Reduced	6,882	-126	$2,327,836	+9.8%	2.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,402	+322	$1,764,192	+19.6%	1.89%
AMD	Advanced Micro Devices Inc Technology	Added	2,461	+2	$1,429,619	+185.8%	1.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,977	+122	$1,421,725	+47.4%	1.53%
MU	Micron Technology Inc Technology	Added	1,172	+206	$1,352,827	+314.5%	1.45%
FXNC	First National Corp /Va/ Financial Services	Held	42,955	0	$1,289,509	+11.5%	1.38%
VB	Vanguard Morningstar Small-Cap ETF	Held	3,900	0	$1,182,168	+15.7%	1.27%
AVGO	Broadcom Inc. Technology	Reduced	3,129	-25	$1,181,979	+21.1%	1.27%
AMAT	Applied Materials Inc /De Technology	Held	1,578	0	$1,140,894	+111.5%	1.22%
META	Meta Platforms, Inc. Communication Services	Reduced	1,984	-127	$1,117,567	−7.5%	1.20%
WEST	Westrock Coffee Co Consumer Defensive	Reduced	137,488	-13,866	$1,115,027	+73.3%	1.20%
SPOT	Spotify Technology S.A. Communication Services	Added	2,300	+15	$1,055,999	−4.7%	1.13%
LLY	ELI LILLY & Co Healthcare	Reduced	871	-21	$1,044,703	+27.3%	1.12%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,604	-363	$918,378	−5.9%	0.99%
MS	Morgan Stanley Financial Services	Reduced	4,185	-20	$874,832	+26.4%	0.94%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	4,722	-145	$854,257	+6.2%	0.92%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	5,865	-17	$848,137	+21.5%	0.91%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,987	-101	$835,732	+7.7%	0.90%
V	Visa Inc. Financial Services	Added	2,201	+218	$755,141	+26.0%	0.81%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,268	-147	$742,384	+4.5%	0.80%
ADI	Analog Devices Inc Technology	Reduced	1,723	-7	$684,323	+24.3%	0.73%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,669	-70	$665,880	+49.5%	0.71%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	11,421	-5,798	$650,768	−22.5%	0.70%
CAT	Caterpillar Inc Industrials	Added	608	+155	$647,459	+101.7%	0.70%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	3,467	-6	$639,765	+22.7%	0.69%
TXN	Texas Instruments Inc Technology	Reduced	2,113	-233	$629,821	+38.3%	0.68%
AMP	Ameriprise Financial Inc Financial Services	Added	1,348	+28	$618,408	+5.4%	0.66%
MRK	Merck & Co., Inc. Healthcare	Added	4,767	+496	$612,559	+19.2%	0.66%
ORCL	Oracle Corp Technology	Reduced	4,165	-187	$610,380	−4.7%	0.66%
ASML	Asml Holding NV Technology	Added	301	+8	$598,821	+54.7%	0.64%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,930	-897	$558,371	−22.9%	0.60%
ABBV	AbbVie Inc. Healthcare	Reduced	2,171	-55	$546,310	+12.8%	0.59%
MA	Mastercard Inc Financial Services	Added	1,012	+41	$519,763	+7.1%	0.56%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,534	-468	$518,225	−10.3%	0.56%
JNJ	Johnson & Johnson Healthcare	Reduced	1,848	-416	$469,336	−15.2%	0.50%
TFC	Truist Financial Corp Financial Services	Reduced	8,319	-4,382	$414,452	−29.0%	0.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	432	-19	$404,123	−10.1%	0.43%
CB	Chubb Ltd Financial Services	Reduced	1,150	-307	$391,851	−17.5%	0.42%
C	Citigroup Inc Financial Services	Reduced	2,751	-56	$385,029	+20.9%	0.41%
INTC	Intel Corp Technology	NEW	2,635	NEW	$367,925	NEW	0.39%
EOG	Eog Resources Inc Energy	Reduced	2,829	-27	$367,006	−11.1%	0.39%
MO	Altria Group, Inc. Consumer Defensive	Reduced	4,941	-156	$355,504	+5.7%	0.38%

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.