Piedmont Capital Management, LLC/NC

CIK

2108281

Location

GREENSBORO, NC

Portfolio Value

Small $163,804,715

Diversification

Diversified

Filing Date

Global Rank

#7,105 / 8,798 ▼ 222 · as of Jun 2026

Top Industry

Semiconductors 18.1%

Period ended 3 months ago

Filed Aug 13, 2026 · 57d

3 quarters · since Dec 2025

Clone Performance

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

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Portfolio Concentration

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

Top Position

17.4%

−0.2 pts

Top 5

45.8%

−2.4 pts

Top 10

65.7%

−1.1 pts

HHI

629

Diversified−27

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	58.5%	$95,832,274	13
Technology	14.8%	$24,195,784	24
Financial Services	12.1%	$19,815,707	19
Communication Services	4.3%	$7,007,179	6
Consumer Cyclical	3.0%	$4,989,882	8
Consumer Defensive	2.6%	$4,318,123	8
Healthcare	2.0%	$3,222,753	6
Industrials	1.6%	$2,653,706	8
Energy	0.7%	$1,210,317	4
Utilities	0.2%	$338,441	1
Basic Materials	0.1%	$220,549	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	+20,646	191,357	$7,766,223
FNDA	Schwab Fundamental U.S. Small Company ETF	+5,005	244,957	$8,117,039
VEA	Vanguard FTSE Developed Markets ETF	+4,710	166,333	$11,851,226
VB	Vanguard Morningstar Small-Cap ETF	+4,641	49,201	$28,501,963
—		+4,350	121,415	$3,905,920
EDV	Vanguard World Funds Extended Duration ETF	+4,350	5,698	$681,024
WIT	Wipro Ltd	+2,607	20,315	$45,708
MRK	Merck & Co., Inc.	+496	4,767	$612,559
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+495	72,534	$16,001,577
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
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
BUYZ	Franklin Disruptive Commerce ETF	−4,798	172,917	$10,009,300
TFC	Truist Financial Corp	−4,382	8,319	$414,452
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−1,100	1,073	$201,661
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,635	$367,925
AAAA	Amplius Aggressive Asset Allocation ETF	4,731	$344,889
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

98 tracked positions · $163,804,715 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 98 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	49,201	+4,641	$28,501,963	+20.1%	17.40%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	72,534	+495	$16,001,577	—	9.77%
VEA	Vanguard FTSE Developed Markets ETF	Added	166,333	+4,710	$11,851,226	+14.4%	7.23%
BUYZ	Franklin Disruptive Commerce ETF	Reduced	172,917	-4,798	$10,009,300	+2.5%	6.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,698	-61	$8,585,588	−38.7%	5.24%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	244,957	+5,005	$8,117,039	+13.3%	4.96%
SPY	Spdr S&P 500 ETF Trust	Added	10,503	+30	$7,843,325	+15.2%	4.79%
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	Added	191,357	+20,646	$7,766,223	+12.2%	4.74%
AAPL	Apple Inc. Technology	Added	15,409	+38	$4,458,748	+14.3%	2.72%
NVDA	Nvidia Corp Technology	Reduced	22,256	-327	$4,453,203	+13.1%	2.72%
GOOGL	Alphabet Inc. Communication Services	Added	11,545	+376	$4,116,939	+28.2%	2.51%
		Added	121,415	+4,350	$3,905,920	+9.7%	2.38%
MSFT	Microsoft Corp Technology	Reduced	7,510	-250	$2,801,380	−2.5%	1.71%
AXP	American Express Co Financial Services	Reduced	6,882	-126	$2,327,836	+9.8%	1.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,402	+322	$1,764,192	+19.6%	1.08%
AMD	Advanced Micro Devices Inc Technology	Added	2,461	+2	$1,429,619	+185.8%	0.87%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,977	+122	$1,421,725	+47.4%	0.87%
MU	Micron Technology Inc Technology	Added	1,172	+206	$1,352,827	+314.5%	0.83%
FXNC	First National Corp /Va/ Financial Services	Held	42,955	0	$1,289,509	+11.5%	0.79%
AVGO	Broadcom Inc. Technology	Reduced	3,129	-25	$1,181,979	+21.1%	0.72%
AMAT	Applied Materials Inc /De Technology	Held	1,578	0	$1,140,894	+111.5%	0.70%
META	Meta Platforms, Inc. Communication Services	Reduced	1,984	-127	$1,117,567	−7.5%	0.68%
WEST	Westrock Coffee Co Consumer Defensive	Reduced	137,488	-13,866	$1,115,027	+73.3%	0.68%
SPOT	Spotify Technology S.A. Communication Services	Added	2,300	+15	$1,055,999	−4.7%	0.64%
LLY	ELI LILLY & Co Healthcare	Reduced	871	-21	$1,044,703	+27.3%	0.64%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,604	-363	$918,378	−5.9%	0.56%
MS	Morgan Stanley Financial Services	Reduced	4,185	-20	$874,832	+26.4%	0.53%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	4,722	-145	$854,257	+6.2%	0.52%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	5,865	-17	$848,137	+21.5%	0.52%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,987	-101	$835,732	+7.7%	0.51%
V	Visa Inc. Financial Services	Added	2,201	+218	$755,141	+26.0%	0.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,268	-147	$742,384	+4.5%	0.45%
ADI	Analog Devices Inc Technology	Reduced	1,723	-7	$684,323	+24.3%	0.42%
EDV	Vanguard World Funds Extended Duration ETF	Added	5,698	+4,350	$681,024	+285.9%	0.42%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,669	-70	$665,880	+49.5%	0.41%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	11,421	-5,798	$650,768	−22.5%	0.40%
CAT	Caterpillar Inc Industrials	Added	608	+155	$647,459	+101.7%	0.40%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	3,467	-6	$639,765	+22.7%	0.39%
TXN	Texas Instruments Inc Technology	Reduced	2,113	-233	$629,821	+38.3%	0.38%
AMP	Ameriprise Financial Inc Financial Services	Added	1,348	+28	$618,408	+5.4%	0.38%
MRK	Merck & Co., Inc. Healthcare	Added	4,767	+496	$612,559	+19.2%	0.37%
ORCL	Oracle Corp Technology	Reduced	4,165	-187	$610,380	−4.7%	0.37%
ASML	Asml Holding NV Technology	Added	301	+8	$598,821	+54.7%	0.37%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,930	-897	$558,371	−22.9%	0.34%
ABBV	AbbVie Inc. Healthcare	Reduced	2,171	-55	$546,310	+12.8%	0.33%
MA	Mastercard Inc Financial Services	Added	1,012	+41	$519,763	+7.1%	0.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,534	-468	$518,225	−10.3%	0.32%
JNJ	Johnson & Johnson Healthcare	Reduced	1,848	-416	$469,336	−15.2%	0.29%
TFC	Truist Financial Corp Financial Services	Reduced	8,319	-4,382	$414,452	−29.0%	0.25%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	432	-19	$404,123	−10.1%	0.25%

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.