Piedmont Capital Management, LLC/NC

CIK

2108281

Location

GREENSBORO, NC

Portfolio Value

Micro $59,250,399

Diversification

Diversified

Filing Date

Global Rank

#6,597 / 8,603 ▲ 69 · as of Mar 2026

Top Industry

Semiconductors 14.8%

3Y Alpha vs SPY

+2.5%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+10.8%

SPY

+10.0%

Annualised alpha

+2.4%

Max drawdown

−8.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

80 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.5%

−0.0 pts

Top 5

34.1%

−1.7 pts

Top 10

47.2%

−2.5 pts

HHI

350

Diversified−22

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.8%	$17,041,321	16
Financial Services	20.3%	$12,033,201	17
Unclassified	12.0%	$7,089,210	2
Communication Services	10.1%	$5,964,072	6
Consumer Cyclical	7.4%	$4,410,918	7
Consumer Defensive	7.0%	$4,131,665	8
Healthcare	5.3%	$3,127,648	7
Industrials	4.9%	$2,888,031	10
Energy	2.8%	$1,677,908	4
Utilities	1.1%	$679,198	2
Basic Materials	0.3%	$207,227	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+817	4,427	$425,656
ORCL	Oracle Corp	+560	4,352	$640,222
ABBV	AbbVie Inc.	+472	2,226	$484,132
GOOGL	Alphabet Inc.	+294	9,422	$2,709,390
BA	Boeing Co	+289	1,306	$259,933
META	Meta Platforms, Inc.	+244	2,111	$1,207,766
V	Visa Inc.	+243	1,983	$599,341
ADI	Analog Devices Inc	+214	1,730	$550,382
CSCO	Cisco Systems, Inc.	+179	5,739	$445,289
DUK	Duke Energy CORP	+170	2,420	$316,874
MSFT	Microsoft Corp	+166	7,760	$2,872,519
HD	Home Depot, Inc.	+156	2,967	$975,816
PEP	Pepsico Inc	+144	1,849	$287,131
PM	Philip Morris International Inc.	+116	4,867	$804,709
TXN	Texas Instruments Inc	+110	2,346	$455,452
AMZN	Amazon Com Inc	+107	7,080	$1,474,551
JNJ	Johnson & Johnson	+89	2,264	$553,412
ABT	Abbott Laboratories	+84	2,423	$248,769
NEE	Nextera Energy Inc	+76	3,901	$362,324
TSLA	Tesla, Inc.	+69	2,088	$776,214
AMD	Advanced Micro Devices Inc	+66	2,459	$500,234
CAT	Caterpillar Inc	+65	453	$320,932
JPM	Jpmorgan Chase & Co	+47	2,415	$710,396
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+32	2,855	$964,847
LLY	ELI LILLY & Co	+32	892	$820,434
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	−7,212	17,708	$37,540
WEST	Westrock Coffee Co	−7,000	151,354	$643,254
AAPL	Apple Inc.	−625	15,371	$3,901,006
MRK	Merck & Co., Inc.	−253	4,271	$513,758
MDLZ	Mondelez International, Inc.	−217	5,354	$308,604
DIS	Walt Disney Co	−176	2,246	$216,469
TFC	Truist Financial Corp	−154	12,701	$583,864
MO	Altria Group, Inc.	−83	5,097	$336,351
NVDA	Nvidia Corp	−46	22,583	$3,938,475
RSG	Republic Services, Inc.	−36	1,487	$325,682
PG	PROCTER & GAMBLE Co	−34	4,002	$578,048
C	Citigroup Inc	−32	2,807	$318,341
MU	Micron Technology Inc	−26	966	$326,353
IBM	International Business Machines Corp	−25	1,078	$261,296
MA	Mastercard Inc	−13	971	$485,169
COST	Costco Wholesale Corp /New	−10	451	$449,389
PLTR	Palantir Technologies Inc.	−9	1,676	$245,165
AXP	American Express Co	−4	7,008	$2,119,779
HON	Honeywell International Inc	−3	1,127	$267,158
DASH	DoorDash, Inc.	−3	3,473	$521,470
BRK-B	Berkshire Hathaway Inc	−1	3,742	$1,793,166
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TTE	TotalEnergies SE	3,381	$307,603
DE	Deere & Co	515	$290,099
ETN	Eaton Corp plc	670	$239,638
LIN	Linde PLC	418	$207,227
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
NSC	Norfolk Southern Corp	1,828	$527,780
CRM	Salesforce, Inc.	856	$226,762
UNH	Unitedhealth Group Inc	682	$225,135
SPGI	S&P Global Inc.	448	$221,495
ISRG	Intuitive Surgical Inc	362	$205,022
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 positions · $59,250,399 total · as of Mar 31, 2026

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

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Held	10,473	0	$6,811,010	−4.6%	11.50%
NVDA	Nvidia Corp Technology	Reduced	22,583	-46	$3,938,475	−6.7%	6.65%
AAPL	Apple Inc. Technology	Reduced	15,371	-625	$3,901,006	−10.3%	6.58%
MSFT	Microsoft Corp Technology	Added	7,760	+166	$2,872,519	−21.8%	4.85%
GOOGL	Alphabet Inc. Communication Services	Added	9,422	+294	$2,709,390	−5.2%	4.57%
AXP	American Express Co Financial Services	Reduced	7,008	-4	$2,119,779	−18.3%	3.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,742	-1	$1,793,166	−4.7%	3.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,080	+107	$1,474,551	−8.4%	2.49%
META	Meta Platforms, Inc. Communication Services	Added	2,111	+244	$1,207,766	−2.0%	2.04%
FXNC	First National Corp /Va/ Financial Services	Held	42,955	0	$1,156,348	+6.7%	1.95%
SPOT	Spotify Technology S.A. Communication Services	Held	2,285	0	$1,108,019	−16.5%	1.87%
AVGO	Broadcom Inc. Technology	Added	3,154	+6	$976,194	−10.4%	1.65%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,967	+156	$975,816	+0.9%	1.65%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,855	+32	$964,847	+12.5%	1.63%
BAC	Bank Of America Corp /De/ Financial Services	Held	17,219	0	$839,426	−11.4%	1.42%
LLY	ELI LILLY & Co Healthcare	Added	892	+32	$820,434	−11.2%	1.38%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,867	+116	$804,709	+5.6%	1.36%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,088	+69	$776,214	−14.5%	1.31%
WMT	Walmart Inc. Consumer Defensive	Held	5,827	0	$724,179	+11.6%	1.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,415	+47	$710,396	−6.9%	1.20%
BNY	Bank of New York Mellon Corp Financial Services	Held	5,882	0	$697,781	+2.2%	1.18%
MS	Morgan Stanley Financial Services	Held	4,205	0	$692,016	−7.3%	1.17%
WEST	Westrock Coffee Co Consumer Defensive	Reduced	151,354	-7,000	$643,254	−0.2%	1.09%
ORCL	Oracle Corp Technology	Added	4,352	+560	$640,222	−13.4%	1.08%
V	Visa Inc. Financial Services	Added	1,983	+243	$599,341	−1.8%	1.01%
AMP	Ameriprise Financial Inc Financial Services	Held	1,320	0	$586,608	−9.4%	0.99%
TFC	Truist Financial Corp Financial Services	Reduced	12,701	-154	$583,864	−7.7%	0.99%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,002	-34	$578,048	−0.1%	0.98%
JNJ	Johnson & Johnson Healthcare	Added	2,264	+89	$553,412	+22.9%	0.93%
ADI	Analog Devices Inc Technology	Added	1,730	+214	$550,382	+33.9%	0.93%
AMAT	Applied Materials Inc /De Technology	Held	1,578	0	$539,344	+33.0%	0.91%
CVX	Chevron Corp Energy	Added	2,605	+9	$538,974	+36.2%	0.91%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	3,473	-3	$521,470	−33.8%	0.88%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,271	-253	$513,758	+7.9%	0.87%
AMD	Advanced Micro Devices Inc Technology	Added	2,459	+66	$500,234	−2.4%	0.84%
MA	Mastercard Inc Financial Services	Reduced	971	-13	$485,169	−13.6%	0.82%
ABBV	AbbVie Inc. Healthcare	Added	2,226	+472	$484,132	+20.8%	0.82%
CB	Chubb Ltd Financial Services	Held	1,457	0	$474,880	+4.4%	0.80%
TXN	Texas Instruments Inc Technology	Added	2,346	+110	$455,452	+17.4%	0.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	451	-10	$449,389	+13.0%	0.76%
CSCO	Cisco Systems, Inc. Technology	Added	5,739	+179	$445,289	+4.0%	0.75%
NFLX	Netflix Inc Communication Services	Added	4,427	+817	$425,656	+25.8%	0.72%
COP	Conocophillips Energy	Added	3,170	+20	$418,440	+41.9%	0.71%
EOG	Eog Resources Inc Energy	Held	2,856	0	$412,891	+37.7%	0.70%
ASML	Asml Holding NV Technology	Held	293	0	$387,003	+23.5%	0.65%
NEE	Nextera Energy Inc Utilities	Added	3,901	+76	$362,324	+18.0%	0.61%
RTX	RTX Corp Industrials	Added	1,752	+20	$337,960	+6.4%	0.57%
MO	Altria Group, Inc. Consumer Defensive	Reduced	5,097	-83	$336,351	+12.6%	0.57%
WFC	Wells Fargo & Company/Mn Financial Services	Held	4,140	0	$329,585	−14.6%	0.56%
MU	Micron Technology Inc Technology	Reduced	966	-26	$326,353	+15.3%	0.55%