Piedmont Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$196.6M
Q ending 2026-03-31
Prior quarter
$196.0M
Q ending 2025-12-31
Change
+0.3% QoQ · +41.2% YoY
Positions
50
reported holdings
Largest positions
All 50 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Whitehall Fds | VYM | Shares | $24.3M | 164K |
| Spdr Index Shs Fds | FEZ | Shares | $24.0M | 382K |
| Putnam Etf Trust | PVAL | Shares | $22.8M | 487K |
| World Gold Tr | GLDM | Shares | $20.5M | 222K |
| Ishares Tr | IEFA | Shares | $16.6M | 180K |
| Vaneck Etf Trust | GDX | Shares | $13.9M | 148K |
| Spdr Series Trust | RWR | Shares | $13.6M | 132K |
| Ishares Tr | FLOT | Shares | $10.0M | 197K |
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $4.8M | 232K |
| Ea Series Trust | FRDM | Shares | $4.0M | 72K |
| Ishares Tr | IWC | Shares | $3.9M | 24K |
| Vanguard Index Fds | VTI | Shares | $3.3M | 10K |
| Vaneck Etf Trust | ANGL | Shares | $3.3M | 114K |
| Vaneck Etf Trust | CLOI | Shares | $2.9M | 56K |
| Ishares Tr | Shares | $2.8M | 46K | |
| Cisco Sys Inc | CSCO | Shares | $1.7M | 21K |
| Vanguard Specialized Funds | VIG | Shares | $1.6M | 8K |
| Coca Cola Co | KO | Shares | $1.4M | 18K |
| Verizon Communications Inc | VZ | Shares | $1.4M | 28K |
| Johnson & Johnson | JNJ | Shares | $1.4M | 6K |
| Ishares Tr | AOR | Shares | $1.3M | 20K |
| Merck & Co Inc | MRK | Shares | $1.2M | 10K |
| Ibm Corp | IBM | Shares | $1.2M | 5K |
| Chevron Corp New | CVX | Shares | $1.1M | 6K |
| Invsc Qqq Tr | Shares | $1.1M | 2K | |
| Vanguard Bd Index Fds | BND | Shares | $1.1M | 15K |
| Exxon Mobil Corp | XOM | Shares | $970K | 6K |
| Vanguard Index Fds | VNQ | Shares | $927K | 10K |
| Amgen Inc | AMGN | Shares | $923K | 3K |
| Stantec Inc | STN | Shares | $920K | 10K |
| Ishares Tr | IVV | Shares | $814K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $698K | 2K |
| Microsoft Corp | MSFT | Shares | $672K | 2K |
| Apple Inc | AAPL | Shares | $589K | 2K |
| Caterpillar Inc | CAT | Shares | $524K | 732 |
| Unitedhealth Group Inc | UNH | Shares | $520K | 2K |
| 3M Co | MMM | Shares | $437K | 3K |
| Simon Ppty Group Inc New | SPG | Shares | $341K | 2K |
| Nike Inc | NKE | Shares | $300K | 7K |
| Walmart Inc | WMT | Shares | $296K | 2K |
| Vanguard World Fd | MGK | Shares | $295K | 792 |
| Spdr S&P 500 Etf Tr | SPY | Shares | $293K | 446 |
| Home Depot Inc | HD | Shares | $292K | 898 |
| Ishares Tr | IWP | Shares | $289K | 2K |
| Vaneck Etf Trust | MOAT | Shares | $273K | 3K |
| Goldman Sachs Group Inc | GS | Shares | $255K | 294 |
| Procter & Gamble Co | PG | Shares | $254K | 2K |
| Oracle Corp | ORCL | Shares | $231K | 2K |
| Glacier Bancorp Inc New | GBCI | Shares | $211K | 5K |
| Gabelli Util Tr | GUT | Shares | $150K | 25K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.