Piedmont Capital Management, Llc/Nc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$149.9M
Q ending 2026-03-31
Prior quarter
$152.1M
Q ending 2025-12-31
Change
-1.5% QoQ
Positions
119
reported holdings
Largest positions
Top 100 of 119 reported positions by value, 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 Index Fds | VOO | Shares | $21.3M | 36K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $12.2M | 17 |
| Vanguard Tax-Managed Fds | VEA | Shares | $10.4M | 162K |
| Franklin Templeton Etf Tr | FLQM | Shares | $9.8M | 178K |
| Legg Mason Etf Invt | LVHI | Shares | $6.9M | 171K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.8M | 10K |
| Ishares Tr | IWD | Shares | $5.9M | 28K |
| Ishares Tr | IVV | Shares | $4.8M | 7K |
| Nvidia Corporation | NVDA | Shares | $3.9M | 23K |
| Apple Inc | AAPL | Shares | $3.9M | 15K |
| Schwab Strategic Tr | SCHG | Shares | $3.7M | 125K |
| 2023 Etf Series Trust | EAGL | Shares | $3.6M | 117K |
| Microsoft Corp | MSFT | Shares | $2.9M | 8K |
| Alphabet Inc | GOOGL | Shares | $2.7M | 9K |
| Schwab Strategic Tr | SCHD | Shares | $2.7M | 88K |
| American Express Co | AXP | Shares | $2.1M | 7K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.8M | 4K |
| Amazon Com Inc | AMZN | Shares | $1.5M | 7K |
| Vanguard Index Fds | VTI | Shares | $1.4M | 4K |
| Meta Platforms Inc | META | Shares | $1.2M | 2K |
| First Natl Corp Va | FXNC | Shares | $1.2M | 43K |
| Spotify Technology S A | Shares | $1.1M | 2K | |
| Vanguard Index Fds | VB | Shares | $1.0M | 4K |
| Broadcom Inc | AVGO | Shares | $976K | 3K |
| Home Depot Inc | HD | Shares | $976K | 3K |
| Taiwan Semiconductor Manufac | TSM | Shares | $965K | 3K |
| Bank America Corp | BAC | Shares | $839K | 17K |
| Eli Lilly & Co | LLY | Shares | $820K | 892 |
| Schwab Strategic Tr | SCHV | Shares | $810K | 27K |
| Philip Morris Intl Inc | PM | Shares | $805K | 5K |
| Tesla Inc | TSLA | Shares | $776K | 2K |
| Exxon Mobil Corp | XOM | Shares | $764K | 5K |
| Walmart Inc | WMT | Shares | $724K | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $710K | 2K |
| Bank New York Mellon Corp | BNY | Shares | $698K | 6K |
| Morgan Stanley | MS | Shares | $692K | 4K |
| Ishares Tr | IWR | Shares | $646K | 7K |
| Westrock Coffee Co | WEST | Shares | $643K | 151K |
| Oracle Corp | ORCL | Shares | $640K | 4K |
| Visa Inc | V | Shares | $599K | 2K |
| Ameriprise Finl Inc | AMP | Shares | $587K | 1K |
| Truist Finl Corp | TFC | Shares | $584K | 13K |
| Procter & Gamble Co | PG | Shares | $578K | 4K |
| Johnson & Johnson | JNJ | Shares | $553K | 2K |
| Ishares Tr | DGRO | Shares | $552K | 8K |
| Analog Devices Inc | ADI | Shares | $550K | 2K |
| Applied Matls Inc | AMAT | Shares | $539K | 2K |
| Chevron Corporation | CVX | Shares | $539K | 3K |
| Ishares Tr | IJH | Shares | $523K | 8K |
| Doordash Inc | DASH | Shares | $521K | 3K |
| Merck & Co Inc | MRK | Shares | $514K | 4K |
| Ishares Tr | ITOT | Shares | $511K | 4K |
| Alphabet Inc | GOOG | Shares | $501K | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $500K | 2K |
| Vanguard World Fd | VGT | Shares | $497K | 712 |
| Ishares Tr | EFA | Shares | $489K | 5K |
| Mastercard Incorporated | MA | Shares | $485K | 971 |
| Abbvie Inc | ABBV | Shares | $484K | 2K |
| Chubb Ltd Switz | Shares | $475K | 1K | |
| Texas Instrs Inc | TXN | Shares | $455K | 2K |
| Costco Wholesale Corporation | COST | Shares | $449K | 451 |
| Cisco Sys Inc | CSCO | Shares | $445K | 6K |
| Netflix Inc. | NFLX | Shares | $426K | 4K |
| Conocophillips | COP | Shares | $418K | 3K |
| Eog Res Inc | EOG | Shares | $413K | 3K |
| Asml Hldg Nv | Shares | $387K | 293 | |
| Nextera Energy Inc | NEE | Shares | $362K | 4K |
| Rtx Corporation | RTX | Shares | $338K | 2K |
| Altria Group Inc | MO | Shares | $336K | 5K |
| Wells Fargo & Co | WFC | Shares | $330K | 4K |
| Micron Technology Inc | MU | Shares | $326K | 966 |
| Republic Svcs Inc | RSG | Shares | $326K | 1K |
| Caterpillar Inc | CAT | Shares | $321K | 453 |
| Citigroup Inc | C | Shares | $318K | 3K |
| Duke Energy Corp New | DUK | Shares | $317K | 2K |
| Mondelez Intl Inc | MDLZ | Shares | $309K | 5K |
| Totalenergies Se | Shares | $308K | 3K | |
| Lockheed Martin Corp | LMT | Shares | $302K | 499 |
| Waste Mgmt Inc Del | WM | Shares | $298K | 1K |
| T-Mobile Us Inc | TMUS | Shares | $297K | 1K |
| Mcdonalds Corp | MCD | Shares | $293K | 944 |
| Deere & Co | DE | Shares | $290K | 515 |
| Pepsico Inc | PEP | Shares | $287K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $278K | 482 |
| Thermo Fisher Scientific Inc | TMO | Shares | $275K | 560 |
| Tjx Cos Inc New | TJX | Shares | $263K | 2K |
| Royal Bk Cda | RY | Shares | $263K | 2K |
| International Business Machs | IBM | Shares | $261K | 1K |
| Boeing Co | BA | Shares | $260K | 1K |
| Honeywell Intl Inc | HONGBP | Shares | $255K | 1K |
| Abbott Laboratories | ABT | Shares | $249K | 2K |
| General Dynamics Corp | GD | Shares | $247K | 721 |
| Palantir Technologies Inc | PLTR | Shares | $245K | 2K |
| Eaton Corp Plc | Shares | $240K | 670 | |
| Eaton Vance Tax-Managed Dive | XETYX | Shares | $236K | 17K |
| Hca Healthcare Inc | HCA | Shares | $232K | 490 |
| Vanguard Specialized Funds | VIG | Shares | $230K | 1K |
| Disney Walt Co | DIS | Shares | $216K | 2K |
| Vanguard Index Fds | VUG | Shares | $214K | 489 |
| Ishares Tr | EFV | Shares | $212K | 3K |
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.