Piedmont Capital Management
GREENSBORO, NCfiles as Piedmont Capital Management, LLC/NC
$164m in 123 US stocks at the end of 30 June 2026. The top 10 are 55.3% of the money. It changed about 8.8% of the portfolio this quarter.
Value
$164m
Stocks
123
Top 10 share
55.3%
Turnover
8.8%
What changed this quarter
New
Bought for the first time this quarter.
- IntelINTC0.2% of the fund
- EA Series TrustFRDM0.2% of the fund
- Seagate Technology HoldingsSTX0.2% of the fund
- ASE Technology HldgASX0.2% of the fund
- CorningGLW0.2% of the fund
- UnitedHealth GroupUNH0.2% of the fund
- Marvell TechnologyMRVL0.2% of the fund
- Lam ResearchLRCX0.2% of the fund
- KLAKLAC0.2% of the fund
- United MicroelectronicsUMC0.1% of the fund
- PNC Financial Services GroupPNC0.1% of the fund
- Goldman Sachs GroupGS0.1% of the fund
- Horton D RDHI0.1% of the fund
- Coca-ColaKO0.1% of the fund
- LG DisplayLPL<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO15.5% of the fund+4%
- Vanguard Tax-Managed FDSVEA7.2% of the fund+3%
- Legg Mason ETF InvtLVHI4.7% of the fund+12%
- 2023 ETF Series TrustEAGL2.4% of the fund+4%
- Schwab Strategic TRSCHD1.8% of the fund+6%
- Amazon.comAMZN1.1% of the fund+5%
- Vanguard Index FDSVTI1.0% of the fund+2%
- Taiwan Semiconductor ManufacturingTSM0.9% of the fund+4%
- Micron TechnologyMU0.8% of the fund+21%
- AlphabetGOOG0.5% of the fund+26%
- VisaV0.5% of the fund+11%
- CaterpillarCAT0.4% of the fund+34%
- Ameriprise FinancialAMP0.4% of the fund+2%
- MerckMRK0.4% of the fund+12%
- ASML Holding NVASML0.4% of the fund+3%
- MastercardMA0.3% of the fund+4%
- International Business MachinesIBM0.2% of the fund+4%
- TJX CompaniesTJX0.2% of the fund+9%
- WiproWIT<0.1% of the fund+15%
Cut
Sold some of their stake.
- Franklin Templeton ETF TRFLQM6.1% of the fund-3%
- Berkshire Hathaway INC DELBRK-A4.1% of the fund-47%
- MicrosoftMSFT1.7% of the fund-3%
- Meta PlatformsMETA0.7% of the fund-6%
- Westrock CoffeeWEST0.7% of the fund-9%
- Eli LillyLLY0.6% of the fund-2%
- Home DepotHD0.6% of the fund-12%
- Philip Morris InternationalPM0.5% of the fund-3%
- TeslaTSLA0.5% of the fund-5%
- JPMorgan ChaseJPM0.5% of the fund-6%
- Bank of AmericaBAC0.4% of the fund-34%
- Texas InstrumentsTXN0.4% of the fund-10%
- OracleORCL0.4% of the fund-4%
- WalmartWMT0.3% of the fund-15%
- AbbVieABBV0.3% of the fund-2%
- Procter & GamblePG0.3% of the fund-12%
- Johnson & JohnsonJNJ0.3% of the fund-18%
- Truist FinancialTFC0.3% of the fund-35%
- Costco WholesaleCOST0.2% of the fund-4%
- ChubbCB0.2% of the fund-21%
- Altria GroupMO0.2% of the fund-3%
- ConocoPhillipsCOP0.2% of the fund-2%
- Republic ServicesRSG0.2% of the fund-2%
- RTXRTX0.2% of the fund-11%
- NetflixNFLX0.2% of the fund-13%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Duke EnergyDUK-100%
- Lockheed MartinLMT-100%
- PepsiCoPEP-100%
- Royal Bank of CanadaRY-100%
- Honeywell InternationalHON-100%
- Abbott LaboratoriesABT-100%
- Palantir TechnologiesPLTR-100%
- HCA HealthcareHCA-100%
- Select Sector Spdr TRXLY-100%
- Vanguard World FDVOX-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 15.5%
- Value
- $25m
- Shares
- 36,924
+4%
- Vanguard Tax-Managed FDSVEA
- Share
- 7.2%
- Value
- $12m
- Shares
- 166,333
+3%
- Franklin Templeton ETF TRFLQM
- Share
- 6.1%
- Value
- $10m
- Shares
- 172,917
-3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 4.8%
- Value
- $8m
- Shares
- 10,503
Held
- Legg Mason ETF InvtLVHI
- Share
- 4.7%
- Value
- $8m
- Shares
- 191,357
+12%
- Berkshire Hathaway INC DELBRK-A
- Share
- 4.1%
- Value
- $7m
- Shares
- 9
-47%
- Ishares TRIWD
- Share
- 4.1%
- Value
- $7m
- Shares
- 27,500
Held
- Ishares TRIVV
- Share
- 3.3%
- Value
- $5m
- Shares
- 7,325
Held
- Schwab Strategic TRSCHG
- Share
- 2.6%
- Value
- $4m
- Shares
- 125,422
Held
- 2023 ETF Series TrustEAGL
- Share
- 2.4%
- Value
- $4m
- Shares
- 121,415
+4%
- Schwab Strategic TRSCHD
- Share
- 1.8%
- Value
- $3m
- Shares
- 92,985
+6%
- Vanguard Index FDSVTI
- Share
- 1.0%
- Value
- $2m
- Shares
- 4,383
+2%
- Vanguard Index FDSVB
- Share
- 0.7%
- Value
- $1m
- Shares
- 3,900
Held
- Schwab Strategic TRSCHV
- Share
- 0.6%
- Value
- $924,206
- Shares
- 26,550
Held
- Ishares TRIWR
- Share
- 0.4%
- Value
- $733,407
- Shares
- 6,648
Held
- Vanguard World FDVGT
- Share
- 0.4%
- Value
- $681,065
- Shares
- 5,698
Held
- Ishares TRIJH
- Share
- 0.4%
- Value
- $597,603
- Shares
- 7,750
Held
- Ishares TRDGRO
- Share
- 0.4%
- Value
- $595,785
- Shares
- 7,861
Held
- Ishares TRITOT
- Share
- 0.4%
- Value
- $589,894
- Shares
- 3,591
Held
- Ishares TREFA
- Share
- 0.3%
- Value
- $523,347
- Shares
- 5,038
Held
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $354,945
- Shares
- 482
Held
- EA Series TrustFRDM
- Share
- 0.2%
- Value
- $344,890
- Shares
- 4,731
New
- ASE Technology HldgASX
- Share
- 0.2%
- Value
- $316,562
- Shares
- 7,016
New
- Vanguard Specialized FundsVIG
- Share
- 0.2%
- Value
- $253,183
- Shares
- 1,070
Held
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $252,735
- Shares
- 2,934
Held
- Eaton Vance Tax-Managed DiveXETYX
- Share
- 0.2%
- Value
- $248,925
- Shares
- 17,120
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 15.5% | $25m | 36,924 | +4% |
| Vanguard Tax-Managed FDSVEA | 7.2% | $12m | 166,333 | +3% |
| Franklin Templeton ETF TRFLQM | 6.1% | $10m | 172,917 | -3% |
| State STR Spdr S&P 500 ETF TSPY | 4.8% | $8m | 10,503 | Held |
| Legg Mason ETF InvtLVHI | 4.7% | $8m | 191,357 | +12% |
| Berkshire Hathaway INC DELBRK-A | 4.1% | $7m | 9 | -47% |
| Ishares TRIWD | 4.1% | $7m | 27,500 | Held |
| Ishares TRIVV | 3.3% | $5m | 7,325 | Held |
| AppleAAPL | 2.7% | $4m | 15,409 | Held |
| NvidiaNVDA | 2.7% | $4m | 22,256 | Held |
| Schwab Strategic TRSCHG | 2.6% | $4m | 125,422 | Held |
| 2023 ETF Series TrustEAGL | 2.4% | $4m | 121,415 | +4% |
| AlphabetGOOGL | 2.0% | $3m | 9,343 | Held |
| Schwab Strategic TRSCHD | 1.8% | $3m | 92,985 | +6% |
| MicrosoftMSFT | 1.7% | $3m | 7,510 | -3% |
| American ExpressAXP | 1.4% | $2m | 6,882 | Held |
| Berkshire HathawayBRK-B | 1.1% | $2m | 3,689 | Held |
| Amazon.comAMZN | 1.1% | $2m | 7,402 | +5% |
| Vanguard Index FDSVTI | 1.0% | $2m | 4,383 | +2% |
| Advanced Micro DevicesAMD | 0.9% | $1m | 2,461 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.9% | $1m | 2,977 | +4% |
| Micron TechnologyMU | 0.8% | $1m | 1,172 | +21% |
| First NationalFXNC | 0.8% | $1m | 42,955 | Held |
| Vanguard Index FDSVB | 0.7% | $1m | 3,900 | Held |
| BroadcomAVGO | 0.7% | $1m | 3,129 | Held |
| Applied MaterialsAMAT | 0.7% | $1m | 1,578 | Held |
| Meta PlatformsMETA | 0.7% | $1m | 1,984 | -6% |
| Westrock CoffeeWEST | 0.7% | $1m | 137,488 | -9% |
| Spotify TechnologySPOT | 0.6% | $1m | 2,300 | Held |
| Eli LillyLLY | 0.6% | $1m | 871 | -2% |
| Schwab Strategic TRSCHV | 0.6% | $924,206 | 26,550 | Held |
| Home DepotHD | 0.6% | $918,379 | 2,604 | -12% |
| Morgan StanleyMS | 0.5% | $874,832 | 4,185 | Held |
| Philip Morris InternationalPM | 0.5% | $854,257 | 4,722 | -3% |
| Bank of New York MellonBNY | 0.5% | $848,138 | 5,865 | Held |
| TeslaTSLA | 0.5% | $835,732 | 1,987 | -5% |
| AlphabetGOOG | 0.5% | $778,033 | 2,202 | +26% |
| VisaV | 0.5% | $755,141 | 2,201 | +11% |
| JPMorgan ChaseJPM | 0.5% | $742,384 | 2,268 | -6% |
| Ishares TRIWR | 0.4% | $733,407 | 6,648 | Held |
| Analog DevicesADI | 0.4% | $684,324 | 1,723 | Held |
| Vanguard World FDVGT | 0.4% | $681,065 | 5,698 | Held |
| Cisco SystemsCSCO | 0.4% | $665,881 | 5,669 | Held |
| Bank of AmericaBAC | 0.4% | $650,769 | 11,421 | -34% |
| CaterpillarCAT | 0.4% | $647,459 | 608 | +34% |
| DoorDashDASH | 0.4% | $639,766 | 3,467 | Held |
| Texas InstrumentsTXN | 0.4% | $629,822 | 2,113 | -10% |
| Ameriprise FinancialAMP | 0.4% | $618,408 | 1,348 | +2% |
| MerckMRK | 0.4% | $612,560 | 4,767 | +12% |
| OracleORCL | 0.4% | $610,381 | 4,165 | -4% |
| ASML Holding NVASML | 0.4% | $598,821 | 301 | +3% |
| Ishares TRIJH | 0.4% | $597,603 | 7,750 | Held |
| Ishares TRDGRO | 0.4% | $595,785 | 7,861 | Held |
| Ishares TRITOT | 0.4% | $589,894 | 3,591 | Held |
| WalmartWMT | 0.3% | $558,372 | 4,930 | -15% |
| AbbVieABBV | 0.3% | $546,310 | 2,171 | -2% |
| Ishares TREFA | 0.3% | $523,347 | 5,038 | Held |
| MastercardMA | 0.3% | $519,763 | 1,012 | +4% |
| Procter & GamblePG | 0.3% | $518,226 | 3,534 | -12% |
| Johnson & JohnsonJNJ | 0.3% | $469,337 | 1,848 | -18% |
| Truist FinancialTFC | 0.3% | $414,453 | 8,319 | -35% |
| Costco WholesaleCOST | 0.2% | $404,123 | 432 | -4% |
| ChubbCB | 0.2% | $391,851 | 1,150 | -21% |
| CitigroupC | 0.2% | $385,030 | 2,751 | Held |
| IntelINTC | 0.2% | $367,925 | 2,635 | New |
| EOG ResourcesEOG | 0.2% | $367,006 | 2,829 | Held |
| Altria GroupMO | 0.2% | $355,505 | 4,941 | -3% |
| Invesco QQQ TRQQQ | 0.2% | $354,945 | 482 | Held |
| EA Series TrustFRDM | 0.2% | $344,890 | 4,731 | New |
| Wells Fargo & CompanyWFC | 0.2% | $344,609 | 4,170 | Held |
| NextEra EnergyNEE | 0.2% | $338,441 | 3,856 | Held |
| Seagate Technology HoldingsSTX | 0.2% | $331,960 | 344 | New |
| DeereDE | 0.2% | $323,508 | 510 | Held |
| ConocoPhillipsCOP | 0.2% | $322,484 | 3,102 | -2% |
| ASE Technology HldgASX | 0.2% | $316,562 | 7,016 | New |
| International Business MachinesIBM | 0.2% | $315,518 | 1,122 | +4% |
| Republic ServicesRSG | 0.2% | $310,031 | 1,455 | -2% |
| Mondelez InternationalMDLZ | 0.2% | $306,841 | 5,305 | Held |
| CorningGLW | 0.2% | $301,918 | 1,182 | New |
| RTXRTX | 0.2% | $297,497 | 1,568 | -11% |
| Waste ManagementWM | 0.2% | $286,401 | 1,285 | Held |
| EatonETN | 0.2% | $282,518 | 663 | Held |
| Thermo Fisher ScientificTMO | 0.2% | $281,764 | 562 | Held |
| NetflixNFLX | 0.2% | $275,675 | 3,861 | -13% |
| TJX CompaniesTJX | 0.2% | $273,003 | 1,802 | +9% |
| UnitedHealth GroupUNH | 0.2% | $268,081 | 645 | New |
| TotalEnergies SETTE | 0.2% | $262,907 | 3,381 | Held |
| ChevronCVX | 0.2% | $257,923 | 1,556 | -40% |
| Marvell TechnologyMRVL | 0.2% | $256,781 | 862 | New |
| BoeingBA | 0.2% | $254,785 | 1,177 | -10% |
| Vanguard Specialized FundsVIG | 0.2% | $253,183 | 1,070 | Held |
| Vanguard Index FDSVUG | 0.2% | $252,735 | 2,934 | Held |
| General DynamicsGD | 0.2% | $251,510 | 710 | Held |
| Lam ResearchLRCX | 0.2% | $250,898 | 579 | New |
| Eaton Vance Tax-Managed DiveXETYX | 0.2% | $248,925 | 17,120 | Held |
| KLAKLAC | 0.2% | $247,402 | 820 | New |
| United MicroelectronicsUMC | 0.1% | $241,516 | 8,876 | New |
| T-Mobile USTMUS | 0.1% | $238,009 | 1,419 | Held |
| McDonald'sMCD | 0.1% | $228,682 | 846 | -10% |
| PNC Financial Services GroupPNC | 0.1% | $220,613 | 896 | New |
Showing the largest 100 of 123.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 7.7% since 31 December 2025.
Where the money is
Technology14.2%
Financial services7.6%
Media & telecom4.3%
Retail & consumer3.0%
Everyday goods2.6%
Industrials2.0%
Health care2.0%
Energy0.7%
Utilities0.2%
Materials0.1%
Other63.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.