Piedmont Capital Management, LLC/Nc Top Holdings and 13F Report (2026)

About Piedmont Capital Management, LLC/Nc

Investment Activity

Piedmont Capital Management, LLC/Nc has $163.80 million in total holdings as of June 30, 2026.
Piedmont Capital Management, LLC/Nc owns shares of 123 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 4.99% of the portfolio was purchased this quarter.
About 7.07% of the portfolio was sold this quarter.
This quarter, Piedmont Capital Management, LLC/Nc has purchased 119 new stocks and bought additional shares in 31 stocks.
Piedmont Capital Management, LLC/Nc sold shares of 47 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $25,359,724
Vanguard FTSE Developed Markets ETF: $11,851,212
Franklin U.S. Mid Cap Multifactor Index ETF: $10,009,289
SPDR S&P 500 ETF Trust: $7,842,991
Franklin International Low Volatility High Dividend Index ETF: $7,766,209

Largest New Holdings this Quarter

458140100 - Intel: $367,925 Holding
02072L607 - Freedom 100 Emerging Markets ETF: $344,890 Holding
G7997R103 - Seagate Technology: $331,960 Holding
00215W100 - ASE Technology: $316,562 Holding
219350105 - Corning: $301,918 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 1,296 shares (about $890.10K)
Franklin International Low Volatility High Dividend Index ETF: 20,646 shares (about $837.92K)
Vanguard Information Technology ETF: 4,986 shares (about $595.96K)
Intel: 2,635 shares (about $367.93K)
Freedom 100 Emerging Markets ETF: 4,731 shares (about $344.89K)

Largest Sales this Quarter

Berkshire Hathaway: 8 shares (about $5.99M)
Bank of America: 5,798 shares (about $330.37K)
Franklin U.S. Mid Cap Multifactor Index ETF: 4,798 shares (about $277.73K)
Truist Financial: 4,382 shares (about $218.31K)
Chevron: 1,049 shares (about $173.88K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$25,359,724	$890,104 â–²	3.6%	36,924	15.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$11,851,212	$335,587 â–²	2.9%	166,333	7.2%	ETF
FLQM Franklin U.S. Mid Cap Multifactor Index ETF	$10,009,289	$277,732 â–¼	-2.7%	172,917	6.1%	ETF
SPY SPDR S&P 500 ETF Trust	$7,842,991	$22,402 â–²	0.3%	10,503	4.8%	ETF
LVHI Franklin International Low Volatility High Dividend Index ETF	$7,766,209	$837,916 â–²	12.1%	191,357	4.7%	ETF
BRK.A Berkshire Hathaway	$6,739,650	$5,990,800 â–¼	-47.1%	9	4.1%	Finance
IWD iShares Russell 1000 Value ETF	$6,666,825		0.0%	27,500	4.1%	ETF
IVV iShares Core S&P 500 ETF	$5,485,619		0.0%	7,325	3.3%	ETF
AAPL Apple	$4,458,673	$10,995 â–²	0.2%	15,409	2.7%	Technology
NVDA NVIDIA	$4,453,301	$65,431 â–¼	-1.4%	22,256	2.7%	Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$4,244,280		0.0%	125,422	2.6%	ETF
2023 ETF SERIES TRUST	$3,905,921	$139,940 â–²	3.7%	121,415	2.4%	EAGL CAP SEL ETF
GOOGL Alphabet	$3,338,908	$28,232 â–¼	-0.8%	9,343	2.0%	Communication Services
SCHD Schwab US Dividend Equity ETF	$2,948,545	$158,708 â–²	5.7%	92,985	1.8%	ETF
MSFT Microsoft	$2,801,515	$93,259 â–¼	-3.2%	7,510	1.7%	Technology
AXP American Express	$2,327,837	$42,620 â–¼	-1.8%	6,882	1.4%	Finance
BRK.B Berkshire Hathaway	$1,845,939	$26,521 â–¼	-1.4%	3,689	1.1%	Finance
AMZN Amazon.com	$1,764,193	$76,745 â–²	4.5%	7,402	1.1%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$1,621,792	$38,852 â–²	2.5%	4,383	1.0%	ETF
AMD Advanced Micro Devices	$1,429,620	$1,162 â–²	0.1%	2,461	0.9%	Technology
TSM Taiwan Semiconductor Manufacturing	$1,421,726	$58,264 â–²	4.3%	2,977	0.9%	Technology
MU Micron Technology	$1,352,828	$237,784 â–²	21.3%	1,172	0.8%	Technology
FXNC First National	$1,289,509		0.0%	42,955	0.8%	Finance
VB Vanguard Small-Cap ETF	$1,182,168		0.0%	3,900	0.7%	ETF
AVGO Broadcom	$1,181,980	$9,444 â–¼	-0.8%	3,129	0.7%	Technology
AMAT Applied Materials	$1,140,894		0.0%	1,578	0.7%	Technology
META Meta Platforms	$1,117,567	$71,538 â–¼	-6.0%	1,984	0.7%	Communication Services
WEST Westrock Coffee	$1,115,028	$112,453 â–¼	-9.2%	137,488	0.7%	Consumer Staples
SPOT Spotify Technology	$1,055,999	$6,887 â–²	0.7%	2,300	0.6%	Communication Services
LLY Eli Lilly and Company	$1,044,704	$25,188 â–¼	-2.4%	871	0.6%	Healthcare
SCHV Schwab U.S. Large-Cap Value ETF	$924,206		0.0%	26,550	0.6%	ETF
HD Home Depot	$918,379	$128,023 â–¼	-12.2%	2,604	0.6%	Consumer Discretionary
MS Morgan Stanley	$874,832	$4,181 â–¼	-0.5%	4,185	0.5%	Finance
PM Philip Morris International	$854,257	$26,232 â–¼	-3.0%	4,722	0.5%	Consumer Staples
BANK OF NY MELLON CORP	$848,138	$2,458 â–¼	-0.3%	5,865	0.5%	COM
TSLA Tesla	$835,732	$42,481 â–¼	-4.8%	1,987	0.5%	Consumer Discretionary
GOOG Alphabet	$778,033	$160,765 â–²	26.0%	2,202	0.5%	Communication Services
V Visa	$755,141	$74,794 â–²	11.0%	2,201	0.5%	Finance
JPM JPMorgan Chase & Co.	$742,384	$48,117 â–¼	-6.1%	2,268	0.5%	Finance
IWR iShares Russell Mid-Cap ETF	$733,407		0.0%	6,648	0.4%	ETF
ADI Analog Devices	$684,324	$2,780 â–¼	-0.4%	1,723	0.4%	Technology
VGT Vanguard Information Technology ETF	$681,065	$595,962 â–²	700.3%	5,698	0.4%	ETF
CSCO Cisco Systems	$665,881	$8,222 â–¼	-1.2%	5,669	0.4%	Technology
BAC Bank of America	$650,769	$330,370 â–¼	-33.7%	11,421	0.4%	Finance
CAT Caterpillar	$647,459	$165,059 â–²	34.2%	608	0.4%	Industrials
DOORDASH INC	$639,766	$1,107 â–¼	-0.2%	3,467	0.4%	CL A
TXN Texas Instruments	$629,822	$69,450 â–¼	-9.9%	2,113	0.4%	Technology
AMP Ameriprise Financial	$618,408	$12,845 â–²	2.1%	1,348	0.4%	Finance
MRK Merck & Co., Inc.	$612,560	$63,736 â–²	11.6%	4,767	0.4%	Healthcare
ORCL Oracle	$610,381	$27,405 â–¼	-4.3%	4,165	0.4%	Technology
ASML ASML	$598,821	$15,916 â–²	2.7%	301	0.4%	Technology
IJH iShares Core S&P Mid-Cap ETF	$597,603		0.0%	7,750	0.4%	ETF
DGRO iShares Core Dividend Growth ETF	$595,785		0.0%	7,861	0.4%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$589,894		0.0%	3,591	0.4%	ETF
WALMART INC	$558,372	$101,594 â–¼	-15.4%	4,930	0.3%	COM
ABBV AbbVie	$546,310	$13,840 â–¼	-2.5%	2,171	0.3%	Healthcare
EFA iShares MSCI EAFE ETF	$523,347		0.0%	5,038	0.3%	ETF
MA Mastercard	$519,763	$21,058 â–²	4.2%	1,012	0.3%	Finance
PG Procter & Gamble	$518,226	$68,628 â–¼	-11.7%	3,534	0.3%	Consumer Staples
JNJ Johnson & Johnson	$469,337	$105,652 â–¼	-18.4%	1,848	0.3%	Healthcare
TFC Truist Financial	$414,453	$218,311 â–¼	-34.5%	8,319	0.3%	Finance
COST Costco Wholesale	$404,123	$17,774 â–¼	-4.2%	432	0.2%	Consumer Staples
CB Chubb	$391,851	$104,607 â–¼	-21.1%	1,150	0.2%	Finance
C Citigroup	$385,030	$7,838 â–¼	-2.0%	2,751	0.2%	Finance
INTC Intel	$367,925	$367,925 â–²	New Holding	2,635	0.2%	Technology
EOG EOG Resources	$367,006	$3,503 â–¼	-0.9%	2,829	0.2%	Energy
MO Altria Group	$355,505	$11,224 â–¼	-3.1%	4,941	0.2%	Consumer Staples
QQQ Invesco QQQ	$354,945		0.0%	482	0.2%	ETF
FRDM Freedom 100 Emerging Markets ETF	$344,890	$344,890 â–²	New Holding	4,731	0.2%	ETF
WFC Wells Fargo & Company	$344,609	$2,479 â–²	0.7%	4,170	0.2%	Finance
NEE NextEra Energy	$338,441	$3,950 â–¼	-1.2%	3,856	0.2%	Utilities
STX Seagate Technology	$331,960	$331,960 â–²	New Holding	344	0.2%	Technology
DE Deere & Company	$323,508	$3,172 â–¼	-1.0%	510	0.2%	Industrials
COP ConocoPhillips	$322,484	$7,069 â–¼	-2.1%	3,102	0.2%	Energy
ASX ASE Technology	$316,562	$316,562 â–²	New Holding	7,016	0.2%	Technology
IBM International Business Machines	$315,518	$12,373 â–²	4.1%	1,122	0.2%	Technology
RSG Republic Services	$310,031	$6,819 â–¼	-2.2%	1,455	0.2%	Industrials
MDLZ Mondelez International	$306,841	$2,834 â–¼	-0.9%	5,305	0.2%	Consumer Staples
GLW Corning	$301,918	$301,918 â–²	New Holding	1,182	0.2%	Technology
RTX RTX	$297,497	$34,910 â–¼	-10.5%	1,568	0.2%	Industrials
WM Waste Management	$286,401	$2,229 â–¼	-0.8%	1,285	0.2%	Industrials
ETN Eaton	$282,518	$2,983 â–¼	-1.0%	663	0.2%	Industrials
TMO Thermo Fisher Scientific	$281,764	$1,003 â–²	0.4%	562	0.2%	Healthcare
NFLX Netflix	$275,675	$40,412 â–¼	-12.8%	3,861	0.2%	Communication Services
TJX TJX Companies	$273,003	$23,180 â–²	9.3%	1,802	0.2%	Consumer Discretionary
UNH UnitedHealth Group	$268,081	$268,081 â–²	New Holding	645	0.2%	Healthcare
TOTALENERGIES SE	$262,907		0.0%	3,381	0.2%	ACT
CVX Chevron	$257,923	$173,883 â–¼	-40.3%	1,556	0.2%	Energy
MRVL Marvell Technology	$256,781	$256,781 â–²	New Holding	862	0.2%	Technology
BA Boeing	$254,785	$27,925 â–¼	-9.9%	1,177	0.2%	Industrials
VIG Vanguard Dividend Appreciation ETF	$253,183		0.0%	1,070	0.2%	ETF
VUG Vanguard Growth ETF	$252,735	$210,613 â–²	500.0%	2,934	0.2%	ETF
GD General Dynamics	$251,510	$3,897 â–¼	-1.5%	710	0.2%	Industrials
LAM RESEARCH CORP	$250,898	$250,898 â–²	New Holding	579	0.2%	COM NEW
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund	$248,925		0.0%	17,120	0.2%	Finance
KLAC KLA	$247,402	$247,402 â–²	New Holding	820	0.2%	Technology
UMC United Microelectronics	$241,516	$241,516 â–²	New Holding	8,876	0.1%	Technology
TMUS T-Mobile US	$238,009	$1,006 â–²	0.4%	1,419	0.1%	Communication Services
MCD McDonald's	$228,682	$26,490 â–¼	-10.4%	846	0.1%	Consumer Discretionary
PNC The PNC Financial Services Group	$220,613	$220,613 â–²	New Holding	896	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Piedmont Capital Management, LLC/Nc Top Holdings and 13F Report (2026)

About Piedmont Capital Management, LLC/Nc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Piedmont Capital Management, LLC/Nc Top Holdings and 13F Report (2026)

About Piedmont Capital Management, LLC/Nc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPiedmont Capital Management, LLC/Nc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools