Piedmont Capital Management, LLC/NC — 13F Holdings & Portfolio
CIK 2108281 · latest 13F-HR filed 2026-04-21
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$149.9M
Long-equity book
Holdings
119
Distinct positions
Period
2026-03-31
Filed 2026-04-21
Q/Q Activity
+9 / −5 / ↑33 / ↓39
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LEGG MASON ETF INVT$957.2K +16.1%
- VANGUARD TAX-MANAGED FDS$696.5K +7.2%
- ISHARES TR$414.4K +178.6%
- SCHWAB STRATEGIC TR$280.4K +11.6%
- EXXON MOBIL CORP$246.5K +47.6%
Top Trims
- VANGUARD INDEX FDS-$1.2M -5.2%
- MICROSOFT CORP-$800.1K -21.8%
- 2023 ETF SERIES TRUST-$518.0K -12.7%
- AMERICAN EXPRESS CO-$474.3K -18.3%
- APPLE INC-$447.7K -10.3%
New Positions
- ISHARES TR$551.7K
- TOTALENERGIES SE$307.6K
- DEERE & CO$290.1K
- EATON CORP PLC$239.6K
- ISHARES TR$212.1K
Exited Positions
- NORFOLK SOUTHN CORP$527.8K
- S&P GLOBAL INC$234.1K
- SALESFORCE INC$226.8K
- UNITEDHEALTH GROUP INC$225.1K
- INTUITIVE SURGICAL INC$205.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $21.3M | 14.21% | 35,628 | SH |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $12.2M | 8.15% | 17 | SH |
| 3 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $10.4M | 6.91% | 161,623 | SH |
| 4 | FRANKLIN TEMPLETON ETF TR | FLQM | 35473P884 | $9.8M | 6.51% | 177,715 | SH |
| 5 | LEGG MASON ETF INVT | LVHI | 52468L505 | $6.9M | 4.62% | 170,711 | SH |
| 6 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $6.8M | 4.54% | 10,473 | SH |
| 7 | ISHARES TR | IWD | 464287598 | $5.9M | 3.92% | 27,500 | SH |
| 8 | ISHARES TR | IVV | 464287200 | $4.8M | 3.19% | 7,325 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.9M | 2.63% | 22,583 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $3.9M | 2.60% | 15,371 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $3.7M | 2.44% | 125,422 | SH |
| 12 | 2023 ETF SERIES TRUST | EAGL | 88339Y102 | $3.6M | 2.38% | 117,065 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $2.9M | 1.92% | 7,760 | SH |
| 14 | ALPHABET INC | GOOGL | 02079K305 | $2.7M | 1.81% | 9,422 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $2.7M | 1.80% | 87,980 | SH |
| 16 | AMERICAN EXPRESS CO | AXP | 025816109 | $2.1M | 1.41% | 7,008 | SH |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.8M | 1.20% | 3,742 | SH |
| 18 | AMAZON COM INC | AMZN | 023135106 | $1.5M | 0.98% | 7,080 | SH |
| 19 | VANGUARD INDEX FDS | VTI | 922908769 | $1.4M | 0.92% | 4,278 | SH |
| 20 | META PLATFORMS INC | META | 30303M102 | $1.2M | 0.81% | 2,111 | SH |
| 21 | FIRST NATL CORP VA | FXNC | 32106V107 | $1.2M | 0.77% | 42,955 | SH |
| 22 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $1.1M | 0.74% | 2,285 | SH |
| 23 | VANGUARD INDEX FDS | VB | 922908751 | $1.0M | 0.68% | 3,900 | SH |
| 24 | BROADCOM INC | AVGO | 11135F101 | $976.2K | 0.65% | 3,154 | SH |
| 25 | HOME DEPOT INC | HD | 437076102 | $975.8K | 0.65% | 2,967 | SH |
| 26 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $964.8K | 0.64% | 2,855 | SH |
| 27 | BANK AMERICA CORP | BAC | 060505104 | $839.4K | 0.56% | 17,219 | SH |
| 28 | ELI LILLY & CO | LLY | 532457108 | $820.4K | 0.55% | 892 | SH |
| 29 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $809.8K | 0.54% | 26,550 | SH |
| 30 | PHILIP MORRIS INTL INC | PM | 718172109 | $804.7K | 0.54% | 4,867 | SH |
| 31 | TESLA INC | TSLA | 88160R101 | $776.2K | 0.52% | 2,088 | SH |
| 32 | EXXON MOBIL CORP | XOM | 30231G102 | $763.8K | 0.51% | 4,502 | SH |
| 33 | WALMART INC | WMT | 931142103 | $724.2K | 0.48% | 5,827 | SH |
| 34 | JPMORGAN CHASE & CO | JPM | 46625H100 | $710.4K | 0.47% | 2,415 | SH |
| 35 | BANK NEW YORK MELLON CORP | BK | 064058100 | $697.8K | 0.47% | 5,882 | SH |
| 36 | MORGAN STANLEY | MS | 617446448 | $692.0K | 0.46% | 4,205 | SH |
| 37 | ISHARES TR | IWR | 464287499 | $646.4K | 0.43% | 6,648 | SH |
| 38 | WESTROCK COFFEE CO | WEST | 96145W103 | $643.3K | 0.43% | 151,354 | SH |
| 39 | ORACLE CORP | ORCL | 68389X105 | $640.2K | 0.43% | 4,352 | SH |
| 40 | VISA INC | V | 92826C839 | $599.3K | 0.40% | 1,983 | SH |
| 41 | AMERIPRISE FINL INC | AMP | 03076C106 | $586.6K | 0.39% | 1,320 | SH |
| 42 | TRUIST FINL CORP | TFC | 89832Q109 | $583.9K | 0.39% | 12,701 | SH |
| 43 | PROCTER & GAMBLE CO | PG | 742718109 | $578.0K | 0.39% | 4,002 | SH |
| 44 | JOHNSON & JOHNSON | JNJ | 478160104 | $553.4K | 0.37% | 2,264 | SH |
| 45 | ISHARES TR | DGRO | 46434V621 | $551.7K | 0.37% | 7,861 | SH |
| 46 | ANALOG DEVICES INC | ADI | 032654105 | $550.4K | 0.37% | 1,730 | SH |
| 47 | APPLIED MATLS INC | AMAT | 038222105 | $539.3K | 0.36% | 1,578 | SH |
| 48 | CHEVRON CORPORATION | CVX | 166764100 | $539.0K | 0.36% | 2,605 | SH |
| 49 | ISHARES TR | IJH | 464287507 | $523.4K | 0.35% | 7,750 | SH |
| 50 | DOORDASH INC | DASH | 25809K105 | $521.5K | 0.35% | 3,473 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $149.9M | 119 | 0001398344-26-006798 |
| 2025-12-31 | 2026-02-13 | $152.1M | 115 | 0001398344-26-003065 |