DOSSIER · 13F-HR · Q1 2026

Piedmont Capital Management, LLC/NC

$150M in tracked AUM across 119 positions as of Q1 2026.

PC
CIK 0002108281 · last filed Mar 31, 2026
Total AUM
$150M
as of Q1 2026
Holdings
119
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Piedmont Capital Management, LLC/NC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$21M36K14.2%
02
BRK/A
BERKSHIRE HATHAWAY INC DEL
$12M178.1%
03
VEA
VANGUARD TAX-MANAGED FDS
$10M162K6.9%
04
FLQM
FRANKLIN TEMPLETON ETF TR
$10M178K6.5%
05
LVHI
LEGG MASON ETF INVT
$7M171K4.6%
06
SPY
STATE STR SPDR S&P 500 ETF T
$7M10K4.5%
07
IWD
ISHARES TR
$6M28K3.9%
08
IVV
ISHARES TR
$5M7K3.2%
09
NVDA
NVIDIA CORPORATION
$4M23K2.6%
10
AAPL
APPLE INC
$4M15K2.6%

Filing history

2026Q1Mar 31
$150M 1.5%
119 positionsView →
2025Q4Dec 31
$152M
115 positionsView →