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Stock research / United States / Funds / Piedmont Capital Management, LLC

Piedmont Capital Management, LLC

CIK 2108281 · latest 13F filed 21 October 2026 · Read the filing on EDGAR

Piedmont Capital Management, LLC reported 125 US-listed holdings worth $168.5 million in its 13F for the quarter ended 30 September 2026, filed 21 October 2026. Its largest: Vanguard S&P 500 (15.8%), Vanguard Ftse Developed Markets (7.0%) and Franklin Templeton ETF Trust (5.7%). Against the quarter before, it opened 11 positions, added to 21, trimmed 34 and sold out of 9.

Reported holdings$168.5M+2.9% on Q2 2026
Positions125+2 on Q2 2026
The largest ten55.7%of its reported holdings
Latest 13FQ3 2026filed 21 October 2026
Where the money is
Added toHeldTrimmed
VOO15.8%VEA7.0%FLQM5.7%LVHI5.0%SPY4.7%IWD4.0%Berkshire4.0%IVV3.3%AAPL3.1%NVDA3.0%SCHG2.8%EAGL2.5%MSFT2.3%111 more34.7%

The 14 largest of its 125 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2025: $152.1 million in 115 positions$152MQ4 25Q1 2026: $149.9 million in 119 positions$150MQ1 26Q2 2026: $163.8 million in 123 positions$164MQ2 26Q3 2026: $168.5 million in 125 positions$168MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +9.7% over the 3 quarters to 30 September 2026, against +11.8% for the S&P 500.

Its reported holdingsThe S&P 500
95100105110Q4 25Q1 26Q2 26Q3 26Its holdings +9.7%S&P 500 +11.8%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 11Added 21Held 59Trimmed 34Sold out 9
Opened: 11Added: 21Held: 59Trimmed: 34Sold out: 9

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 11

  1. ExxonMobil Holdings Corp. XOM$680,458
  2. SPDR Ser Trust SPMD$405,473
  3. Palantir Technologies Inc. PLTR$296,848
  4. SK Hynix Inc. Fsponsored ADR 1 ADR Reps 0.1 Ord SHS SKHY$296,482
  5. CrowdStrike Holdings, Inc. CRWD$248,865
  6. Woori Finl Group Inc. WF$218,386
  7. HCA Healthcare, Inc. HCA$207,822
  8. SAP SE SAP$206,604

and 3 more in the table below

Added to 21

  1. Ea Series Trust FRDM+11,150 shares · +236%
  2. Vanguard S&P 500 VOO+1,070 shares · +3%
  3. Legg Mason ETF Invt LVHI+10,194 shares · +5%
  4. Schwab Strategic Trust SCHD+11,100 shares · +12%
  5. Schwab Strategic Trust SCHG+6,768 shares · +5%
  6. Vanguard Ftse Developed Markets VEA+1,506 shares · +1%
  7. Apple Inc. AAPL+133 shares · +1%
  8. Amazon.com Inc. AMZN+150 shares · +2%

and 13 more in the table below

Trimmed 34

  1. Franklin Templeton ETF Trust FLQM-6,174 shares · -4%
  2. Micron Technology Inc. MU-192 shares · -16%
  3. Vanguard World FD VGT-1,186 shares · -21%
  4. Financial Select Sector SPDR ETF XLF-2,534 shares · -63%
  5. NVIDIA Corp. NVDA-297 shares · -1%
  6. Caterpillar Inc. CAT-80 shares · -13%
  7. Taiwan Semiconductor Manufacturing Company Limited TSM-139 shares · -5%
  8. iShares Trust IWF-330 shares · -50%

and 26 more in the table below

Sold out of 9

  1. Corning Inc. GLW$301,918 last quarter
  2. Lam Research Corp. LRCX$250,898 last quarter
  3. KLA Corp. KLAC$247,402 last quarter
  4. McDonald's Corp. MCD$228,682 last quarter
  5. PNC Financial Services Group, Inc. PNC$220,613 last quarter
  6. Linde plc LIN$220,550 last quarter
  7. Goldman Sachs Group Inc. GS$214,410 last quarter
  8. D.R. Horton, Inc. DHI$210,278 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Vanguard S&P 500 VOO38.0K$26.6 million15.80%+1.1K
Vanguard Ftse Developed Markets VEA167.8K$11.9 million7.03%+1.5K
Franklin Templeton ETF Trust FLQM166.7K$9.6 million5.68%-6.2K
Legg Mason ETF Invt LVHI201.6K$8.4 million4.99%+10.2K
SPDR S&P 500 SPY10.5K$8.0 million4.74%-25
iShares Russell 1000 Value Inde IWD27.5K$6.8 million4.05%no change
Berkshire Hathaway Inc. Del9$6.7 million3.99%no change
iShares Core S&P 500 ETF IVV7.3K$5.6 million3.34%+14
Apple Inc. AAPL15.5K$5.2 million3.07%+133
NVIDIA Corp. NVDA22.0K$5.0 million2.98%-297
Schwab Strategic Trust SCHG132.2K$4.7 million2.82%+6.8K
2023 ETF Series Trust EAGL121.9K$4.1 million2.46%+520
Microsoft Corp. MSFT7.5K$3.9 million2.29%+22
Schwab Strategic Trust SCHD104.1K$3.4 million2.01%+11.1K
Alphabet Inc. GOOGL9.3K$3.2 million1.90%-56
American Express Co. AXP6.8K$2.1 million1.23%-42
Amazon.com Inc. AMZN7.6K$1.9 million1.12%+150
Berkshire Hathaway Inc. Class B BRKB3.7K$1.8 million1.08%-28
VG Totl STK Vprs VTI4.4K$1.7 million0.99%+63
Advanced Micro Devices Inc. AMD2.4K$1.5 million0.88%-35
Meta Platforms, Inc. META2.0K$1.4 million0.86%+5
Taiwan Semiconductor Manufacturing Company Limited TSM2.8K$1.3 million0.77%-139
First Natl Corp. FXNC43.0K$1.3 million0.75%no change
Spotify Technology S.A. SPOT2.3K$1.1 million0.66%-11
Ea Series Trust FRDM15.9K$1.1 million0.66%+11.2K
Vanguard Small Cap ETF VB3.9K$1.1 million0.66%no change
Westrock Coffee Co. WEST137.5K$1.1 million0.66%no change
Broadcom Inc. AVGO3.1K$1.1 million0.65%-8
Micron Technology Inc. MU980$1.0 million0.62%-192
Eli Lilly & Co. LLY871$1.0 million0.60%no change
Philip Morris International Inc. PM4.7K$901,0520.53%no change
Schwab Strategic Trust SCHV26.6K$884,3810.52%no change
Bank of New York Mellon Corp. BNY5.9K$848,2550.50%no change
Applied Materials Inc. AMAT1.6K$806,9580.48%no change
Visa Inc. V2.2K$790,8850.47%no change
Morgan Stanley MS4.2K$787,1150.47%no change
JPMorgan Chase & Co. JPM2.3K$750,3220.45%no change
Alphabet Inc. GOOG2.2K$750,3090.45%no change
Home Depot, Inc. HD2.5K$715,4920.42%-89
iShares Trust IWR6.6K$709,4080.42%no change
Merck & Co., Inc. MRK4.9K$707,0780.42%+99
Analog Devices Inc. ADI1.7K$683,5310.41%no change
ExxonMobil Holdings Corp. XOM4.2K$680,4580.40%new
Tesla, Inc. TSLA1.9K$675,5580.40%-83
Ameriprise Financial Inc. AMP1.3K$663,6880.39%no change
DoorDash, Inc. DASH3.5K$636,3680.38%no change
Bank of America Corp. BAC11.4K$621,6450.37%no change
Cisco Systems, Inc. CSCO5.7K$610,1540.36%no change
iShares Trust ITOT3.6K$597,1110.35%no change
iShares Core Dividend Growth DGRO7.9K$592,6410.35%no change
Texas Instruments Inc. TXN2.1K$591,5500.35%-1
Oracle Corp. ORCL4.2K$573,0900.34%+9
AbbVie Inc. ABBV2.2K$567,9120.34%no change
Vanguard World FD VGT4.5K$567,0230.34%-1.2K
ASML Holding N.V. ASML309$559,8060.33%+8
iShares Core S&P Mid-Cap ETF IJH7.8K$557,6130.33%no change
Mastercard Inc. MA1.0K$554,7790.33%-6
iShares Trust EFA5.0K$523,3980.31%no change
Walmart Inc. WMT4.9K$512,3260.30%no change
Procter & Gamble Co. PG3.5K$506,3010.30%-49
Johnson & Johnson JNJ1.9K$491,0930.29%+7
Caterpillar Inc. CAT528$428,0970.25%-80
SPDR Ser Trust SPMD6.4K$405,4730.24%new
Costco Wholesale Corp. COST432$393,2670.23%no change
EOG Resources Inc. EOG2.8K$389,7230.23%no change
ConocoPhillips COP3.1K$388,2150.23%no change
Truist Financial Corp. TFC8.3K$385,1700.23%no change
Thermo Fisher Scientific Inc. TMO562$379,3780.23%no change
Chubb Ltd. CB1.1K$374,0380.22%no change
Invesco QQQ Trust QQQ482$356,5690.21%no change
Citigroup Inc. C2.8K$356,1990.21%no change
Deere & Co. DE510$342,4910.20%no change
Altria Group, Inc. MO4.9K$327,8780.19%-72
Chevron Corp. CVX1.6K$316,7300.19%-5
ASE Technology Holding Co., Ltd. ASX7.0K$311,9310.19%no change
Mondelez International, Inc. MDLZ5.3K$306,7350.18%no change
Wells Fargo & Company WFC3.8K$305,7910.18%-350
Republic Services, Inc. RSG1.5K$305,3610.18%no change
RTX Corp. RTX1.6K$303,7230.18%+68
Palantir Technologies Inc. PLTR1.6K$296,8480.18%new
SK Hynix Inc. Fsponsored ADR 1 ADR Reps 0.1 Ord SHS SKHY1.6K$296,4820.18%new
Netflix Inc. NFLX4.2K$293,4190.17%+356
NextEra Energy Inc. NEE3.9K$292,0530.17%no change
TotalEnergies SE TTE3.4K$289,0760.17%no change
Eaton Corp. plc ETN663$284,8980.17%no change
Seagate Technology Holdings plc STX304$280,3910.17%-40
Intel Corp. INTC2.3K$275,9280.16%-340
Vanguard Growth ETF VUG2.9K$264,3830.16%no change
Waste Management Inc. WM1.3K$259,9980.15%-10
Vanguard Specialized Funds VIG1.1K$249,6420.15%no change
CrowdStrike Holdings, Inc. CRWD940$248,8650.15%new
Eaton Vance Tax-Managed Dive ETY17.1K$240,5360.14%no change
General Dynamics Corp. GD710$235,5990.14%no change
UnitedHealth Group Inc. UNH626$229,7920.14%-19
Marvell Technology, Inc. MRVL866$228,8060.14%+4
iShares Trust EFV2.9K$225,7860.13%no change
TJX Companies Inc. TJX1.7K$224,1330.13%-108
International Business Machines Corp. IBM997$219,2700.13%-125
Woori Finl Group Inc. WF2.9K$218,3860.13%new
Coca-Cola Co. KO2.5K$217,9550.13%no change
T-Mobile US, Inc. TMUS1.3K$217,3860.13%-86
United Microelectronics Corporation UMC8.9K$217,3730.13%no change
Boeing Co. BA1.2K$214,3300.13%-25
Walt Disney Co. DIS2.0K$210,7440.13%-100
HCA Healthcare, Inc. HCA487$207,8220.12%new
SAP SE SAP991$206,6040.12%new
Shinhan Financial Group Co. Ltd. SHG2.6K$201,3210.12%new
iShares Trust IJT1.2K$193,8390.12%-8
iShares Core S&P Small-Cap ETF IJR1.3K$173,9950.10%no change
Eaton Vance Tax-Managed Glob EXG17.1K$160,4820.10%no change
Technology Select Sector SPDR ETF XLK550$107,6630.06%no change
the One Group Hospitality in STKS56.4K$90,2750.05%-3.2K
Vanguard Mid Cap Index ETF VO1.1K$83,1250.05%no change
Financial Select Sector SPDR ETF XLF1.5K$79,9930.05%-2.5K
Select Sector SPDR Trust XLI419$69,9650.04%-104
Wipro Limited WIT31.9K$52,7030.03%+11.6K
iShares Trust IWF330$41,3360.02%-330
iShares Trust IJK233$25,5210.02%no change
Centrais Eletricas Brasileir AXIAY2.4K$25,3580.02%new
iShares S&P Midcap 400 Value in IJJ152$20,8870.01%no change
iShares Trust IYF160$20,1060.01%no change
iShares Trust IYC200$18,9560.01%no change
iShares Trust IYY46$8,5280.01%no change
Centrais Elet Bras SA AXICY548$5,6720.00%new
iShares Trust IJS21$2,6900.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 9 it sold out of are in the box above.