13F Pro13F Pro

Piedmont Capital Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1656150
Institutional-grade research for retail investors

Sector Allocation

  • Other77.2%$152.9M
  • Financials13.2%$26.2M
  • Technology3.2%$6.4M
  • Healthcare2.6%$5.2M
  • Consumer Staples1.0%$1.9M
  • Energy0.9%$1.7M
  • Industrials0.6%$1.2M
  • Communication Services0.6%$1.1M
  • Consumer Discretionary0.4%$855,920
  • Real Estate0.2%$399,924

AUM History

13fpro.ai/research/fund/piedmont-capital-management-llc-1656150

Conviction and streaks

Diversifying · top 10 = 74.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold13.2% weight · held 10 quartersSTT$STTConviction hold8.6% weight · held 5 quarters$Conviction hold7.3% weight · held 6 quarters$Conviction hold5.3% weight · held 10 quartersIVZ$IVZConviction hold2.5% weight · held 10 quarters$Accumulating+40% shares · 8 quarters runningIVZ$IVZAccumulating+71% shares · 8 quarters running$Accumulating+35% shares · 8 quarters running$Accumulating+184% shares · 8 quarters runningORCL$ORCLAccumulating+15% shares · 6 quarters running$Trimming-4% shares · 5 quarters running$Trimming-90% shares · 5 quarters runningGLDM$GLDMTrimming-93% shares · 4 quarters running$Trimming-8% shares · 4 quarters running$Trimming-57% shares · 3 quarters running

Largest positions — Q2 2026

  • VANGUARD
    $29.7M
  • VANGUARD
    $26.1M
  • VANGUARD
    $17.5M
  • STTSTT
    $17.1M
  • ISHARES
    $14.4M
  • VANECK
    $10.9M
  • SPDR
    $10.5M
  • ISHARES
    $10.4M
  • ISHARES
    $6.2M
  • EA
    $5.3M
  • IVZIVZ
    $5.0M
  • VANGUARD
    $3.9M
  • VANECK
    $3.3M
  • ISHARES
    $3.1M
  • VANECK
    $2.9M
  • CSCOCSCO
    $2.4M
  • VANGUARD
    $1.8M
  • KOKO
    $1.4M
  • ISHARES
    $1.4M
  • IVZIVZ
    $1.4M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/piedmont-capital-management-llc-1656150

Piedmont Capital Management, LLC 13F holdings — Q2 2026

$198.0M portfolio (+0.7% QoQ) · 58 holdings · Q2 2026 13F · top 10 are 75% of the stock portfolio

  • 1

    VANGUARD WORLD FUND - MEGA CAP INDEX

    $29.7M

    15.0% of stocks

    NewThis quarter—Since filedNew this quarterHeld
    AIQuality—Est. buy—
  • 2

    VANGUARD WHITEHALL FDS - HIGH DIV YLD

    $26.1M

    13.2% of stocks

    +0.5%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    VANGUARD INDEX FDS - S&P 500 ETF SHS

    $17.5M

    8.8% of stocks

    NewThis quarter—Since filedNew this quarterHeld
    AIQuality—Est. buy—
  • 4STT

    STATE STREET CORP

    $STT

    $17.1M

    8.6% of stocks

    -34%This quarter-10.5%Since filed10+ qtrsHeld
    AIQuality71.5#178Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
  • 5

    ISHARES TR - CORES MSCI EAFE

    $14.4M

    7.3% of stocks

    -17%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    VANECK ETF TRUST - SEMICONDUCTR ETF

    $10.9M

    5.5% of stocks

    NewThis quarter—Since filedNew this quarterHeld
    AIQuality—Est. buy—
  • 7

    SPDR SERIES TRUST - STATE STREET SPD

    $10.5M

    5.3% of stocks

    -30%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8

    ISHARES TR - FLTG RATE NT ETF

    $10.4M

    5.3% of stocks

    +4%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 9

    ISHARES TR - MICRO-CAP ETF

    $6.2M

    3.1% of stocks

    +29%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 10

    EA SERIES TRUST - FREEDOM 100 EM

    $5.3M

    2.6% of stocks

    +4%This quarter—Since filed—Held
    AIQuality—Est. buy—

All holdings — Piedmont Capital Management, LLC (Q2 2026)

58 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
IVZ$IVZInvesco Ltd.etf/fund$5.0M+6%
— VANGUARD INDEX FDS - TOTAL STK MKTetf/fund$3.9M+3%
— VANECK ETF TRUST - FALLEN ANGEL HGetf/fund$3.3M+0.2%
— ISHARES TR - CRE U S REIT ETFetf/fund$3.1M-0.6%
— VANECK ETF TRUST - CLO ETFetf/fund$2.9M-2%
CSCO$CSCOCISCO SYSTEMS, INC.$2.4M-3%
— VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund$1.8M+0.3%
KO$KOCOCA COLA CO$1.4M-2%
— ISHARES TR - CORE 60/40 BALANetf/fund$1.4M+0.4%
IVZ$IVZInvesco Ltd.lp unit$1.4M+2%
JNJ$JNJJOHNSON & JOHNSON$1.4M-4%
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$1.3M-3%
GLDM$GLDMWorld Gold Trustetf/fund$1.3M-93%
MRK$MRKMerck & Co., Inc.$1.2M-3%
— VANECK ETF TRUST - GOLD MINERS ETFetf/fund$1.2M-89%

What changed in Q2 2026

Against the previous quarter's 13F: 9 new, 20 added to, 18 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (9)

  • VANGUARD WORLD FUND - MEGA CAP INDEX$29.7M

    first bought this quarter

  • VANGUARD INDEX FDS - S&P 500 ETF SHS$17.5M

    first bought this quarter

  • VANECK ETF TRUST - SEMICONDUCTR ETF$10.9M

    first bought this quarter

  • INTC$INTCINTEL CORP$328K

    first bought this quarter

  • GE$GEGENERAL ELECTRIC CO$237K

    first bought this quarter

  • ECG$ECGEverus Construction Group, Inc.$237K

    first bought this quarter

+3 more in the Excel export

Added to (20)

  • ISHARES TR - MICRO-CAP ETF+29%

    now $6.2M

  • ISHARES TR - FLTG RATE NT ETF+4%

    now $10.4M

  • VANGUARD WORLD FD - MEGA GRWTH IND+400%

    now $349K

  • IVZ$IVZInvesco Ltd.+6%

    now $5.0M · held 10+ qtrs, 8 adds in a row

  • EA SERIES TRUST - FREEDOM 100 EM+4%

    now $5.3M

  • ISHARES TR - CORE S&P500 ETF+23%

    now $1.1M

+14 more in the Excel export

Trimmed (18)

  • GLDM$GLDMWorld Gold Trust-93%

    now $1.3M · held 10+ qtrs, 3 trims in a row

  • VANECK ETF TRUST - GOLD MINERS ETF-89%

    now $1.2M

  • STT$STTSTATE STREET CORP-34%

    now $17.1M · held 10+ qtrs, 2 trims in a row

  • SPDR SERIES TRUST - STATE STREET SPD-30%

    now $10.5M

  • ISHARES TR - CORES MSCI EAFE-17%

    now $14.4M

  • CSCO$CSCOCISCO SYSTEMS, INC.-3%

    now $2.4M · held 10+ qtrs, 3 trims in a row

+12 more in the Excel export

Sold out (2)

  • PUTNAM ETF TRUSTwas $22.8M
  • ISHARES TRwas $289K
Share

Holdings by quarter

Every 13F Piedmont Capital Management, LLC has filed, 22 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Piedmont Capital Management?

Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Piedmont Capital Management's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-7.3%

Value-weighted move of the 10 largest stock positions

Turnover

32%

Last quarter; 69% over the last 4

Top 10 weight

75%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Piedmont Capital Management, LLC disclosed 58 positions worth $198.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 2. The portfolio is most concentrated in Other (77.2% of disclosed assets). All figures are sourced directly from Piedmont Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1656150.

Funds like this

managers whose biggest positions overlap Piedmont Capital Management's
Avantax Planning Partners, Inc.$4.02B 13F book · 3 shared top holdingsSTTAMGNVZParcion Private Wealth LLC$1.80B 13F book · 3 shared top holdingsSTTGLDMAMGNVerity & Verity, LLC$1.50B 13F book · 3 shared top holdingsSTTAMGNVZAmerican Investment Services, Inc.$473.33M 13F book · 5 shared top holdingsGLDMVZAMGNNKEBuck Wealth Strategies, LLC$956.15M 13F book · 3 shared top holdingsGLDMAMGNVZAmerican National Bank of Texas$109.49M 13F book · 3 shared top holdingsSTTGLDMAMGN

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Piedmont Capital Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Piedmont Capital Management, LLC (SEC CIK: 1656150), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Piedmont Capital Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.