Piedmont Capital Management, LLC/NC
Sector Allocation
- Other59.5%$100.2M
- Technology18.3%$30.8M
- Financials11.1%$18.7M
- Consumer Staples2.5%$4.3M
- Consumer Discretionary2.5%$4.2M
- Healthcare2.1%$3.6M
- Energy1.2%$2.1M
- Communication Services1.1%$1.8M
- Industrials1.1%$1.8M
- Utilities0.5%$882,770
AUM History
13fpro.ai/research/fund/piedmont-capital-management-llc-nc-2108281
Conviction and streaks
Stable · top 10 = 55.7%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.
Largest positions — Q3 2026
- VANGUARD$26.6M
- VANGUARD$11.9M
- FRANKLIN$9.6M
- LEGG$8.4M
SPY
$8.0M- ISHARES$6.8M
BRK.A
$6.7M- ISHARES$5.6M
AAPL
$5.2MNVDA
$5.0M- SCHWAB$4.7M
- 2023$4.1M
MSFT
$3.9M- SCHWAB$3.4M
GOOGL
$3.2MAXP
$2.1MAMZN
$1.9MBRK.B
$1.8M- VANGUARD$1.7M
AMD
$1.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/piedmont-capital-management-llc-nc-2108281
Piedmont Capital Management, LLC/NC 13F holdings — Q3 2026
$168.5M portfolio (+2.9% QoQ) · 125 holdings · Q3 2026 13F · top 10 are 56% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$26.6M
15.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$11.9M
7.0% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT
$9.6M
5.7% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
LEGG MASON ETF INVT - FRANKLIN INTL LW
$8.4M
5.0% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $8.0M
4.7% of stocks
-0.2%This quarter-1.0%Since filed4+ qtrsHeld- 6
ISHARES TR - RUS 1000 VAL ETF
$6.8M
4.0% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $6.7M
4.0% of stocks
No changeThis quarter—Since filed4+ qtrsHeld- 8
ISHARES TR - CORE S&P500 ETF
$5.6M
3.3% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $5.2M
3.1% of stocks
+0.9%This quarter-0.0%Since filed4+ qtrsHeld$5.0M
3.0% of stocks
-1%This quarter-2.7%Since filed4+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $26.6M | 15.8% | +3% | — | — | — | — | |
| 2 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $11.9M | 7.0% | +0.9% | — | — | — | — | |
| 3 | FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT | $9.6M | 5.7% | -4% | — | — | — | — | |
| 4 | LEGG MASON ETF INVT - FRANKLIN INTL LW | $8.4M | 5.0% | +5% | — | — | — | — | |
| 5 | $8.0M | 4.7% | -0.2% | -1.0% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - RUS 1000 VAL ETF | $6.8M | 4.0% | No change | — | — | — | — | |
| 7 | $6.7M | 4.0% | No change | — | 4+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - CORE S&P500 ETF | $5.6M | 3.3% | +0.2% | — | — | — | — | |
| 9 | $5.2M | 3.1% | +0.9% | -0.0% | 4+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $5.0M | 3.0% | -1% | -2.7% | 4+ qtrsTrimmed 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Piedmont Capital Management, LLC/NC (Q3 2026)
125 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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $4.7M | 2.8% | 132K | +5% | — | — | 13F |
| 12 | — | 2023 ETF SERIES TRUST - EAGL CAP SEL ETFetf/fund | — | $4.1M | 2.5% | 122K | +0.4% | — | — | 13F |
| 13 | MICROSOFT CORP | Technology | $3.9M | 2.3% | 7,532 | +0.3% | 4+ qtrs | 79.8 | 13F | |
| 14 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $3.4M | 2.0% | 104K | +12% | — | — | 13F |
| 15 | Alphabet Inc. | Technology | $3.2M | 1.9% | 9,287 | -0.6% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMERICAN EXPRESS CO | Financials | $2.1M | 1.2% | 6,840 | -0.6% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | AMAZON COM INC | Consumer Discretionary | $1.9M | 1.1% | 7,552 | +2% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BERKSHIRE HATHAWAY INC | Financials | $1.8M | 1.1% | 3,661 | -0.8% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $1.7M | 1.0% | 4,446 | +1% | — | — | 13F |
| 20 | ADVANCED MICRO DEVICES INC | Technology | $1.5M | 0.9% | 2,426 | -1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Meta Platforms, Inc. | Technology | $1.4M | 0.9% | 1,989 | +0.3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $1.3M | 0.8% | 2,838 | -5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | FIRST NATIONAL CORP /VA/ | Financials | $1.3M | 0.8% | 43K | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Spotify Technology S.A. | Communication Services | $1.1M | 0.7% | 2,289 | -0.5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | EA SERIES TRUST - FREEDOM 100 EM | — | $1.1M | 0.7% | 16K | +236% | — | — | 13F |
| 26 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.1M | 0.7% | 3,900 | — | |||
| 27 | $WEST | Westrock Coffee Co | Consumer Staples | $1.1M | 0.7% | 137K | — | |||
| 28 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.7% | 3,121 | -0.3% | |||
| 29 | $MU | MICRON TECHNOLOGY INC | Technology | $1.0M | 0.6% | 980 | -16% | |||
| 30 | $LLY | ELI LILLY & Co | Healthcare | $1.0M | 0.6% | 871 | — | |||
| 31 | $PM | Philip Morris International Inc. | Consumer Staples | $901K | 0.5% | 4,722 | — | |||
| 32 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $884K | 0.5% | 27K | — | |||
| 33 | $BNY | Bank of New York Mellon Corp | Financials | $848K | 0.5% | 5,865 | — | |||
| 34 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $807K | 0.5% | 1,578 | — | |||
| 35 | $V | VISA INC. | Financials | $791K | 0.5% | 2,201 | — | |||
| 36 | $MS | MORGAN STANLEY | Financials | $787K | 0.5% | 4,185 | — | |||
| 37 | $JPM | JPMORGAN CHASE & CO | Financials | $750K | 0.5% | 2,268 | — | |||
| 38 | $GOOG | Alphabet Inc. | Technology | $750K | 0.5% | 2,202 | — | |||
| 39 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $715K | 0.4% | 2,515 | -3% | |||
| 40 | — | ISHARES TR - RUS MID CAP ETF | — | $709K | 0.4% | 6,648 | — | |||
| 41 | $MRK | Merck & Co., Inc. | Healthcare | $707K | 0.4% | 4,866 | +2% | |||
| 42 | $ADI | ANALOG DEVICES INC | Technology | $684K | 0.4% | 1,723 | — | |||
| 43 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $680K | 0.4% | 4,181 | New | |||
| 44 | $TSLA | Tesla, Inc. | Consumer Discretionary | $676K | 0.4% | 1,904 | -4% | |||
| 45 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $664K | 0.4% | 1,348 | — | |||
| 46 | $DASH | DoorDash, Inc. | Consumer Discretionary | $636K | 0.4% | 3,467 | — | |||
| 47 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $622K | 0.4% | 11K | — | |||
| 48 | $CSCO | CISCO SYSTEMS, INC. | Technology | $610K | 0.4% | 5,669 | — | |||
| 49 | — | ISHARES TR - CORE S&P TTL STK | — | $597K | 0.3% | 3,591 | — | |||
| 50 | — | ISHARES TR - CORE DIV GRWTH | — | $593K | 0.3% | 7,861 | — | |||
| 51 | $TXN | TEXAS INSTRUMENTS INC | Technology | $592K | 0.3% | 2,112 | -0.0% | |||
| 52 | $ORCL | ORACLE CORP | Technology | $573K | 0.3% | 4,174 | +0.2% | |||
| 53 | $ABBV | AbbVie Inc. | Healthcare | $568K | 0.3% | 2,171 | — | |||
| 54 | — | VANGUARD WORLD FD - INF TECH ETF | — | $567K | 0.3% | 4,512 | -21% | |||
| 55 | $ASML | ASML HOLDING NV | Technology | $560K | 0.3% | 309 | +3% | |||
| 56 | — | ISHARES TR - CORE S&P MCP ETF | — | $558K | 0.3% | 7,750 | — | |||
| 57 | $MA | Mastercard Inc | Financials | $555K | 0.3% | 1,006 | -0.6% | |||
| 58 | — | ISHARES TR - MSCI EAFE ETF | — | $523K | 0.3% | 5,038 | — | |||
| 59 | $WMT | Walmart Inc. | Consumer Staples | $512K | 0.3% | 4,930 | — | |||
| 60 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $506K | 0.3% | 3,485 | -1% | |||
| 61 | $JNJ | JOHNSON & JOHNSON | Healthcare | $491K | 0.3% | 1,855 | +0.4% | |||
| 62 | $CAT | CATERPILLAR INC | Industrials | $428K | 0.3% | 528 | -13% | |||
| 63 | — | SPDR SERIES TRUST - ST STR P400MID | — | $405K | 0.2% | 6,432 | New | |||
| 64 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $393K | 0.2% | 432 | — | |||
| 65 | $EOG | EOG RESOURCES INC | Energy | $390K | 0.2% | 2,829 | — | |||
| 66 | $COP | CONOCOPHILLIPS | Energy | $388K | 0.2% | 3,102 | — | |||
| 67 | $TFC | TRUIST FINANCIAL CORP | Financials | $385K | 0.2% | 8,319 | — | |||
| 68 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $379K | 0.2% | 562 | — | |||
| 69 | $CB | Chubb Ltd | Financials | $374K | 0.2% | 1,150 | — | |||
| 70 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $357K | 0.2% | 482 | — | |||
| 71 | $C | CITIGROUP INC | Financials | $356K | 0.2% | 2,751 | — | |||
| 72 | $DE | DEERE & CO | Industrials | $342K | 0.2% | 510 | — | |||
| 73 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $328K | 0.2% | 4,869 | -1% | |||
| 74 | $CVX | CHEVRON CORP | Energy | $317K | 0.2% | 1,551 | -0.3% | |||
| 75 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $312K | 0.2% | 7,016 | — | |||
| 76 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $307K | 0.2% | 5,305 | — | |||
| 77 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $306K | 0.2% | 3,820 | -8% | |||
| 78 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $305K | 0.2% | 1,455 | — | |||
| 79 | $RTX | RTX Corp | Industrials | $304K | 0.2% | 1,636 | +4% | |||
| 80 | $PLTR | Palantir Technologies Inc. | Technology | $297K | 0.2% | 1,587 | New | |||
| 81 | $SKHY | SK hynix Inc. | Technology | $296K | 0.2% | 1,610 | New | |||
| 82 | $NFLX | NETFLIX INC | Communication Services | $293K | 0.2% | 4,217 | +9% | |||
| 83 | $NEE | NEXTERA ENERGY INC | Utilities | $292K | 0.2% | 3,856 | — | |||
| 84 | $TTE | TotalEnergies SE | Energy | $289K | 0.2% | 3,381 | — | |||
| 85 | $ETN | Eaton Corp plc | Industrials | $285K | 0.2% | 663 | — | |||
| 86 | $STX | Seagate Technology Holdings plc | Technology | $280K | 0.2% | 304 | -12% | |||
| 87 | $INTC | INTEL CORP | Technology | $276K | 0.2% | 2,295 | -13% | |||
| 88 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $264K | 0.2% | 2,934 | — | |||
| 89 | $WM | WASTE MANAGEMENT INC | Utilities | $260K | 0.1% | 1,275 | -0.8% | |||
| 90 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $250K | 0.1% | 1,070 | — | |||
| 91 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $249K | 0.1% | 940 | New | |||
| 92 | — | EATON VANCE TAX-MANAGED DIVE - COM | — | $241K | 0.1% | 17K | — | |||
| 93 | $GD | GENERAL DYNAMICS CORP | Industrials | $236K | 0.1% | 710 | — | |||
| 94 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $230K | 0.1% | 626 | -3% | |||
| 95 | $MRVL | Marvell Technology, Inc. | Technology | $229K | 0.1% | 866 | +0.5% | |||
| 96 | — | ISHARES TR - EAFE VALUE ETF | — | $226K | 0.1% | 2,853 | — | |||
| 97 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $224K | 0.1% | 1,694 | -6% | |||
| 98 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $219K | 0.1% | 997 | -11% | |||
| 99 | $WF | WOORI FINANCIAL GROUP INC. | Financials | $218K | 0.1% | 2,891 | New | |||
| 100 | $KO | COCA COLA CO | Consumer Staples | $218K | 0.1% | 2,532 | — | |||
| 101 | $TMUS | T-Mobile US, Inc. | Communication Services | $217K | 0.1% | 1,333 | -6% | |||
| 102 | $UMC | UNITED MICROELECTRONICS CORP | Technology | $217K | 0.1% | 8,876 | — | |||
| 103 | $BA | BOEING CO | Industrials | $214K | 0.1% | 1,152 | -2% | |||
| 104 | $DIS | Walt Disney Co | Communication Services | $211K | 0.1% | 2,009 | -5% | |||
| 105 | $HCA | HCA Healthcare, Inc. | Healthcare | $208K | 0.1% | 487 | New | |||
| 106 | $SAP | SAP SE | Technology | $207K | 0.1% | 991 | New | |||
| 107 | $SHG | SHINHAN FINANCIAL GROUP CO LTD | Financials | $201K | 0.1% | 2,592 | New | |||
| 108 | — | ISHARES TR - S&P SML 600 GWT | — | $194K | 0.1% | 1,209 | -0.7% | |||
| 109 | — | ISHARES TR - CORE S&P SCP ETF | — | $174K | 0.1% | 1,279 | — | |||
| 110 | — | EATON VANCE TAX-MANAGED GLOB - COM | — | $160K | 0.1% | 17K | — | |||
| 111 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $108K | 0.1% | 550 | — | |||
| 112 | $STKS | ONE Group Hospitality, Inc. | Consumer Discretionary | $90K | 0.1% | 56K | -5% | |||
| 113 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $83K | 0.1% | 1,060 | — | |||
| 114 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $80K | 0.1% | 1,498 | -63% | |||
| 115 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $70K | 0.0% | 419 | -20% | |||
| 116 | $WIT | WIPRO LTD | Technology | $53K | 0.0% | 32K | +57% | |||
| 117 | — | ISHARES TR - RUS 1000 GRW ETF | — | $41K | 0.0% | 330 | -50% | |||
| 118 | — | ISHARES TR - S&P MC 400GR ETF | — | $26K | 0.0% | 233 | — | |||
| 119 | $AXIA | AXIA Energia S.A. | Utilities | $25K | 0.0% | 2,390 | New | |||
| 120 | — | ISHARES TR - S&P MC 400VL ETF | — | $21K | 0.0% | 152 | — | |||
| 121 | — | ISHARES TR - U.S. FINLS ETF | — | $20K | 0.0% | 160 | — | |||
| 122 | — | ISHARES TR - US CONSUM DISCRE | — | $19K | 0.0% | 200 | — | |||
| 123 | — | ISHARES TR - DOW JONES US ETF | — | $9K | 0.0% | 46 | — | |||
| 124 | — | AXIA ENERGIA SA - SPON ADS PF CL C | — | $6K | 0.0% | 548 | New | |||
| 125 | — | ISHARES TR - SP SMCP600VL ETF | — | $3K | 0.0% | 21 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 21 added to, 35 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
$XOM.R34088EXXON MOBIL CORP$680K
first bought this quarter
- SPDR SERIES TRUST - ST STR P400MID$405K
first bought this quarter
$PLTRPalantir Technologies Inc.$297K
first bought this quarter
$SKHYSK hynix Inc.$296K
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$249K
first bought this quarter
$WFWOORI FINANCIAL GROUP INC.$218K
first bought this quarter
+5 more in the Excel export
Added to (21)
- EA SERIES TRUST - FREEDOM 100 EM+236%
now $1.1M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+3%
now $26.6M
- LEGG MASON ETF INVT - FRANKLIN INTL LW+5%
now $8.4M
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+12%
now $3.4M
- SCHWAB STRATEGIC TR - US LCAP GR ETF+5%
now $4.7M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+0.9%
now $11.9M
+15 more in the Excel export
Trimmed (35)
- FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT-4%
now $9.6M
$MUMICRON TECHNOLOGY INC-16%
now $1.0M · held 4+ qtrs
- VANGUARD WORLD FD - INF TECH ETF-21%
now $567K
- SELECT SECTOR SPDR TR - ST STR FINL ETF-63%
now $80K
now $5.0M · held 4+ qtrs, 2 trims in a row
$CATCATERPILLAR INC-13%
now $428K · held 4+ qtrs
+29 more in the Excel export
Holdings by quarter
Every 13F Piedmont Capital Management, LLC/NC has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Piedmont Capital Management?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Piedmont Capital Management's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.9%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter
Top 10 weight
56%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
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 Q4 2025 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/NC disclosed 125 positions worth $168.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 11 new positions and exited 9 — including a new stake in $XOM.R34088 and a full exit from $GLW. The portfolio is most concentrated in Other (59.5% of disclosed assets). All figures are sourced directly from Piedmont Capital Management, LLC/NC’s Form 13F-HR filing with the SEC under CIK 2108281.
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AI-Powered Hedge Fund Analysis: Piedmont Capital Management, LLC/NC
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Every holding in Piedmont Capital Management, LLC/NC'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.