Piedmont Capital Management, LLC

Est. AUM

$196.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$24.3M	163823	12.36%	SOLE
2	SPDR INDEX SHS FDS	STATE STREET SPD	$24.0M	382422	12.23%	SOLE
3	PUTNAM ETF TRUST	FOCUSED LAR CAP	$22.8M	486775	11.59%	SOLE
4	WORLD GOLD TR	SPDR GLD MINIS	$20.5M	222303	10.44%	SOLE
5	ISHARES TR	CORES MSCI EAFE	$16.6M	180252	8.42%	SOLE
6	VANECK ETF TRUST	GOLD MINERS ETF	$13.9M	147996	7.09%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$13.6M	132183	6.90%	SOLE
8	ISHARES TR	FLTG RATE NT ETF	$10.0M	196584	5.08%	SOLE
9	INVESCO EXCH TRADED FD TR II	SR LN ETF	$4.8M	232234	2.42%	SOLE
10	EA SERIES TRUST	FREEDOM 100 EM	$4.0M	72198	2.04%	SOLE
11	ISHARES TR	MICRO-CAP ETF	$3.9M	23888	1.99%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$3.3M	10270	1.70%	SOLE
13	VANECK ETF TRUST	FALLEN ANGEL HG	$3.3M	113524	1.67%	SOLE
14	VANECK ETF TRUST	CLO ETF	$2.9M	55966	1.50%	SOLE
15	ISHARES TR	CRE U S REIT ETF	$2.8M	46360	1.42%	SOLE
16	CISCO SYS INC	COM	$1.7M	21051	0.85%	SOLE
17	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.6M	7581	0.83%	SOLE
18	COCA COLA CO	COM	$1.4M	17753	0.70%	SOLE
19	VERIZON COMMUNICATIONS INC	COM	$1.4M	27763	0.70%	SOLE
20	JOHNSON & JOHNSON	COM	$1.4M	5579	0.69%	SOLE
21	ISHARES TR	CORE 60/40 BALAN	$1.3M	20278	0.67%	SOLE
22	MERCK & CO INC	COM	$1.2M	10164	0.62%	SOLE
23	IBM CORP	COM	$1.2M	4719	0.59%	SOLE
24	CHEVRON CORP NEW	COM	$1.1M	5725	0.58%	SOLE
25	INVSC QQQ TR	UNIT SER	$1.1M	1840	0.55%	SOLE
26	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.1M	14669	0.55%	SOLE
27	EXXON MOBIL CORP	COM	$970K	5987	0.49%	SOLE
28	VANGUARD INDEX FDS	REAL ESTATE ETF	$927K	10244	0.47%	SOLE
29	AMGEN INC	COM	$923K	2687	0.47%	SOLE
30	STANTEC INC	COM	$920K	10458	0.47%	SOLE
31	ISHARES TR	CORE S&P500 ETF	$814K	1231	0.41%	SOLE
32	JPMORGAN CHASE & CO	COM	$698K	2357	0.35%	SOLE
33	MICROSOFT CORP	COM	$672K	1806	0.34%	SOLE
34	APPLE INC	COM	$589K	2273	0.30%	SOLE
35	CATERPILLAR INC	COM	$524K	732	0.27%	SOLE
36	UNITEDHEALTH GROUP INC	COM	$520K	1846	0.26%	SOLE
37	3M CO	COM	$437K	3014	0.22%	SOLE
38	SIMON PPTY GROUP INC NEW	COM	$341K	1799	0.17%	SOLE
39	NIKE INC	CL B	$300K	6802	0.15%	SOLE
40	WALMART INC	COM	$296K	2340	0.15%	SOLE
41	VANGUARD WORLD FD	MEGA GRWTH IND	$295K	792	0.15%	SOLE
42	SPDR S&P 500 ETF TR	TR UNIT	$293K	446	0.15%	SOLE
43	HOME DEPOT INC	COM	$292K	898	0.15%	SOLE
44	ISHARES TR	RUS MD CP GR ETF	$289K	2229	0.15%	SOLE
45	VANECK ETF TRUST	MRNGSTR WDE MOAT	$273K	2820	0.14%	SOLE
46	GOLDMAN SACHS GROUP INC	COM	$255K	294	0.13%	SOLE
47	PROCTER & GAMBLE CO	COM	$254K	1783	0.13%	SOLE
48	ORACLE CORP	COM	$231K	1597	0.12%	SOLE
49	GLACIER BANCORP INC NEW	COM	$211K	4590	0.11%	SOLE
50	GABELLI UTIL TR	COM	$150K	24977	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.