Piedmont Capital Management, LLC/NC

Est. AUM

$149.9M

13F long equity, this entity only

Positions

119

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$21.3M	35628	14.21%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL A	$12.2M	17	8.15%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.4M	161623	6.91%	SOLE
4	FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$9.8M	177715	6.51%	SOLE
5	LEGG MASON ETF INVT	FRANKLIN INTL LW	$6.9M	170711	4.62%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.8M	10473	4.55%	SOLE
7	ISHARES TR	RUS 1000 VAL ETF	$5.9M	27500	3.92%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$4.8M	7325	3.19%	SOLE
9	NVIDIA CORPORATION	COM	$3.9M	22583	2.63%	SOLE
10	APPLE INC	COM	$3.9M	15371	2.60%	SOLE
11	SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.7M	125422	2.44%	SOLE
12	2023 ETF SERIES TRUST	EAGLE CAPITAL SE	$3.6M	117065	2.38%	SOLE
13	MICROSOFT CORP	COM	$2.9M	7760	1.92%	SOLE
14	ALPHABET INC	CAP STK CL A	$2.7M	9422	1.81%	SOLE
15	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.7M	87980	1.80%	SOLE
16	AMERICAN EXPRESS CO	COM	$2.1M	7008	1.41%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	3742	1.20%	SOLE
18	AMAZON COM INC	COM	$1.5M	7080	0.98%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	4278	0.92%	SOLE
20	META PLATFORMS INC	CL A	$1.2M	2111	0.81%	SOLE
21	FIRST NATL CORP VA	COM	$1.2M	42955	0.77%	SOLE
22	SPOTIFY TECHNOLOGY S A	SHS	$1.1M	2285	0.74%	SOLE
23	VANGUARD INDEX FDS	SMALL CP ETF	$1.0M	3900	0.68%	SOLE
24	BROADCOM INC	COM	$976K	3154	0.65%	SOLE
25	HOME DEPOT INC	COM	$976K	2967	0.65%	SOLE
26	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$965K	2855	0.64%	SOLE
27	BANK AMERICA CORP	COM	$839K	17219	0.56%	SOLE
28	ELI LILLY & CO	COM	$820K	892	0.55%	SOLE
29	SCHWAB STRATEGIC TR	US LCAP VA ETF	$810K	26550	0.54%	SOLE
30	PHILIP MORRIS INTL INC	COM	$805K	4867	0.54%	SOLE
31	TESLA INC	COM	$776K	2088	0.52%	SOLE
32	EXXON MOBIL CORP	COM	$764K	4502	0.51%	SOLE
33	WALMART INC	COM	$724K	5827	0.48%	SOLE
34	JPMORGAN CHASE & CO	COM	$710K	2415	0.47%	SOLE
35	BANK NEW YORK MELLON CORP	COM	$698K	5882	0.47%	SOLE
36	MORGAN STANLEY	COM NEW	$692K	4205	0.46%	SOLE
37	ISHARES TR	RUS MID CAP ETF	$646K	6648	0.43%	SOLE
38	WESTROCK COFFEE CO	COM	$643K	151354	0.43%	SOLE
39	ORACLE CORP	COM	$640K	4352	0.43%	SOLE
40	VISA INC	COM CL A	$599K	1983	0.40%	SOLE
41	AMERIPRISE FINL INC	COM	$587K	1320	0.39%	SOLE
42	TRUIST FINL CORP	COM	$584K	12701	0.39%	SOLE
43	PROCTER & GAMBLE CO	COM	$578K	4002	0.39%	SOLE
44	JOHNSON & JOHNSON	COM	$553K	2264	0.37%	SOLE
45	ISHARES TR	CORE DIV GRWTH	$552K	7861	0.37%	SOLE
46	ANALOG DEVICES INC	COM	$550K	1730	0.37%	SOLE
47	APPLIED MATLS INC	COM	$539K	1578	0.36%	SOLE
48	CHEVRON CORPORATION	COM	$539K	2605	0.36%	SOLE
49	ISHARES TR	CORE S&P MCP ETF	$523K	7750	0.35%	SOLE
50	DOORDASH INC	CL A	$521K	3473	0.35%	SOLE

1–50 of 119

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