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CIK: 0002108281
Total reported value
$163.8M
$163.8M
119 檔
37.0%
During the Q1 2026 filing period, Piedmont Capital Management, LLC/NC (CIK: 0002108281) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $163.8M across 119 reported positions.
In Q1 2026, Piedmont Capital Management, LLC/NC displayed an active expansion posture, initiating 9 new positions and adding to 41 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.21% | +1.27% | -0.51% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 8.15% | -4.04% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.91% | +0.33% | +4.52% | |
| 4 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 6.51% | -0.40% | +0.65% | |
| 5 | LVHI | Franklin International Low V | ETF-Other | 4.62% | +0.12% | +5.40% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.54% | +0.25% | — | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.92% | +0.15% | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.19% | +0.16% | +0.05% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.63% | +0.09% | -0.20% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.60% | +0.12% | -3.91% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.44% | +0.15% | +4.94% | |
| 12 | EAGL | Eagle Capital Select Eqty | ETF-Other | 2.38% | — | -6.84% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | -0.21% | +2.19% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | +0.23% | +3.22% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.80% | — | -0.23% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.41% | +0.01% | -0.06% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.07% | -0.03% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.10% | +1.53% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | +0.07% | -4.53% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.13% | +13.07% | |
| 21 | FXNC | First National Corp/va | Stock-Other | 0.77% | +0.02% | — | |
| 22 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.74% | -0.10% | — | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | +0.04% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.07% | +0.19% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.09% | +5.55% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.64% | +0.23% | +1.13% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | -0.16% | — | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.09% | +3.72% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.54% | +0.02% | — | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.54% | -0.02% | +2.44% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.01% | +3.42% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.51% | EXIT | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.14% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.02% | +1.98% | |
| 35 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.47% | +0.05% | — | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.46% | +0.07% | — | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.43% | +0.02% | +175.85% | |
| 38 | WEST | Westrock Coffee Co | Stock-Other | 0.43% | +0.25% | -4.42% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.06% | +14.77% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.06% | +13.97% | |
| 41 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.39% | -0.01% | — | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.39% | -0.14% | -1.20% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.07% | -0.84% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.08% | +4.09% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.37% | -0.01% | — | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.37% | +0.05% | +14.12% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.36% | +0.34% | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.20% | +0.35% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.35% | +0.01% | -0.10% | |
| 50 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.35% | +0.04% | -0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LVHI | Franklin International Low V | +0.7% | +5.40% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.6% | +4.52% | Add |
| 3 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +175.85% | Add |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.2% | -0.23% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.2% | +4.72% | Add |
| 6 | IWD | Ishares Russell 1000 Value E | +0.1% | — | Unchanged |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.1% | +31875.00% | Add |
| 8 | CVX | Chevron CORP | +0.1% | +0.35% | Add |
| 9 | ADI | Analog Devices Inc | +0.1% | +14.12% | Add |
| 10 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 11 | COP | Conocophillips | +0.1% | +0.63% | Add |
| 12 | EOG | Eog Resources Inc | +0.1% | — | Unchanged |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.13% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +4.09% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +16.75% | Add |
| 16 | NFLX | Netflix Inc | +0.1% | +22.63% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | +26.91% | Add |
| 18 | FXNC | First National Corp/va | +0.1% | — | Unchanged |
| 19 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 20 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 21 | LMT | Lockheed Martin CORP | +0.1% | +2.46% | Add |
| 22 | TXN | Texas Instruments Inc | 0% | +4.92% | Add |
| 23 | NEE | Nextera Energy Inc | 0% | +1.99% | Add |
| 24 | DUK | Duke Energy CORP | 0% | +7.56% | Add |
| 25 | COST | Costco Wholesale CORP | 0% | -2.17% | Trim |
| 26 | PM | Philip Morris International | 0% | +2.44% | Add |
| 27 | MU | Micron Technology Inc | 0% | -2.62% | Trim |
| 28 | PEP | Pepsico Inc | 0% | +8.45% | Add |
| 29 | MRK | Merck & Co. Inc. | 0% | -5.59% | Trim |
| 30 | HON | Honeywell International Inc | 0% | -0.27% | Trim |
| 31 | BA | Boeing Co/the | 0% | +28.42% | Add |
| 32 | MO | Altria Group Inc | 0% | -1.60% | Trim |
| 33 | GOOG | Alphabet Inc-cl C | 0% | +17.17% | Add |
| 34 | SCHV | Schwab US Large-cap Value | 0% | — | Unchanged |
| 35 | RTX | Rtx CORP | 0% | +1.15% | Add |
| 36 | CB | Chubb Limited | 0% | — | Unchanged |
| 37 | EFA | Ishares Msci Eafe ETF | 0% | +2.44% | Add |
| 38 | CSCO | Cisco Systems Inc | 0% | +3.22% | Add |
| 39 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 40 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 41 | WM | Waste Management Inc | 0% | — | Unchanged |
| 42 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.10% | Trim |
| 43 | TJX | Tjx Companies Inc | 0% | — | Unchanged |
| 44 | TMUS | T-mobile US Inc | 0% | — | Unchanged |
| 45 | MDLZ | Mondelez International Inc-a | 0% | -3.90% | Trim |
| 46 | HD | Home Depot Inc | 0% | +5.55% | Add |
| 47 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 48 | GD | General Dynamics CORP | 0% | — | Unchanged |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | 0% | — | Unchanged |
| 50 | XLI | Ss Industrial Select Sector | 0% | — | Unchanged |
According to official SEC Form 13F filings, Piedmont Capital Management, LLC/NC reported a total U.S. public equity portfolio value of $163.8M across 119 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BRK-A, VEA) accounted for 37.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
DGRO
市值: $551.7K
Top Position Liquidated / Trimmed
NSC
前期市值: $527.8K
During Q1 2026, Piedmont Capital Management, LLC/NC's top holdings by market value included VOO (14.2%)、BRK-A (8.2%)、VEA (6.9%). The largest single position, VOO, represented 14.2% of total portfolio value.
In Q1 2026, Piedmont Capital Management, LLC/NC made 81 total portfolio adjustments, initiating 9 new buys, adding to 41 positions, trimming 26 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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