Piedmont Capital Management, LLC/NC

Q4 2025 13F-HR Holdings

Location
Greensboro, NC
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$152,103
Net value change ($000)
—
New positions
115
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 22,459 —
BRK-B 12,832 —
FLQM 9,934 —
VEA 9,660 —
SPY 7,141 —
LVHI 5,963 —
IWD 5,784 —
IVV 5,014 —
AAPL 4,349 —
NVDA 4,220 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type