Piedmont Capital Management, LLC/NC

Q1 2026 13F-HR Holdings

Location
Greensboro, NC
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$149,857
Net value change ($000)
-2,246 (-1.5%)
New positions
9
Sold out positions
5
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
LVHI 958 16.1%
VEA 697 7.2%
DGRO 552 NEW
IWR 414 178.4%
TOTALENERGIES SE 308 NEW
DE 290 NEW
SCHD 280 11.6%
XOM 247 47.8%
ETN 240 NEW
EFV 212 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOO -1,170 -5.2%
MSFT -800 -21.8%
BRK-B -624 -4.9%
NSC -528 -100.0%
EAGL -518 -12.7%
AXP -474 -18.3%
AAPL -448 -10.3%
SPY -330 -4.6%
NVDA -281 -6.7%
DASH -266 -33.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type