Piedmont Capital Management, LLC/NC

Q2 2026 13F-HR Holdings

Location
Greensboro, NC
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$163,804
Net value change ($000)
+13,947 (9.3%)
New positions
15
Sold out positions
11
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,071 19.1%
VEA 1,494 14.4%
SPY 1,032 15.2%
MU 1,027 315.0%
AMD 930 186.0%
LVHI 845 12.2%
IWD 791 13.5%
IVV 701 14.6%
GOOGL 630 23.3%
AMAT 602 111.7%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -5,468 -44.8%
XOM -764 -100.0%
DUK -317 -100.0%
LMT -302 -100.0%
PEP -287 -100.0%
CVX -281 -52.1%
RY -263 -100.0%
HON -255 -100.0%
ABT -249 -100.0%
PLTR -245 -100.0%
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