Piedmont Capital Management, LLC/NC

Q3 2026 13F-HR Holdings

Location
Greensboro, NC
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$168,495
Net value change ($000)
+4,691 (2.9%)
New positions
11
Sold out positions
9
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 1,269 5.0%
MSFT 1,061 37.9%
FRDM 766 222.0%
AAPL 717 16.1%
EXXONMOBIL HOLDINGS CORP 680 NEW
LVHI 641 8.3%
NVDA 562 12.6%
SCHG 506 11.9%
SCHD 437 14.8%
SPMD 405 NEW
Top Reduces (Value $000, Stocks/ETFs)
FLQM -431 -4.3%
AMAT -334 -29.3%
MU -309 -22.8%
GLW -302 -100.0%
LRCX -251 -100.0%
AXP -248 -10.7%
KLAC -247 -100.0%
MCD -229 -100.0%
LIN -221 -100.0%
PNC -221 -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