Piedmont Capital Management, LLC

Q1 2026 13F-HR Holdings

Location
Whitefish, MT
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$196,623
Net value change ($000)
+646 (0.3%)
New positions
5
Sold out positions
7
Turnover %
43.5%
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)
PVAL 22,793 NEW
RWR 13,568 NEW
FRDM 4,019 NEW
IWC 3,910 NEW
GLDM 1,054 5.4%
GDX 748 5.7%
VYM 723 3.1%
FLOT 696 7.5%
IEFA 503 3.1%
CVX 309 37.5%
Top Reduces (Value $000, Stocks/ETFs)
VUG -23,730 -100.0%
VOO -13,938 -100.0%
IWP -7,603 -96.3%
SLV -1,296 -100.0%
GLD -1,076 -100.0%
XLRE -539 -100.0%
IBM -299 -20.5%
AOR -213 -14.0%
ABBV -203 -100.0%
MSFT -169 -20.1%
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