Piedmont Capital Management, LLC

All 13F Filings

Location
Whitefish, MT
Most recent 13F
Q2 2026
Holdings value ($000)
198,021
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/13/2026 58 198,021 13F-HR Piedmont Capital Management, LLC
Q1 2026 5/15/2026 50 196,623 13F-HR Piedmont Capital Management, LLC
Q4 2025 2/13/2026 52 195,977 13F-HR Piedmont Capital Management, LLC
Q3 2025 11/7/2025 53 189,530 13F-HR Piedmont Capital Management, LLC
Q2 2025 8/13/2025 55 172,888 13F-HR Piedmont Capital Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 27 K 13.6% 4.033 K 0 4.033 K
ETFs 160.6 K 81.1% 0 3.08 K -3.08 K
Debt 10.42 K 5.3% 441 0 441
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
198,021
Holdings
58
QoQ value change ($000)
1,398 (0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.