Piedmont Capital Management, LLC

All 13F Filings

Location
Whitefish, MT
Most recent 13F
Q1 2026
Holdings value ($000)
196,623
Description
Website
Founded
Chairman
CEO
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
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 22.97 K 11.7% 0 70.63 K -70.63 K
ETFs 163.7 K 83.2% 70.59 K 0 70.59 K
Debt 9.981 K 5.1% 696 0 696
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Fund Snapshot

Q1 2026
Latest filed
5/15/2026
Total value ($000)
196,623
Holdings
50
QoQ value change ($000)
646 (0.3%)
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.