Piedmont Capital Management, LLC/NC

All 13F Filings

Location
Greensboro, NC
Most recent 13F
Q2 2026
Holdings value ($000)
163,804
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 123 163,804 13F-HR Piedmont Capital Management, LLC/NC
Q1 2026 4/21/2026 119 149,857 13F-HR Piedmont Capital Management, LLC/NC
Q4 2025 2/13/2026 115 152,103 13F-HR Piedmont Capital Management, LLC/NC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 68.11 K 41.6% 2.487 K 0 2.487 K
ETFs 95.7 K 58.4% 11.47 K 0 11.47 K
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
163,804
Holdings
123
QoQ value change ($000)
13,947 (9.3%)
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.