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Piedmont Capital Management, LLC/NC
hedge fundUpdated 29 days agoManaged by Piedmont Capital Management, Llc/Nc • Latest filing Q2 2026
Portfolio value
$163.8M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-5.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $152.1M |
| Q1 2026 | $149.9M |
| Q2 2026 | $163.8M |
Top holdings
123 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $25.4M | 36.9K | 15.48% | — |
| 2 | V VGES VANGUARD TAX-MANAGED FDS | $11.9M | 166.3K | 7.24% | — |
| 3 | E EZBC FRANKLIN TEMPLETON ETF TR | $10M | 172.9K | 6.11% | — |
| 4 | S SPY STATE STR SPDR S&P 500 ETF T | $7.8M | 10.5K | 4.79% | — |
| 5 | B BEN LEGG MASON ETF INVT | $7.8M | 191.4K | 4.74% | — |
| 6 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $6.7M | 9 | 4.11% | — |
| 7 | E ETHA ISHARES TR | $6.7M | 27.5K | 4.07% | — |
| 8 | E ETHA ISHARES TR | $5.5M | 7.3K | 3.35% | — |
| 9 | A AAPL APPLE INC | $4.5M | 15.4K | 2.72% | — |
| 10 | N NVDA NVIDIA CORPORATION | $4.5M | 22.3K | 2.72% | — |
| 11 | S SCHW-PJ SCHWAB STRATEGIC TR | $4.2M | 125.4K | 2.59% | — |
| 12 | T TKR 2023 ETF SERIES TRUST | $3.9M | 121.4K | 2.38% | — |
| 13 | G GOOGN ALPHABET INC | $3.3M | 9.3K | 2.04% | — |
| 14 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.9M | 93.0K | 1.80% | — |
| 15 | M MSFT MICROSOFT CORP | $2.8M | 7.5K | 1.71% | — |
| 16 | A AXP AMERICAN EXPRESS CO | $2.3M | 6.9K | 1.42% | — |
| 17 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.8M | 3.7K | 1.13% | — |
| 18 | A AMZN AMAZON COM INC | $1.8M | 7.4K | 1.08% | — |
| 19 | V VGES VANGUARD INDEX FDS | $1.6M | 4.4K | 0.99% | — |
| 20 | A AMD ADVANCED MICRO DEVICES INC | $1.4M | 2.5K | 0.87% | — |