Piedmont Capital Management, Llc/Nc Portfolio Stock Holdings

Piedmont Capital Management, Llc/Nc disclosed 119 stock positions valued at approximately $149.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, BERKSHIRE HATHAWAY INC DEL, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.

Report Period
March 31, 2026
No. of Stocks
119
Portfolio Value
$149.9M
Holdings by Sector
Piedmont Capital Management, Llc/Nc Portfolio Holdings in Q1 2026

118 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVOOOther14.21%35,628-184-0.51%$21,289,379
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services8.15%17--$12,208,380
VANGUARD TAX-MANAGED FDSVEAOther6.91%161,623+6,984+4.52%$10,356,780
FRANKLIN TEMPLETON ETF TRFLQMOther6.51%177,715+1,143+0.65%$9,761,894
LEGG MASON ETF INVTLVHIOther4.62%170,711+8,750+5.40%$6,920,624
STATE STR SPDR S&P 500 ETF TSPYOther4.54%10,473--$6,810,719
ISHARES TRIWDOther3.92%27,500--$5,875,925
ISHARES TRIVVOther3.19%7,325+4+0.05%$4,784,763
NVIDIA CORPORATIONNVDATechnology2.63%22,583-46-0.20%$3,938,561
APPLE INCAAPLTechnology2.60%15,371-625-3.91%$3,901,016
SCHWAB STRATEGIC TRSCHGOther2.44%125,422+5,900+4.94%$3,653,543
2023 ETF SERIES TRUSTEAGLOther2.38%117,065-8,600-6.84%$3,561,117
MICROSOFT CORPMSFTTechnology1.92%7,760+166+2.19%$2,872,653
ALPHABET INCGOOGLCommunication Services1.81%9,422+294+3.22%$2,709,390
SCHWAB STRATEGIC TRSCHDOther1.80%87,980-200-0.23%$2,699,226
AMERICAN EXPRESS COAXPFinancial Services1.41%7,008-4-0.06%$2,119,780
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.20%3,742-1-0.03%$1,793,166
AMAZON COM INCAMZNConsumer Cyclical0.98%7,080+107+1.53%$1,474,552
VANGUARD INDEX FDSVTIOther0.92%4,278-203-4.53%$1,372,499
META PLATFORMS INCMETACommunication Services0.81%2,111+244+13.07%$1,207,766
FIRST NATL CORP VAFXNCFinancial Services0.77%42,955--$1,156,349
SPOTIFY TECHNOLOGY S ASPOTOther0.74%2,285--$1,108,019
VANGUARD INDEX FDSVBOther0.68%3,900--$1,021,488
BROADCOM INCAVGOTechnology0.65%3,154+6+0.19%$976,195
HOME DEPOT INCHDConsumer Cyclical0.65%2,967+156+5.55%$975,817
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.64%2,855+32+1.13%$964,847
BANK AMERICA CORPBACFinancial Services0.56%17,219--$839,426
ELI LILLY & COLLYHealthcare0.55%892+32+3.72%$820,435
SCHWAB STRATEGIC TRSCHVOther0.54%26,550--$809,775
PHILIP MORRIS INTL INCPMConsumer Defensive0.54%4,867+116+2.44%$804,710
TESLA INCTSLAConsumer Cyclical0.52%2,088+69+3.42%$776,214
EXXON MOBIL CORPXOMEnergy0.51%4,502+203+4.72%$763,809
WALMART INCWMTConsumer Defensive0.48%5,827--$724,180
JPMORGAN CHASE & COJPMFinancial Services0.47%2,415+47+1.98%$710,396
BANK NEW YORK MELLON CORPBKFinancial Services0.47%5,882--$697,782
MORGAN STANLEYMSFinancial Services0.46%4,205--$692,017
ISHARES TRIWROther0.43%6,648+4,238+175.85%$646,385
WESTROCK COFFEE COWESTConsumer Defensive0.43%151,354-7,000-4.42%$643,255
ORACLE CORPORCLTechnology0.43%4,352+560+14.77%$640,223
VISA INCVFinancial Services0.40%1,983+243+13.97%$599,342
AMERIPRISE FINL INCAMPFinancial Services0.39%1,320--$586,608
TRUIST FINL CORPTFCFinancial Services0.39%12,701-154-1.20%$583,865
PROCTER & GAMBLE COPGConsumer Defensive0.39%4,002-34-0.84%$578,049
JOHNSON & JOHNSONJNJHealthcare0.37%2,264+89+4.09%$553,412
ISHARES TRDGROOther0.37%7,861+7,861+100.00%$551,685
ANALOG DEVICES INCADITechnology0.37%1,730+214+14.12%$550,382
APPLIED MATLS INCAMATTechnology0.36%1,578--$539,345
CHEVRON CORPORATIONCVXEnergy0.36%2,605+9+0.35%$538,975
ISHARES TRIJHOther0.35%7,750-8-0.10%$523,358
DOORDASH INCDASHCommunication Services0.35%3,473-3-0.09%$521,471
MERCK & CO INCMRKHealthcare0.34%4,271-253-5.59%$513,759
ISHARES TRITOTOther0.34%3,591--$511,466
ALPHABET INCGOOGCommunication Services0.33%1,747+256+17.17%$501,144
ADVANCED MICRO DEVICES INCAMDTechnology0.33%2,459+66+2.76%$500,234
VANGUARD WORLD FDVGTOther0.33%712--$496,980
ISHARES TREFAOther0.33%5,038+120+2.44%$489,341
MASTERCARD INCORPORATEDMAFinancial Services0.32%971-13-1.32%$485,170
ABBVIE INCABBVHealthcare0.32%2,226+472+26.91%$484,133
CHUBB LTD SWITZCBFinancial Services0.32%1,457--$474,880
TEXAS INSTRS INCTXNTechnology0.30%2,346+110+4.92%$455,452
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.30%451-10-2.17%$449,390
CISCO SYS INCCSCOTechnology0.30%5,739+179+3.22%$445,289
NETFLIX INC.NFLXCommunication Services0.28%4,427+817+22.63%$425,656
CONOCOPHILLIPSCOPEnergy0.28%3,170+20+0.63%$418,440
EOG RES INCEOGEnergy0.28%2,856--$412,892
ASML HLDG NVASMLOther0.26%293--$387,003
NEXTERA ENERGY INCNEEUtilities0.24%3,901+76+1.99%$362,325
RTX CORPORATIONRTXIndustrials0.23%1,752+20+1.15%$337,961
ALTRIA GROUP INCMOConsumer Defensive0.22%5,097-83-1.60%$336,351
WELLS FARGO & COWFCFinancial Services0.22%4,140--$329,585
MICRON TECHNOLOGY INCMUTechnology0.22%966-26-2.62%$326,353
REPUBLIC SVCS INCRSGIndustrials0.22%1,487-36-2.36%$325,683
CATERPILLAR INCCATIndustrials0.21%453+65+16.75%$320,932
CITIGROUP INCCFinancial Services0.21%2,807-32-1.13%$318,342
DUKE ENERGY CORP NEWDUKUtilities0.21%2,420+170+7.56%$316,875
MONDELEZ INTL INCMDLZConsumer Defensive0.21%5,354-217-3.90%$308,605
LOCKHEED MARTIN CORPLMTIndustrials0.20%499+12+2.46%$301,591
WASTE MGMT INC DELWMIndustrials0.20%1,295--$297,578
T-MOBILE US INCTMUSCommunication Services0.20%1,413--$296,772
MCDONALDS CORPMCDConsumer Cyclical0.20%944--$293,386
DEERE & CODEIndustrials0.19%515+515+100.00%$290,100
PEPSICO INCPEPConsumer Defensive0.19%1,849+144+8.45%$287,131
INVESCO QQQ TRQQQOther0.19%482--$278,201
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.18%560+5+0.90%$275,257
TJX COS INC NEWTJXConsumer Cyclical0.18%1,649--$263,345
ROYAL BK CDARYFinancial Services0.18%1,624--$262,731
INTERNATIONAL BUSINESS MACHSIBMTechnology0.17%1,078-25-2.27%$261,296
BOEING COBAIndustrials0.17%1,306+289+28.42%$259,933
HONEYWELL INTL INCHONIndustrials0.17%1,127-3-0.27%$254,736
ABBOTT LABORATORIESABTHealthcare0.17%2,423+84+3.59%$248,769
GENERAL DYNAMICS CORPGDIndustrials0.17%721--$247,462
PALANTIR TECHNOLOGIES INCPLTRTechnology0.16%1,676-9-0.53%$245,165
EATON CORP PLCETNOther0.16%670+670+100.00%$239,639
EATON VANCE TAX-MANAGED DIVEXETYXOther0.16%17,120--$236,085
HCA HEALTHCARE INCHCAHealthcare0.15%490--$231,888
VANGUARD SPECIALIZED FUNDSVIGOther0.15%1,070--$230,114
DISNEY WALT CODISCommunication Services0.14%2,246-176-7.27%$216,469
VANGUARD INDEX FDSVUGOther0.14%489--$213,590
ISHARES TREFVOther0.14%2,853+2,853+100.00%$212,121
LINDE PLCLINOther0.14%418+418+100.00%$207,228
Piedmont Capital Management, Llc/Nc Portfolio Stock Holdings | InsiderSet