§ 13F · FUND PROFILE
Piedmont Capital Management, LLC/NC.
AUM · $164M (13F)Positions · 123Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 37K | $25M | 15.5% | +4% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 166K | $12M | 7.2% | +3% |
| 3 | FLQM | FRANKLIN TEMPLETON ETF TR | 173K | $10M | 6.1% | −3% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 11K | $8M | 4.8% | ±0% |
| 5 | LVHI | LEGG MASON ETF INVT | 191K | $8M | 4.7% | +12% |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 9 | $7M | 4.1% | −47% |
| 7 | IWD | ISHARES TR | 28K | $7M | 4.1% | ±0% |
| 8 | IVV | ISHARES TR | 7K | $5M | 3.3% | ±0% |
| 9 | AAPL | APPLE INC | 15K | $4M | 2.7% | ±0% |
| 10 | NVDA | NVIDIA CORPORATION | 22K | $4M | 2.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PIEDMONT SIGNAL
AC read
Piedmont Capital Management, LLC/NC is a Other fund managing $164 million in assets. The fund runs a portfolio of 123 positions.
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