Piedmont Capital Management, LLC
CIK: 0001656150SEC EDGAR →
Portfolio Value
$196.0M
Holdings
52
As of
Q4 2025
New Positions
51
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR INDEX SHS FDS | 373,009 | $24.0M | 12.26% |
| 2 | VANGUARD INDEX FDS | 48,641 | $23.7M | 12.11% |
| 3 | VANGUARD WHITEHALL FDS | 164,293 | $23.6M | 12.03% |
| 4 | WORLD GOLD TR | 228,164 | $19.5M | 9.94% |
| 5 | ISHARES TR | 179,528 | $16.1M | 8.19% |
| 6 | VANGUARD INDEX FDS | 22,224 | $13.9M | 7.11% |
| 7 | VANECK ETF TRUST | 153,821 | $13.2M | 6.73% |
| 8 | ISHARES TR | 182,569 | $9.3M | 4.74% |
| 9 | ISHARES TR | 57,629 | $7.9M | 4.03% |
| 10 | INVESCO EXCH TRADED FD TR II | 224,508 | $4.7M | 2.41% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $139.5M | 71.2% |
| Technology | 8 | $25.5M | 13.0% |
| Unknown | 4 | $21.0M | 10.7% |
| Healthcare | 5 | $3.9M | 2.0% |
| Industrials | 3 | $1.9M | 1.0% |
| Energy | 2 | $1.6M | 0.8% |
| Consumer Defensive | 2 | $1.5M | 0.8% |
| Consumer Cyclical | 2 | $674K | 0.3% |
| Real Estate | 1 | $332K | 0.2% |
| Communication Services | 1 | $158K | 0.1% |