Piedmont Capital Management, LLC/NC
CIK: 0002108281SEC EDGAR →
Portfolio Value
$152K
Holdings
115
As of
Q4 2025
New Positions
115
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FRANKLIN TEMPLETON ETF TR | 176,572 | $9.9M | 6530.44% |
| 2 | VANGUARD TAX-MANAGED FDS | 154,639 | $9.7M | 6350.96% |
| 3 | LEGG MASON ETF INVT | 161,961 | $6.0M | 3920.37% |
| 4 | ISHARES TR | 27,500 | $5.8M | 3802.69% |
| 5 | APPLE INC | 15,996 | $4.3M | 2858.59% |
| 6 | NVIDIA CORPORATION | 22,629 | $4.2M | 2774.44% |
| 7 | 2023 ETF SERIES TRUST | 125,665 | $4.1M | 2681.74% |
| 8 | SCHWAB STRATEGIC TR | 119,522 | $3.9M | 2562.74% |
| 9 | MICROSOFT CORP | 7,594 | $3.7M | 2414.15% |
| 10 | ALPHABET INC | 9,128 | $2.9M | 1878.33% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $56.6M | 58.9% |
| Technology | 17 | $18.3M | 19.0% |
| Communication Services | 8 | $5.0M | 5.2% |
| Consumer Cyclical | 6 | $4.1M | 4.3% |
| Unknown | 10 | $2.9M | 3.0% |
| Consumer Defensive | 7 | $2.7M | 2.8% |
| Industrials | 9 | $2.4M | 2.5% |
| Healthcare | 9 | $2.1M | 2.2% |
| Energy | 4 | $1.5M | 1.6% |
| Utilities | 2 | $570K | 0.6% |