Piedmont Capital Management, LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$189.5B

Holdings

53

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (53 positions)

#StockSharesValue% PortfolioType
1
VUGVANGUARD INDEX FDS
48,449$23.3B12.29%
2
VYMVANGUARD WHITEHALL FDS
164,946$23.2B12.25%
3
FEZSPDR INDEX SHS FDS
370,047$23.2B12.24%
4
GLDMWORLD GOLD TR
236,351$18.1B9.56%
5
AQLTISHARES TR
179,925$15.8B8.33%
6
VOOVANGUARD INDEX FDS
22,124$13.6B7.15%
7
GDXVANECK ETF TRUST
156,610$12.1B6.39%
8
FLOTISHARES TR
176,707$9.0B4.75%
9
IWPISHARES TR
57,797$8.2B4.32%
10
BKLNINVESCO EXCH TRADED FD TR II
210,031$4.4B2.32%
11
VTIVANGUARD INDEX FDS
10,064$3.3B1.74%
12
ANGLVANECK ETF TRUST
101,801$3.0B1.59%
13
AQLTISHARES TR
47,649$2.8B1.48%
14
CLOIVANECK ETF TRUST
49,292$2.6B1.37%
15
VIGVANGUARD SPECIALIZED FUNDS
7,341$1.6B0.84%
16
CSCOCISCO SYS INC
22,379$1.5B0.80%
17
AORISHARES TR
22,836$1.5B0.78%
18
IBMIBM CORP
4,840$1.4B0.72%
19
KOCOCA COLA CO
18,194$1.2B0.64%
20
BACVERIZON COMMUNICATIONS INC
27,602$1.2B0.63%
21
STNSTANTEC INC
10,458$1.1B0.60%
22
INVSC QQQ TR
1,790$1.1B0.57%
23
BNDVANGUARD BD INDEX FDS
14,377$1.1B0.56%
24
JNJJOHNSON & JOHNSON
5,585$1.0B0.54%
25
GQ9SPDR GOLD TR
2,848$1.0B0.54%
26
VNQVANGUARD INDEX FDS
10,333$944.5M0.50%
27
SLVISHARES SILVER TR
21,281$918.4M0.48%
28
MRKMERCK & CO INC
9,949$881.4M0.47%
29
MSFTMICROSOFT CORP
1,699$877.6M0.46%
30
CVXCHEVRON CORP NEW
5,356$825.7M0.44%
31
AMGNAMGEN INC
2,687$801.3M0.42%
32
JPMJPMORGAN CHASE & CO
2,328$724.8M0.38%
33
XOMEXXON MOBIL CORP
5,978$666.0M0.35%
34
IVVISHARES TR
950$636.4M0.34%
35
UNHUNITEDHEALTH GROUP INC
1,821$625.5M0.33%
36
XLRESELECT SECTOR SPDR TR
12,216$514.0M0.27%
37
NKENIKE INC
6,834$500.3M0.26%
38
MMM3M CO
3,014$469.2M0.25%
39
ORCLORACLE CORP
1,554$447.8M0.24%
40
CATCATERPILLAR INC
732$351.4M0.19%
41
SPGSIMON PPTY GROUP INC NEW
1,794$333.3M0.18%
42
MGKVANGUARD WORLD FD
792$319.6M0.17%
43
SPYSPDR S&P 500 ETF TR
446$297.3M0.16%
44
HDHOME DEPOT INC
744$295.7M0.16%
45
MOATVANECK ETF TRUST
2,820$281.1M0.15%
46
AAPLAPPLE INC
1,072$274.9M0.15%
47
GBCIGLACIER BANCORP INC NEW
5,059$244.2M0.13%
48
WMTWALMART INC
2,340$236.9M0.12%
49
GSGOLDMAN SACHS GROUP INC
294$232.5M0.12%
50
ABBVABBVIE INC
879$211.1M0.11%
51
TTELUS CORPORATION
11,999$189.5M0.10%
52
GUTGABELLI UTIL TR
27,437$166.3M0.09%
53
NAKNORTHERN DYNASTY MINERALS LT
10,000$11.7M0.01%