Piedmont Capital Management, LLC/NC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Piedmont Capital Management, LLC/NC held in its portfolio 115 assets valued at $152,103,354 (i.e. $152.10M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($22.46M), BERKSHIRE HATHAWAY INC DEL ($12.83M), and FRANKLIN TEMPLETON ETF TR ($9.93M).
The chart below shows the top 10 valuable assets, and the table below shows the top 115 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Piedmont Capital Management, LLC/NC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 35812 | 22458888 | S&P 500 ETF SHS |
| BERKSHIRE HATHAWAY INC DEL | 17 | 12831600 | CL A |
| FRANKLIN TEMPLETON ETF TR | 176572 | 9933952 | US MID CP MLTFCT |
| VANGUARD TAX-MANAGED FDS | 154639 | 9660278 | VAN FTSE DEV MKT |
| SPDR S&P 500 ETF TR | 10473 | 7141443 | TR UNIT |
| LEGG MASON ETF INVT | 161961 | 5963404 | FRANKLIN INTL LW |
| ISHARES TR | 27500 | 5784350 | RUS 1000 VAL ETF |
| ISHARES TR | 7321 | 5014446 | CORE S&P500 ETF |
| APPLE INC | 15996 | 4348683 | COM |
| NVIDIA CORPORATION | 22629 | 4220400 | COM |
| 2023 ETF SERIES TRUST | 125665 | 4079086 | EAGLE CAPITAL SE |
| SCHWAB STRATEGIC TR | 119522 | 3898808 | US LCAP GR ETF |
| MICROSOFT CORP | 7594 | 3672785 | COM |
| ALPHABET INC | 9128 | 2857064 | CAP STK CL A |
| AMERICAN EXPRESS CO | 7012 | 2594089 | COM |
| SCHWAB STRATEGIC TR | 88180 | 2418777 | US DIVIDEND EQ |
| BERKSHIRE HATHAWAY INC DEL | 3743 | 1881419 | CL B NEW |
| AMAZON COM INC | 6973 | 1609508 | COM |
| VANGUARD INDEX FDS | 4481 | 1502422 | TOTAL STK MKT |
| SPOTIFY TECHNOLOGY S A | 2285 | 1326922 | SHS |
| META PLATFORMS INC | 1867 | 1232388 | CL A |
| BROADCOM INC | 3148 | 1089523 | COM |
| FIRST NATL CORP | 42955 | 1084184 | COM |
| VANGUARD INDEX FDS | 3900 | 1006005 | SMALL CP ETF |
| HOME DEPOT INC | 2811 | 967265 | COM |
| BANK AMERICA CORP | 17219 | 947045 | COM |
| ELI LILLY & CO | 860 | 924225 | COM |
| TESLA INC | 2019 | 907985 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2823 | 857881 | SPONSORED ADS |
| DOORDASH INC | 3476 | 787244 | CL A |
| SCHWAB STRATEGIC TR | 26550 | 786146 | US LCAP VA ETF |
| JPMORGAN CHASE & CO. | 2368 | 763017 | COM |
| PHILIP MORRIS INTL INC | 4751 | 762060 | COM |
| MORGAN STANLEY | 4205 | 746514 | COM NEW |
| ORACLE CORP | 3792 | 739099 | COM |
| BANK NEW YORK MELLON CORP | 5882 | 682841 | COM |
| WALMART INC | 5827 | 649186 | COM |
| AMERIPRISE FINL INC | 1320 | 647249 | COM |
| WESTROCK COFFEE CO | 158354 | 644501 | COM |
| TRUIST FINL CORP | 12855 | 632595 | COM |
| VISA INC | 1740 | 610235 | COM CL A |
| PROCTER AND GAMBLE CO | 4036 | 578399 | COM |
| MASTERCARD INCORPORATED | 984 | 561746 | CL A |
| VANGUARD WORLD FD | 712 | 536911 | INF TECH ETF |
| ISHARES TR | 3591 | 533946 | CORE S&P TTL STK |
| NORFOLK SOUTHN CORP | 1828 | 527780 | COM |
| EXXON MOBIL CORP | 4299 | 517342 | COM |
| ADVANCED MICRO DEVICES INC | 2393 | 512485 | COM |
| ISHARES TR | 7758 | 512028 | CORE S&P MCP ETF |
| MERCK & CO INC | 4524 | 476196 | COM |
| ISHARES TR | 4918 | 472276 | MSCI EAFE ETF |
| ALPHABET INC | 1491 | 467876 | CAP STK CL C |
| CHUBB LIMITED | 1457 | 454759 | COM |
| JOHNSON & JOHNSON | 2175 | 450116 | COM |
| CISCO SYS INC | 5560 | 428287 | COM |
| ANALOG DEVICES INC | 1516 | 411139 | COM |
| APPLIED MATLS INC | 1578 | 405530 | COM |
| ABBVIE INC | 1754 | 400771 | COM |
| COSTCO WHSL CORP NEW | 461 | 397539 | COM |
| CHEVRON CORP NEW | 2596 | 395656 | COM |
| TEXAS INSTRS INC | 2236 | 387924 | COM |
| WELLS FARGO CO NEW | 4140 | 385848 | COM |
| NETFLIX INC | 3610 | 338474 | COM |
| CITIGROUP INC | 2839 | 331283 | COM NEW |
| INTERNATIONAL BUSINESS MACHS | 1103 | 326720 | COM |
| REPUBLIC SVCS INC | 1523 | 322769 | COM |
| THERMO FISHER SCIENTIFIC INC | 555 | 321595 | COM |
| RTX CORPORATION | 1732 | 317649 | COM |
| ASML HOLDING N V | 293 | 313469 | N Y REGISTRY SHS |
| NEXTERA ENERGY INC | 3825 | 307071 | COM |
| EOG RES INC | 2856 | 299909 | COM |
| MONDELEZ INTL INC | 5571 | 299887 | CL A |
| PALANTIR TECHNOLOGIES INC | 1685 | 299509 | CL A |
| ALTRIA GROUP INC | 5180 | 298679 | COM |
| INVESCO QQQ TR | 482 | 296097 | UNIT SER 1 |
| CONOCOPHILLIPS | 3150 | 294872 | COM |
| ABBOTT LABS | 2339 | 293053 | COM |
| MCDONALDS CORP | 944 | 288515 | COM |
| T-MOBILE US INC | 1413 | 286896 | COM |
| WASTE MGMT INC DEL | 1295 | 284524 | COM |
| MICRON TECHNOLOGY INC | 992 | 283127 | COM |
| ROYAL BK CDA | 1624 | 276876 | COM |
| DISNEY WALT CO | 2422 | 275551 | COM |
| DUKE ENERGY CORP NEW | 2250 | 263723 | COM NEW |
| EATON VANCE TAX-MANAGED DIVE | 17120 | 262621 | COM |
| TJX COS INC NEW | 1649 | 253303 | COM |
| PEPSICO INC | 1705 | 244702 | COM |
| GENERAL DYNAMICS CORP | 721 | 242732 | COM |
| VANGUARD INDEX FDS | 489 | 238564 | GROWTH ETF |
| LOCKHEED MARTIN CORP | 487 | 235547 | COM |
| VANGUARD SPECIALIZED FUNDS | 1070 | 235165 | DIV APP ETF |
| S&P GLOBAL INC | 448 | 234120 | COM |
| ISHARES TR | 2410 | 232011 | RUS MID CAP ETF |
| HCA HEALTHCARE INC | 490 | 228761 | COM |
| SALESFORCE INC | 856 | 226763 | COM |
| UNITEDHEALTH GROUP INC | 682 | 225135 | COM |
| CATERPILLAR INC | 388 | 222274 | COM |
| SELECT SECTOR SPDR TR | 4032 | 220854 | STATE STREET FIN |
| BOEING CO | 1017 | 220811 | COM |
| HONEYWELL INTL INC | 1130 | 220452 | COM |
| INTUITIVE SURGICAL INC | 362 | 205022 | COM NEW |
| ISHARES TR | 1217 | 171792 | S&P SML 600 GWT |
| EATON VANCE TAX-MANAGED GLOB | 17054 | 162529 | COM |
| SELECT SECTOR SPDR TR | 1100 | 131410 | STATE STREET CON |
| VANGUARD WORLD FD | 636 | 123160 | COMM SRVC ETF |
| THE ONE GROUP HOSPITALITY IN | 59628 | 104349 | COM |
| SELECT SECTOR SPDR TR | 523 | 81086 | STATE STREET IND |
| SELECT SECTOR SPDR TR | 550 | 79184 | STATE STREET TEC |
| VANGUARD INDEX FDS | 265 | 76908 | MID CAP ETF |
| WIPRO LTD | 24920 | 70773 | SPON ADR 1 SH |
| ISHARES TR | 233 | 22557 | S&P MC 400GR ETF |
| ISHARES TR | 152 | 19959 | S&P MC 400VL ETF |
| ISHARES TR | 46 | 7627 | DOW JONES US ETF |
| ISHARES TR | 21 | 2388 | SP SMCP600VL ETF |
| ISHARES TR | 4 | 481 | CORE S&P SCP ETF |
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