Piedmont Capital Management, LLC/NC
CIK: 0002108281SEC EDGAR →
Portfolio Value
$152.1M
Holdings
115
As of
Q4 2025
New Positions
115
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 35,812 | $22.5M | 14.76% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 17 | $12.8M | 8.44% |
| 3 | FRANKLIN TEMPLETON ETF TR | 176,572 | $9.9M | 6.53% |
| 4 | VANGUARD TAX-MANAGED FDS | 154,639 | $9.7M | 6.35% |
| 5 | SPDR S&P 500 ETF TR | 10,473 | $7.1M | 4.69% |
| 6 | LEGG MASON ETF INVT | 161,961 | $6.0M | 3.92% |
| 7 | ISHARES TR | 27,500 | $5.8M | 3.80% |
| 8 | ISHARES TR | 7,321 | $5.0M | 3.30% |
| 9 | APPLE INC | 15,996 | $4.3M | 2.86% |
| 10 | NVIDIA CORPORATION | 22,629 | $4.2M | 2.77% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $92.5M | 60.9% |
| Technology | 17 | $18.6M | 12.2% |
| Unknown | 10 | $17.9M | 11.8% |
| Communication Services | 8 | $7.6M | 5.0% |
| Consumer Cyclical | 6 | $4.1M | 2.7% |
| Healthcare | 9 | $3.5M | 2.3% |
| Consumer Defensive | 7 | $3.1M | 2.0% |
| Industrials | 9 | $2.6M | 1.7% |
| Energy | 4 | $1.5M | 1.0% |
| Utilities | 2 | $570K | 0.4% |