Institutional Fund
Piedmont Capital Management, LLC
Whitefish, MTCIK 16561505 filings on record
Portfolio Value
$196.62M
Q1 2026
Holdings
50
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+0.3%
from $195.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Whitehall Fds12.4%
- Spdr Index Shs Fds12.2%
- Putnam ETF Trust11.6%
- World Gold Tr10.4%
- Ishares Tr8.4%
- Vaneck ETF Trust7.1%
- Other37.9%
Portfolio Holdings
50 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall Fds | 163.8K | $24.30M | 12.4% | −470 | Reduced |
| 2 | Spdr Index Shs Fds | 382.4K | $24.05M | 12.2% | +9.4K | Added |
| 3 | Putnam ETF Trust | 486.8K | $22.79M | 11.6% | +486.8K | New |
| 4 | World Gold Tr | 222.3K | $20.53M | 10.4% | −5.9K | Reduced |
| 5 | Ishares Tr | 180.3K | $16.56M | 8.4% | +724 | Added |
| 6 | Vaneck ETF Trust | 148.0K | $13.94M | 7.1% | −5.8K | Reduced |
| 7 | Spdr Series Trust | 132.2K | $13.57M | 6.9% | +132.2K | New |
| 8 | Ishares Tr | 196.6K | $9.98M | 5.1% | +14.0K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 232.2K | $4.76M | 2.4% | +7.7K | Added |
| 10 | Ea Series Trust | 72.2K | $4.02M | 2.0% | +72.2K | New |
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