Institutional Fund
Piedmont Capital Management, LLC/Nc
Greensboro, NCCIK 21082812 filings on record
Portfolio Value
$149.86M
Q1 2026
Holdings
119
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-1.5%
from $152.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds14.2%
- Berkshire Hathaway Inc Del8.1%
- Vanguard Tax-Managed Fds6.9%
- Franklin Templeton ETF Tr6.5%
- Legg Mason ETF Invt4.6%
- Spdr S&P 500 ETF Tr4.5%
- Other55.1%
Portfolio Holdings
119 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 35.6K | $21.29M | 14.2% | −184 | Reduced |
| 2 | Berkshire Hathaway Inc Del | 17 | $12.21M | 8.1% | 0 | Held |
| 3 | Vanguard Tax-Managed Fds | 161.6K | $10.36M | 6.9% | +7.0K | Added |
| 4 | Franklin Templeton ETF Tr | 177.7K | $9.76M | 6.5% | +1.1K | Added |
| 5 | Legg Mason ETF Invt | 170.7K | $6.92M | 4.6% | +8.8K | Added |
| 6 | Spdr S&P 500 ETF Tr | 10.5K | $6.81M | 4.5% | 0 | Held |
| 7 | Ishares Tr | 27.5K | $5.88M | 3.9% | 0 | Held |
| 8 | Ishares Tr | 7.3K | $4.78M | 3.2% | +4 | Added |
| 9 | Nvidia Corporation | 22.6K | $3.94M | 2.6% | −46 | Reduced |
| 10 | Apple Inc | 15.4K | $3.90M | 2.6% | −625 | Reduced |
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