Holdings of Piedmont Capital Management, LLC
45 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 81.9 % of the equity sleeve
Sector breakdown
- Funds 7.8 %
- Technology 2.3 %
- Health care 2.1 %
- Consumer staples 1.0 %
- Communication 0.7 %
- Energy 0.5 %
- Industrials 0.5 %
- Financials 0.5 %
- Consumer discretionary 0.3 %
- Real estate 0.2 %
- Unattributed 84.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 45 | 188.7M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|
| Vanguard High Dividend Yield E | 163,823 | 24.3M $ | |
| SPDR INDEX SHARES FUNDS | 382,422 | 24M $ | |
| Putnam Focused Large Cap Value ETF | 486,775 | 22.8M $ | |
| SPDR Gold MiniShares Trust | 222,303 | 20.5M $ | |
| iShares Core MSCI EAFE ETF | 180,252 | 16.6M $ | |
| VanEck Gold Miners ETF/USA | 147,996 | 13.9M $ | |
| State Street SPDR Dow Jones REIT ETF | 132,183 | 13.6M $ | |
| iShares Trust | 196,584 | 10M $ | |
| Invesco Senior Loan ETF | 232,234 | 4.8M $ | |
| Freedom 100 Emerging Markets E | 72,198 | 4M $ | |
| iShares Trust | 23,888 | 3.9M $ | |
| Vanguard Total Stock Market ETF | 10,270 | 3.3M $ | |
| VanEck Fallen Angel High Yield | 113,524 | 3.3M $ | |
| Cisco Systems, Inc. | 21,051 | 1.7M $ | |
| VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 7,581 | 1.6M $ | |
| Coca-Cola Co/The | 17,753 | 1.4M $ | |
| Verizon Communications Inc | 27,763 | 1.4M $ | |
| Johnson & Johnson | 5,579 | 1.4M $ | |
| iShares Core 60/40 Balanced Al | 20,278 | 1.3M $ | |
| Merck & Co Inc | 10,164 | 1.2M $ | |
| International Business Machines Corp. | 4,719 | 1.2M $ | |
| Chevron Corp | 5,725 | 1.1M $ | |
| Vanguard Total Bond Market ETF | 14,669 | 1.1M $ | |
| Exxon Mobil Corp | 5,987 | 969.8K $ | |
| Vanguard Real Estate ETF | 10,244 | 926.8K $ | |
| Amgen Inc | 2,687 | 922.5K $ | |
| iShares Core S&P 500 ETF | 1,231 | 813.5K $ | |
| JPMorgan Chase & Co | 2,357 | 698.5K $ | |
| Microsoft Corp | 1,806 | 671.5K $ | |
| Apple Inc | 2,273 | 588.6K $ | |
| Caterpillar Inc | 732 | 524.1K $ | |
| UnitedHealth Group Inc | 1,846 | 520.2K $ | |
| 3M Co | 3,014 | 437K $ | |
| Simon Property Group Inc | 1,799 | 341K $ | |
| NIKE Inc | 6,802 | 299.7K $ | |
| Walmart Inc | 2,340 | 295.6K $ | |
| Vanguard Mega Cap Growth ETF | 792 | 295.4K $ | |
| State Street SPDR S&P 500 ETF Trust | 446 | 293.4K $ | |
| Home Depot Inc/The | 898 | 292K $ | |
| iShares Trust | 2,229 | 289.1K $ | |
| VanEck Morningstar Wide Moat ETF | 2,820 | 272.8K $ | |
| Goldman Sachs Group Inc/The | 294 | 254.6K $ | |
| Procter & Gamble Co/The | 1,783 | 253.8K $ | |
| Oracle Corp | 1,597 | 231.1K $ | |
| Glacier Bancorp Inc | 4,590 | 211.1K $ | |