StockDriftsStockDriftsTop 50 Piedmont Capital Management LLC Nc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.48% | 36.9K | $25.4M | +3.64%(+1.30K) | $620.25(+15.27%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.23% | 166.3K | $11.9M | +2.91%(+4.71K) | $61.44(+19.70%) | 2026-06-30 | |
| FLQM | FRANKLIN TEMPLETON ETF TR | 6.11% | 172.9K | $10.0M | -2.70%(-4.80K) | $56.35(+8.84%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.79% | 10.5K | $7.8M | +0.29%(+30) | $674.09(+15.40%) | 2026-06-30 | |
| LVHI | LEGG MASON ETF INVT | 4.74% | 191.4K | $7.8M | +12.09%(+20.65K) | $36.40(+17.73%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4.11% | 9 | $6.7M | -47.06%(-8) | $754500.00(+0.99%) | 2026-06-30 | |
| IWD | ISHARES TR | 4.07% | 27.5K | $6.7M | +0.00%(+0) | $206.96(+25.00%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.35% | 7.3K | $5.5M | +0.00%(+0) | $677.12(+15.41%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.72% | 15.4K | $4.5M | +0.25%(+38) | $263.26(+15.96%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.72% | 22.3K | $4.5M | -1.45%(-327) | $186.54(+20.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.05% |
Piedmont Capital Management LLC Nc reports $163.80M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are VOO (15.5%), VEA (7.2%) and FLQM (6.1%). The top 20 holdings account for 71.33% of reported assets. Its disclosed equity book has returned +5.89% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Piedmont Capital Management LLC Nc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2108281). View Piedmont Capital Management LLC Nc’s 13F filings on SEC