Piedmont Capital Management, LLC/NC: 13F holdings
CIK 21082812026Q2
| Positions | 123 |
|---|---|
| Reported value | $153.8m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 36,924 | $25.4m | 16.5% |
| VEA VANGUARD TAX-MANAGED FDS | 166,333 | $11.9m | 7.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 10,503 | $7.8m | 5.1% |
| LEGG MASON ETF INVT | 191,357 | $7.8m | 5.0% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 9 | $6.7m | 4.4% |
| IWD ISHARES TR | 27,500 | $6.7m | 4.3% |
| IVV ISHARES TR | 7,325 | $5.5m | 3.6% |
| AAPL APPLE INC | 15,409 | $4.5m | 2.9% |
| NVDA NVIDIA CORPORATION | 22,256 | $4.5m | 2.9% |
| SCHG SCHWAB STRATEGIC TR | 125,422 | $4.2m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2108281")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.