Institutional Manager · CIK 0002108281
Piedmont Capital Management, LLC/NC
GREENSBORO, NC · File #028-26370
Latest AUM
$152.1M
Positions
115
Top-10 Concentration
64.5%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | VANGUARD INDEX FDS | 922908363 | +35,812 | +$22.5M | $0 |
| NEW | BERKSHIRE HATHAWAY INC DEL | BRK-A | +17 | +$12.8M | $0 |
| NEW | FRANKLIN TEMPLETON ETF TR | FGDL | +176,572 | +$9.9M | $0 |
| NEW | VANGUARD TAX-MANAGED FDS | 921943858 | +154,639 | +$9.7M | $0 |
| NEW | SPDR S&P 500 ETF TR | SPY | +10,473 | +$7.1M | $0 |
| NEW | LEGG MASON ETF INVT | 52468L505 | +161,961 | +$6.0M | $0 |
| NEW | ISHARES TR | 464287598 | +27,500 | +$5.8M | $0 |
| NEW | ISHARES TR | 464287200 | +7,321 | +$5.0M | $0 |
| NEW | APPLE INC | AAPL | +15,996 | +$4.3M | $0 |
| NEW | NVIDIA CORPORATION | NVDA | +22,629 | +$4.2M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025115 pos · $152.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 35,812 | $22.5M | 16.58% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 17 | $12.8M | 9.48% |
| 3 | FRANKLIN TEMPLETON ETF TR | FGDL | 176,572 | $9.9M | 7.34% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 154,639 | $9.7M | 7.13% |
| 5 | SPDR S&P 500 ETF TR | SPY | 10,473 | $7.1M | 5.27% |
| 6 | LEGG MASON ETF INVT | 52468L505 | 161,961 | $6.0M | 4.40% |
| 7 | ISHARES TR | 464287598 | 27,500 | $5.8M | 4.27% |
| 8 | ISHARES TR | 464287200 | 7,321 | $5.0M | 3.70% |
| 9 | APPLE INC | AAPL | 15,996 | $4.3M | 3.21% |
| 10 | NVIDIA CORPORATION | NVDA | 22,629 | $4.2M | 3.12% |
| 11 | 2023 ETF SERIES TRUST | 88339Y102 | 125,665 | $4.1M | 3.01% |
| 12 | SCHWAB STRATEGIC TR | 808524300 | 119,522 | $3.9M | 2.88% |
| 13 | MICROSOFT CORP | MSFT | 7,594 | $3.7M | 2.71% |
| 14 | ALPHABET INC | GOOG | 9,128 | $2.9M | 2.11% |
| 15 | AMERICAN EXPRESS CO | AXP | 7,012 | $2.6M | 1.92% |
| 16 | SCHWAB STRATEGIC TR | 808524797 | 88,180 | $2.4M | 1.79% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,743 | $1.9M | 1.39% |
| 18 | AMAZON COM INC | AMZN | 6,973 | $1.6M | 1.19% |
| 19 | VANGUARD INDEX FDS | 922908769 | 4,481 | $1.5M | 1.11% |
| 20 | SPOTIFY TECHNOLOGY S A | SPOT | 2,285 | $1.3M | 0.98% |