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☆Piedmont Capital Management, LLC/NC

CIK 0002108281 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.381
AUM ($M)
164
Positions
123
Turnover
0.09
Top-10 wt
55%
Herfindahl
0.048
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 134 positions · portfolio value $164M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS ADD — 15.5% +1.3% 25.4 36,924 +1,296 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 7.2% +0.3% 11.9 166,333 +4,710 2 —
☆FLQM funds › FRANKLIN TEMPLETON ETF TR TRIM — 6.1% -0.4% 10.0 172,917 -4,798 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 4.8% +0.2% 7.8 10,503 +30 2 —
☆LVHI funds › LEGG MASON ETF INVT ADD — 4.7% +0.1% 7.8 191,357 +20,646 2 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL TRIM — 4.1% -4.0% 6.7 9 -8 2 —
☆IWD funds › ISHARES TR HOLD — 4.1% +0.1% 6.7 27,500 +0 2 —
☆IVV funds › ISHARES TR HOLD — 3.3% +0.2% 5.5 7,325 +0 2 —
☆AAPL funds › APPLE INC ADD — 2.7% +0.1% 4.5 15,409 +38 2 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 2.7% +0.1% 4.5 22,256 -327 2 —
☆SCHG funds › SCHWAB STRATEGIC TR HOLD — 2.6% +0.2% 4.2 125,422 +0 2 —
☆EAGL funds › 2023 ETF SERIES TRUST ADD — 2.4% +0.0% 3.9 121,415 +4,350 2 —
☆GOOGL funds › ALPHABET INC TRIM — 2.0% +0.2% 3.3 9,343 -79 2 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 1.8% -0.0% 2.9 92,985 +5,005 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.7% -0.2% 2.8 7,510 -250 2 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 1.4% +0.0% 2.3 6,882 -126 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 1.1% -0.1% 1.8 3,689 -53 2 —
☆AMZN funds › AMAZON COM INC ADD — 1.1% +0.1% 1.8 7,402 +322 2 —
☆VTI funds › VANGUARD INDEX FDS ADD — 1.0% +0.1% 1.6 4,383 +105 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.9% +0.5% 1.4 2,461 +2 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.9% +0.2% 1.4 2,977 +122 2 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.8% +0.6% 1.4 1,172 +206 2 —
☆FXNC funds › FIRST NATL CORP VA HOLD — 0.8% +0.0% 1.3 42,955 +0 2 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.7% +0.0% 1.2 3,900 +0 2 —
☆AVGO funds › BROADCOM INC TRIM — 0.7% +0.1% 1.2 3,129 -25 2 —
☆AMAT funds › APPLIED MATLS INC HOLD — 0.7% +0.3% 1.1 1,578 +0 2 —
☆META funds › META PLATFORMS INC TRIM — 0.7% -0.1% 1.1 1,984 -127 2 —
☆WEST funds › WESTROCK COFFEE CO TRIM — 0.7% +0.3% 1.1 137,488 -13,866 2 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A ADD — 0.6% -0.1% 1.1 2,300 +15 2 —
☆LLY funds › ELI LILLY & CO TRIM — 0.6% +0.1% 1.0 871 -21 2 —
☆SCHV funds › SCHWAB STRATEGIC TR HOLD — 0.6% +0.0% 0.9 26,550 +0 2 —
☆HD funds › HOME DEPOT INC TRIM — 0.6% -0.1% 0.9 2,604 -363 2 —
☆MS funds › MORGAN STANLEY TRIM — 0.5% +0.1% 0.9 4,185 -20 2 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.5% -0.0% 0.9 4,722 -145 2 —
☆BNY funds › BANK OF NY MELLON CORP TRIM — 0.5% +0.1% 0.8 5,865 -17 2 —
☆TSLA funds › TESLA INC TRIM — 0.5% -0.0% 0.8 1,987 -101 2 —
☆GOOG funds › ALPHABET INC ADD — 0.5% +0.1% 0.8 2,202 +455 2 —
☆V funds › VISA INC ADD — 0.5% +0.1% 0.8 2,201 +218 2 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.5% -0.0% 0.7 2,268 -147 2 —
☆IWR funds › ISHARES TR HOLD — 0.4% +0.0% 0.7 6,648 +0 2 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.4% +0.1% 0.7 1,723 -7 2 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.4% +0.1% 0.7 5,698 +4,986 2 —
☆CSCO funds › CISCO SYS INC TRIM — 0.4% +0.1% 0.7 5,669 -70 2 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.4% -0.2% 0.7 11,421 -5,798 2 —
☆CAT funds › CATERPILLAR INC ADD — 0.4% +0.2% 0.6 608 +155 2 —
☆DASH funds › DOORDASH INC TRIM — 0.4% +0.0% 0.6 3,467 -6 2 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.4% +0.1% 0.6 2,113 -233 2 —
☆AMP funds › AMERIPRISE FINL INC ADD — 0.4% -0.0% 0.6 1,348 +28 2 —
☆MRK funds › MERCK & CO INC ADD — 0.4% +0.0% 0.6 4,767 +496 2 —
☆ORCL funds › ORACLE CORP TRIM — 0.4% -0.1% 0.6 4,165 -187 2 —
☆ASML funds › ASML HLDG NV ADD — 0.4% +0.1% 0.6 301 +8 2 —
☆IJH funds › ISHARES TR HOLD — 0.4% +0.0% 0.6 7,750 +0 2 —
☆DGRO funds › ISHARES TR HOLD — 0.4% -0.0% 0.6 7,861 +0 2 —
☆ITOT funds › ISHARES TR HOLD — 0.4% +0.0% 0.6 3,591 +0 2 —
☆WMT funds › WALMART INC TRIM — 0.3% -0.1% 0.6 4,930 -897 2 —
☆ABBV funds › ABBVIE INC TRIM — 0.3% +0.0% 0.5 2,171 -55 2 —
☆EFA funds › ISHARES TR HOLD — 0.3% -0.0% 0.5 5,038 +0 2 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.3% -0.0% 0.5 1,012 +41 2 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.3% -0.1% 0.5 3,534 -468 2 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.3% -0.1% 0.5 1,848 -416 2 —
☆TFC funds › TRUIST FINL CORP TRIM — 0.3% -0.1% 0.4 8,319 -4,382 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.2% -0.1% 0.4 432 -19 2 —
☆CB funds › CHUBB LIMITED TRIM — 0.2% -0.1% 0.4 1,150 -307 2 —
☆C funds › CITIGROUP INC TRIM — 0.2% +0.0% 0.4 2,751 -56 2 —
☆INTC funds › INTEL CORP NEW — 0.2% +0.2% 0.4 2,635 +2,635 1 —
☆EOG funds › EOG RES INC TRIM — 0.2% -0.1% 0.4 2,829 -27 2 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.2% -0.0% 0.4 4,941 -156 2 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.2% +0.0% 0.4 482 +0 2 —
☆FRDM funds › EA SERIES TRUST NEW — 0.2% +0.2% 0.3 4,731 +4,731 1 —
☆WFC funds › WELLS FARGO & CO ADD — 0.2% -0.0% 0.3 4,170 +30 2 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.2% -0.0% 0.3 3,856 -45 2 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.2% +0.2% 0.3 344 +344 1 —
☆DE funds › DEERE & CO TRIM — 0.2% +0.0% 0.3 510 -5 2 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.2% -0.1% 0.3 3,102 -68 2 —
☆ASX funds › ASE TECHNOLOGY HLDG CO LTD NEW — 0.2% +0.2% 0.3 7,016 +7,016 1 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.0% 0.3 1,122 +44 2 —
☆RSG funds › REPUBLIC SVCS INC TRIM — 0.2% -0.0% 0.3 1,455 -32 2 —
☆MDLZ funds › MONDELEZ INTL INC TRIM — 0.2% -0.0% 0.3 5,305 -49 2 —
☆GLW funds › CORNING INC NEW — 0.2% +0.2% 0.3 1,182 +1,182 1 —
☆RTX funds › RTX CORPORATION TRIM — 0.2% -0.0% 0.3 1,568 -184 2 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.2% -0.0% 0.3 1,285 -10 2 —
☆ETN funds › EATON CORP PLC TRIM — 0.2% +0.0% 0.3 663 -7 2 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC ADD — 0.2% -0.0% 0.3 562 +2 2 —
☆NFLX funds › NETFLIX INC. TRIM — 0.2% -0.1% 0.3 3,861 -566 2 —
☆TJX funds › TJX COS INC NEW ADD — 0.2% -0.0% 0.3 1,802 +153 2 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.2% +0.2% 0.3 645 +645 1 —
☆TTE funds › TOTALENERGIES SE HOLD — 0.2% -0.0% 0.3 3,381 +0 2 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.2% -0.2% 0.3 1,556 -1,049 2 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.2% +0.2% 0.3 862 +862 1 —
☆BA funds › BOEING CO TRIM — 0.2% -0.0% 0.3 1,177 -129 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.2% +0.0% 0.3 1,070 +0 2 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.3 2,934 +2,445 2 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.2% -0.0% 0.3 710 -11 2 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.2% +0.2% 0.3 579 +579 1 —
☆ETY funds › EATON VANCE TAX-MANAGED DIVE HOLD — 0.2% -0.0% 0.2 17,120 +0 2 —
☆KLAC funds › KLA CORP NEW — 0.2% +0.2% 0.2 820 +820 1 —
☆UMC funds › UNITED MICROELECTRONICS CORP NEW — 0.1% +0.1% 0.2 8,876 +8,876 1 —
☆TMUS funds › T-MOBILE US INC ADD — 0.1% -0.1% 0.2 1,419 +6 2 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.1% 0.2 846 -98 2 —
☆PNC funds › PNC FINL SVCS GROUP INC NEW — 0.1% +0.1% 0.2 896 +896 1 —
☆LIN funds › LINDE PLC ADD — 0.1% -0.0% 0.2 425 +7 2 —
☆EFV funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 2,853 +0 2 —
☆IJT funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 1,217 +0 2 —
☆XLF funds › SELECT SECTOR SPDR TR HOLD — 0.1% -0.0% 0.2 4,032 +0 2 —
☆GS funds › GOLDMAN SACHS GROUP INC NEW — 0.1% +0.1% 0.2 212 +212 1 —
☆DHI funds › D R HORTON INC NEW — 0.1% +0.1% 0.2 1,291 +1,291 1 —
☆KO funds › COCA COLA CO NEW — 0.1% +0.1% 0.2 2,532 +2,532 1 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 0.2 2,109 -137 2 —
☆IJR funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 1,279 +0 2 —
☆EXG funds › EATON VANCE TAX-MANAGED GLOB HOLD — 0.1% +0.0% 0.2 17,054 +0 2 —
☆STKS funds › THE ONE GROUP HOSPITALITY IN HOLD — 0.1% +0.0% 0.1 59,628 +0 2 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.1% +0.0% 0.1 550 +0 2 —
☆XLI funds › SELECT SECTOR SPDR TR HOLD — 0.1% +0.0% 0.1 523 +0 2 —
☆LPL funds › LG DISPLAY CO LTD NEW — 0.1% +0.1% 0.1 23,136 +23,136 1 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.1 1,060 +795 2 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 0.1 660 +495 2 —
☆WIT funds › WIPRO LTD ADD — 0.0% +0.0% 0.0 20,315 +2,607 2 —
☆IJK funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 233 +0 2 —
☆IJJ funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 152 +0 2 —
☆IYF funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 160 +0 2 —
☆IYC funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 200 +0 2 —
☆IYY funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 46 +0 2 —
☆IJS funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 21 +0 2 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.2% 0.0 0 -1,127 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.5% 0.0 0 -4,502 0 —
☆LMT funds › LOCKHEED MARTIN CORP EXIT — 0.0% -0.2% 0.0 0 -499 0 —
☆XLY funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.1% 0.0 0 -1,100 0 —
☆RY funds › ROYAL BK CDA EXIT — 0.0% -0.2% 0.0 0 -1,624 0 —
☆HCA funds › HCA HEALTHCARE INC EXIT — 0.0% -0.2% 0.0 0 -490 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC EXIT — 0.0% -0.2% 0.0 0 -1,676 0 —
☆VOX funds › VANGUARD WORLD FD EXIT — 0.0% -0.1% 0.0 0 -636 0 —
☆ABT funds › ABBOTT LABORATORIES EXIT — 0.0% -0.2% 0.0 0 -2,423 0 —
☆PEP funds › PEPSICO INC EXIT — 0.0% -0.2% 0.0 0 -1,849 0 —
☆DUK funds › DUKE ENERGY CORP NEW EXIT — 0.0% -0.2% 0.0 0 -2,420 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 164 123 0.09 55% 0.048 0.380 — in
2026Q1 150 119 0.05 57% 0.048 0.472 — entered
2025Q4 152 115 0.00 57% 0.049 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status