Piedmont Capital Management, LLC

Piedmont Capital Management, LLC reported 123 holdings worth US$164M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Piedmont Capital Management, LLC reported 123 holdings worth US$164M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Nvidia Corporation. Filed Aug 13, 2026 (Form 13F).

Holdings
123
Value as reported
US$164M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.17,158US$8.59M5.2%
Apple Inc15,409US$4.46M2.7%
Nvidia Corporation22,256US$4.45M2.7%
Alphabet Inc (google) Class C11,520US$4.12M2.5%
Microsoft Corp.7,510US$2.8M1.7%
American Express Company6,882US$2.33M1.4%
Amazon.com, Inc.7,402US$1.76M1.1%
Advanced Micro Devices Inc2,461US$1.43M0.87%
Taiwan Semiconductor Manufacturing Co., Ltd.2,977US$1.42M0.87%
Micron Technology, Inc.1,172US$1.35M0.83%
First National Corporation42,955US$1.29M0.79%
Broadcom Inc.3,129US$1.18M0.72%
Applied Materials, Inc.1,578US$1.14M0.70%
Meta Platforms, Inc.1,984US$1.12M0.68%
Westrock Coffee Company137KUS$1.12M0.68%
Eli Lilly And Company871US$1.04M0.64%
Home Depot, Inc. (the)2,604US$918K0.56%
Morgan Stanley4,185US$875K0.53%
Philip Morris International Inc4,722US$854K0.52%
The Bank Of New York Mellon Corporation5,865US$848K0.52%
Tesla, Inc.1,987US$836K0.51%
Visa Inc.2,201US$755K0.46%
Jp Morgan Chase & Co.2,268US$742K0.45%
Analog Devices, Inc.1,723US$684K0.42%
Cisco Systems, Inc.5,669US$666K0.41%
Bank Of America Corporation11,421US$651K0.40%
Caterpillar, Inc.608US$647K0.40%
Doordash, Inc.3,467US$640K0.39%
Texas Instruments Incorporated2,113US$630K0.38%
Ameriprise Financial, Inc.1,348US$618K0.38%
Merck & Company, Inc.4,767US$613K0.37%
Oracle Corporation4,165US$610K0.37%
Asml Holding Nv301US$599K0.37%
Walmart Inc.4,930US$558K0.34%
Abbvie Inc.2,171US$546K0.33%
Mastercard Incorporated1,012US$520K0.32%
Procter & Gamble Company (the)3,534US$518K0.32%
Johnson & Johnson1,848US$469K0.29%
Truist Financial Corporation8,319US$414K0.25%
Costco Wholesale Corporation432US$404K0.25%
Citigroup, Inc.2,751US$385K0.24%
Intel Corporation2,635US$368K0.22%
Eog Resources, Inc.2,829US$367K0.22%
Altria Group, Inc.4,941US$356K0.22%
Wells Fargo & Company4,170US$345K0.21%
Nextera Energy, Inc.3,856US$338K0.21%
Deere & Company510US$324K0.20%
Conocophillips3,102US$322K0.20%
Ase Technology Holding Co., Ltd.7,016US$317K0.19%
International Business Machines Corporation1,122US$316K0.19%
Republic Services, Inc.1,455US$310K0.19%
Mondelez International, Inc.5,305US$307K0.19%
Corning Incorporated1,182US$302K0.18%
Rtx Corporation1,568US$297K0.18%
Waste Management, Inc.1,285US$286K0.17%
Thermo Fisher Scientific Inc562US$282K0.17%
Netflix, Inc.3,861US$276K0.17%
Tjx Companies, Inc. (the)1,802US$273K0.17%
Unitedhealth Group Incorporated645US$268K0.16%
Chevron Corporation1,556US$258K0.16%
Marvell Technology, Inc.862US$257K0.16%
Boeing Company (the)1,177US$255K0.16%
General Dynamics Corporation710US$252K0.15%
Lam Research Corporation579US$251K0.15%
Kla Corporation820US$247K0.15%
United Microelectronics Corp.8,876US$242K0.15%
T-mobile Us, Inc.1,419US$238K0.15%
Mcdonald's Corporation846US$229K0.14%
Pnc Financial Services Group, Inc. (the)896US$221K0.13%
Goldman Sachs Group, Inc. (the)212US$214K0.13%
D.r. Horton, Inc.1,291US$210K0.13%
Coca-cola Company (the)2,532US$206K0.13%
Walt Disney Company (the)2,109US$203K0.12%
The One Group Hospitality, Inc.59,628US$120K0.07%
Lg Display Co., Ltd23,136US$89,9990.05%
Wipro Limited20,315US$45,7090.03%
Hca Healthcare, Inc.0US$00.00%
Honeywell International Inc.0US$00.00%
Lockheed Martin Corporation0US$00.00%
Palantir Technologies Inc.0US$00.00%
Pepsico, Inc.0US$00.00%
Royal Bank Of Canada0US$00.00%
Abbott Laboratories0US$00.00%
Duke Energy Corporation (holding Company)0US$00.00%
Exxon Mobil Corporation0US$00.00%

Source

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