Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $25.4M | 15.5% | +3.6% |
| VEAVanguard Tax-managed Fds | $11.9M | 7.2% | +2.9% |
| FLQMFranklin Templeton Etf Tr | $10.0M | 6.1% | −2.7% |
| SPYState Str Spdr S&p 500 Etf T | $7.8M | 4.8% | |
| LVHILegg Mason Etf Invt | $7.8M | 4.7% | +12.1% |
| BRK/ABerkshire Hathaway Inc Del | $6.7M | 4.1% | −47.1% |
| IWDIshares Tr | $6.7M | 4.1% | |
| IVVIshares Tr | $5.5M | 3.3% | |
| AAPLApple Inc | $4.5M | 2.7% | |
| NVDANvidia Corporation | $4.5M | 2.7% | −1.4% |
| SCHGSchwab Strategic Tr | $4.2M | 2.6% | |
| EAGL2023 Etf Series Trust | $3.9M | 2.4% | +3.7% |
| GOOGLAlphabet Inc | $3.3M | 2.0% | |
| SCHDSchwab Strategic Tr | $2.9M | 1.8% | +5.7% |
| MSFTMicrosoft Corp | $2.8M | 1.7% | −3.2% |
| AXPAmerican Express Co | $2.3M | 1.4% | −1.8% |
| BRK/BBerkshire Hathaway Inc Del | $1.8M | 1.1% | −1.4% |
| AMZNAmazon Com Inc | $1.8M | 1.1% | +4.5% |
| VTIVanguard Index Fds | $1.6M | 1.0% | +2.5% |
| AMDAdvanced Micro Devices Inc | $1.4M | 0.9% | |
| TSMTaiwan Semiconductor Manufac | $1.4M | 0.9% | +4.3% |
| MUMicron Technology Inc | $1.4M | 0.8% | +21.3% |
| FXNCFirst Natl Corp Va | $1.3M | 0.8% | |
| VBVanguard Index Fds | $1.2M | 0.7% | |
| AVGOBroadcom Inc | $1.2M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $1.1M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $1.4M |
| WESTWestrock Coffee Co | December 31, 2025 | +99.3% | $1.1M |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $1.4M |
| BNYBank Of Ny Mellon Corp | December 31, 2025 | +24.6% | $848K |
| FXNCFirst Natl Corp Va | December 31, 2025 | +18.9% | $1.3M |
| MSMorgan Stanley | December 31, 2025 | +17.7% | $875K |
| SCHVSchwab Strategic Tr | December 31, 2025 | +17.6% | $924K |
| VBVanguard Index Fds | December 31, 2025 | +17.5% | $1.2M |
| SCHDSchwab Strategic Tr | December 31, 2025 | +15.6% | $2.9M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $764K
- DUKDuke Energy Corp New was $317K
- LMTLockheed Martin Corp was $302K
- PEPPepsico Inc was $287K
- RYRoyal Bk Cda was $263K
- Honeywell Intl IncCUSIP 438516106 was $255K
- ABTAbbott Laboratories was $249K
- PLTRPalantir Technologies Inc was $245K
- HCAHca Healthcare Inc was $232K
- XLYSelect Sector Spdr Tr was $120K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −3.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Piedmont Capital Management, LLC/NC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2108281&type=13F-HR&dateb=&owner=include&count=40CIK 2108281
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2108281/000139834426014328/Filed August 13, 2026 · accession 0001398344-26-014328