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Holders — by stockHoldings — by fund

Piedmont Capital Management, LLC/NC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002108281

$163.8M

disclosed book value

123

positions

15.5%

largest position share

Positions, as of 2026-06-30

top 100 of 123 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS36,924$25.4M15.5%
2VEAVANGUARD TAX-MANAGED FDS166,333$11.9M7.2%
3FLQMFRANKLIN TEMPLETON ETF TR172,917$10.0M6.1%
4SPYSTATE STR SPDR S&P 500 ETF T10,503$7.8M4.8%
5LVHILEGG MASON ETF INVT191,357$7.8M4.7%
6BRK/ABERKSHIRE HATHAWAY INC DEL9$6.7M4.1%
7IWDISHARES TR27,500$6.7M4.1%
8IVVISHARES TR7,325$5.5M3.3%
9AAPLAPPLE INC15,409$4.5M2.7%
10NVDANVIDIA CORPORATION22,256$4.5M2.7%
11SCHGSCHWAB STRATEGIC TR125,422$4.2M2.6%
12EAGL2023 ETF SERIES TRUST121,415$3.9M2.4%
13GOOGLALPHABET INC9,343$3.3M2%
14SCHDSCHWAB STRATEGIC TR92,985$2.9M1.8%
15MSFTMICROSOFT CORP7,510$2.8M1.7%
16AXPAMERICAN EXPRESS CO6,882$2.3M1.4%
17BRK/BBERKSHIRE HATHAWAY INC DEL3,689$1.8M1.1%
18AMZNAMAZON COM INC7,402$1.8M1.1%
19VTIVANGUARD INDEX FDS4,383$1.6M1%
20AMDADVANCED MICRO DEVICES INC2,461$1.4M0.9%
21TSMTAIWAN SEMICONDUCTOR MANUFAC2,977$1.4M0.9%
22MUMICRON TECHNOLOGY INC1,172$1.4M0.8%
23FXNCFIRST NATL CORP VA42,955$1.3M0.8%
24VBVANGUARD INDEX FDS3,900$1.2M0.7%
25AVGOBROADCOM INC3,129$1.2M0.7%
26AMATAPPLIED MATLS INC1,578$1.1M0.7%
27METAMETA PLATFORMS INC1,984$1.1M0.7%
28WESTWESTROCK COFFEE CO137,488$1.1M0.7%
29SPOTIFY TECHNOLOGY S A2,300$1.1M0.6%
30LLYELI LILLY & CO871$1.0M0.6%
31SCHVSCHWAB STRATEGIC TR26,550$924,2060.6%
32HDHOME DEPOT INC2,604$918,3790.6%
33MSMORGAN STANLEY4,185$874,8320.5%
34PMPHILIP MORRIS INTL INC4,722$854,2570.5%
35BNYBANK OF NY MELLON CORP5,865$848,1380.5%
36TSLATESLA INC1,987$835,7320.5%
37GOOGALPHABET INC2,202$778,0330.5%
38VVISA INC2,201$755,1410.5%
39JPMJPMORGAN CHASE & CO2,268$742,3840.5%
40IWRISHARES TR6,648$733,4070.4%
41ADIANALOG DEVICES INC1,723$684,3240.4%
42VGTVANGUARD WORLD FD5,698$681,0650.4%
43CSCOCISCO SYS INC5,669$665,8810.4%
44BACBANK OF AMER CORP11,421$650,7690.4%
45CATCATERPILLAR INC608$647,4590.4%
46DASHDOORDASH INC3,467$639,7660.4%
47TXNTEXAS INSTRS INC2,113$629,8220.4%
48AMPAMERIPRISE FINL INC1,348$618,4080.4%
49MRKMERCK & CO INC4,767$612,5600.4%
50ORCLORACLE CORP4,165$610,3810.4%
51ASML HLDG NV301$598,8210.4%
52IJHISHARES TR7,750$597,6030.4%
53DGROISHARES TR7,861$595,7850.4%
54ITOTISHARES TR3,591$589,8940.4%
55WMTWALMART INC4,930$558,3720.3%
56ABBVABBVIE INC2,171$546,3100.3%
57EFAISHARES TR5,038$523,3470.3%
58MAMASTERCARD INCORPORATED1,012$519,7630.3%
59PGPROCTER & GAMBLE CO3,534$518,2260.3%
60JNJJOHNSON & JOHNSON1,848$469,3370.3%
61TFCTRUIST FINL CORP8,319$414,4530.3%
62COSTCOSTCO WHOLESALE CORPORATION432$404,1230.2%
63CHUBB LIMITED1,150$391,8510.2%
64CCITIGROUP INC2,751$385,0300.2%
65INTCINTEL CORP2,635$367,9250.2%
66EOGEOG RES INC2,829$367,0060.2%
67MOALTRIA GROUP INC4,941$355,5050.2%
68QQQINVESCO QQQ TR482$354,9450.2%
69FRDMEA SERIES TRUST4,731$344,8900.2%
70WFCWELLS FARGO & CO4,170$344,6090.2%
71NEENEXTERA ENERGY INC3,856$338,4410.2%
72SEAGATE TECHNOLOGY HLDNGS PL344$331,9600.2%
73DEDEERE & CO510$323,5080.2%
74COPCONOCOPHILLIPS3,102$322,4840.2%
75ASXASE TECHNOLOGY HLDG CO LTD7,016$316,5620.2%
76IBMINTERNATIONAL BUSINESS MACHS1,122$315,5180.2%
77RSGREPUBLIC SVCS INC1,455$310,0310.2%
78MDLZMONDELEZ INTL INC5,305$306,8410.2%
79GLWCORNING INC1,182$301,9180.2%
80RTXRTX CORPORATION1,568$297,4970.2%
81WMWASTE MGMT INC DEL1,285$286,4010.2%
82EATON CORP PLC663$282,5180.2%
83TMOTHERMO FISHER SCIENTIFIC INC562$281,7640.2%
84NFLXNETFLIX INC.3,861$275,6750.2%
85TJXTJX COS INC NEW1,802$273,0030.2%
86UNHUNITEDHEALTH GROUP INC645$268,0810.2%
87TOTALENERGIES SE3,381$262,9070.2%
88CVXCHEVRON CORPORATION1,556$257,9230.2%
89MRVLMARVELL TECHNOLOGY INC862$256,7810.2%
90BABOEING CO1,177$254,7850.2%
91VIGVANGUARD SPECIALIZED FUNDS1,070$253,1830.2%
92VUGVANGUARD INDEX FDS2,934$252,7350.2%
93GDGENERAL DYNAMICS CORP710$251,5100.2%
94LRCXLAM RESEARCH CORP579$250,8980.2%
95XETYXEATON VANCE TAX-MANAGED DIVE17,120$248,9250.2%
96KLACKLA CORP820$247,4020.2%
97UMCUNITED MICROELECTRONICS CORP8,876$241,5160.1%
98TMUST-MOBILE US INC1,419$238,0090.1%
99MCDMCDONALDS CORP846$228,6820.1%
100PNCPNC FINL SVCS GROUP INC896$220,6130.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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