Piedmont Capital Management (North Carolina) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$864K |
| 2 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
+$843K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$328K |
| 4 |
Freedom 100 Emerging Markets ETF
FRDM
|
+$316K |
| 5 |
Intel
INTC
|
+$266K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$5.77M |
| 2 |
ExxonMobil
XOM
|
+$764K |
| 3 |
Duke Energy
DUK
|
+$317K |
| 4 |
Bank of America
BAC
|
+$308K |
| 5 |
Lockheed Martin
LMT
|
+$302K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 58.89% |
| 2 | Technology | 14.77% |
| 3 | Financials | 11.71% |
| 4 | Communication Services | 4.28% |
| 5 | Consumer Discretionary | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
HCA Healthcare
HCA
$90.5B
| – | – |
-490
| Closed | -$232K |
|
127
Honeywell
HON
$68.9B
| – | – |
-1,127
| Closed | -$255K |
|
|
128
Lockheed Martin
LMT
$130B
| – | – |
-499
| Closed | -$302K |
|
129
PepsiCo
PEP
$193B
| – | – |
-1,849
| Closed | -$287K |
|
130
Palantir
PLTR
$448B
| – | – |
-1,676
| Closed | -$245K |
|
131
Royal Bank of Canada
RY
$283B
| – | – |
-1,624
| Closed | -$263K |
|
132
Vanguard Communication Services ETF
VOX
$5.88B
| – | – |
-636
| Closed | -$114K |
|
133
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
| – | – |
-1,100
| Closed | -$120K |
|
|
134
ExxonMobil
XOM
$644B
| – | – |
-4,502
| Closed | -$764K |
|
Similar funds
Piedmont Capital Management (North Carolina)'s Q2 2026 Portfolio in Review
As of Q2 2026, Piedmont Capital Management (North Carolina) held 134 positions worth $164M, up 9.3% from $150M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Piedmont Capital Management (North Carolina) withdrew a net $5.02M in Q2 2026, closing 11 positions and reducing 47 holdings. Its most notable exit was ExxonMobil, an estimated $764K position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 59% of assets, up from 56% a quarter earlier, followed by Technology and Financials.
Against the trend, Piedmont Capital Management (North Carolina) opened a new position in Freedom 100 Emerging Markets ETF worth $345K.
- Piedmont Capital Management (North Carolina)'s largest Q2 2026 buy was Freedom 100 Emerging Markets ETF: 4,731 shares worth $345K.
- Piedmont Capital Management (North Carolina) added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $864K increase.
- Piedmont Capital Management (North Carolina)'s biggest Q2 2026 reduction was Berkshire Hathaway Class A, cutting an estimated $5.77M.
- Piedmont Capital Management (North Carolina) fully exited ExxonMobil in Q2 2026, selling an estimated $764K.
- Piedmont Capital Management (North Carolina)'s ten largest holdings make up 55% of its $164M portfolio in Q2 2026.
- Piedmont Capital Management (North Carolina) opened 15 new positions and closed 11 in Q2 2026.
- Piedmont Capital Management (North Carolina)'s portfolio value rose 9.3% quarter-over-quarter to $164M.
Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q2 2026, filed 13 Aug 2026.