Piedmont Capital Management, LLC holds a focused book of 50 stocks worth $196.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Putnam Focused LRG Cap Value and trimmed Vanguard High DVD Yield ETF. Their largest long position is Vanguard High DVD Yield ETF at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1656150/holdings"
Use Arkolith to show Piedmont Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall FDS HIGH DIV YLD | $24.3M | 163.8K | 12.4% | ▼−0.3% Reduced · −470 sh | |
| 2 | SPDR Index SHS FDS STATE STREET SPD | $24.0M | 382.4K | 12.2% | ▲+2.5% Added · +9K sh | |
| 3 | Putnam ETF Trust FOCUSED LAR CAP | $22.8M | 486.8K | 11.6% | ▲New New position | |
| 4 | World Gold TR SPDR GLD MINIS | $20.5M | 222.3K | 10.4% | ▼−2.6% Reduced · −6K sh | |
| 5 | Ishares TR CORES MSCI EAFE | $16.6M | 180.3K | 8.4% | ▲+0.4% Added · +724 sh | |
| 6 | Vaneck ETF Trust GOLD MINERS ETF | $13.9M | 148.0K | 7.1% | ▼−3.8% Reduced · −6K sh | |
| 7 | SPDR Series Trust STATE STREET SPD | $13.6M | 132.2K | 6.9% | ▲New New position | |
| 8 | Ishares TR FLTG RATE NT ETF | $10.0M | 196.6K | 5.1% | ▲+7.7% Added · +14K sh | |
| 9 | Invesco Exch Traded FD TR II SR LN ETF | $4.8M | 232.2K | 2.4% | ▲+3.4% Added · +8K sh | |
| 10 | Ea Series Trust FREEDOM 100 EM | $4.0M | 72.2K | 2.0% | ▲New New position | |
| 11 | Ishares TR MICRO-CAP ETF | $3.9M | 23.9K | 2.0% | ▲New New position | |
| 12 | Vanguard Index FDS TOTAL STK MKT | $3.3M | 10.3K | 1.7% | ▲+1.0% Added · +99 sh | |
| 13 | Vaneck ETF Trust FALLEN ANGEL HG | $3.3M | 113.5K | 1.7% | ▲+4.6% Added · +5K sh | |
| 14 | Vaneck ETF Trust CLO ETF | $2.9M | 56.0K | 1.5% | ▲+4.1% Added · +2K sh | |
| 15 | Ishares TR CRE U S REIT ETF | $2.8M | 46.4K | 1.4% | ▼−2.1% Reduced · −986 sh | |
| 16 | Cisco Sys Inc COM | $1.7M | 21.1K | 0.9% | ▼−4.8% Reduced · −1K sh | |
| 17 | Vanguard Specialized Funds DIV APP ETF | $1.6M | 7.6K | 0.8% | ▲+0.9% Added · +69 sh | |
| 18 | Coca Cola Co COM | $1.4M | 17.8K | 0.7% | ▼−1.0% Reduced · −178 sh | |
| 19 | Verizon Communications Inc COM | $1.4M | 27.8K | 0.7% | ▲+2.0% Added · +549 sh | |
| 20 | Johnson & Johnson COM | $1.4M | 5.6K | 0.7% | ▲+0.2% Added · +11 sh | |
| 21 | Ishares TR CORE 60/40 BALAN | $1.3M | 20.3K | 0.7% | ▼−13% Reduced · −3K sh | |
| 22 | Merck & Co Inc COM | $1.2M | 10.2K | 0.6% | ▲+4.2% Added · +413 sh | |
| 23 | Ibm Corp COM | $1.2M | 4.7K | 0.6% | ▼−4.2% Reduced · −205 sh | |
| 24 | Chevron Corp New COM | $1.1M | 5.7K | 0.6% | ▲+5.9% Added · +321 sh | |
| 25 | Invsc QQQ TR UNIT SER | $1.1M | 1.8K | 0.5% | ▲+0.7% Added · +13 sh | |
| 26 | Vanguard BD Index FDS TOTAL BND MRKT | $1.1M | 14.7K | 0.5% | ▲+0.5% Added · +70 sh | |
| 27 | Exxon Mobil Corp COM | $970K | 6.0K | 0.5% | ▼−1.2% Reduced · −75 sh | |
| 28 | Vanguard Index FDS REAL ESTATE ETF | $927K | 10.2K | 0.5% | ▼−0.5% Reduced · −48 sh | |
| 29 | Amgen Inc COM | $923K | 2.7K | 0.5% | ▼~0% Reduced · −1 sh | |
| 30 | Stantec Inc COM | $920K | 10.5K | 0.5% | —Held | |
| 31 | Ishares TR CORE S&P500 ETF | $814K | 1.2K | 0.4% | ▲+12% Added · +131 sh | |
| 32 | JPMorgan Chase & Co COM | $698K | 2.4K | 0.4% | —Held | |
| 33 | Microsoft Corp COM | $672K | 1.8K | 0.3% | ▲+3.9% Added · +67 sh | |
| 34 | Apple Inc COM | $589K | 2.3K | 0.3% | ▲+112% Added · +1K sh | |
| 35 | Caterpillar Inc COM | $524K | 732 | 0.3% | —Held | |
| 36 | Unitedhealth Group Inc COM | $520K | 1.8K | 0.3% | ▲+2.3% Added · +42 sh | |
| 37 | 3M Co COM | $437K | 3.0K | 0.2% | —Held | |
| 38 | Simon Ppty Group Inc New COM | $341K | 1.8K | 0.2% | ▲+0.2% Added · +3 sh | |
| 39 | Nike Inc CL B | $300K | 6.8K | 0.2% | ▲+5.0% Added · +326 sh | |
| 40 | Walmart Inc COM | $296K | 2.3K | 0.2% | —Held | |
| 41 | Vanguard World FD MEGA GRWTH IND | $295K | 792 | 0.2% | —Held | |
| 42 | SPDR S&P 500 ETF TR TR UNIT | $293K | 446 | 0.1% | —Held | |
| 43 | Home Depot Inc COM | $292K | 898 | 0.1% | ▲+18% Added · +135 sh | |
| 44 | Ishares TR RUS MD CP GR ETF | $289K | 2.2K | 0.1% | ▼−96% Reduced · −55K sh | |
| 45 | Vaneck ETF Trust MRNGSTR WDE MOAT | $273K | 2.8K | 0.1% | —Held | |
| 46 | Goldman Sachs Group Inc COM | $255K | 294 | 0.1% | —Held | |
| 47 | Procter & Gamble Co COM | $254K | 1.8K | 0.1% | ▲New New position | |
| 48 | Oracle Corp COM | $231K | 1.6K | 0.1% | ▲+0.1% Added · +1 sh | |
| 49 | Glacier Bancorp Inc New COM | $211K | 4.6K | 0.1% | —Held | |
| 50 | Gabelli Util TR COM | $150K | 25.0K | 0.1% | ▼−9.0% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.