Piedmont Capital Management, LLC holds a focused book of 58 reported positions worth $198.0M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Vanguard Mega Cap ETF and trimmed State Street SPDR Euro Stoxx. Their largest long position is Vanguard Mega Cap ETF at 15% of the reported non-option book.
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.
11% mapped to company sectors
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Piedmont Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 26 / 58 | $1.0B |
| Ramsey Quantitative Systems | 5 / 58 | $95.3M |
| Hoffman, Alan N Investment Management | 5 / 58 | $137.5M |
| Independent Investors Inc | 22 / 58 | $409.8M |
| 9823 Capital, L.P. | 7 / 58 | $115.1M |
| Seal Cove Capital, LLC | 5 / 58 | $100.6M |
| Marest Capital, LLC | 11 / 58 | $153.8M |
| Potomac Fund Management Inc | 13 / 58 | $2.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Piedmont Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fund MEGA CAP INDEX | $29.7M | 108.5K | 15.0% | ▲New New position | |
| 2 | Vanguard Whitehall FDS HIGH DIV YLD | $26.1M | 164.7K | 13.2% | ▲+0.5% Added · +877 sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $17.5M | 25.5K | 8.8% | ▲New New position | |
| 4 | SPDR Index SHS FDS STATE STREET SPD | $17.1M | 251.5K | 8.6% | ▼−34% Reduced · −131K sh | |
| 5 | Ishares TR CORES MSCI EAFE | $14.4M | 150.0K | 7.3% | ▼−17% Reduced · −30K sh | |
| 6 | Vaneck ETF Trust SEMICONDUCTR ETF | $10.9M | 17.5K | 5.5% | ▲New New position | |
| 7 | SPDR Series Trust STATE STREET SPD | $10.5M | 92.7K | 5.3% | ▼−30% Reduced · −39K sh | |
| 8 | Ishares TR FLTG RATE NT ETF | $10.4M | 204.8K | 5.3% | ▲+4.2% Added · +8K sh | |
| 9 | Ishares TR MICRO-CAP ETF | $6.2M | 30.8K | 3.1% | ▲+29% Added · +7K sh | |
| 10 | Ea Series Trust FREEDOM 100 EM | $5.3M | 75.3K | 2.7% | ▲+4.2% Added · +3K sh | |
| 11 | Invesco Exch Traded FD TR II SR LN ETF | $5.0M | 245.3K | 2.5% | ▲+5.6% Added · +13K sh | |
| 12 | Vanguard Index FDS TOTAL STK MKT | $3.9M | 10.6K | 2.0% | ▲+3.4% Added · +348 sh | |
| 13 | Vaneck ETF Trust FALLEN ANGEL HG | $3.3M | 113.8K | 1.7% | ▲+0.2% Added · +230 sh | |
| 14 | Ishares TR CRE U S REIT ETF | $3.1M | 46.1K | 1.6% | ▼−0.6% Reduced · −274 sh | |
| 15 | Vaneck ETF Trust CLO ETF | $2.9M | 55.1K | 1.5% | ▼−1.5% Reduced · −866 sh | |
| 16 | Cisco Sys Inc COM | $2.4M | 20.3K | 1.2% | ▼−3.4% Reduced · −717 sh | |
| 17 | Vanguard Specialized Funds DIV APP ETF | $1.8M | 7.6K | 0.9% | ▲+0.3% Added · +19 sh | |
| 18 | Coca Cola Co COM | $1.4M | 17.5K | 0.7% | ▼−1.5% Reduced · −269 sh | |
| 19 | Ishares TR CORE 60/40 BALAN | $1.4M | 20.4K | 0.7% | ▲+0.3% Added · +73 sh | |
| 20 | Invsc QQQ TR UNIT SER | $1.4M | 1.9K | 0.7% | ▲+1.9% Added · +35 sh | |
| 21 | Johnson & Johnson COM | $1.4M | 5.4K | 0.7% | ▼−4.0% Reduced · −221 sh | |
| 22 | Ibm Corp COM | $1.3M | 4.6K | 0.7% | ▼−2.5% Reduced · −118 sh | |
| 23 | World Gold TR SPDR GLD MINIS | $1.3M | 15.7K | 0.6% | ▼−93% Reduced · −207K sh | |
| 24 | Merck & Co Inc COM | $1.2M | 9.9K | 0.6% | ▼−2.8% Reduced · −286 sh | |
| 25 | Vaneck ETF Trust GOLD MINERS ETF | $1.2M | 15.6K | 0.6% | ▼−89% Reduced · −132K sh | |
| 26 | Verizon Communications Inc COM | $1.1M | 27.5K | 0.6% | ▼−0.9% Reduced · −258 sh | |
| 27 | Ishares TR CORE S&P500 ETF | $1.1M | 1.5K | 0.6% | ▲+23% Added · +278 sh | |
| 28 | Vanguard BD Index FDS TOTAL BND MRKT | $1.1M | 15.2K | 0.6% | ▲+3.3% Added · +485 sh | |
| 29 | Vanguard Index FDS REAL ESTATE ETF | $966K | 9.9K | 0.5% | ▼−3.0% Reduced · −310 sh | |
| 30 | Amgen Inc COM | $965K | 2.7K | 0.5% | ▼−0.3% Reduced · −9 sh | |
| 31 | Chevron Corp New COM | $947K | 5.7K | 0.5% | ▼−0.4% Reduced · −25 sh | |
| 32 | Unitedhealth Group Inc COM | $789K | 1.8K | 0.4% | —Held | |
| 33 | JPMorgan Chase & Co COM | $787K | 2.4K | 0.4% | —Held | |
| 34 | Exxon Mobil Corp COM | $786K | 5.8K | 0.4% | ▼−3.7% Reduced · −222 sh | |
| 35 | Apple Inc COM | $729K | 2.5K | 0.4% | ▲+8.8% Added · +200 sh | |
| 36 | Caterpillar Inc COM | $724K | 732 | 0.4% | —Held | |
| 37 | Stantec Inc COM | $704K | 10.5K | 0.4% | —Held | |
| 38 | Microsoft Corp COM | $699K | 1.8K | 0.4% | —Held | |
| 39 | 3M Co COM | $443K | 2.8K | 0.2% | ▼−8.6% Reduced · −260 sh | |
| 40 | Simon Ppty Group Inc New COM | $400K | 1.8K | 0.2% | ▲+0.2% Added · +3 sh | |
| 41 | Vanguard World FD MEGA GRWTH IND | $349K | 4.0K | 0.2% | ▲+400% Added · +3K sh | |
| 42 | SPDR S&P 500 ETF TR TR UNIT | $333K | 446 | 0.2% | —Held | |
| 43 | Intel Corp COM | $328K | 2.6K | 0.2% | ▲New New position | |
| 44 | Home Depot Inc COM | $317K | 900 | 0.2% | ▲+0.2% Added · +2 sh | |
| 45 | Nike Inc CL B | $312K | 7.4K | 0.2% | ▲+8.2% Added · +561 sh | |
| 46 | Goldman Sachs Group Inc COM | $300K | 294 | 0.2% | —Held | |
| 47 | Vaneck ETF Trust MRNGSTR WDE MOAT | $297K | 2.8K | 0.2% | —Held | |
| 48 | Procter & Gamble Co COM | $273K | 1.9K | 0.1% | ▲+4.6% Added · +82 sh | |
| 49 | Walmart Inc COM | $254K | 2.3K | 0.1% | —Held | |
| 50 | Glacier Bancorp Inc New COM | $242K | 4.6K | 0.1% | ▲+0.2% Added · +11 sh |
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Use Arkolith to show Piedmont Capital Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.