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The Analysis of Piedmont Capital Management, LLC's Holdings & P&L

Currently, Piedmont Capital Management, LLC holds 50 types of securities in its portfolio with a total value $196.6M. In the most recent quarter, they have increased their positions in PVAL (+486.8K shares, valued at $22.8M), RWR (+132.2K shares, valued at $13.6M), FRDM (+72.2K shares, valued at $4.0M); decreased their positions in IWP (-55.4K shares, valued at $7.2M), GDX (-5.8K shares, valued at $548.7K), GLDM (-5.9K shares, valued at $541.3K); initiated new positions in PVAL (+486.8K shares, valued at $22.8M), RWR (+132.2K shares, valued at $13.6M), FRDM (+72.2K shares, valued at $4.0M).

1M P&L

+3.7M+2.33%

3M P&L

-113.4M-40.84%

HY P&L

-103.7M-38.70%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A161.3M

91.0%

2Drug Manufacturers - General2.2M

1.3%

3Communication Equipment1.7M

1.0%

Top Industries by Stock Count

1N/A24 stocks

50.0%

2Drug Manufacturers - General3 stocks

6.3%

3Oil & Gas Integrated2 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VYM VANGUARD WHITEHALL FDS163.8K shares-0.29%2026-03-312026-05-15

FEZ SPDR INDEX SHS FDS382.4K shares2.52%2026-03-312026-05-15

PVAL PUTNAM ETF TRUST486.8K sharesnew addition2026-03-312026-05-15

GLDM WORLD GOLD TR222.3K shares-2.57%2026-03-312026-05-15

IEFA ISHARES TR180.3K shares0.40%2026-03-312026-05-15

GDX VANECK ETF TRUST148.0K shares-3.79%2026-03-312026-05-15

RWR SPDR SERIES TRUST132.2K sharesnew addition2026-03-312026-05-15

FLOT ISHARES TR196.6K shares7.68%2026-03-312026-05-15

Sponsored

BKLN INVESCO EXCH TRADED FD TR II232.2K shares3.44%2026-03-312026-05-15

FRDM EA SERIES TRUST72.2K sharesnew addition2026-03-312026-05-15

IWC ISHARES TR23.9K sharesnew addition2026-03-312026-05-15

VTI VANGUARD INDEX FDS10.3K shares0.97%2026-03-312026-05-15

ANGL VANECK ETF TRUST113.5K shares4.58%2026-03-312026-05-15

CLOI VANECK ETF TRUST56.0K shares4.07%2026-03-312026-05-15

ISHARES TR ISHARES TR46.4K shares-2.08%2026-03-312026-05-15

CSCO CISCO SYS INC21.1K shares-4.84%2026-03-312026-05-15

Sponsored

VIG VANGUARD SPECIALIZED FUNDS7.6K shares0.92%2026-03-312026-05-15

KO COCA COLA CO17.8K shares-0.99%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC27.8K shares2.02%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON5.6K shares0.20%2026-03-312026-05-15

AOR ISHARES TR20.3K shares-13.37%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC10.2K shares4.24%2026-03-312026-05-15

IBM IBM CORP4.7K shares-4.16%2026-03-312026-05-15

CVX CHEVRON CORP NEW5.7K shares5.94%2026-03-312026-05-15

Sponsored

INVSC QQQ TR INVSC QQQ TR1.8K shares0.71%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS14.7K shares0.48%2026-03-312026-05-15

XOM EXXON MOBIL CORP6.0K shares-1.24%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS10.2K shares-0.47%2026-03-312026-05-15

AMGN AMGEN INC2.7K shares-0.04%2026-03-312026-05-15

STN STANTEC INC10.5K shares0.00%2026-03-312026-05-15

IVV ISHARES TR1.2K shares11.91%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO2.4K shares0.00%2026-03-312026-05-15

Sponsored

MSFT MICROSOFT CORP1.8K shares3.85%2026-03-312026-05-15

AAPL APPLE INC2.3K shares112.03%2026-03-312026-05-15

CAT CATERPILLAR INC732 shares0.00%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC1.8K shares2.33%2026-03-312026-05-15

MMM 3M CO3.0K shares0.00%2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW1.8K shares0.17%2026-03-312026-05-15

NKE NIKE INC6.8K shares5.03%2026-03-312026-05-15

WMT WALMART INC2.3K shares0.00%2026-03-312026-05-15

Sponsored

MGK VANGUARD WORLD FD792 shares0.00%2026-03-312026-05-15

SPY SPDR S&P 500 ETF TR446 shares0.00%2026-03-312026-05-15

HD HOME DEPOT INC898 shares17.69%2026-03-312026-05-15

IWP ISHARES TR2.2K shares-96.13%2026-03-312026-05-15

MOAT VANECK ETF TRUST2.8K shares0.00%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC294 shares0.00%2026-03-312026-05-15

PG PROCTER & GAMBLE CO1.8K sharesnew addition2026-03-312026-05-15

ORCL ORACLE CORP1.6K shares0.06%2026-03-312026-05-15

Sponsored

GBCI GLACIER BANCORP INC NEW4.6K shares0.00%2026-03-312026-05-15

GUT GABELLI UTIL TR25.0K shares-8.97%2026-03-312026-05-15

VYM

VANGUARD WHITEHALL FDS

-0.29%

Shares163.8K

Event2026-03-31

Filed2026-05-15

FEZ

SPDR INDEX SHS FDS

2.52%

Shares382.4K

Event2026-03-31

Filed2026-05-15

PVAL

PUTNAM ETF TRUST

New

Shares486.8K

Event2026-03-31

Filed2026-05-15

GLDM

WORLD GOLD TR

-2.57%

Shares222.3K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

0.40%

Shares180.3K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

-3.79%

Shares148.0K

Event2026-03-31

Filed2026-05-15

RWR

SPDR SERIES TRUST

New

Shares132.2K

Event2026-03-31

Filed2026-05-15

FLOT

ISHARES TR

7.68%

Shares196.6K

Event2026-03-31

Filed2026-05-15

BKLN

INVESCO EXCH TRADED FD TR II

3.44%

Shares232.2K

Event2026-03-31

Filed2026-05-15

FRDM

EA SERIES TRUST

New

Shares72.2K

Event2026-03-31

Filed2026-05-15

IWC

ISHARES TR

New

Shares23.9K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

0.97%

Shares10.3K

Event2026-03-31

Filed2026-05-15

ANGL

VANECK ETF TRUST

4.58%

Shares113.5K

Event2026-03-31

Filed2026-05-15

CLOI

VANECK ETF TRUST

4.07%

Shares56.0K

Event2026-03-31

Filed2026-05-15

ISHARES TR

-2.08%

Shares46.4K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-4.84%

Shares21.1K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

0.92%

Shares7.6K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-0.99%

Shares17.8K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

2.02%

Shares27.8K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

0.20%

Shares5.6K

Event2026-03-31

Filed2026-05-15

AOR

ISHARES TR

-13.37%

Shares20.3K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

4.24%

Shares10.2K

Event2026-03-31

Filed2026-05-15

IBM

IBM CORP

-4.16%

Shares4.7K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORP NEW

5.94%

Shares5.7K

Event2026-03-31

Filed2026-05-15

INVSC QQQ TR

0.71%

Shares1.8K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

0.48%

Shares14.7K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-1.24%

Shares6.0K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

-0.47%

Shares10.2K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-0.04%

Shares2.7K

Event2026-03-31

Filed2026-05-15

STN

STANTEC INC

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

11.91%

Shares1.2K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

3.85%

Shares1.8K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

112.03%

Shares2.3K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

0.00%

Shares732

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

2.33%

Shares1.8K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

SPG

SIMON PPTY GROUP INC NEW

0.17%

Shares1.8K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

5.03%

Shares6.8K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

0.00%

Shares792

Event2026-03-31

Filed2026-05-15

SPY

SPDR S&P 500 ETF TR

0.00%

Shares446

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

17.69%

Shares898

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

-96.13%

Shares2.2K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK ETF TRUST

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

0.00%

Shares294

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

0.06%

Shares1.6K

Event2026-03-31

Filed2026-05-15

GBCI

GLACIER BANCORP INC NEW

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-15

GUT

GABELLI UTIL TR

-8.97%

Shares25.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available