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

Currently, Piedmont Capital Management, LLC/NC holds 119 types of securities in its portfolio with a total value $149.9M. In the most recent quarter, they have increased their positions in DGRO (+7.9K shares, valued at $551.7K), VEA (+7.0K shares, valued at $447.5K), IWR (+4.2K shares, valued at $412.1K); decreased their positions in EAGL (-8.6K shares, valued at $261.6K), AAPL (-625 shares, valued at $158.6K), N/A (-184 shares, valued at $109.9K); initiated new positions in DGRO (+7.9K shares, valued at $551.7K), N/A (+3.4K shares, valued at $307.6K), DE (+515 shares, valued at $290.1K).

1M P&L

+340.2K+0.26%

3M P&L

+5.7M+4.48%

HY P&L

+3.4M+2.60%

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/A75.3M

62.6%

2Semiconductors6.7M

5.6%

3Consumer Electronics3.9M

3.2%

Top Industries by Stock Count

1N/A39 stocks

36.8%

2Semiconductors6 stocks

5.7%

3Banks - Diversified5 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS35.6K shares-0.51%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL17 shares0.00%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS161.6K shares4.52%2026-03-312026-04-21

FLQM FRANKLIN TEMPLETON ETF TR177.7K shares0.65%2026-03-312026-04-21

LVHI LEGG MASON ETF INVT170.7K shares5.40%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T10.5K shares0.00%2026-03-312026-04-21

IWD ISHARES TR27.5K shares0.00%2026-03-312026-04-21

IVV ISHARES TR7.3K shares0.05%2026-03-312026-04-21

Sponsored

NVDA NVIDIA CORPORATION22.6K shares-0.20%2026-03-312026-04-21

AAPL APPLE INC15.4K shares-3.91%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR125.4K shares4.94%2026-03-312026-04-21

EAGL 2023 ETF SERIES TRUST117.1K shares-6.84%2026-03-312026-04-21

MSFT MICROSOFT CORP7.8K shares2.19%2026-03-312026-04-21

ALPHABET INC ALPHABET INC9.4K shares3.22%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR88.0K shares-0.23%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO7.0K shares-0.06%2026-03-312026-04-21

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.7K shares-0.03%2026-03-312026-04-21

AMZN AMAZON COM INC7.1K shares1.53%2026-03-312026-04-21

VTI VANGUARD INDEX FDS4.3K shares-4.53%2026-03-312026-04-21

META META PLATFORMS INC2.1K shares13.07%2026-03-312026-04-21

FXNC FIRST NATL CORP VA43.0K shares0.00%2026-03-312026-04-21

SPOT SPOTIFY TECHNOLOGY S A2.3K shares0.00%2026-03-312026-04-21

VB VANGUARD INDEX FDS3.9K shares0.00%2026-03-312026-04-21

BROADCOM INC BROADCOM INC3.2K shares0.19%2026-03-312026-04-21

Sponsored

HD HOME DEPOT INC3.0K shares5.55%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K shares1.13%2026-03-312026-04-21

BAC BANK AMERICA CORP17.2K shares0.00%2026-03-312026-04-21

LLY ELI LILLY & CO892 shares3.72%2026-03-312026-04-21

SCHV SCHWAB STRATEGIC TR26.6K shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC4.9K shares2.44%2026-03-312026-04-21

TSLA TESLA INC2.1K shares3.42%2026-03-312026-04-21

XOM EXXON MOBIL CORP4.5K shares4.72%2026-03-312026-04-21

Sponsored

WMT WALMART INC5.8K shares0.00%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO2.4K shares1.98%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP5.9K shares0.00%2026-03-312026-04-21

MS MORGAN STANLEY4.2K shares0.00%2026-03-312026-04-21

IWR ISHARES TR6.6K shares175.85%2026-03-312026-04-21

WEST WESTROCK COFFEE CO151.4K shares-4.42%2026-03-312026-04-21

ORCL ORACLE CORP4.4K shares14.77%2026-03-312026-04-21

V VISA INC2.0K shares13.97%2026-03-312026-04-21

Sponsored

AMP AMERIPRISE FINL INC1.3K shares0.00%2026-03-312026-04-21

TFC TRUIST FINL CORP12.7K shares-1.20%2026-03-312026-04-21

PG PROCTER & GAMBLE CO4.0K shares-0.84%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON2.3K shares4.09%2026-03-312026-04-21

DGRO ISHARES TR7.9K sharesnew addition2026-03-312026-04-21

ADI ANALOG DEVICES INC1.7K shares14.12%2026-03-312026-04-21

AMAT APPLIED MATLS INC1.6K shares0.00%2026-03-312026-04-21

CVX CHEVRON CORPORATION2.6K shares0.35%2026-03-312026-04-21

Sponsored

IJH ISHARES TR7.8K shares-0.10%2026-03-312026-04-21

DASH DOORDASH INC3.5K shares-0.09%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC4.3K shares-5.59%2026-03-312026-04-21

ITOT ISHARES TR3.6K shares0.00%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.7K shares17.17%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC2.5K shares2.76%2026-03-312026-04-21

VGT VANGUARD WORLD FD712 shares0.00%2026-03-312026-04-21

EFA ISHARES TR5.0K shares2.44%2026-03-312026-04-21

Sponsored

MA MASTERCARD INCORPORATED971 shares-1.32%2026-03-312026-04-21

ABBV ABBVIE INC2.2K shares26.91%2026-03-312026-04-21

CB CHUBB LTD SWITZ1.5K shares0.00%2026-03-312026-04-21

TXN TEXAS INSTRS INC2.3K shares4.92%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION451 shares-2.17%2026-03-312026-04-21

CSCO CISCO SYS INC5.7K shares3.22%2026-03-312026-04-21

NFLX NETFLIX INC.4.4K shares22.63%2026-03-312026-04-21

COP CONOCOPHILLIPS3.2K shares0.63%2026-03-312026-04-21

Sponsored

EOG EOG RES INC2.9K shares0.00%2026-03-312026-04-21

ASML ASML HLDG NV293 shares0.00%2026-03-312026-04-21

NEE NEXTERA ENERGY INC3.9K shares1.99%2026-03-312026-04-21

RTX RTX CORPORATION1.8K shares1.15%2026-03-312026-04-21

MO ALTRIA GROUP INC5.1K shares-1.60%2026-03-312026-04-21

WFC WELLS FARGO & CO4.1K shares0.00%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC966 shares-2.62%2026-03-312026-04-21

RSG REPUBLIC SVCS INC1.5K shares-2.36%2026-03-312026-04-21

Sponsored

CAT CATERPILLAR INC453 shares16.75%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC2.8K shares-1.13%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.4K shares7.56%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC5.4K shares-3.90%2026-03-312026-04-21

TOTALENERGIES SE TOTALENERGIES SE3.4K sharesnew addition2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP499 shares2.46%2026-03-312026-04-21

WM WASTE MGMT INC DEL1.3K shares0.00%2026-03-312026-04-21

TMUS T-MOBILE US INC1.4K shares0.00%2026-03-312026-04-21

Sponsored

MCD MCDONALDS CORP944 shares0.00%2026-03-312026-04-21

DE DEERE & CO515 sharesnew addition2026-03-312026-04-21

PEP PEPSICO INC1.8K shares8.45%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR482 shares0.00%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC560 shares0.90%2026-03-312026-04-21

TJX TJX COS INC NEW1.6K shares0.00%2026-03-312026-04-21

RY ROYAL BK CDA1.6K shares0.00%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS1.1K shares-2.27%2026-03-312026-04-21

Sponsored

BA BOEING CO1.3K shares28.42%2026-03-312026-04-21

HON HONEYWELL INTL INC1.1K shares-0.27%2026-03-312026-04-21

ABT ABBOTT LABORATORIES2.4K shares3.59%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP721 shares0.00%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC1.7K shares-0.53%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC670 sharesnew addition2026-03-312026-04-21

ETY EATON VANCE TAX-MANAGED DIVE17.1K shares0.00%2026-03-312026-04-21

HCA HCA HEALTHCARE INC490 shares0.00%2026-03-312026-04-21

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.1K shares0.00%2026-03-312026-04-21

DIS DISNEY WALT CO2.2K shares-7.27%2026-03-312026-04-21

VUG VANGUARD INDEX FDS489 shares0.00%2026-03-312026-04-21

EFV ISHARES TR2.9K sharesnew addition2026-03-312026-04-21

LINDE PLC LINDE PLC418 sharesnew addition2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR4.0K shares0.00%2026-03-312026-04-21

IJT ISHARES TR1.2K shares0.00%2026-03-312026-04-21

IJR ISHARES TR1.3K shares31875.00%2026-03-312026-04-21

Sponsored

EXG EATON VANCE TAX-MANAGED GLOB17.1K shares0.00%2026-03-312026-04-21

XLY SELECT SECTOR SPDR TR1.1K shares0.00%2026-03-312026-04-21

VOX VANGUARD WORLD FD636 shares0.00%2026-03-312026-04-21

STKS THE ONE GROUP HOSPITALITY IN59.6K shares0.00%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR523 shares0.00%2026-03-312026-04-21

VO VANGUARD INDEX FDS265 shares0.00%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR550 shares0.00%2026-03-312026-04-21

IWF ISHARES TR165 sharesnew addition2026-03-312026-04-21

Sponsored

WIT WIPRO LTD17.7K shares-28.94%2026-03-312026-04-21

IJK ISHARES TR233 shares0.00%2026-03-312026-04-21

IJJ ISHARES TR152 shares0.00%2026-03-312026-04-21

IYC ISHARES TR200 sharesnew addition2026-03-312026-04-21

IYF ISHARES TR160 sharesnew addition2026-03-312026-04-21

IYY ISHARES TR46 shares0.00%2026-03-312026-04-21

IJS ISHARES TR21 shares0.00%2026-03-312026-04-21

VANGUARD INDEX FDS

-0.51%

Shares35.6K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares17

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

4.52%

Shares161.6K

Event2026-03-31

Filed2026-04-21

FLQM

FRANKLIN TEMPLETON ETF TR

0.65%

Shares177.7K

Event2026-03-31

Filed2026-04-21

LVHI

LEGG MASON ETF INVT

5.40%

Shares170.7K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES TR

0.00%

Shares27.5K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

0.05%

Shares7.3K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-0.20%

Shares22.6K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-3.91%

Shares15.4K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

4.94%

Shares125.4K

Event2026-03-31

Filed2026-04-21

EAGL

2023 ETF SERIES TRUST

-6.84%

Shares117.1K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

2.19%

Shares7.8K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

3.22%

Shares9.4K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

-0.23%

Shares88.0K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

-0.06%

Shares7.0K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-0.03%

Shares3.7K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

1.53%

Shares7.1K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

-4.53%

Shares4.3K

Event2026-03-31

Filed2026-04-21