Piedmont Capital Management, LLC/NC

CIK 0002108281 • 4 13F filings • Feb 13, 2026 – Oct 21, 2026

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Filer information

Filed by: Piedmont Capital Management, LLC/NC, CHIEF COMPLIANCE OFFICER
Address: 800 GREEN VALLEY RD, STE 203, GREENSBORO, NC, 27408
Phone: 336-574-8675
AUM: $152.1M

AUM over time

$168.5M latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2026

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $152.1M115 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST	EAGLE CAPITAL SE	$4.1M	2.7%	125,665 SH	New
ABBOTT LABS	COM	$293K	0.2%	2,339 SH	New
ABBVIE INC	COM	$401K	0.3%Prev: 0.3%	1,754 SH	Decreased-417 SH
ADVANCED MICRO DEVICES INC	COM	$512K	0.3%Prev: 0.9%	2,393 SH	Decreased-33 SH
ALPHABET INC	CAP STK CL A	$2.9M	1.9%Prev: 1.9%	9,128 SH	Decreased-159 SH
ALPHABET INC	CAP STK CL C	$468K	0.3%Prev: 0.4%	1,491 SH	Decreased-711 SH
ALTRIA GROUP INC	COM	$299K	0.2%Prev: 0.2%	5,180 SH	Decreased+311 SH
AMAZON COM INC	COM	$1.6M	1.1%Prev: 1.1%	6,973 SH	Decreased-579 SH
AMERICAN EXPRESS CO	COM	$2.6M	1.7%Prev: 1.2%	7,012 SH	Increased+172 SH
AMERIPRISE FINL INC	COM	$647K	0.4%Prev: 0.4%	1,320 SH	Decreased-28 SH
ANALOG DEVICES INC	COM	$411K	0.3%Prev: 0.4%	1,516 SH	Decreased-207 SH
APPLE INC	COM	$4.3M	2.9%Prev: 3.1%	15,996 SH	Decreased+454 SH
APPLIED MATLS INC	COM	$406K	0.3%Prev: 0.5%	1,578 SH	Decreased
ASML HOLDING N V	N Y REGISTRY SHS	$313K	0.2%	293 SH	New
BANK AMERICA CORP	COM	$947K	0.6%	17,219 SH	New
BANK NEW YORK MELLON CORP	COM	$683K	0.4%	5,882 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$12.8M	8.4%Prev: 4.0%	17 SH	Increased+8 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	1.2%Prev: 1.1%	3,743 SH	Increased+82 SH
BOEING CO	COM	$221K	0.1%Prev: 0.1%	1,017 SH	Increased-135 SH
BROADCOM INC	COM	$1.1M	0.7%Prev: 0.7%	3,148 SH	Decreased+27 SH
CATERPILLAR INC	COM	$222K	0.1%Prev: 0.3%	388 SH	Decreased-140 SH
CHEVRON CORP NEW	COM	$396K	0.3%	2,596 SH	New
CHUBB LIMITED	COM	$455K	0.3%Prev: 0.2%	1,457 SH	Increased+307 SH
CISCO SYS INC	COM	$428K	0.3%Prev: 0.4%	5,560 SH	Decreased-109 SH
CITIGROUP INC	COM NEW	$331K	0.2%Prev: 0.2%	2,839 SH	Decreased+88 SH
CONOCOPHILLIPS	COM	$295K	0.2%Prev: 0.2%	3,150 SH	Decreased+48 SH
COSTCO WHSL CORP NEW	COM	$398K	0.3%	461 SH	New
DISNEY WALT CO	COM	$276K	0.2%Prev: 0.1%	2,422 SH	Increased+413 SH
DOORDASH INC	CL A	$787K	0.5%Prev: 0.4%	3,476 SH	Increased+9 SH
DUKE ENERGY CORP NEW	COM NEW	$264K	0.2%	2,250 SH	New
EATON VANCE TAX-MANAGED DIVE	COM	$263K	0.2%Prev: 0.1%	17,120 SH	Increased
EATON VANCE TAX-MANAGED GLOB	COM	$163K	0.1%Prev: 0.1%	17,054 SH	Increased
ELI LILLY & CO	COM	$924K	0.6%Prev: 0.6%	860 SH	Decreased-11 SH
EOG RES INC	COM	$300K	0.2%Prev: 0.2%	2,856 SH	Decreased+27 SH
EXXON MOBIL CORP	COM	$517K	0.3%	4,299 SH	New
FIRST NATL CORP	COM	$1.1M	0.7%	42,955 SH	New
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$9.9M	6.5%Prev: 5.7%	176,572 SH	Increased+9,829 SH
GENERAL DYNAMICS CORP	COM	$243K	0.2%Prev: 0.1%	721 SH	Increased+11 SH
HCA HEALTHCARE INC	COM	$229K	0.2%Prev: 0.1%	490 SH	Increased+3 SH
HOME DEPOT INC	COM	$967K	0.6%Prev: 0.4%	2,811 SH	Increased+296 SH
HONEYWELL INTL INC	COM	$220K	0.1%	1,130 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$327K	0.2%Prev: 0.1%	1,103 SH	Increased+106 SH
INTUITIVE SURGICAL INC	COM NEW	$205K	0.1%	362 SH	New
INVESCO QQQ TR	UNIT SER 1	$296K	0.2%Prev: 0.2%	482 SH	Decreased
ISHARES TR	CORE S&P MCP ETF	$512K	0.3%Prev: 0.3%	7,758 SH	Decreased+8 SH
ISHARES TR	CORE S&P SCP ETF	$481	0.0%Prev: 0.1%	4 SH	Decreased-1,275 SH
ISHARES TR	CORE S&P TTL STK	$534K	0.4%Prev: 0.4%	3,591 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$5.0M	3.3%Prev: 3.3%	7,321 SH	Decreased-18 SH
ISHARES TR	DOW JONES US ETF	$8K	0.0%Prev: 0.0%	46 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$472K	0.3%Prev: 0.3%	4,918 SH	Decreased-120 SH
ISHARES TR	RUS 1000 VAL ETF	$5.8M	3.8%Prev: 4.0%	27,500 SH	Decreased
ISHARES TR	RUS MID CAP ETF	$232K	0.2%Prev: 0.4%	2,410 SH	Decreased-4,238 SH
ISHARES TR	S&P MC 400GR ETF	$23K	0.0%Prev: 0.0%	233 SH	Decreased
ISHARES TR	S&P MC 400VL ETF	$20K	0.0%Prev: 0.0%	152 SH	Decreased
ISHARES TR	S&P SML 600 GWT	$172K	0.1%Prev: 0.1%	1,217 SH	Decreased+8 SH
ISHARES TR	SP SMCP600VL ETF	$2K	0.0%Prev: 0.0%	21 SH	Decreased
JOHNSON & JOHNSON	COM	$450K	0.3%Prev: 0.3%	2,175 SH	Decreased+320 SH
JPMORGAN CHASE & CO.	COM	$763K	0.5%	2,368 SH	New
LEGG MASON ETF INVT	FRANKLIN INTL LW	$6.0M	3.9%Prev: 5.0%	161,961 SH	Decreased-39,590 SH
LOCKHEED MARTIN CORP	COM	$236K	0.2%	487 SH	New
MASTERCARD INCORPORATED	CL A	$562K	0.4%Prev: 0.3%	984 SH	Increased-22 SH
MCDONALDS CORP	COM	$289K	0.2%	944 SH	New
MERCK & CO INC	COM	$476K	0.3%Prev: 0.4%	4,524 SH	Decreased-342 SH
META PLATFORMS INC	CL A	$1.2M	0.8%Prev: 0.9%	1,867 SH	Decreased-122 SH
MICRON TECHNOLOGY INC	COM	$283K	0.2%Prev: 0.6%	992 SH	Decreased+12 SH
MICROSOFT CORP	COM	$3.7M	2.4%Prev: 2.3%	7,594 SH	Decreased+62 SH
MONDELEZ INTL INC	CL A	$300K	0.2%Prev: 0.2%	5,571 SH	Decreased+266 SH
MORGAN STANLEY	COM NEW	$747K	0.5%Prev: 0.5%	4,205 SH	Decreased+20 SH
NETFLIX INC	COM	$338K	0.2%	3,610 SH	New
NEXTERA ENERGY INC	COM	$307K	0.2%Prev: 0.2%	3,825 SH	Increased-31 SH
NORFOLK SOUTHN CORP	COM	$528K	0.3%	1,828 SH	New
NVIDIA CORPORATION	COM	$4.2M	2.8%Prev: 3.0%	22,629 SH	Decreased+670 SH
ORACLE CORP	COM	$739K	0.5%Prev: 0.3%	3,792 SH	Increased-382 SH
PALANTIR TECHNOLOGIES INC	CL A	$300K	0.2%Prev: 0.2%	1,685 SH	Increased+98 SH
PEPSICO INC	COM	$245K	0.2%	1,705 SH	New
PHILIP MORRIS INTL INC	COM	$762K	0.5%Prev: 0.5%	4,751 SH	Decreased+29 SH
PROCTER AND GAMBLE CO	COM	$578K	0.4%	4,036 SH	New
REPUBLIC SVCS INC	COM	$323K	0.2%Prev: 0.2%	1,523 SH	Increased+68 SH
ROYAL BK CDA	COM	$277K	0.2%	1,624 SH	New
RTX CORPORATION	COM	$318K	0.2%Prev: 0.2%	1,732 SH	Increased+96 SH
S&P GLOBAL INC	COM	$234K	0.2%	448 SH	New
SALESFORCE INC	COM	$227K	0.1%	856 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.4M	1.6%Prev: 2.0%	88,180 SH	Decreased-15,905 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.9M	2.6%Prev: 2.8%	119,522 SH	Decreased-12,668 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$786K	0.5%Prev: 0.5%	26,550 SH	Decreased
SELECT SECTOR SPDR TR	STATE STREET CON	$131K	0.1%	1,100 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$221K	0.1%	4,032 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$81K	0.1%	523 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$79K	0.1%	550 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$7.1M	4.7%	10,473 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$1.3M	0.9%Prev: 0.7%	2,285 SH	Increased-4 SH
T-MOBILE US INC	COM	$287K	0.2%Prev: 0.1%	1,413 SH	Increased+80 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$858K	0.6%	2,823 SH	New
TESLA INC	COM	$908K	0.6%Prev: 0.4%	2,019 SH	Increased+115 SH
TEXAS INSTRS INC	COM	$388K	0.3%Prev: 0.4%	2,236 SH	Decreased+124 SH
THE ONE GROUP HOSPITALITY IN	COM	$104K	0.1%Prev: 0.1%	59,628 SH	Increased+3,206 SH
THERMO FISHER SCIENTIFIC INC	COM	$322K	0.2%Prev: 0.2%	555 SH	Decreased-7 SH
TJX COS INC NEW	COM	$253K	0.2%Prev: 0.1%	1,649 SH	Increased-45 SH
TRUIST FINL CORP	COM	$633K	0.4%Prev: 0.2%	12,855 SH	Increased+4,536 SH
UNITEDHEALTH GROUP INC	COM	$225K	0.1%Prev: 0.1%	682 SH	Decreased+56 SH
VANGUARD INDEX FDS	GROWTH ETF	$239K	0.2%	489 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$77K	0.1%	265 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$22.5M	14.8%Prev: 15.8%	35,812 SH	Decreased-2,182 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.0M	0.7%	3,900 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	1.0%	4,481 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$235K	0.2%Prev: 0.1%	1,070 SH	Decreased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.7M	6.4%Prev: 7.0%	154,639 SH	Decreased-13,200 SH
VANGUARD WORLD FD	COMM SRVC ETF	$123K	0.1%	636 SH	New
VANGUARD WORLD FD	INF TECH ETF	$537K	0.4%Prev: 0.3%	712 SH	Decreased-3,800 SH
VISA INC	COM CL A	$610K	0.4%Prev: 0.5%	1,740 SH	Decreased-461 SH
WALMART INC	COM	$649K	0.4%Prev: 0.3%	5,827 SH	Increased+897 SH
WASTE MGMT INC DEL	COM	$285K	0.2%Prev: 0.2%	1,295 SH	Increased+20 SH
WELLS FARGO CO NEW	COM	$386K	0.3%	4,140 SH	New
WESTROCK COFFEE CO	COM	$645K	0.4%Prev: 0.7%	158,354 SH	Decreased+20,866 SH
WIPRO LTD	SPON ADR 1 SH	$71K	0.0%Prev: 0.0%	24,920 SH	Increased-7,021 SH

Sold (vs prior filing)

2023 ETF SERIES TRUST — $4.1M
ASE TECHNOLOGY HLDG CO LTD — $312K
ASML HLDG NV — $560K
AXIA ENERGIA SA — $6K
AXIA ENERGIA SA — $25K
BANK OF AMER CORP — $622K
BANK OF NY MELLON CORP — $848K
CHEVRON CORPORATION — $317K
COCA COLA CO — $218K
COSTCO WHOLESALE CORPORATION — $393K
CROWDSTRIKE HLDGS INC — $249K
DEERE & CO — $342K
EA SERIES TRUST — $1.1M
EATON CORP PLC — $285K
EXXONMOBIL HOLDINGS CORP — $680K
FIRST NATL CORP VA — $1.3M
INTEL CORP — $276K
ISHARES TR — $593K
ISHARES TR — $226K
ISHARES TR — $41K
… and 24 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001398344-26-003065	$152.1M	View
Oct 21, 2026	Q3 2026	13F-HR	0001398344-26-018537	$168.5M	View
Aug 13, 2026	Q2 2026