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: $163.8M123 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST	EAGL CAP SEL ETF	$3.9M	2.4%	121,415 SH	New
ABBVIE INC	COM	$546K	0.3%Prev: 0.3%	2,171 SH	Increased-55 SH
ADVANCED MICRO DEVICES INC	COM	$1.4M	0.9%Prev: 0.3%	2,461 SH	Increased+2 SH
ALPHABET INC	CAP STK CL A	$3.3M	2.0%Prev: 1.8%	9,343 SH	Increased-79 SH
ALPHABET INC	CAP STK CL C	$778K	0.5%Prev: 0.3%	2,202 SH	Increased+455 SH
ALTRIA GROUP INC	COM	$356K	0.2%Prev: 0.2%	4,941 SH	Increased-156 SH
AMAZON COM INC	COM	$1.8M	1.1%Prev: 1.0%	7,402 SH	Increased+322 SH
AMERICAN EXPRESS CO	COM	$2.3M	1.4%Prev: 1.4%	6,882 SH	Increased-126 SH
AMERIPRISE FINL INC	COM	$618K	0.4%Prev: 0.4%	1,348 SH	Increased+28 SH
ANALOG DEVICES INC	COM	$684K	0.4%Prev: 0.4%	1,723 SH	Increased-7 SH
APPLE INC	COM	$4.5M	2.7%Prev: 2.6%	15,409 SH	Increased+38 SH
APPLIED MATLS INC	COM	$1.1M	0.7%Prev: 0.4%	1,578 SH	Increased
ASE TECHNOLOGY HLDG CO LTD	SPONSORED ADS	$317K	0.2%	7,016 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$599K	0.4%Prev: 0.3%	301 SH	Increased+8 SH
BANK OF AMER CORP	COM	$651K	0.4%	11,421 SH	New
BANK OF NY MELLON CORP	COM	$848K	0.5%	5,865 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$6.7M	4.1%Prev: 8.1%	9 SH	Decreased-8 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	1.1%Prev: 1.2%	3,689 SH	Increased-53 SH
BOEING CO	COM	$255K	0.2%Prev: 0.2%	1,177 SH	Decreased-129 SH
BROADCOM INC	COM	$1.2M	0.7%Prev: 0.7%	3,129 SH	Increased-25 SH
CATERPILLAR INC	COM	$647K	0.4%Prev: 0.2%	608 SH	Increased+155 SH
CHEVRON CORPORATION	COM	$258K	0.2%Prev: 0.4%	1,556 SH	Decreased-1,049 SH
CHUBB LIMITED	COM	$392K	0.2%	1,150 SH	New
CISCO SYS INC	COM	$666K	0.4%Prev: 0.3%	5,669 SH	Increased-70 SH
CITIGROUP INC	COM NEW	$385K	0.2%Prev: 0.2%	2,751 SH	Increased-56 SH
COCA COLA CO	COM	$206K	0.1%	2,532 SH	New
CONOCOPHILLIPS	COM	$322K	0.2%Prev: 0.3%	3,102 SH	Decreased-68 SH
CORNING INC	COM	$302K	0.2%	1,182 SH	New
COSTCO WHOLESALE CORPORATION	COM	$404K	0.2%Prev: 0.3%	432 SH	Decreased-19 SH
D R HORTON INC	COM	$210K	0.1%	1,291 SH	New
DEERE & CO	COM	$324K	0.2%Prev: 0.2%	510 SH	Increased-5 SH
DISNEY WALT CO	COM	$203K	0.1%Prev: 0.1%	2,109 SH	Decreased-137 SH
DOORDASH INC	CL A	$640K	0.4%Prev: 0.3%	3,467 SH	Increased-6 SH
EA SERIES TRUST	FREEDOM 100 EM	$345K	0.2%	4,731 SH	New
EATON CORP PLC	SHS	$283K	0.2%Prev: 0.2%	663 SH	Increased-7 SH
EATON VANCE TAX-MANAGED DIVE	COM	$249K	0.2%Prev: 0.2%	17,120 SH	Increased
EATON VANCE TAX-MANAGED GLOB	COM	$167K	0.1%Prev: 0.1%	17,054 SH	Increased
ELI LILLY & CO	COM	$1.0M	0.6%Prev: 0.5%	871 SH	Increased-21 SH
EOG RES INC	COM	$367K	0.2%Prev: 0.3%	2,829 SH	Decreased-27 SH
FIRST NATL CORP VA	COM	$1.3M	0.8%Prev: 0.8%	42,955 SH	Increased
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$10.0M	6.1%Prev: 6.5%	172,917 SH	Increased-4,798 SH
GENERAL DYNAMICS CORP	COM	$252K	0.2%Prev: 0.2%	710 SH	Increased-11 SH
GOLDMAN SACHS GROUP INC	COM	$214K	0.1%	212 SH	New
HOME DEPOT INC	COM	$918K	0.6%Prev: 0.7%	2,604 SH	Decreased-363 SH
INTEL CORP	COM	$368K	0.2%	2,635 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$316K	0.2%Prev: 0.2%	1,122 SH	Increased+44 SH
INVESCO QQQ TR	UNIT SER 1	$355K	0.2%Prev: 0.2%	482 SH	Increased
ISHARES TR	CORE DIV GRWTH	$596K	0.4%Prev: 0.4%	7,861 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$598K	0.4%Prev: 0.3%	7,750 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$190K	0.1%Prev: 0.1%	1,279 SH	Increased
ISHARES TR	CORE S&P TTL STK	$590K	0.4%Prev: 0.3%	3,591 SH	Increased
ISHARES TR	CORE S&P500 ETF	$5.5M	3.3%Prev: 3.2%	7,325 SH	Increased
ISHARES TR	DOW JONES US ETF	$8K	0.0%Prev: 0.0%	46 SH	Increased
ISHARES TR	EAFE VALUE ETF	$218K	0.1%Prev: 0.1%	2,853 SH	Increased
ISHARES TR	MSCI EAFE ETF	$523K	0.3%Prev: 0.3%	5,038 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$82K	0.1%Prev: 0.0%	660 SH	Increased+495 SH
ISHARES TR	RUS 1000 VAL ETF	$6.7M	4.1%Prev: 3.9%	27,500 SH	Increased
ISHARES TR	RUS MID CAP ETF	$733K	0.4%Prev: 0.4%	6,648 SH	Increased
ISHARES TR	S&P MC 400GR ETF	$27K	0.0%Prev: 0.0%	233 SH	Increased
ISHARES TR	S&P MC 400VL ETF	$22K	0.0%Prev: 0.0%	152 SH	Increased
ISHARES TR	S&P SML 600 GWT	$217K	0.1%Prev: 0.1%	1,217 SH	Increased
ISHARES TR	SP SMCP600VL ETF	$3K	0.0%Prev: 0.0%	21 SH	Increased
ISHARES TR	U.S. FINLS ETF	$20K	0.0%Prev: 0.0%	160 SH	Increased
ISHARES TR	US CONSUM DISCRE	$20K	0.0%Prev: 0.0%	200 SH	Increased
JOHNSON & JOHNSON	COM	$469K	0.3%Prev: 0.4%	1,848 SH	Decreased-416 SH
JPMORGAN CHASE & CO	COM	$742K	0.5%Prev: 0.5%	2,268 SH	Increased-147 SH
KLA CORP	COM NEW	$247K	0.2%	820 SH	New
LAM RESEARCH CORP	COM NEW	$251K	0.2%	579 SH	New
LEGG MASON ETF INVT	FRANKLIN INTL LW	$7.8M	4.7%Prev: 4.6%	191,357 SH	Increased+20,646 SH
LG DISPLAY CO LTD	SPONS ADR REP	$90K	0.1%	23,136 SH	New
LINDE PLC	SHS	$221K	0.1%Prev: 0.1%	425 SH	Increased+7 SH
MARVELL TECHNOLOGY INC	COM	$257K	0.2%	862 SH	New
MASTERCARD INCORPORATED	CL A	$520K	0.3%Prev: 0.3%	1,012 SH	Increased+41 SH
MCDONALDS CORP	COM	$229K	0.1%Prev: 0.2%	846 SH	Decreased-98 SH
MERCK & CO INC	COM	$613K	0.4%Prev: 0.3%	4,767 SH	Increased+496 SH
META PLATFORMS INC	CL A	$1.1M	0.7%Prev: 0.8%	1,984 SH	Decreased-127 SH
MICRON TECHNOLOGY INC	COM	$1.4M	0.8%Prev: 0.2%	1,172 SH	Increased+206 SH
MICROSOFT CORP	COM	$2.8M	1.7%Prev: 1.9%	7,510 SH	Decreased-250 SH
MONDELEZ INTL INC	CL A	$307K	0.2%Prev: 0.2%	5,305 SH	Decreased-49 SH
MORGAN STANLEY	COM NEW	$875K	0.5%Prev: 0.5%	4,185 SH	Increased-20 SH
NETFLIX INC.	COM	$276K	0.2%Prev: 0.3%	3,861 SH	Decreased-566 SH
NEXTERA ENERGY INC	COM	$338K	0.2%Prev: 0.2%	3,856 SH	Decreased-45 SH
NVIDIA CORPORATION	COM	$4.5M	2.7%Prev: 2.6%	22,256 SH	Increased-327 SH
ORACLE CORP	COM	$610K	0.4%Prev: 0.4%	4,165 SH	Decreased-187 SH
PHILIP MORRIS INTL INC	COM	$854K	0.5%Prev: 0.5%	4,722 SH	Increased-145 SH
PNC FINL SVCS GROUP INC	COM	$221K	0.1%	896 SH	New
PROCTER & GAMBLE CO	COM	$518K	0.3%Prev: 0.4%	3,534 SH	Decreased-468 SH
REPUBLIC SVCS INC	COM	$310K	0.2%Prev: 0.2%	1,455 SH	Decreased-32 SH
RTX CORPORATION	COM	$297K	0.2%Prev: 0.2%	1,568 SH	Decreased-184 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.9M	1.8%Prev: 1.8%	92,985 SH	Increased+5,005 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.2M	2.6%Prev: 2.4%	125,422 SH	Increased
SCHWAB STRATEGIC TR	US LCAP VA ETF	$924K	0.6%Prev: 0.5%	26,550 SH	Increased
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$332K	0.2%	344 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$216K	0.1%	4,032 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$97K	0.1%	523 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$105K	0.1%	550 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$1.1M	0.6%Prev: 0.7%	2,300 SH	Decreased+15 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.8M	4.8%Prev: 4.5%	10,503 SH	Increased+30 SH
T-MOBILE US INC	COM	$238K	0.1%Prev: 0.2%	1,419 SH	Decreased+6 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.4M	0.9%Prev: 0.6%	2,977 SH	Increased+122 SH
TESLA INC	COM	$836K	0.5%Prev: 0.5%	1,987 SH	Increased-101 SH
TEXAS INSTRS INC	COM	$630K	0.4%Prev: 0.3%	2,113 SH	Increased-233 SH
THE ONE GROUP HOSPITALITY IN	COM	$120K	0.1%Prev: 0.1%	59,628 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$282K	0.2%Prev: 0.2%	562 SH	Increased+2 SH
TJX COS INC NEW	COM	$273K	0.2%Prev: 0.2%	1,802 SH	Increased+153 SH
TOTALENERGIES SE	ACT	$263K	0.2%Prev: 0.2%	3,381 SH	Decreased
TRUIST FINL CORP	COM	$414K	0.3%Prev: 0.4%	8,319 SH	Decreased-4,382 SH
UNITED MICROELECTRONICS CORP	SPON ADR NEW	$242K	0.1%	8,876 SH	New
UNITEDHEALTH GROUP INC	COM	$268K	0.2%	645 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$253K	0.2%Prev: 0.1%	2,934 SH	Increased+2,445 SH
VANGUARD INDEX FDS	MID CAP ETF	$85K	0.1%Prev: 0.1%	1,060 SH	Increased+795 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$25.4M	15.5%Prev: 14.2%	36,924 SH	Increased+1,296 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.2M	0.7%Prev: 0.7%	3,900 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	1.0%Prev: 0.9%	4,383 SH	Increased+105 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$253K	0.2%Prev: 0.2%	1,070 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.9M	7.2%Prev: 6.9%	166,333 SH	Increased+4,710 SH
VANGUARD WORLD FD	INF TECH ETF	$681K	0.4%Prev: 0.3%	5,698 SH	Increased+4,986 SH
VISA INC	COM CL A	$755K	0.5%Prev: 0.4%	2,201 SH	Increased+218 SH
WALMART INC	COM	$558K	0.3%Prev: 0.5%	4,930 SH	Decreased-897 SH
WASTE MGMT INC DEL	COM	$286K	0.2%Prev: 0.2%	1,285 SH	Decreased-10 SH
WELLS FARGO & CO	COM	$345K	0.2%Prev: 0.2%	4,170 SH	Increased+30 SH
WESTROCK COFFEE CO	COM	$1.1M	0.7%Prev: 0.4%	137,488 SH	Increased-13,866 SH
WIPRO LTD	SPON ADR 1 SH	$46K	0.0%Prev: 0.0%	20,315 SH	Increased+2,607 SH

Sold (vs prior filing)

2023 ETF SERIES TRUST — $3.6M
ABBOTT LABORATORIES — $249K
BANK AMERICA CORP — $839K
BANK NEW YORK MELLON CORP — $698K
CHUBB LTD SWITZ — $475K
DUKE ENERGY CORP NEW — $317K
EXXON MOBIL CORP — $764K
HCA HEALTHCARE INC — $232K
HONEYWELL INTL INC — $255K
LOCKHEED MARTIN CORP — $302K
PALANTIR TECHNOLOGIES INC — $245K
PEPSICO INC — $287K
ROYAL BK CDA — $263K
SELECT SECTOR SPDR TR — $120K
SELECT SECTOR SPDR TR — $199K
SELECT SECTOR SPDR TR — $85K
SELECT SECTOR SPDR TR — $73K
VANGUARD WORLD FD — $114K

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