Piedmont-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  null,
  "MMM",
  null,
  "CAT",
  null,
  "HD",
  "NAK",
  "MSFT",
  null,
  null,
  "IVV",
  "DOW",
  "SPY",
  null,
  "GS",
  "TU",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "IEFA",
  "SPG",
  "GLD",
  "IBM",
  null,
  null,
  "VNQ",
  null,
  "GUT",
  "VIG",
  null,
  "VYM",
  "IWP",
  "BND",
  null,
  null,
  "STN",
  "CVX",
  "CSCO",
  "KO",
  "XOM",
  "JNJ",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 46
Total Value: 139292023
Accession Number: 0001656150-25-000002
Form Type: 13F-HR
CIK: piedmont-capital-management
Manager Name: Piedmont-Capital-Management

Data Enrichment

72% identified

33 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

46 positions • $139.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46429B663

Shares:333.4K

Value:$36.1M

% of Portfolio:25.9% ($36.1M/$139.3M)

921946406

VYM|921946406

Shares:168.0K

Value:$19.3M

% of Portfolio:13.8% ($19.3M/$139.3M)

98149E303

Shares:235.6K

Value:$13.9M

% of Portfolio:10.0% ($13.9M/$139.3M)

46432F842

IEFA|46432F842

Shares:177.1K

Value:$12.0M

% of Portfolio:8.6% ($12.0M/$139.3M)

46429B655

Shares:164.9K

Value:$8.3M

% of Portfolio:5.9% ($8.3M/$139.3M)

92189F106

GDX|92189F106

Shares:160.7K

Value:$6.7M

% of Portfolio:4.8% ($6.7M/$139.3M)

464287481

IWP|464287481

Shares:62.1K

Value:$6.5M

% of Portfolio:4.6% ($6.5M/$139.3M)

46138G508

Shares:190.7K

Value:$3.8M

% of Portfolio:2.8% ($3.8M/$139.3M)

92189F437

Shares:91.6K

Value:$2.5M

% of Portfolio:1.8% ($2.5M/$139.3M)

922908769

VTI|922908769

Shares:10.1K

Value:$2.5M

% of Portfolio:1.8% ($2.5M/$139.3M)

474288521

Shares:48.1K

Value:$2.4M

% of Portfolio:1.7% ($2.4M/$139.3M)

92189H748

Shares:44.6K

Value:$2.3M

% of Portfolio:1.7% ($2.3M/$139.3M)

81369Y860

Shares:44.2K

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$139.3M)

37950E259

Shares:18.0K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$139.3M)

464289867

Shares:23.0K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$139.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:22.4K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$139.3M)

921908844

VIG|921908844

Shares:6.8K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$139.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:5.4K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$139.3M)

COCA COLA CO

KO|191216100

Shares:17.1K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$139.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:27.4K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$139.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B663)✕	333.4K	QoQ NEW(+333.4K) YoY NEW(+333.4K)	All Managers (Combined)	$36.1M	25.9% ($36.1M/$139.3M)	QoQ NEW(+$36.1M) YoY NEW(+$36.1M)
(VYMcusip921946406)	168.0K	QoQ +3.55% (-5.8K) YoY +1.18% (-2.0K)	All Managers (Combined)	$19.3M	13.8% ($19.3M/$139.3M)	QoQ -6.89% (-$1.4M) YoY -3.15% (-$628.1K)
(cusip98149E303)✕	235.6K	QoQ -0.94% (-2.2K) YoY +33.28% (+58.8K)	All Managers (Combined)	$13.9M	10.0% ($13.9M/$139.3M)	QoQ +11.13% (-$1.4M) YoY +73.94% (+$5.9M)
(IEFAcusip46432F842)	177.1K	QoQ NEW(+177.1K) YoY +15.64% (+24.0K)	All Managers (Combined)	$12.0M	8.6% ($12.0M/$139.3M)	QoQ NEW(+$12.0M) YoY +6.36% (+$718.9K)
(cusip46429B655)✕	164.9K	QoQ +3.73% (+5.9K) YoY +12.75% (+18.7K)	All Managers (Combined)	$8.3M	5.9% ($8.3M/$139.3M)	QoQ +2.26% (+$183.1K) YoY +11.22% (+$835.0K)
(GDXcusip92189F106)	160.7K	QoQ NEW(+160.7K) YoY NEW(+160.7K)	All Managers (Combined)	$6.7M	4.8% ($6.7M/$139.3M)	QoQ NEW(+$6.7M) YoY NEW(+$6.7M)
(IWPcusip464287481)	62.1K	QoQ +4.79% (-2.8K) YoY -1.06% (-670)	All Managers (Combined)	$6.5M	4.6% ($6.5M/$139.3M)	QoQ -14.11% (-$1.1M) YoY -8.15% (-$575.0K)
(cusip46138G508)✕	190.7K	QoQ +10.62% (+18.3K) YoY +32.96% (+47.3K)	All Managers (Combined)	$3.8M	2.8% ($3.8M/$139.3M)	QoQ +5.77% (+$209.6K) YoY +26.73% (+$810.2K)
(cusip92189F437)✕	91.6K	QoQ +1.61% (-1.5K) YoY +8.50% (+7.2K)	All Managers (Combined)	$2.5M	1.8% ($2.5M/$139.3M)	QoQ -3.32% (-$85.9K) YoY +3.11% (+$75.4K)
(VTIcusip922908769)	10.1K	QoQ -0.29% (-30) YoY -0.74% (-76)	All Managers (Combined)	$2.5M	1.8% ($2.5M/$139.3M)	QoQ -16.02% (-$469.9K) YoY -6.21% (-$163.1K)
(cusip474288521)✕	48.1K	QoQ +1.96% (-928) YoY NEW(+48.1K)	All Managers (Combined)	$2.4M	1.7% ($2.4M/$139.3M)	QoQ -9.43% (-$252.2K) YoY NEW(+$2.4M)
(cusip92189H748)✕	44.6K	QoQ +14.62% (+5.7K) YoY NEW(+44.6K)	All Managers (Combined)	$2.3M	1.7% ($2.3M/$139.3M)	QoQ +12.24% (+$251.4K) YoY NEW(+$2.3M)
(cusip81369Y860)✕	44.2K	QoQ +20.79% (+7.6K) YoY NEW(+44.2K)	All Managers (Combined)	$1.6M	1.2% ($1.6M/$139.3M)	QoQ +11.18% (+$165.0K) YoY NEW(+$1.6M)
(cusip37950E259)✕	18.0K	QoQ NEW(+18.0K) YoY NEW(+18.0K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$139.3M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip464289867)✕	23.0K	QoQ -0.72% (-168) YoY -5.74% (-1.4K)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$139.3M)	QoQ -7.45% (-$99.0K) YoY -8.71% (-$117.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	22.4K	QoQ -1.10% (-251) YoY +19.06% (+3.6K)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$139.3M)	QoQ -10.85% (-$145.0K) YoY +29.38% (+$270.5K)
(VIGcusip921908844)	6.8K	QoQ -0.32% (-22) YoY -2.51% (-176)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$139.3M)	QoQ -11.22% (-$150.0K) YoY -6.04% (-$76.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	5.4K	QoQ -1.03% (-56) YoY -12.00% (-732)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$139.3M)	QoQ -0.53% (-$6.4K) YoY +2.20% (-$25.6K)
COCA COLA CO(KOcusip191216100)	17.1K	QoQ +0.01% (+2) YoY -8.58% (-1.6K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$139.3M)	QoQ +10.50% (+$111.3K) YoY +3.69% (-$41.7K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	27.4K	QoQ -1.41% (-394) YoY -2.19% (-613)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$139.3M)	QoQ +3.38% (-$37.8K) YoY -3.48% (-$41.7K)