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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3M CO

MMM|88579Y101

Shares:8.7K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$139.3M)

921937835

BND|921937835

Shares:13.3K

Value:$963.3K

% of Portfolio:0.7% ($963.3K/$139.3M)

922908553

VNQ|922908553

Shares:10.7K

Value:$854.5K

% of Portfolio:0.6% ($854.5K/$139.3M)

STANTEC INC

STN|85472N109

Shares:10.5K

Value:$825.3K

% of Portfolio:0.6% ($825.3K/$139.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.7K

Value:$747.2K

% of Portfolio:0.5% ($747.2K/$139.3M)

46090E107

Shares:1.8K

Value:$741.0K

% of Portfolio:0.5% ($741.0K/$139.3M)

AMGEN INC

AMGN|031162100

Shares:2.6K

Value:$719.4K

% of Portfolio:0.5% ($719.4K/$139.3M)

CHEVRON CORP

CVX|166764100

Shares:5.2K

Value:$708.0K

% of Portfolio:0.5% ($708.0K/$139.3M)

46428Q109

Shares:23.5K

Value:$637.1K

% of Portfolio:0.5% ($637.1K/$139.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.0K

Value:$606.0K

% of Portfolio:0.4% ($606.0K/$139.3M)

MICROSOFT CORP

MSFT|594918104

Shares:1.7K

Value:$592.1K

% of Portfolio:0.4% ($592.1K/$139.3M)

DOW INC.

DOW|260557103

Shares:21.9K

Value:$565.2K

% of Portfolio:0.4% ($565.2K/$139.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.5K

Value:$530.7K

% of Portfolio:0.4% ($530.7K/$139.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.4K

Value:$517.7K

% of Portfolio:0.4% ($517.7K/$139.3M)

464287200

IVV|464287200

Shares:908

Value:$452.9K

% of Portfolio:0.3% ($452.9K/$139.3M)

HOME DEPOT, INC.

HD|437076102

Shares:1.1K

Value:$353.2K

% of Portfolio:0.3% ($353.2K/$139.3M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:688

Value:$318.0K

% of Portfolio:0.2% ($318.0K/$139.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:3.7K

Value:$291.6K

% of Portfolio:0.2% ($291.6K/$139.3M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:1.9K

Value:$259.9K

% of Portfolio:0.2% ($259.9K/$139.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:503

Value:$249.7K

% of Portfolio:0.2% ($249.7K/$139.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
3M CO(MMMcusip88579Y101)	8.7K	QoQ -1.75% (-155) YoY +4.85% (+401)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$139.3M)	QoQ -3.78% (-$43.3K) YoY +43.97% (+$336.4K)
(BNDcusip921937835)	13.3K	QoQ -0.26% (-35) YoY +7.84% (+966)	All Managers (Combined)	$963.3K	0.7% ($963.3K/$139.3M)	QoQ +0.50% (-$4.9K) YoY +8.96% (+$79.2K)
(VNQcusip922908553)	10.7K	QoQ -3.46% (-384) YoY -77.67% (-37.3K)	All Managers (Combined)	$854.5K	0.6% ($854.5K/$139.3M)	QoQ -12.72% (-$124.6K) YoY -78.73% (-$3.2M)
STANTEC INC(STNcusip85472N109)	10.5K	QoQ 0.00% (+0) YoY NEW(+10.5K)	All Managers (Combined)	$825.3K	0.6% ($825.3K/$139.3M)	QoQ +0.36% (+$3.0K) YoY NEW(+$825.3K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.7K	QoQ 0.00% (+0) YoY +3.82% (+100)	All Managers (Combined)	$747.2K	0.5% ($747.2K/$139.3M)	QoQ +12.12% (+$80.8K) YoY +35.09% (+$194.1K)
(cusip46090E107)✕	1.8K	QoQ -1.81% (-33) YoY NEW(+1.8K)	All Managers (Combined)	$741.0K	0.5% ($741.0K/$139.3M)	QoQ -19.97% (-$184.9K) YoY NEW(+$741.0K)
AMGEN INC(AMGNcusip031162100)	2.6K	QoQ -0.73% (-19) YoY -7.95% (-222)	All Managers (Combined)	$719.4K	0.5% ($719.4K/$139.3M)	QoQ +7.27% (-$48.8K) YoY -6.27% (-$48.1K)
CHEVRON CORP(CVXcusip166764100)	5.2K	QoQ 0.00% (-0) YoY -6.32% (-349)	All Managers (Combined)	$708.0K	0.5% ($708.0K/$139.3M)	QoQ -6.85% (-$52.1K) YoY -20.11% (-$178.3K)
(cusip46428Q109)✕	23.5K	QoQ 0.00% (+0) YoY -0.11% (-26)	All Managers (Combined)	$637.1K	0.5% ($637.1K/$139.3M)	QoQ +0.72% (+$4.6K) YoY +10.99% (-$63.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	6.0K	QoQ -0.31% (-19) YoY +0.85% (-51)	All Managers (Combined)	$606.0K	0.4% ($606.0K/$139.3M)	QoQ -6.56% (-$42.6K) YoY -14.96% (-$106.7K)
MICROSOFT CORP(MSFTcusip594918104)	1.7K	QoQ -3.41% (-59) YoY -14.27% (-278)	All Managers (Combined)	$592.1K	0.4% ($592.1K/$139.3M)	QoQ -18.19% (-$131.7K) YoY -27.99% (-$230.2K)
DOW INC.(DOWcusip260557103)	21.9K	QoQ +1.68% (-362) YoY -10.10% (-2.5K)	All Managers (Combined)	$565.2K	0.4% ($565.2K/$139.3M)	QoQ -33.88% (-$289.7K) YoY -61.05% (-$886.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.5K	QoQ -0.70% (-25) YoY +35.14% (+920)	All Managers (Combined)	$530.7K	0.4% ($530.7K/$139.3M)	QoQ +3.37% (-$17.3K) YoY +30.30% (+$123.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.4K	QoQ -0.37% (-9) YoY -8.96% (-235)	All Managers (Combined)	$517.7K	0.4% ($517.7K/$139.3M)	QoQ -10.32% (-$59.6K) YoY -0.59% (-$3.1K)
(IVVcusip464287200)	908	QoQ +2.94% (-26) YoY +70.67% (+376)	All Managers (Combined)	$452.9K	0.3% ($452.9K/$139.3M)	QoQ -12.62% (-$65.4K) YoY +62.89% (+$174.9K)
HOME DEPOT, INC.(HDcusip437076102)	1.1K	QoQ +0.09% (-1) YoY +60.18% (+396)	All Managers (Combined)	$353.2K	0.3% ($353.2K/$139.3M)	QoQ -13.68% (-$56.0K) YoY +48.77% (+$115.8K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	688	QoQ -2.27% (-16) YoY -25.37% (-234)	All Managers (Combined)	$318.0K	0.2% ($318.0K/$139.3M)	QoQ -21.61% (-$87.7K) YoY -16.44% (-$62.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	3.7K	QoQ +0.05% (-2) YoY -1.25% (-47)	All Managers (Combined)	$291.6K	0.2% ($291.6K/$139.3M)	QoQ -20.30% (-$74.3K) YoY -40.05% (-$194.9K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	1.9K	QoQ +0.10% (-2) YoY -35.55% (-1.0K)	All Managers (Combined)	$259.9K	0.2% ($259.9K/$139.3M)	QoQ -18.80% (-$60.2K) YoY -39.79% (-$171.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	503	QoQ 0.00% (-0) YoY -31.75% (-234)	All Managers (Combined)	$249.7K	0.2% ($249.7K/$139.3M)	QoQ -15.12% (-$44.5K) YoY -34.84% (-$133.6K)