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:

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92189F643

Shares:2.8K

Value:$215.8K

% of Portfolio:0.2% ($215.8K/$139.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.3K

Value:$202.9K

% of Portfolio:0.1% ($202.9K/$139.3M)

CATERPILLAR INC

CAT|149123101

Shares:732

Value:$200.5K

% of Portfolio:0.1% ($200.5K/$139.3M)

TELUS CORP

TU|87971M103

Shares:12.0K

Value:$165.8K

% of Portfolio:0.1% ($165.8K/$139.3M)

GABELLI UTILITY TRUST

GUT|36240A101

Shares:24.7K

Value:$124.3K

% of Portfolio:0.1% ($124.3K/$139.3M)

NORTHERN DYNASTY MINERALS LTD

NAK|66510M204

Shares:10.0K

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$139.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189F643)✕	2.8K	QoQ 0.00% (-0) YoY -33.14% (-1.4K)	All Managers (Combined)	$215.8K	0.2% ($215.8K/$139.3M)	QoQ -17.00% (-$44.2K) YoY -41.95% (-$156.0K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.3K	QoQ 0.00% (-0) YoY NEW(+1.3K)	All Managers (Combined)	$202.9K	0.1% ($202.9K/$139.3M)	QoQ -4.77% (-$10.2K) YoY NEW(+$202.9K)
CATERPILLAR INC(CATcusip149123101)	732	QoQ 0.00% (-0) YoY -3.81% (-29)	All Managers (Combined)	$200.5K	0.1% ($200.5K/$139.3M)	QoQ -23.91% (-$63.0K) YoY -28.96% (-$81.8K)
TELUS CORP(TUcusip87971M103)	12.0K	QoQ -50.00% (-12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$165.8K	0.1% ($165.8K/$139.3M)	QoQ -49.32% (-$161.4K) YoY NEW(+$165.8K)
GABELLI UTILITY TRUST(GUTcusip36240A101)	24.7K	QoQ 0.00% (-0) YoY -37.27% (-14.7K)	All Managers (Combined)	$124.3K	0.1% ($124.3K/$139.3M)	QoQ -1.56% (-$2.0K) YoY -43.04% (-$93.9K)
NORTHERN DYNASTY MINERALS LTD(NAKcusip66510M204)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$139.3M)	QoQ NEW(+$8.0K) YoY NEW(+$8.0K)