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Portfolio (Quarterly) Guide ↗

Piedmont Capital Management, LLC

· CIK 0001656150
13F Portfolio $197M AUM 50 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 17 Added 10 Reduced 7 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MGK VANGUARD WORLD FD 792.0 $295K 0.15% $372.92 -76.1%
42 SPY SPDR S&P 500 ETF TR Financial Services 446.0 $293K 0.15% $657.85 +13.3%
43 HD HOME DEPOT INC Consumer Cyclical 898.0 $292K 0.15% +135.0 +17.7% $325.11 -3.7%
44 IWP ISHARES TR 2,229.0 $289K 0.15% -55K -96.1% $129.71 +7.5%
45 MOAT VANECK ETF TRUST 2,820.0 $273K 0.14% $96.72 +5.7%
46 GS GOLDMAN SACHS GROUP INC Financial Services 294.0 $255K 0.13% $865.89 +15.1%
47 PG PROCTER & GAMBLE CO Consumer Defensive 1,783.0 $254K 0.13% NEW $142.36 +1.5%
48 ORCL ORACLE CORP Technology 1,597.0 $231K 0.12% $144.74 +32.7%
49 GBCI GLACIER BANCORP INC NEW Financial Services 4,590.0 $211K 0.11% $45.98 +3.6%
50 GUT GABELLI UTIL TR Financial Services 24,977.0 $150K 0.08% -2K -9.0% $6.00 +4.0%
Page 3 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.2%
Technology 11.2%
Healthcare 10.4%
Energy 5.4%
Consumer Defensive 5.0%
Industrials 4.9%
Communication Services 3.5%
Consumer Cyclical 1.5%
Real Estate 0.9%