Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Piedmont Capital Management, LLC

•CIK: 1656150•Filing: Q4 2025

**Coco Enterprises, LLC** manages $196M across a diversified portfolio of 52 positions. The fund exhibits significant concentration in core equity sectors, with top holdings including FEZ at $24.0M, VUG at $23.7M, and VYM at $23.6M. Notable allocations also include commodity exposure via GLDM ($19.5M) and international equities through IEFA ($16.1M). This structure suggests a tactical approach balancing domestic growth, dividend income, and commodity hedges.

Total AUM

$196.0M

QoQ Performance

+3.4%

Positions

41

Top 10 Concentration

79.5%

Latest Filing

Q4 2025

Top Holdings Allocation

FEZ

VUG

VYM

GLDM

IEFA

VOO

GDX

FEZ12.3%

VUG12.1%

VYM12.0%

GLDM9.9%

IEFA8.2%

VOO7.1%

GDX6.7%

FLOT4.7%

📈 Biggest Buys

INVESCO EXCH TRADED FD TR II

+6.9%

2.4% of portfolio

ISHARES TR

+3.3%

4.7% of portfolio

VANECK ETF TRUST

+9.1%

1.4% of portfolio

VANECK ETF TRUST

+6.6%

1.6% of portfolio

SPDR INDEX SHS FDS

+0.8%

12.3% of portfolio

📉 Biggest Sells

WORLD GOLD TR

-3.5%

9.9% of portfolio

VANECK ETF TRUST

-1.8%

6.7% of portfolio

VANGUARD WHITEHALL FDS

-0.4%

12.0% of portfolio

ISHARES SILVER TR

-5.5%

0.7% of portfolio

SPDR GOLD TR

-4.7%

0.5% of portfolio

Sector Breakdown

Other84.7%

ETF7.7%

Technology2.4%

Healthcare2.0%

Financial1.1%

Consumer Staples0.6%

Consumer0.5%

Industrial0.5%

🚪 Exited Positionssold since Q3 2025

NORTHERN DYNASTY MINERALS LT

SOLD

$11.7K

Changes from Q3 2025

↑24 increased

↓17 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPDR INDEX SHS FDS

VANGUARD INDEX FDS

VANGUARD WHITEHALL FDS

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