Piedmont Capital Management, LLC/NC
•CIK: 2108281•Filing: Q4 2025
Piedmont Capital Management, LLC/NC manages $152M across a diversified portfolio of 115 positions. The fund exhibits significant exposure to broad market indices, notably holding VOO at $22.5M and SPY at $7.1M. Key concentrated positions include BRK/A ($12.8M) and FLQM ($9.9M), indicating a focus on established, large-cap value and growth names. This allocation suggests a systematic, core-and-satellite approach anchored in major equity benchmarks.
Total AUM
$152.1M
QoQ Performance
N/A
Positions
92
Top 10 Concentration
57.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
BRK/A
FLQM
VEA
VOO14.8%
BRK/A8.4%
FLQM6.5%
VEA6.4%
SPY4.7%
LVHI3.9%
IWD3.8%
IVV3.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other40.8%
ETF22.8%
Financial13.8%
Technology13.5%
Consumer3.2%
Healthcare2.0%
Communication1.5%
Industrial0.8%