PIEDMONT CAPITAL MANAGEMENT LLC NC
Q1 2026 Form 13-F
GREENSBORO, NORTH CAROLINA
CIK 0002108281
· CRD 155682
· SEC-registered investment adviser
$149.9M Reported Value Total
PIEDMONT CAPITAL MANAGEMENT, LLC reports 223 total accounts under management (AUM). There are 223 discretionary accounts valued at $495,622,727, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $118.9M gross asset value
Other: $118.9M
Source: Form ADV filed 2026-03-19
Reported value
$149.9M
Quarter over quarter
-3.2%
Holdings
119
Top-10 concentration
57.3%
Key People
Form ADV owners & control persons
Kevin Ryan Freeman
CHIEF COMPLIANCE OFFICER & INFORMATION TECHNOLOGY OFFICER
Susan Benson Gleason
EXECUTIVE VICE PRESIDENT/ CHIEF CLIENT OFFICER/ TREASURER
James Harris
CEO AND PRESIDENT
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Q1 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | April 21, 2026 |
| Form | 13F-HR |
| Reported value | $149.9M |
| Positions | 119 |
| Change in reported value | -1.5% |
| New positions | 9 |
| Exited positions | 5 |
| Position turnover | 11.3% |
| Top-10 concentration | 57.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 21, 2026
|
125 | $168.5M |
|
Q2 2026 13F
Filed Aug 13, 2026
|
123 | $163.8M |
|
Q1 2026 13F
Filed Apr 21, 2026
|
119 | $149.9M |
|
Q4 2025 13F
Filed Feb 13, 2026
|
115 | $152.1M |
Top 20 holdings · Q1 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | $21.3M | 14.21% |
| 2 | BRK-A BERKSHIRE HATHAWAY INC DEL | $12.2M | 8.15% |
| 3 | VEA VANGUARD TAX-MANAGED FDS | $10.4M | 6.91% |
| 4 | FLQM FRANKLIN TEMPLETON ETF TR | $9.8M | 6.51% |
| 5 | LVHI LEGG MASON ETF INVT | $6.9M | 4.62% |
| 6 | SPY STATE STR SPDR S&P 500 ETF T | $6.8M | 4.54% |
| 7 | IWD ISHARES TR | $5.9M | 3.92% |
| 8 | IVV ISHARES TR | $4.8M | 3.19% |
| 9 | NVDA NVIDIA CORPORATION | $3.9M | 2.63% |
| 10 | AAPL APPLE INC | $3.9M | 2.6% |
| 11 | SCHG SCHWAB STRATEGIC TR | $3.7M | 2.44% |
| 12 | EAGL 2023 ETF SERIES TRUST | $3.6M | 2.38% |
| 13 | MSFT MICROSOFT CORP | $2.9M | 1.92% |
| 14 | GOOGL ALPHABET INC | $2.7M | 1.81% |
| 15 | SCHD SCHWAB STRATEGIC TR | $2.7M | 1.8% |
| 16 | AXP AMERICAN EXPRESS CO | $2.1M | 1.41% |
| 17 | BRK-B BERKSHIRE HATHAWAY INC DEL | $1.8M | 1.2% |
| 18 | AMZN AMAZON COM INC | $1.5M | 0.98% |
| 19 | VTI VANGUARD INDEX FDS | $1.4M | 0.92% |
| 20 | META META PLATFORMS INC | $1.2M | 0.81% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.