Piedmont Capital Management, LLC reported 84 positions worth $67.95M for the quarter ended Sep 30, 2026, up 0.9% on the prior quarter. It opened 9 new positions, added to 12, trimmed 28 and exited 9. Its largest holding is Berkshire Hathaway Inc at 9.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +4,181 | – | $680.46K | 1% |
| PLTR Palantir Technologies Inc. | +1,587 | – | $296.85K | 0.437% |
| CRWD CrowdStrike Holdings, Inc. | +940 | – | $248.87K | 0.366% |
| WF Woori Financial Group Inc. | +2,891 | – | $218.39K | 0.321% |
| HCA HCA Healthcare, Inc. | +487 | – | $207.82K | 0.306% |
| SAP Sap Se | +991 | – | $206.60K | 0.304% |
| SHG Shinhan Financial Group Co Ltd | +2,592 | – | $201.32K | 0.296% |
| AAPL Apple Inc. | +133 | +0.9% | $44.29K | 7.62% |
| AMZN Amazon Com Inc | +150 | +2.0% | $37.37K | 2.77% |
| AXIAY AXIA Energia S.A. | +2,390 | – | $25.36K | 0.037% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLW Corning Inc | -1,182 | -100.0% | $301.92K | Exited |
| LRCX Lam Research Corp | -579 | -100.0% | $250.90K | Exited |
| KLAC Kla Corp | -820 | -100.0% | $247.40K | Exited |
| MCD Mcdonalds Corp | -846 | -100.0% | $228.68K | Exited |
| PNC Pnc Financial Services Group, Inc. | -896 | -100.0% | $220.61K | Exited |
| LIN Linde Plc | -425 | -100.0% | $220.55K | Exited |
| GS Goldman Sachs Group Inc | -212 | -100.0% | $214.41K | Exited |
| DHI Horton D R Inc | -1,291 | -100.0% | $210.28K | Exited |
| MU Micron Technology Inc | -192 | -16.4% | $204.50K | 1.54% |
| LPL LG Display Co., Ltd. | -23.1K | -100.0% | $90.00K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +4,181 | $680.46K | 1% |
| PLTR Palantir Technologies Inc. | +1,587 | $296.85K | 0.437% |
| CRWD CrowdStrike Holdings, Inc. | +940 | $248.87K | 0.366% |
| WF Woori Financial Group Inc. | +2,891 | $218.39K | 0.321% |
| HCA HCA Healthcare, Inc. | +487 | $207.82K | 0.306% |
| SAP Sap Se | +991 | $206.60K | 0.304% |
| SHG Shinhan Financial Group Co Ltd | +2,592 | $201.32K | 0.296% |
| AXIAY AXIA Energia S.A. | +2,390 | $25.36K | 0.037% |
| AXICY AXIA Energia S.A. | +548 | $5.67K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GLW Corning Inc | -1,182 | $301.92K | 0.448% |
| LRCX Lam Research Corp | -579 | $250.90K | 0.373% |
| KLAC Kla Corp | -820 | $247.40K | 0.367% |
| MCD Mcdonalds Corp | -846 | $228.68K | 0.34% |
| PNC Pnc Financial Services Group, Inc. | -896 | $220.61K | 0.328% |
| LIN Linde Plc | -425 | $220.55K | 0.328% |
| GS Goldman Sachs Group Inc | -212 | $214.41K | 0.318% |
| DHI Horton D R Inc | -1,291 | $210.28K | 0.312% |
| LPL LG Display Co., Ltd. | -23.1K | $90.00K | 0.134% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc | Financial Services | 9 | $6.72M | 9.89% | 0 | 0.0% | Unchanged | 0% |
| 2 | AAPL Apple Inc. | Technology | 15.5K | $5.18M | 7.62% | +133 | +0.9% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 22.0K | $5.02M | 7.38% | -297 | -1.3% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 7,532 | $3.86M | 5.69% | +22 | +0.3% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 9,287 | $3.20M | 4.7% | -56 | -0.6% | Reduced | 0% |
| 6 | AXP American Express Co | Financial Services | 6,840 | $2.08M | 3.06% | -42 | -0.6% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 7,552 | $1.88M | 2.77% | +150 | +2.0% | Added | 0% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,661 | $1.82M | 2.68% | -28 | -0.8% | Reduced | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 2,426 | $1.48M | 2.18% | -35 | -1.4% | Reduced | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 1,989 | $1.44M | 2.12% | +5 | +0.3% | Added | 0% |
| 11 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 2,838 | $1.29M | 1.91% | -139 | -4.7% | Reduced | 0% |
| 12 | FXNC First National Corp | Financial Services | 43.0K | $1.26M | 1.86% | 0 | 0.0% | Unchanged | 0.48% |
| 13 | SPOT Spotify Technology S.A. | Technology | 2,289 | $1.12M | 1.64% | -11 | -0.5% | Reduced | 0% |
| 14 | WEST Westrock Coffee Co | Consumer Staples | 137.5K | $1.11M | 1.63% | 0 | 0.0% | Unchanged | 0.14% |
| 15 | AVGO Broadcom Inc. | Technology | 3,121 | $1.10M | 1.61% | -8 | -0.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Piedmont Capital Management.
As of its Q3 2026 13F filing, Piedmont Capital Management, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-A) at 9.9%, Apple Inc. (AAPL) at 7.6%, Nvidia Corp (NVDA) at 7.4%, Microsoft Corp (MSFT) at 5.7%, Alphabet Inc. (GOOGL) at 4.7% of the reported portfolio.
Piedmont Capital Management, LLC reported a 13F portfolio worth $67.95M across 84 positions for Q3 2026. That is up 0.9% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($680.46K), Palantir Technologies Inc. ($296.85K), CrowdStrike Holdings, Inc. ($248.87K). It opened 9 new positions.
Its largest sales by value were Corning Inc ($301.92K), Lam Research Corp ($250.90K), Kla Corp ($247.40K). It exited 9 positions entirely.
From the Form 13F-HR reports Piedmont Capital Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.