Piedmont Capital Management, LLC Long-Term Concentrated

Location: WHITEFISH, MT

CIK: 0001656150 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $197M (100.0% shares, 0.0% debt)

Holdings (50)

Increased Positions (14)

Decreased Positions (9)

Unchanged Positions (22)

VYM VANGUARD WHITEHALL FDS 12.4%
Value $24.3M Shares 163,823 Est. Cost Unrealized
IEFA ISHARES TR 8.4%
Value $16.56M Shares 180,252 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value $1.351M Shares 5,579 Est. Cost Unrealized
KO COCA COLA CO 0.7%
Value $1.37M Shares 17,753 Est. Cost Unrealized
CAT CATERPILLAR INC 0.3%
Value $524K Shares 732 Est. Cost Unrealized
ORCL ORACLE CORP 0.1%
Value $231K Shares 1,597 Est. Cost Unrealized
VTI VANGUARD INDEX FDS 1.7%
Value $3.335M Shares 10,270 Est. Cost Unrealized
STN STANTEC INC 0.5%
Value $920K Shares 10,458 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value $698K Shares 2,357 Est. Cost Unrealized
MMM 3M CO 0.2%
Value $437K Shares 3,014 Est. Cost Unrealized
AMGN AMGEN INC 0.5%
Value $923K Shares 2,687 Est. Cost Unrealized
INVSC QQQ TR 0.5%
Value $1.081M Shares 1,840 Est. Cost Unrealized
WMT WALMART INC 0.2%
Value $296K Shares 2,340 Est. Cost Unrealized
MGK VANGUARD WORLD FD 0.2%
Value $295K Shares 792 Est. Cost Unrealized
MOAT VANECK ETF TRUST 0.1%
Value $273K Shares 2,820 Est. Cost Unrealized
VNQ VANGUARD INDEX FDS 0.5%
Value $927K Shares 10,244 Est. Cost Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value $1.64M Shares 7,581 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value $293K Shares 446 Est. Cost Unrealized
GBCI GLACIER BANCORP INC NEW 0.1%
Value $211K Shares 4,590 Est. Cost Unrealized
SPG SIMON PPTY GROUP INC NEW 0.2%
Value $341K Shares 1,799 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $255K Shares 294 Est. Cost Unrealized
BND VANGUARD BD INDEX FDS 0.5%
Value $1.079M Shares 14,669 Est. Cost Unrealized