Piedmont Capital Management, LLC
SEC Form 13F institutional filer · CIK 0001656150
13F-HR · 27 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
81.8%
Piedmont Capital Management, LLC — $47.9M AUM allocation strategy
Piedmont Capital Management, LLC files SEC Form 13F and reports $47.9M of long US equity value across 27 reported holdings for 2026-03-31.
Its largest sector bet is Financials 11.4%, followed by Information Technology 8.5% and Health Care 8.4%.
The top 10 holdings account for 82% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Piedmont Capital Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$47.9M
total across 27 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
82% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +7.73K sh · +$43.8K+$AAPL +1.2K sh · +$297K+$VZ +549 sh · +$258K
Biggest trims (shares)
−$IWM −31.5K sh · −$3.69M−$IVV −2.27K sh · +$351K−$CSCO −1.07K sh · −$27.9K
Exited to nil (held last quarter, gone now)
$VOO ($13.9M last qtr)$XLRE ($539K last qtr)$ABBV ($203K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks10.0%—
- Pharmaceuticals5.4%—
- Integrated Oil & Gas4.4%—
- Communications Equipment3.5%—
- Soft Drinks & Non-alcoholic Beverages2.9%—
- Integrated Telecommunication Services2.9%—
- IT Consulting & Other Services2.4%—
- Biotechnology1.9%—
- Other holdings66.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 232K | $4.76M | +7.73K | 9.9% |
| $CSCO | Cisco Systems Inc | 21.1K | $1.68M | -1.07K | 3.5% |
| $KO | Coca-Cola Company | 17.8K | $1.37M | -178 | 2.9% |
| $VZ | Verizon Communications Inc | 27.8K | $1.37M | +549 | 2.9% |
| $JNJ | Johnson & Johnson | 5.58K | $1.35M | +11 | 2.8% |
| $MRK | Merck & Company Inc | 10.2K | $1.23M | +413 | 2.6% |
| $IBM | International Business Machines Corporation | 4.72K | $1.16M | -205 | 2.4% |
…and 20 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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