Piedmont Capital Management, LLC/NC
CIK 2108281 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $163.8M
- ポジション
- 123
- 時点
- 2026年6月30日
13F価値別で9,443件中 #7,112 位 · 75.3% トップ
ポートフォリオ価値 前期比: +9.3% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 55.33%
- 上位25銘柄のウェイト
- 75.27%
- 1%超のポジション
- 18
- 実効ポジション数
- 21.0
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 5.22% 推定買付額 $8,180,159 · 推定売付額 $11,583,790
- 新規ポジション
- 15
- 増加
- 31
- 減少
- 47
- クローズ
- 11
このページについて
セクター別内訳
Technology
14.1%
Communication Services
4.1%
Financial Services
3.8%
Financials
2.7%
Retail
2.4%
Healthcare
2.0%
Industrials
1.9%
Consumer Staples
1.7%
Consumer Discretionary
1.1%
Energy
0.7%
Communications
0.4%
Consumer products
0.4%
Utilities
0.2%
Telecommunication
0.1%
Materials
0.1%
その他/マッピングなし
64.1%
ポートフォリオ全体 123 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| VOO | $25,359,724 | 15.48% | 36,924 | $4,070,345 | 上昇 ×1 | ||
| VEA | $11,851,212 | 7.23% | 166,333 | $1,494,432 | 上昇 ×2 | ||
| FLQM | $10,009,289 | 6.11% | 172,917 | $247,395 | 下落 ×1 | ||
| SPY SPY | $7,842,991 | 4.79% | 10,503 | $1,032,272 | 上昇 ×1 | ||
| LVHI | $7,766,209 | 4.74% | 191,357 | $845,585 | 上昇 ×2 | ||
| BRKA | $6,739,650 | 4.11% | 9 | $-5,468,730 | 下落 ×1 | ||
| IWD | $6,666,825 | 4.07% | 27,500 | $790,900 | |||
| IVV | $5,485,619 | 3.35% | 7,325 | $700,856 | |||
| AAPL Apple Inc. - Common Stock | $4,458,673 | 2.72% | 15,409 | $557,657 | 上昇 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,453,301 | 2.72% | 22,256 | $514,740 | 下落 ×2 | ||
| SCHG | $4,244,280 | 2.59% | 125,422 | $590,737 | |||
| EAGL | $3,905,921 | 2.38% | 121,415 | $344,804 | 上昇 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,338,908 | 2.04% | 9,343 | $629,518 | 下落 ×1 | ||
| SCHD | $2,948,545 | 1.80% | 92,985 | $249,319 | 上昇 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2,801,515 | 1.71% | 7,510 | $-71,138 | 下落 ×1 | ||
| AXP American Express Company Common Stock | $2,327,837 | 1.42% | 6,882 | $208,057 | 下落 ×2 | ||
| BRKB | $1,845,939 | 1.13% | 3,689 | $52,773 | 下落 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,764,193 | 1.08% | 7,402 | $289,641 | 上昇 ×2 | ||
| VTI | $1,621,792 | 0.99% | 4,383 | $249,293 | 上昇 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,429,620 | 0.87% | 2,461 | $929,386 | 上昇 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,421,726 | 0.87% | 2,977 | $456,879 | 上昇 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $1,352,828 | 0.83% | 1,172 | $1,026,475 | 上昇 ×1 | ||
| FXNC First National Corporation - Common Stock | $1,289,509 | 0.79% | 42,955 | $133,160 | |||
| VB | $1,182,168 | 0.72% | 3,900 | $160,680 | |||
| AVGO Broadcom Inc. - Common Stock | $1,181,980 | 0.72% | 3,129 | $205,785 | 下落 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,140,894 | 0.70% | 1,578 | $601,549 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1,117,567 | 0.68% | 1,984 | $-90,199 | 下落 ×1 | ||
| WEST Westrock Coffee Company - Common Stock | $1,115,028 | 0.68% | 137,488 | $471,773 | 下落 ×2 | ||
| SPOT Spotify Technology S.A. Ordinary Shares | $1,055,999 | 0.64% | 2,300 | $-52,020 | 上昇 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,044,704 | 0.64% | 871 | $224,269 | 下落 ×1 | ||
| SCHV | $924,206 | 0.56% | 26,550 | $114,431 | |||
| HD Home Depot, Inc. (The) Common Stock | $918,379 | 0.56% | 2,604 | $-57,438 | 下落 ×1 | ||
| MS Morgan Stanley Common Stock | $874,832 | 0.53% | 4,185 | $182,815 | 下落 ×1 | ||
| PM Philip Morris International Inc Common Stock | $854,257 | 0.52% | 4,722 | $49,547 | 下落 ×1 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $848,138 | 0.52% | 5,865 | $150,356 | 下落 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $835,732 | 0.51% | 1,987 | $59,518 | 下落 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $778,033 | 0.47% | 2,202 | $276,889 | 上昇 ×2 | ||
| V Visa Inc. | $755,141 | 0.46% | 2,201 | $155,799 | 上昇 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $742,384 | 0.45% | 2,268 | $31,988 | 下落 ×1 | ||
| IWR | $733,407 | 0.45% | 6,648 | $87,022 | |||
| ADI Analog Devices, Inc. - Common Stock | $684,324 | 0.42% | 1,723 | $133,942 | 下落 ×1 | ||
| VGT | $681,065 | 0.42% | 5,698 | $184,085 | 上昇 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $665,881 | 0.41% | 5,669 | $220,592 | 下落 ×1 | ||
| BAC Bank of America Corporation Common Stock | $650,769 | 0.40% | 11,421 | $-188,657 | 下落 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $647,459 | 0.40% | 608 | $326,527 | 上昇 ×2 | ||
| DASH DoorDash, Inc. - Common Stock | $639,766 | 0.39% | 3,467 | $118,295 | 下落 ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $629,822 | 0.38% | 2,113 | $174,370 | 下落 ×1 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $618,408 | 0.38% | 1,348 | $31,800 | 上昇 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $612,560 | 0.37% | 4,767 | $98,801 | 上昇 ×1 | ||
| ORCL Oracle Corporation Common Stock | $610,381 | 0.37% | 4,165 | $-29,842 | 下落 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $598,821 | 0.37% | 301 | $211,818 | 上昇 ×1 | ||
| IJH | $597,603 | 0.36% | 7,750 | $74,245 | |||
| DGRO | $595,785 | 0.36% | 7,861 | $44,100 | |||
| ITOT | $589,894 | 0.36% | 3,591 | $78,428 | |||
| WMT Walmart Inc. - Common Stock | $558,372 | 0.34% | 4,930 | $-165,808 | 下落 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $546,310 | 0.33% | 2,171 | $62,177 | 下落 ×1 | ||
| EFA | $523,347 | 0.32% | 5,038 | $34,006 | |||
| MA Mastercard Incorporated Common Stock | $519,763 | 0.32% | 1,012 | $34,593 | 上昇 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $518,226 | 0.32% | 3,534 | $-59,823 | 下落 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $469,337 | 0.29% | 1,848 | $-84,075 | 下落 ×1 | ||
| TFC Truist Financial Corporation Common Stock | $414,453 | 0.25% | 8,319 | $-169,412 | 下落 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $404,123 | 0.25% | 432 | $-45,267 | 下落 ×2 | ||
| CB Chubb Limited Common Stock | $391,851 | 0.24% | 1,150 | $-83,029 | 下落 ×1 | ||
| C Citigroup, Inc. Common Stock | $385,030 | 0.24% | 2,751 | $66,688 | 下落 ×2 | ||
| INTC Intel Corporation - Common Stock | $367,925 | 0.22% | 2,635 | 上昇 ×1 | |||
| EOG EOG Resources, Inc. Common Stock | $367,006 | 0.22% | 2,829 | $-45,886 | 下落 ×1 | ||
| MO Altria Group, Inc. | $355,505 | 0.22% | 4,941 | $19,154 | 下落 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $354,945 | 0.22% | 482 | $76,744 | |||
| FRDM | $344,890 | 0.21% | 4,731 | 上昇 ×1 | |||
| WFC Wells Fargo & Company Common Stock | $344,609 | 0.21% | 4,170 | $15,024 | 上昇 ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $338,441 | 0.21% | 3,856 | $-23,884 | 下落 ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $331,960 | 0.20% | 344 | 上昇 ×1 | |||
| DE Deere & Company Common Stock | $323,508 | 0.20% | 510 | $33,408 | 下落 ×1 | ||
| COP ConocoPhillips Common Stock | $322,484 | 0.20% | 3,102 | $-95,956 | 下落 ×1 | ||
| ASX ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares) | $316,562 | 0.19% | 7,016 | 上昇 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $315,518 | 0.19% | 1,122 | $54,222 | 上昇 ×1 | ||
| RSG Republic Services, Inc. Common Stock | $310,031 | 0.19% | 1,455 | $-15,652 | 下落 ×2 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $306,841 | 0.19% | 5,305 | $-1,764 | 下落 ×2 | ||
| GLW Corning Incorporated Common Stock | $301,918 | 0.18% | 1,182 | 上昇 ×1 | |||
| RTX RTX Corporation Common Stock | $297,497 | 0.18% | 1,568 | $-40,464 | 下落 ×1 | ||
| WM Waste Management, Inc. Common Stock | $286,401 | 0.17% | 1,285 | $-11,177 | 下落 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $282,518 | 0.17% | 663 | $42,879 | 下落 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $281,764 | 0.17% | 562 | $6,507 | 上昇 ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $275,675 | 0.17% | 3,861 | $-149,981 | 下落 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $273,003 | 0.17% | 1,802 | $9,658 | 上昇 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $268,081 | 0.16% | 645 | ||||
| TTE TotalEnergies SE Ordinary Shares | $262,907 | 0.16% | 3,381 | $-44,696 | |||
| CVX Chevron Corporation Common Stock | $257,923 | 0.16% | 1,556 | $-281,052 | 下落 ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $256,781 | 0.16% | 862 | 上昇 ×1 | |||
| BA Boeing Company (The) Common Stock | $254,785 | 0.16% | 1,177 | $-5,148 | 下落 ×1 | ||
| VIG | $253,183 | 0.15% | 1,070 | $23,069 | |||
| VUG | $252,735 | 0.15% | 2,934 | $39,145 | 上昇 ×1 | ||
| GD General Dynamics Corporation Common Stock | $251,510 | 0.15% | 710 | $4,048 | 下落 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $250,898 | 0.15% | 579 | 上昇 ×1 | |||
| ETY Eaton Vance Tax-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest, | $248,925 | 0.15% | 17,120 | $12,840 | |||
| KLAC KLA Corporation - Common Stock | $247,402 | 0.15% | 820 | 上昇 ×1 | |||
| UMC United Microelectronics Corporation (NEW) Common Stock | $241,516 | 0.15% | 8,876 | 上昇 ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $238,009 | 0.15% | 1,419 | $-58,763 | 上昇 ×1 | ||
| MCD McDonald's Corporation Common Stock | $228,682 | 0.14% | 846 | $-64,704 | 下落 ×1 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $220,613 | 0.13% | 896 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| INTC | $367,925 | 2,635 | 0.22% |
| FRDM | $344,890 | 4,731 | 0.21% |
| STX | $331,960 | 344 | 0.20% |
| ASX | $316,562 | 7,016 | 0.19% |
| GLW | $301,918 | 1,182 | 0.18% |
| UNH | $268,081 | 645 | 0.16% |
| MRVL | $256,781 | 862 | 0.16% |
| LRCX | $250,898 | 579 | 0.15% |
| KLAC | $247,402 | 820 | 0.15% |
| UMC | $241,516 | 8,876 | 0.15% |
| PNC | $220,613 | 896 | 0.13% |
| GS | $214,410 | 212 | 0.13% |
| DHI | $210,278 | 1,291 | 0.13% |
| KO | $205,776 | 2,532 | 0.13% |
| LPL | $89,999 | 23,136 | 0.05% |
上位変動銘柄（四半期比）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| XOM | 2026年6月30日 | 4,502 | $763,809 | 21.7% |
| NSC | 2026年3月31日 | 1,828 | $527,780 | 21.3% |
| DUK | 2026年6月30日 | 2,420 | $316,875 | -3.5% |
| LMT | 2026年6月30日 | 499 | $301,591 | 11.6% |
| PEP | 2026年6月30日 | 1,849 | $287,131 | 5.3% |
| RY | 2026年6月30日 | 1,624 | $262,731 | 0.3% |
| HON | 2026年6月30日 | 1,127 | $254,736 | -1.9% |
| ABT | 2026年6月30日 | 2,423 | $248,769 | 26.1% |
| PLTR | 2026年6月30日 | 1,676 | $245,165 | 48.3% |
| SPGI | 2026年3月31日 | 448 | $234,120 | 2.0% |
| HCA | 2026年6月30日 | 490 | $231,888 | 6.6% |
| CRM | 2026年3月31日 | 856 | $226,763 | 10.1% |
| UNH | 2026年3月31日 | 682 | $225,135 | 43.1% |
| ISRG | 2026年3月31日 | 362 | $205,022 | -19.0% |
| XLY | 2026年6月30日 | 1,100 | $119,932 | 追跡終了 |
| VOX | 2026年6月30日 | 636 | $114,389 | 追跡終了 |