$125 Million is the total value of Piedmont Capital Management, LLC's 45 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,183 | -100.0% | -0.18% | – |
GBCI | Exit | GLACIER BANCORP INC NEW | $0 | – | -4,272 | -100.0% | -0.18% | – |
VOO | Exit | VANGUARD INDEX FDS | $0 | – | -24,598 | -100.0% | -7.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 38.5% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 10.1% |
VANECK VECTORS ETF TR | 15 | Q2 2024 | 3.7% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 1.8% |
DOW INC | 15 | Q2 2024 | 1.1% |
COCA-COLA CO | 15 | Q2 2024 | 1.1% |
VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 1.1% |
VERIZON COMMUNICATIONS INC | 15 | Q2 2024 | 1.1% |
WALGREENS BOOTS ALLIANCE INC | 15 | Q2 2024 | 0.9% |
CISCO SYSTEMS INC | 15 | Q2 2024 | 0.9% |
View Piedmont Capital Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-14 |
13F-HR | 2024-05-13 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-18 |
13F-HR/A | 2022-08-10 |
13F-HR | 2022-08-10 |
View Piedmont Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.