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Piedmont Capital Management, LLC/NC Historic Quarter Change: USA ETF, New

Piedmont Capital Management, LLC/NC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Piedmont Capital Management, LLC/NC opened 10 positions, added to 18, reduced 6 and sold out of 6.

  • Q2 2026: Stock EAGL; Country of operation —; Class EAGL CAP SEL ETF; Shares before 0.
  • Q2 2026: Stock FRDM; Country of operation —; Class FREEDOM 100 EM; Shares before 0.
  • Q2 2026: Stock XLF; Country of operation —; Class ST STR FINL ETF; Shares before 0.
  • Q2 2026: Stock XLK; Country of operation —; Class ST STR TECHN ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2108281), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026EAGL
2023 ETF SERIES TRUST
EAGL CAP SEL ETF0121,415+121,415$0$3,905,921+$3,905,9212026-08-13
Q2 2026FRDM
EA SERIES TRUST
FREEDOM 100 EM04,731+4,731$0$344,890+$344,8902026-08-13
Q2 2026XLF
SELECT SECTOR SPDR TR
ST STR FINL ETF04,032+4,032$0$216,177+$216,1772026-08-13
Q2 2026XLK
SELECT SECTOR SPDR TR
ST STR TECHN ETF0550+550$0$104,786+$104,7862026-08-13
Q2 2026XLI
SELECT SECTOR SPDR TR
ST STR INDL ETF0523+523$0$96,825+$96,8252026-08-13
Q1 2026DGRO
ISHARES TR
CORE DIV GRWTH07,861+7,861$0$551,685+$551,6852026-04-21
Q1 2026EFV
ISHARES TR
EAFE VALUE ETF02,853+2,853$0$212,121+$212,1212026-04-21
Q1 2026IWF
ISHARES TR
RUS 1000 GRW ETF0165+165$0$70,356+$70,3562026-04-21
Q1 2026IYC
ISHARES TR
US CONSUM DISCRE0200+200$0$19,384+$19,3842026-04-21
Q1 2026IYF
ISHARES TR
U.S. FINLS ETF0160+160$0$18,826+$18,8262026-04-21

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