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Lexie S. Pankratz

Piedmont Capital Management, Llc

Assets Managed
$196.623M
Holdings
50
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
0.33%(2Q avg: 1.87%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Piedmont Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Piedmont Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 196.623M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of 1.87%. The portfolio is managed by Lexie S. Pankratz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -0.28%
12.36%
$24.302M
163,823 shares@ $148.35 avg price
FEZ
Spdr Euro Stoxx 50 Etf
Recent Activity
Increased 2.53%
12.24%
$24.049M
382,422 shares@ $62.89 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
New Position
11.6%
$22.793M
486,775 shares@ $46.83 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -2.56%
10.45%
$20.532M
222,303 shares@ $92.37 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.41%
8.43%
$16.564M
180,252 shares@ $91.9 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -3.78%
7.1%
$13.941M
147,996 shares@ $94.2 avg price
RWR
Spdr Dow Jones Reit Etf
Recent Activity
New Position
6.91%
$13.568M
132,183 shares@ $102.65 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
Increased 7.68%
5.08%
$9.981M
196,584 shares@ $50.78 avg price
BKLN
Invesco Senior Loan Etf
Recent Activity
Increased 3.45%
2.43%
$4.758M
232,234 shares@ $20.49 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
New Position
2.05%
$4.019M
72,198 shares@ $55.67 avg price

1-10 of 50