Investments: Piedmont Capital Management, LLC/NC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Piedmont Capital Management, LLC/NC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
115.787.408 $+15.657.955 $
+118,3 %
93108.591.939 $-1.111.684 $
+53,5 %
87109.636.634 $+93.243.122 $
-27,0 %
87
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral8.585.589 $-5.415.957 $
-38,7 %
114.001.546 $-711.473 $
-4,8 %
114.713.019 $+14.713.019 $1
VANGUARD TAX-MANAGED FDS→ 011.851.212 $+11.621.098 $
+5.050,1 %
110.356.780 $+10.121.615 $
+4.304,0 %
19.660.278 $+2.927.044 $
+43,5 %
1
Franklin Templeton ETF Trust→ 010.009.289 $+247.395 $
+2,5 %
19.761.894 $-172.058 $
-1,7 %
19.933.952 $+9.933.952 $1
ISHARES TR→ 08.566.066 $+8.312.883 $
+3.283,3 %
17.522.541 $-2.834.239 $
-27,4 %
16.733.234 $+6.733.234 $1
SCHWAB STRATEGIC TRUST→ 08.117.031 $+954.487 $
+13,3 %
17.162.544 $+58.813 $
+0,8 %
17.103.731 $+7.103.731 $1
iSHARES TRUST→ 06.839.664 $+821.876 $
+13,7 %
16.017.788 $-22.839 $
-0,4 %
16.040.627 $+6.040.627 $1
Apple Inc.AAPL→ 0Neutral4.458.673 $+557.657 $
+14,3 %
13.901.016 $-447.667 $
-10,3 %
14.348.683 $+4.348.683 $1
NVIDIA CORPNVDA→ 0Neutral4.453.301 $+514.740 $
+13,1 %
13.938.561 $-281.839 $
-6,7 %
14.220.400 $+4.220.400 $1
Alphabet Inc.GOOGL→ 0Neutral4.116.941 $+906.407 $
+28,2 %
13.210.534 $-114.406 $
-3,4 %
13.324.940 $+3.324.940 $1
MICROSOFT CORPMSFT→ 0Neutral2.801.515 $-71.138 $
-2,5 %
12.872.653 $-800.132 $
-21,8 %
13.672.785 $+3.672.785 $1
AMERICAN EXPRESS COAXP→ 0Stark2.327.837 $+208.057 $
+9,8 %
12.119.780 $-474.309 $
-18,3 %
12.594.089 $+2.594.089 $1
AMAZON COM INCAMZN→ 0Stark1.764.193 $+289.641 $
+19,6 %
11.474.552 $-134.956 $
-8,4 %
11.609.508 $+1.609.508 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral1.429.620 $+929.386 $
+185,8 %
1500.234 $-12.251 $
-2,4 %
1512.485 $+512.485 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark1.421.726 $+456.879 $
+47,4 %
1964.847 $+106.966 $
+12,5 %
1857.881 $+857.881 $1
MICRON TECHNOLOGY INCMU→ 0Sehr stark1.352.828 $+1.026.475 $
+314,5 %
1326.353 $+43.226 $
+15,3 %
1283.127 $+283.127 $1
Spotify Technology S.A.SPOT→ 0Neutral1.055.999 $-52.020 $
-4,7 %
11.108.019 $-218.903 $
-16,5 %
11.326.922 $+1.326.922 $1
MORGAN STANLEYMS→ 0Neutral1.291.061 $+215.267 $
+20,0 %
11.075.794 $-95.870 $
-8,2 %
11.171.664 $+1.171.664 $1
FIRST NATIONAL CORP /VA/FXNC→ 0Stark1.289.509 $+133.160 $
+11,5 %
11.156.349 $+72.165 $
+6,7 %
11.084.184 $+1.084.184 $1
Meta Platforms, Inc.META→ 0Neutral1.117.567 $-90.199 $
-7,5 %
11.207.766 $-24.622 $
-2,0 %
11.232.388 $+1.232.388 $1
Broadcom Inc.AVGO→ 0Stark1.181.980 $+205.785 $
+21,1 %
1976.195 $-113.328 $
-10,4 %
11.089.523 $+1.089.523 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark1.140.894 $+601.549 $
+111,5 %
1539.345 $+133.815 $
+33,0 %
1405.530 $+405.530 $1
Westrock Coffee CoWEST→ 0Neutral1.115.028 $+471.773 $
+73,3 %
1643.255 $-1.246 $
-0,2 %
1644.501 $+644.501 $1
ELI LILLY & CoLLY→ 0Neutral1.044.704 $+224.269 $
+27,3 %
1820.435 $-103.790 $
-11,2 %
1924.225 $+924.225 $1
HOME DEPOT, INC.HD→ 0Stark918.379 $-57.438 $
-5,9 %
1975.817 $+8.552 $
+0,9 %
1967.265 $+967.265 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral650.769 $-188.657 $
-22,5 %
1839.426 $-107.619 $
-11,4 %
1947.045 $+947.045 $1
Tesla, Inc.TSLA→ 0Schwach835.732 $+59.518 $
+7,7 %
1776.214 $-131.771 $
-14,5 %
1907.985 $+907.985 $1
Philip Morris International Inc.PM→ 0Neutral854.257 $+49.547 $
+6,2 %
1804.710 $+42.650 $
+5,6 %
1762.060 $+762.060 $1
Bank of New York Mellon CorpBK→ 0848.138 $+150.356 $
+21,5 %
1697.782 $+14.941 $
+2,2 %
1682.841 $+682.841 $1
DoorDash, Inc.DASH→ 0Schwach639.766 $+118.295 $
+22,7 %
1521.471 $-265.773 $
-33,8 %
1787.244 $+787.244 $1
EXXON MOBIL CORPXOM→ 0Stark763.809 $+246.467 $
+47,6 %
1517.342 $+517.342 $1
JPMORGAN CHASE & COJPM→ 0Neutral742.384 $+31.988 $
+4,5 %
1710.396 $-52.621 $
-6,9 %
1763.017 $+763.017 $1
VISA INC.V→ 0Stark755.141 $+155.799 $
+26,0 %
1599.342 $-10.893 $
-1,8 %
1610.235 $+610.235 $1
ORACLE CORPORCL→ 0Stark610.381 $-29.842 $
-4,7 %
1640.223 $-98.876 $
-13,4 %
1739.099 $+739.099 $1
Walmart Inc.WMT→ 0Stark558.372 $-165.808 $
-22,9 %
1724.180 $+74.994 $
+11,6 %
1649.186 $+649.186 $1
ANALOG DEVICES INCADI→ 0Stark684.324 $+133.942 $
+24,3 %
1550.382 $+139.243 $
+33,9 %
1411.139 $+411.139 $1
VANGUARD WORLD FUND→ 0681.065 $+69.696 $
+11,4 %
1611.369 $-48.702 $
-7,4 %
1660.071 $+660.071 $1
CISCO SYSTEMS, INC.CSCO→ 0Sehr stark665.881 $+220.592 $
+49,5 %
1445.289 $+17.002 $
+4,0 %
1428.287 $+428.287 $1
CATERPILLAR INCCAT→ 0Sehr stark647.459 $+326.527 $
+101,7 %
1320.932 $+98.658 $
+44,4 %
1222.274 $+222.274 $1
AMERIPRISE FINANCIAL INCAMP→ 0Stark618.408 $+31.800 $
+5,4 %
1586.608 $-60.641 $
-9,4 %
1647.249 $+647.249 $1
TRUIST FINANCIAL CORPTFC→ 0Neutral414.453 $-169.412 $
-29,0 %
1583.865 $-48.730 $
-7,7 %
1632.595 $+632.595 $1
TEXAS INSTRUMENTS INCTXN→ 0Stark629.822 $+174.370 $
+38,3 %
1455.452 $+67.528 $
+17,4 %
1387.924 $+387.924 $1
Merck & Co., Inc.MRK→ 0Neutral612.560 $+98.801 $
+19,2 %
1513.759 $+37.563 $
+7,9 %
1476.196 $+476.196 $1
ASML HOLDING NVASML→ 0Sehr stark598.821 $+211.818 $
+54,7 %
1387.003 $+73.534 $
+23,5 %
1313.469 $+313.469 $1
MAI Capital Management→ 0595.785 $+44.100 $
+8,0 %
1551.685 $+551.685 $1
PROCTER & GAMBLE CoPG→ 0Neutral518.226 $-59.823 $
-10,3 %
1578.049 $-350 $
-0,1 %
1578.399 $+578.399 $1
Mastercard IncMA→ 0Neutral519.763 $+34.593 $
+7,1 %
1485.170 $-76.576 $
-13,6 %
1561.746 $+561.746 $1
JOHNSON & JOHNSONJNJ→ 0Neutral469.337 $-84.075 $
-15,2 %
1553.412 $+103.296 $
+22,9 %
1450.116 $+450.116 $1
AbbVie Inc.ABBV→ 0Neutral546.310 $+62.177 $
+12,8 %
1484.133 $+83.362 $
+20,8 %
1400.771 $+400.771 $1
CHEVRON CORPCVX→ 0Sehr stark257.923 $-281.052 $
-52,1 %
1538.975 $+143.319 $
+36,2 %
1395.656 $+395.656 $1
NORFOLK SOUTHERN CORPNSC→ 0Neutral527.780 $+527.780 $1
SELECT SECTOR SPDR TRUST→ 0417.788 $-58.859 $
-12,3 %
1476.647 $-35.887 $
-7,0 %
1512.534 $+512.534 $1
Chubb LtdCB→ 0Stark391.851 $-83.029 $
-17,5 %
1474.880 $+20.121 $
+4,4 %
1454.759 $+454.759 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark404.123 $-45.267 $
-10,1 %
1449.390 $+51.851 $
+13,0 %
1397.539 $+397.539 $1
NETFLIX INCNFLX→ 0Neutral275.675 $-149.981 $
-35,2 %
1425.656 $+87.182 $
+25,8 %
1338.474 $+338.474 $1
CONOCOPHILLIPSCOP→ 0Sehr stark322.484 $-95.956 $
-22,9 %
1418.440 $+123.568 $
+41,9 %
1294.872 $+294.872 $1
EOG RESOURCES INCEOG→ 0Neutral367.006 $-45.886 $
-11,1 %
1412.892 $+112.983 $
+37,7 %
1299.909 $+299.909 $1
WELLS FARGO & COMPANY/MNWFC→ 0Schwach344.609 $+15.024 $
+4,6 %
1329.585 $-56.263 $
-14,6 %
1385.848 $+385.848 $1
CITIGROUP INCC→ 0Neutral385.030 $+66.688 $
+20,9 %
1318.342 $-12.941 $
-3,9 %
1331.283 $+331.283 $1
INTEL CORPINTC→ 0Neutral367.925 $+367.925 $1
NEXTERA ENERGY INCNEE→ 0Sehr stark338.441 $-23.884 $
-6,6 %
1362.325 $+55.254 $
+18,0 %
1307.071 $+307.071 $1
ALTRIA GROUP, INC.MO→ 0Neutral355.505 $+19.154 $
+5,7 %
1336.351 $+37.672 $
+12,6 %
1298.679 $+298.679 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0354.945 $+76.744 $
+27,6 %
1278.201 $-17.896 $
-6,0 %
1296.097 $+296.097 $1
Ancora Advisors LLC→ 0344.890 $+344.890 $1
RTX CorpRTX→ 0Neutral297.497 $-40.464 $
-12,0 %
1337.961 $+20.312 $
+6,4 %
1317.649 $+317.649 $1
Seagate Technology Holdings plcSTX→ 0Stark331.960 $+331.960 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach315.518 $+54.222 $
+20,8 %
1261.296 $-65.424 $
-20,0 %
1326.720 $+326.720 $1
REPUBLIC SERVICES, INC.RSG→ 0Stark310.031 $-15.652 $
-4,8 %
1325.683 $+2.914 $
+0,9 %
1322.769 $+322.769 $1
DEERE & CODE→ 0Neutral323.508 $+33.408 $
+11,5 %
1290.100 $+290.100 $1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral281.764 $+6.507 $
+2,4 %
1275.257 $-46.338 $
-14,4 %
1321.595 $+321.595 $1
Duke Energy CORPDUK→ 0Neutral316.875 $+53.152 $
+20,2 %
1263.723 $+263.723 $1
ASE Technology Holding Co., Ltd.ASX→ 0Neutral316.562 $+316.562 $1
Mondelez International, Inc.MDLZ→ 0Stark306.841 $-1.764 $
-0,6 %
1308.605 $+8.718 $
+2,9 %
1299.887 $+299.887 $1
TotalEnergies SETTE→ 0262.907 $-44.696 $
-14,5 %
1307.603 $+307.603 $1
CORNING INC /NYGLW→ 0Stark301.918 $+301.918 $1
LOCKHEED MARTIN CORPLMT→ 0Stark301.591 $+66.044 $
+28,0 %
1235.547 $+235.547 $1
Palantir Technologies Inc.PLTR→ 0Neutral245.165 $-54.344 $
-18,1 %
1299.509 $+299.509 $1
WASTE MANAGEMENT INCWM→ 0Neutral286.401 $-11.177 $
-3,8 %
1297.578 $+13.054 $
+4,6 %
1284.524 $+284.524 $1
T-Mobile US, Inc.TMUS→ 0Neutral238.009 $-58.763 $
-19,8 %
1296.772 $+9.876 $
+3,4 %
1286.896 $+286.896 $1
MCDONALDS CORPMCD→ 0Neutral228.682 $-64.704 $
-22,1 %
1293.386 $+4.871 $
+1,7 %
1288.515 $+288.515 $1
ABBOTT LABORATORIESABT→ 0Neutral248.769 $-44.284 $
-15,1 %
1293.053 $+293.053 $1
PEPSICO INCPEP→ 0Sehr stark287.131 $+42.429 $
+17,3 %
1244.702 $+244.702 $1
Eaton Corp plcETN→ 0Neutral282.518 $+42.879 $
+17,9 %
1239.639 $+239.639 $1
ROYAL BANK OF CANADARY→ 0Sehr schwach262.731 $-14.145 $
-5,1 %
1276.876 $+276.876 $1
Walt Disney CoDIS→ 0Neutral202.991 $-13.478 $
-6,2 %
1216.469 $-59.082 $
-21,4 %
1275.551 $+275.551 $1
TJX COMPANIES INC /DE/TJX→ 0Stark273.003 $+9.658 $
+3,7 %
1263.345 $+10.042 $
+4,0 %
1253.303 $+253.303 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral268.081 $+42.946 $
+19,1 %
1225.135 $+225.135 $1
BOEING COBA→ 0Schwach254.785 $-5.148 $
-2,0 %
1259.933 $+39.122 $
+17,7 %
1220.811 $+220.811 $1
Marvell Technology, Inc.MRVL→ 0Stark256.781 $+256.781 $1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral254.736 $+34.284 $
+15,6 %
1220.452 $+220.452 $1
VANGUARD SPECIALIZED FUNDS→ 0253.183 $-11.598.029 $
-97,9 %
1230.114 $-7.292.427 $
-96,9 %
1235.165 $-9.425.113 $
-97,6 %
1
GENERAL DYNAMICS CORPGD→ 0Neutral251.510 $+4.048 $
+1,6 %
1247.462 $+4.730 $
+1,9 %
1242.732 $+242.732 $1
LAM RESEARCH CORPLRCX→ 0Stark250.898 $+250.898 $1
KLA CORPKLAC→ 0Stark247.402 $+247.402 $1
UNITED MICROELECTRONICS CORPUMC→ 0Schwach241.516 $+241.516 $1
S&P Global Inc.SPGI→ 0Neutral234.120 $+234.120 $1
HCA Healthcare, Inc.HCA→ 0Sehr stark231.888 $+3.127 $
+1,4 %
1228.761 $+228.761 $1
Salesforce, Inc.CRM→ 0Neutral226.763 $+226.763 $1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark220.613 $+220.613 $1
LINDE PLCLIN→ 0Stark220.550 $+13.322 $
+6,4 %
1207.228 $+207.228 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral214.410 $+214.410 $1
HORTON D R INC /DE/DHI→ 0Neutral210.278 $+210.278 $1
COCA COLA COKO→ 0Neutral205.776 $+205.776 $1
INTUITIVE SURGICAL INCISRG→ 0Neutral205.022 $+205.022 $1
ONE Group Hospitality, Inc.STKS→ 0119.852 $+13.714 $
+12,9 %
1106.138 $+1.789 $
+1,7 %
1104.349 $+104.349 $1
LG Display Co., Ltd.LPL→ 0Neutral89.999 $+89.999 $1
WIPRO LTDWIT→ 0Neutral45.709 $+8.168 $
+21,8 %
137.541 $-33.232 $
-47,0 %
170.773 $+70.773 $1
115.787.408 $+15.657.955 $
+118,3 %
93108.591.939 $-1.111.684 $
+53,5 %
87109.636.634 $+93.243.122 $
-27,0 %
87
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