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Portfolio (Quarterly) Guide ↗

Patton Albertson Miller Group, LLC

· CIK 0001511037
13F Portfolio $1.0B AUM 213 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 213 New
Page 11 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 YUM YUM BRANDS INC Consumer Cyclical 1,442.0 $231K 0.02% NEW $159.86 -9.4%
202 NEAR ISHARES U S ETF TR 4,520.0 $229K 0.02% NEW $50.66 -0.2%
203 GLD SPDR GOLD TR Financial Services 620.0 $228K 0.02% NEW $368.38 +8.2%
204 VRP INVESCO EXCH TRADED FD TR II 9,361.0 $228K 0.02% NEW $24.31 -0.9%
205 XLP SELECT SECTOR SPDR TR 2,735.0 $227K 0.02% NEW $83.07 +3.0%
206 PFE PFIZER INC Healthcare 9,060.0 $218K 0.02% NEW $24.08 +13.2%
207 VO VANGUARD INDEX FDS 2,680.0 $216K 0.02% NEW $80.57 +3.2%
208 CWB SPDR SERIES TRUST 2,000.0 $216K 0.02% NEW $107.82 -3.1%
209 ACN ACCENTURE PLC IRELAND Technology 1,726.0 $215K 0.02% NEW $124.42 +39.0%
210 FLOT ISHARES TR 4,000.0 $204K 0.02% NEW $51.05 -0.2%
211 IJH ISHARES TR 2,645.0 $204K 0.02% NEW $77.11 +0.2%
212 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 16,199.0 $171K 0.02% NEW $10.57 +3.8%
213 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 19,149.0 $96K 0.01% NEW $4.99 +3.2%
Page 11 of 11  ·  213 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.3%
Industrials 16.4%
Financial Services 12.1%
Healthcare 9.3%
Communication Services 7.6%
Consumer Cyclical 6.5%
Consumer Defensive 5.6%
Energy 3.0%
Utilities 1.9%
Real Estate 0.7%