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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 7 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SO SOUTHERN CO Utilities 10,605.0 $1.0M 0.10% NEW $95.71 -4.2%
122 QCOM QUALCOMM INC Technology 5,356.0 $990K 0.10% NEW $184.79 -12.4%
123 NSC NORFOLK SOUTHN CORP Industrials 2,997.0 $943K 0.09% NEW $314.59 +11.4%
124 MDLZ MONDELEZ INTL INC Consumer Defensive 16,260.0 $940K 0.09% NEW $57.84 +9.8%
125 UNH UNITEDHEALTH GROUP INC Healthcare 2,248.0 $934K 0.09% NEW $415.63 -6.0%
126 QQQ INVESCO QQQ TR Financial Services 1,244.0 $916K 0.09% NEW $736.51 -2.5%
127 RTX RTX CORPORATION Industrials 4,802.0 $911K 0.09% NEW $189.73 +17.4%
128 IUSB ISHARES TR 19,434.0 $897K 0.09% NEW $46.15 -1.2%
129 IJS ISHARES TR 6,552.0 $896K 0.09% NEW $136.68 +2.0%
130 XLI SELECT SECTOR SPDR TR 4,797.0 $889K 0.09% NEW $185.23 -1.4%
131 PINNACLE FINL PARTNERS INC 8,557.0 $863K 0.09% NEW $100.88
132 SEIC SEI INVTS CO Financial Services 9,650.0 $846K 0.08% NEW $87.71 +22.1%
133 IXN ISHARES TR 5,813.0 $840K 0.08% NEW $144.48 -3.4%
134 MO ALTRIA GROUP INC Consumer Defensive 10,666.0 $767K 0.08% NEW $71.95 -9.2%
135 IYC ISHARES TR 7,551.0 $763K 0.08% NEW $101.10 +2.7%
136 AFL AFLAC INC Financial Services 6,488.0 $761K 0.08% NEW $117.26 -0.3%
137 SCHB SCHWAB STRATEGIC TR 26,059.0 $755K 0.07% NEW $28.96 +2.9%
138 MPC MARATHON PETE CORP Energy 2,945.0 $753K 0.07% NEW $255.63 +42.1%
139 XLU SELECT SECTOR SPDR TR 16,439.0 $745K 0.07% NEW $45.34 -3.2%
140 IVE ISHARES TR 3,162.0 $718K 0.07% NEW $227.06 +5.2%
Page 7 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%