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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 10 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TXN TEXAS INSTRS INC Technology 1,070.0 $319K 0.03% NEW $298.07 -8.7%
182 GSY INVESCO ACTIVELY MANAGED EXC 6,177.0 $310K 0.03% NEW $50.15 +0.2%
183 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,289.0 $305K 0.03% NEW $57.62 +14.6%
184 IJR ISHARES TR 2,030.0 $301K 0.03% NEW $148.31 -0.4%
185 VXUS VANGUARD STAR FDS 3,479.0 $297K 0.03% NEW $85.49 +1.1%
186 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 769.0 $297K 0.03% NEW $386.73 +3.0%
187 USFR WISDOMTREE TR 5,600.0 $282K 0.03% NEW $50.35 +0.2%
188 NFG NATIONAL FUEL GAS CO Energy 3,596.0 $278K 0.03% NEW $77.21 +8.0%
189 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,238.0 $270K 0.03% NEW $17.73 -0.4%
190 EBAY EBAY INC. Consumer Cyclical 2,397.0 $268K 0.03% NEW $111.75 -8.5%
191 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,429.0 $267K 0.03% NEW $109.77 -1.9%
192 FISV FISERV INC Technology 5,393.0 $265K 0.03% NEW $49.05 +5.4%
193 PH PARKER-HANNIFIN CORP Industrials 262.0 $256K 0.03% NEW $978.12 +6.5%
194 HEFA ISHARES TR 5,380.0 $252K 0.03% NEW $46.93 +0.6%
195 SCHM SCHWAB STRATEGIC TR 6,683.0 $246K 0.03% NEW $36.87 -2.2%
196 HDV ISHARES TR 8,910.0 $244K 0.02% NEW $27.41 +7.8%
197 VXF VANGUARD INDEX FDS 990.0 $244K 0.02% NEW $246.21 -0.2%
198 CAH CARDINAL HEALTH INC Healthcare 1,000.0 $238K 0.02% NEW $237.56 -1.1%
199 XLE SELECT SECTOR SPDR TR 4,358.0 $231K 0.02% NEW $53.11 +19.9%
200 IGHG PROSHARES TR 2,950.0 $231K 0.02% NEW $78.33 -0.7%
Page 10 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%