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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 5 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MTCH MATCH GROUP INC NEW Communication Services 81,401.0 $3.1M 0.31% NEW $38.05 -2.2%
82 TCAF T ROWE PRICE EXCHANGE-TRADED 72,809.0 $3.0M 0.30% NEW $41.10 +3.7%
83 PG PROCTER & GAMBLE CO Consumer Defensive 19,861.0 $2.9M 0.29% NEW $146.64 -2.4%
84 VIG VANGUARD SPECIALIZED FUNDS 11,887.0 $2.8M 0.28% NEW $236.61 +3.3%
85 ROP ROPER TECHNOLOGIES INC Industrials 8,160.0 $2.8M 0.28% NEW $338.39 +15.2%
86 ITA ISHARES TR 9,816.0 $2.4M 0.24% NEW $242.42 +3.6%
87 CAT CATERPILLAR INC Industrials 2,185.0 $2.3M 0.23% NEW $1065.06 -17.2%
88 WRLD WORLD ACCEP CORPORATION Financial Services 9,782.0 $2.2M 0.22% NEW $223.83 -15.1%
89 DIA STATE STR SPDR DOW JONES IND Financial Services 4,165.0 $2.2M 0.22% NEW $522.39 +2.3%
90 HPQ HP INC Technology 98,981.0 $2.2M 0.22% NEW $21.94 +34.0%
91 IWY ISHARES TR 7,433.0 $2.2M 0.21% NEW $290.62 +0.4%
92 EFG ISHARES TR 17,075.0 $2.1M 0.21% NEW $124.42 +2.1%
93 GSIE GOLDMAN SACHS ETF TR 45,095.0 $2.1M 0.20% NEW $45.70 +5.4%
94 DE DEERE & CO Industrials 3,160.0 $2.0M 0.20% NEW $634.33 -5.4%
95 APTIV PLC 31,711.0 $1.9M 0.19% NEW $61.38
96 KDP KEURIG DR PEPPER INC Consumer Defensive 57,842.0 $1.9M 0.19% NEW $32.73 -7.5%
97 AMGN AMGEN INC Healthcare 5,206.0 $1.9M 0.19% NEW $362.12 +15.8%
98 APH AMPHENOL CORP Technology 10,645.0 $1.9M 0.19% NEW $176.32 -3.1%
99 MUB ISHARES TR 17,417.0 $1.9M 0.19% NEW $107.62 -1.9%
100 PEP PEPSICO INC Consumer Defensive 13,802.0 $1.9M 0.19% NEW $135.40 +2.1%
Page 5 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%