James B Patton
Patton Albertson Miller Group, Llc
Assets Managed
$1.005B
Holdings
213
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
19.31%(2Q avg: 9.19%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Patton Albertson Miller Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 213 positions.
Assets under management
The assets under management (AUM) of Patton Albertson Miller Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.005B in assets, with a quarterly growth rate of 19.31% and a 2-quarter average growth rate of 9.19%. The portfolio is managed by James B Patton, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NVDA Nvidia Corp
| 5.29% | $53.118M 265,472 shares@ $200.1 avg price | Decreased -2.25% |
AAPL Apple Inc
| 3.85% | $38.625M 133,484 shares@ $289.37 avg price | Decreased -0.75% |
BAI Ishrs Ai In And Tech Act Etf
| 3.59% | $36.005M 682,952 shares@ $52.72 avg price | Increased 3.16% |
KLAC Kla Corp
| 3.51% | $35.192M 116,643 shares@ $301.71 avg price | Increased 828.32% |
IVV Ishares Core S&p 500 Etf
| 3.23% | $32.44M 43,318 shares@ $748.89 avg price | Decreased -2.69% |
DYNF Ishrs Us E F R A Etf-usd Inc
| 3.01% | $30.167M 443,571 shares@ $68.01 avg price | Decreased -0.55% |
ITOT Ishares Core S&p Total U.s.
| 2.71% | $27.225M 165,733 shares@ $164.28 avg price | Decreased -2% |
IYW Ishares Ustechnology Etf
| 2.71% | $27.199M 107,832 shares@ $252.24 avg price | Increased 1.25% |
AMAT Applied Materials Inc
| 2.66% | $26.644M 36,852 shares@ $723.0 avg price | Decreased -3.15% |
CVLG Covenant Logistics Group Inc
| 2.58% | $25.839M 584,866 shares@ $44.19 avg price | Increased 0.75% |
1-10 of 213