PATTON ALBERTSON MILLER GROUP, LLC

CIK

1511037

Location

Chattanooga, TN

Portfolio Value

Small $533,914,451

Diversification

Diversified

Filing Date

Global Rank

#2,502 / 8,603 ▲ 43 · as of Mar 2026

Top Industry

Semiconductors 12.0%

3Y Alpha vs SPY

-0.6%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.4%

SPY

+76.0%

Annualised alpha

-1.3%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

137 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.9%

−0.7 pts

Top 5

24.6%

−1.8 pts

Top 10

36.6%

−1.2 pts

HHI

247

Diversified−18

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.1%	$155,231,804	20
Industrials	14.8%	$78,973,267	21
Financial Services	12.0%	$64,198,833	21
Healthcare	10.8%	$57,659,752	19
Communication Services	8.3%	$44,229,145	6
Consumer Defensive	7.6%	$40,676,429	14
Consumer Cyclical	7.5%	$40,296,363	13
Energy	3.7%	$19,718,378	6
Utilities	2.4%	$12,597,782	6
Unclassified	2.3%	$12,525,803	9
Real Estate	0.9%	$4,756,542	1
Basic Materials	0.6%	$3,050,353	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+29,060	41,574	$8,658,616
IAU	Ishares Gold Trust	+11,595	44,749	$3,945,071
KDP	Keurig Dr Pepper Inc.	+6,737	33,341	$877,868
MSFT	Microsoft Corp	+5,522	46,587	$17,245,109
BG	Bunge Global SA	+3,808	35,218	$4,479,729
SLV	iShares Silver Trust	+2,533	9,269	$631,589
TFC	Truist Financial Corp	+2,073	24,088	$1,107,325
STZ	Constellation Brands, Inc.	+1,337	12,411	$1,861,650
APTV	Aptiv PLC	+1,063	25,439	$1,766,484
VZ	Verizon Communications Inc	+905	81,551	$4,093,860
TGT	Target Corp	+670	27,585	$3,343,302
APP	AppLovin Corp	+662	15,499	$6,168,602
ORCL	Oracle Corp	+615	4,436	$652,579
DHR	Danaher Corp /De/	+536	36,195	$6,862,572
MTCH	Match Group, Inc.	+522	80,488	$2,471,786
PEG	Public Service Enterprise Group Inc	+519	66,146	$5,354,518
DIS	Walt Disney Co	+511	40,320	$3,886,041
CBRE	Cbre Group, Inc.	+503	35,114	$4,756,542
SHW	Sherwin Williams Co	+463	9,516	$3,050,353
BAC	Bank Of America Corp /De/	+373	106,521	$5,192,898
META	Meta Platforms, Inc.	+358	18,680	$10,687,388
DTE	Dte Energy Co	+357	33,560	$4,907,143
TMO	Thermo Fisher Scientific Inc.	+342	12,563	$6,175,091
SYK	Stryker Corp	+219	15,984	$5,252,182
WFC	Wells Fargo & Company/Mn	+180	5,764	$458,872
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LKQ	Lkq Corp	−24,910	29,241	$858,808
HPQ	Hp Inc	−10,172	101,814	$1,955,846
PFE	Pfizer Inc	−8,909	9,216	$258,785
NVDA	Nvidia Corp	−5,081	271,587	$47,364,772
GPK	Graphic Packaging Holding Co	−4,002	18,899	$187,856
FISV	Fiserv Inc	−3,411	17,503	$976,667
MDLZ	Mondelez International, Inc.	−2,737	16,136	$930,079
PG	PROCTER & GAMBLE Co	−2,157	20,341	$2,938,054
WMT	Walmart Inc.	−1,865	90,039	$11,190,046
PWR	Quanta Services, Inc.	−1,542	25,046	$13,750,754
CSCO	Cisco Systems, Inc.	−1,515	138,547	$10,749,861
APH	Amphenol Corp /De/	−1,363	10,805	$1,365,211
VLO	Valero Energy Corp/Tx	−1,217	37,897	$9,363,590
FAST	Fastenal Co	−1,201	8,348	$387,347
PEP	Pepsico Inc	−1,185	13,767	$2,137,877
GOOGL	Alphabet Inc.	−1,028	58,845	$16,921,468
KO	Coca Cola Co	−1,026	123,802	$9,415,142
GPN	Global Payments Inc	−908	7,250	$487,925
AVGO	Broadcom Inc.	−878	43,695	$13,524,039
CMI	Cummins Inc	−721	16,567	$8,913,377
KLAC	Kla Corp	−617	12,565	$1,850,083
CL	Colgate Palmolive Co	−575	5,740	$489,220
ABBV	AbbVie Inc.	−560	19,506	$4,242,359
GS	Goldman Sachs Group Inc	−547	11,980	$10,134,960
ABT	Abbott Laboratories	−516	13,899	$1,427,010
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	8,707	$750,020
CRM	Salesforce, Inc.	1,546	$288,591
HBAN	Huntington Bancshares Inc /Md/	17,248	$269,931
PSX	Phillips 66	1,102	$200,762
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
PAYX	Paychex Inc	2,605	$292,228
NVO	Novo Nordisk A S	4,337	$220,666
DHY	Credit Suisse High Yield Credit Fund	15,300	$30,600
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

137 positions · $533,914,451 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 137 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	271,587	-5,081	$47,364,772	−8.2%	8.87%
AAPL	Apple Inc. Technology	Reduced	134,497	-278	$34,133,993	−6.8%	6.39%
MSFT	Microsoft Corp Technology	Added	46,587	+5,522	$17,245,109	−13.2%	3.23%
GOOGL	Alphabet Inc. Communication Services	Reduced	58,845	-1,028	$16,921,468	−9.7%	3.17%
CVLG	Covenant Logistics Group, Inc. Industrials	Held	580,528	0	$15,761,335	+23.2%	2.95%
PWR	Quanta Services, Inc. Industrials	Reduced	25,046	-1,542	$13,750,754	+22.5%	2.58%
AVGO	Broadcom Inc. Technology	Reduced	43,695	-878	$13,524,039	−12.3%	2.53%
AMAT	Applied Materials Inc /De Technology	Reduced	38,052	-112	$13,005,793	+32.6%	2.44%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	42,996	-308	$12,647,703	−9.4%	2.37%
WMT	Walmart Inc. Consumer Defensive	Reduced	90,039	-1,865	$11,190,046	+9.3%	2.10%
MCK	Mckesson Corp Healthcare	Reduced	12,424	-370	$10,751,232	+2.4%	2.01%
CSCO	Cisco Systems, Inc. Technology	Reduced	138,547	-1,515	$10,749,861	−0.4%	2.01%
META	Meta Platforms, Inc. Communication Services	Added	18,680	+358	$10,687,388	−11.6%	2.00%
GS	Goldman Sachs Group Inc Financial Services	Reduced	11,980	-547	$10,134,960	−8.0%	1.90%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	39,608	-369	$9,898,435	+16.0%	1.85%
KO	Coca Cola Co Consumer Defensive	Reduced	123,802	-1,026	$9,415,142	+7.9%	1.76%
VLO	Valero Energy Corp/Tx Energy	Reduced	37,897	-1,217	$9,363,590	+47.1%	1.75%
URI	United Rentals, Inc. Industrials	Reduced	12,261	-98	$8,932,874	−10.7%	1.67%
CMI	Cummins Inc Industrials	Reduced	16,567	-721	$8,913,377	+1.0%	1.67%
AMZN	Amazon Com Inc Consumer Cyclical	Added	41,574	+29,060	$8,658,616	+199.8%	1.62%
CVX	Chevron Corp Energy	Reduced	40,363	-269	$8,351,104	+34.9%	1.56%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	64,849	-276	$7,626,890	−0.1%	1.43%
DHR	Danaher Corp /De/ Healthcare	Added	36,195	+536	$6,862,572	−15.9%	1.29%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	20,036	-51	$6,589,640	−4.7%	1.23%
AMP	Ameriprise Financial Inc Financial Services	Added	14,274	+19	$6,343,365	−9.2%	1.19%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	26,799	-18	$6,332,067	−2.1%	1.19%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	12,563	+342	$6,175,091	−12.8%	1.16%
APP	AppLovin Corp Communication Services	Added	15,499	+662	$6,168,602	−38.3%	1.16%
INCY	Incyte Corp Healthcare	Reduced	64,249	-218	$6,047,115	−5.0%	1.13%
JNJ	Johnson & Johnson Healthcare	Reduced	24,406	-450	$5,965,802	+16.0%	1.12%
MA	Mastercard Inc Financial Services	Added	11,602	+53	$5,797,055	−12.1%	1.09%
IBM	International Business Machines Corp Technology	Added	23,302	+125	$5,648,171	−17.7%	1.06%
UNP	Union Pacific Corp Industrials	Added	22,173	+138	$5,379,613	+5.5%	1.01%
PEG	Public Service Enterprise Group Inc Utilities	Added	66,146	+519	$5,354,518	+1.6%	1.00%
ALL	Allstate Corp Financial Services	Added	25,645	+70	$5,317,234	−0.1%	1.00%
DRI	Darden Restaurants Inc Consumer Cyclical	Reduced	27,088	-122	$5,310,331	+6.1%	0.99%
SYK	Stryker Corp Healthcare	Added	15,984	+219	$5,252,182	−5.2%	0.98%
BAC	Bank Of America Corp /De/ Financial Services	Added	106,521	+373	$5,192,898	−11.1%	0.97%
DTE	Dte Energy Co Utilities	Added	33,560	+357	$4,907,143	+14.6%	0.92%
CBRE	Cbre Group, Inc. Real Estate	Added	35,114	+503	$4,756,542	−14.5%	0.89%
MRK	Merck & Co., Inc. Healthcare	Reduced	39,284	-475	$4,725,472	+12.9%	0.89%
BG	Bunge Global SA Consumer Defensive	Added	35,218	+3,808	$4,479,729	+60.1%	0.84%
ABBV	AbbVie Inc. Healthcare	Reduced	19,506	-560	$4,242,359	−7.5%	0.79%
VZ	Verizon Communications Inc Communication Services	Added	81,551	+905	$4,093,860	+24.6%	0.77%
DOV	DOVER Corp Industrials	Reduced	19,485	-116	$4,061,648	+6.1%	0.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,370	-191	$4,010,904	−6.8%	0.75%
IAU	Ishares Gold Trust	Added	44,749	+11,595	$3,945,071	+46.6%	0.74%
DIS	Walt Disney Co Communication Services	Added	40,320	+511	$3,886,041	−14.2%	0.73%
ROP	Roper Technologies Inc Technology	Reduced	9,900	-432	$3,503,214	−23.8%	0.66%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,252	-111	$3,415,585	−6.6%	0.64%