Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Patton Albertson Miller Group, LLC (CIK 1511037) reported $842.3M across 211 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($47.4M, 5.62%), AAPL ($34.1M, 4.05%), IVV ($29.1M, 3.45%), DYNF ($26.0M, 3.08%), ITOT ($24.1M, 2.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $47.4M | 5.62% | 271,587 | Trimmed |
| 2 | AAPL | APPLE INC | $34.1M | 4.05% | 134,497 | Trimmed |
| 3 | IVV | ISHARES TR | $29.1M | 3.45% | 44,517 | Trimmed |
| 4 | DYNF | BLACKROCK ETF TRUST | $26.0M | 3.08% | 446,041 | Added |
| 5 | ITOT | ISHARES TR | $24.1M | 2.86% | 169,121 | Trimmed |
| 6 | BAI | BLACKROCK ETF TRUST | $21.8M | 2.59% | 662,075 | Added |
| 7 | IYW | ISHARES TR | $19.3M | 2.29% | 106,508 | Trimmed |
| 8 | IVW | ISHARES TR | $18.9M | 2.24% | 167,012 | Added |
| 9 | KLAC | KLA CORP | $18.5M | 2.20% | 12,565 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $17.2M | 2.05% | 46,587 | Added |
| 11 | GOOGL | ALPHABET INC | $16.9M | 2.01% | 58,845 | Trimmed |
| 12 | CVLG | COVENANT LOGISTICS GROUP INC | $15.8M | 1.87% | 580,528 | Hold |
| 13 | PWR | QUANTA SVCS INC | $13.8M | 1.63% | 25,046 | Trimmed |
| 14 | SHLD | GLOBAL X FDS | $13.6M | 1.62% | 192,626 | Added |
| 15 | AVGO | BROADCOM INC | $13.5M | 1.61% | 43,695 | Trimmed |
| 16 | AMAT | APPLIED MATLS INC | $13.0M | 1.54% | 38,052 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $12.6M | 1.50% | 42,996 | Trimmed |
| 18 | WMT | WALMART INC | $11.2M | 1.33% | 90,039 | Trimmed |
| 19 | MCK | MCKESSON CORP | $10.8M | 1.28% | 12,424 | Trimmed |
| 20 | CSCO | CISCO SYS INC | $10.7M | 1.28% | 138,547 | Trimmed |
| 21 | META | META PLATFORMS INC | $10.7M | 1.27% | 18,680 | Added |
| 22 | VGT | VANGUARD WORLD FD | $10.4M | 1.23% | 14,841 | Added |
| 23 | GS | GOLDMAN SACHS GROUP INC | $10.1M | 1.20% | 11,980 | Trimmed |
| 24 | WAB | WABTEC | $9.9M | 1.18% | 39,608 | Trimmed |
| 25 | AOA | ISHARES TR | $9.9M | 1.18% | 112,097 | Added |
Source: SEC Form 13F filings · as of 2026-03-31