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Home > Institutional Investor > Patron Partners Advisors, Llc > Profile

Instuitional Investor - Patron Partners Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Patron Partners Advisors, Llc
Portfolio Value $150,740,136
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Prosperity Bancshares Inc
 PB 237,242 $16,068,401 10.65%
2.
Apple Inc.
 AAPL 47,893 $9,220,771 6.11%
3.
Microsoft Corp
 MSFT 13,872 $5,216,427 3.46%
4.
Amazon Com Inc
 AMZN 28,075 $4,265,716 2.82%
5.
Exxon Mobil Corp
 XOM 37,461 $3,745,357 2.48%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)