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Home > Institutional Investor > Patton Albertson & Miller, Llc > Profile

Instuitional Investor - Patton Albertson & Miller, Llc

Fund Profile
Filing Period:
Fund Name: Patton Albertson & Miller, Llc
Portfolio Value $759,644,666
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 292,282 $46,177,657 6.08%
2.
Ishares Trust
 IEF 46,074 $28,607,137 3.77%
3.
Apple Inc.
 AAPL 133,497 $27,389,651 3.61%
4.
Ishares Trust
 IEF 197,234 $26,634,502 3.51%
5.
Microsoft Corp
 MSFT 41,415 $20,600,058 2.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)