PATTON ALBERTSON MILLER GROUP, LLC

Q1 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
212
Total value ($000)
$842,319
Net value change ($000)
-7,965 (-0.9%)
New positions
8
Sold out positions
10
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMZN 5,770 199.7%
DYNF 5,217 25.2%
BAI 5,036 30.0%
AMAT 3,198 32.6%
VLO 2,996 47.1%
CVLG 2,966 23.2%
SHLD 2,765 25.4%
PWR 2,529 22.5%
KLAC 2,484 15.5%
CVX 2,158 34.8%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -4,234 -8.2%
APP -3,828 -38.3%
IYW -2,883 -13.0%
ITOT -2,869 -10.6%
MSFT -2,615 -13.2%
AAPL -2,506 -6.8%
IWY -2,427 -45.0%
AIQ -2,374 -36.0%
AVGO -1,903 -12.3%
GOOGL -1,819 -9.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type