PATTON ALBERTSON MILLER GROUP, LLC

Q2 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
213
Total value ($000)
$1,004,965
Net value change ($000)
+162,646 (19.3%)
New positions
5
Sold out positions
4
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
KLAC 16,691 90.2%
BAI 14,190 65.0%
AMAT 13,638 104.9%
CORO 12,803 NEW
CVLG 10,078 63.9%
IYW 7,876 40.8%
JPIB 6,631 1042.6%
IVW 6,173 32.7%
NVDA 5,753 12.1%
MU 5,697 1808.6%
Top Reduces (Value $000, Stocks/ETFs)
CVX -1,692 -20.3%
MCK -1,322 -12.3%
TCAF -1,172 -28.1%
WMT -1,120 -10.0%
MOAT -885 -20.9%
IWY -804 -27.1%
ROP -742 -21.2%
FISV -712 -72.9%
VZ -621 -15.2%
STZ -563 -30.2%
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