PATTON ALBERTSON MILLER GROUP, LLC

Q3 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
219
Total value ($000)
$994,429
Net value change ($000)
-10,536 (-1.0%)
New positions
12
Sold out positions
6
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 6,704 38.9%
NVDA 6,699 12.6%
DYNF 6,178 20.5%
VLO 3,769 41.6%
META 3,283 31.1%
CORO 3,078 24.0%
IVW 2,876 11.5%
AAPL 2,788 7.2%
TMO 2,277 36.3%
EXXONMOBIL HOLDINGS CORP 2,201 NEW
Top Reduces (Value $000, Stocks/ETFs)
KLAC -13,176 -37.4%
AMAT -8,563 -32.1%
CVLG -6,936 -26.8%
APP -3,353 -40.9%
BAI -3,277 -9.1%
CMI -3,088 -27.0%
IWY -2,160 -100.0%
PWR -1,847 -11.3%
XOM -1,833 -100.0%
VTI -1,770 -15.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type