Patton Albertson Miller Group, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $814 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $53.5M, Apple Inc. with a value of $36.5M, Ishares Core S&P 500 ETF with a value of $30.1M, Ishares Core S&P Total U.S. St with a value of $27.2M, and Microsoft Corp with a value of $23.4M.

Examining the 13F form we can see an increase of $67.9M in the current position value, from $746M to 814M.

Below you can find more details about Patton Albertson Miller Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $814 Million
ETFs: $243 Million
Technology: $198 Million
Industrials: $78.6 Million
Financial Services: $70 Million
Healthcare: $59.4 Million
Communication Services: $45.3 Million
Consumer Cyclical: $43 Million
Consumer Defensive: $37.6 Million
Other: $39.2 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $814 Million
  • Prior Value $746 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
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