Top 50 Patron Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PB | PROSPERITY BANCSHARES INC | 6.89% | 232.3K | $15.6M | -0.46%(-1.08K) | $60.68(+9.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.19% | 54.4K | $9.5M | +1.08%(+582) | $32.97(+584.99%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.18% | 37.3K | $9.5M | -0.57%(-213) | $128.93(+131.81%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 3.04% | 23.0K | $6.9M | -4.38%(-1.05K) | $235.25(+45.07%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.58% | 5.9K | $5.8M | -2.01%(-120) | $456.04(+126.53%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.58% | 28.0K | $5.8M | -8.15%(-2.49K) | $169.56(+59.31%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.42% | 32.3K | $5.5M | +2.17%(+686) | $72.14(+110.10%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.29% | 5.6K | $5.2M | +0.07%(+4) | $448.23(+126.61%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.14% | 13.1K | $4.8M | -7.75%(-1.10K) | $246.27(+64.54%) | 2026-03-31 | |
| OALC | UNIFIED SER TR | 1.96% | 129.2K | $4.4M | +9.22%(+10.91K) | $27.57(+43.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.32% | +45.51% |
| Top 20 Holdings Unweighted | +16.13% | +56.63% |
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