StockDriftsStockDriftsTop 50 Patton Albertson Miller Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.29% | 265.5K | $53.1M | -2.25%(-6.12K) | $7.06(+3102.46%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.84% | 133.5K | $38.6M | -0.75%(-1.01K) | $107.60(+183.80%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.58% | 683.0K | $36.0M | +3.15%(+20.88K) | $33.84(+38.21%) | 2026-06-30 | |
| KLAC | KLA CORP | 3.5% | 116.6K | $35.2M | -7.17%(-9.01K) | $30.60(+548.98%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.23% | 43.3K | $32.4M | -2.69%(-1.20K) | $513.94(+51.56%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3% | 443.6K | $30.2M | -0.55%(-2.47K) | $54.70(+28.27%) | 2026-06-30 | |
| ITOT | ISHARES TR | 2.71% | 165.7K | $27.2M | -2.00%(-3.39K) | $57.13(+197.26%) | 2026-06-30 | |
| IYW | ISHARES TR | 2.71% | 107.8K | $27.2M | +1.24%(+1.32K) | $141.14(+77.27%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.65% | 36.9K | $26.6M | -3.15%(-1.20K) | $164.87(+222.56%) | 2026-06-30 | |
| CVLG | COVENANT LOGISTICS GROUP INC | 2.57% | 584.9K | $25.8M | +0.75%(+4.34K) | $13.17(+165.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.99% | +119.66% | +16.67% | +116.21% |
| Top 20 Holdings Unweighted | +30.30% | +121.24% | +16.71% | +116.51% |
Patton Albertson Miller Group LLC reports $1.00B in US-listed equity holdings across 213 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.3%), AAPL (3.8%) and BAI (3.6%). The top 20 holdings account for 49.62% of reported assets. Its disclosed equity book has returned +119.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Patton Albertson Miller Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1511037). View Patton Albertson Miller Group LLC’s 13F filings on SEC