PATTON ALBERTSON MILLER GROUP, LLC
•CIK: 1511037•Filing: Q4 2025
**PATTON ALBERTSON MILLER GROUP, LLC** manages $850M across a diversified portfolio of 214 positions. The fund exhibits a significant allocation to technology and market-linked ETFs, highlighted by top holdings including NVDA at $51.6M and AAPL at $36.6M. Further concentration is evident in broad market exposure via IVV ($30.7M) and ITOT ($27.0M). This structure suggests a systematic, large-cap growth orientation within its current mandate.
Total AUM
$850.3M
QoQ Performance
+2.7%
Positions
166
Top 10 Concentration
31.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA6.1%
AAPL4.3%
IVV3.6%
ITOT3.2%
IYW2.6%
DYNF2.4%
IVW2.3%
MSFT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.7%
Technology21.7%
Financial5.9%
ETF4.5%
Healthcare4.3%
Consumer3.6%
Consumer Staples1.5%
Industrial1.1%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW11 new positions
↑52 increased
↓112 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023