13F
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PATTON ALBERTSON MILLER GROUP, LLC

13F equity value
$842M
Positions
212
Top 10 concentration
30.4%
Quarters / total new picks
29 / 308
13F equity value over time
$0M$425M$850M2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 29 quarters, returned +3.0% per quarter — versus +3.0% per quarter from simply owning every 13F stock. It beat that baseline in only 51.7% of quarters (excess t = -0.10, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-0.2%
t-stat
-0.10
Quarterly win rate
52%
Annualized excess
+0.4%
$1 → follow vs universe
$2.12 vs $2.06
Cumulative return: $1 invested in new picks vs universe
1.00 20180630: universe 0.92120180930: universe 0.96320190630: universe 1.03620190930: universe 1.11420191231: universe 0.89820200331: universe 1.08320200630: universe 1.19620200930: universe 1.46720201231: universe 1.53420210331: universe 1.54820210630: universe 1.67220210930: universe 1.50120211231: universe 1.27720220331: universe 1.37120220630: universe 1.27020220930: universe 1.36420221231: universe 1.26720230331: universe 1.33520230630: universe 1.28720230930: universe 1.46120231231: universe 1.52720240331: universe 1.56120240630: universe 1.70320240930: universe 1.68820241231: universe 1.57620250331: universe 1.71820250630: universe 1.77220250930: universe 1.99220251231: universe 2.061 20180630: follow 1.02320180930: follow 1.05320190630: follow 1.11720190930: follow 1.20920191231: follow 0.96220200331: follow 1.10920200630: follow 1.15020200930: follow 1.28220201231: follow 1.34820210331: follow 1.42820210630: follow 1.34720210930: follow 1.28620211231: follow 1.19920220331: follow 1.26620220630: follow 1.18420220930: follow 1.15020221231: follow 1.13720230331: follow 1.33820230630: follow 1.47820230930: follow 1.78520231231: follow 1.66720240331: follow 1.68720240630: follow 1.88820240930: follow 1.88220241231: follow 1.81920250331: follow 1.82420250630: follow 1.82620250930: follow 2.00420251231: follow 2.116 0.83 1.56 2.29 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 212 · 2026 Q1

Ticker Value Weight QoQ
NVDA $47M
5.6%
HOLD
AAPL $34M
4.0%
HOLD
IVV $29M
3.5%
HOLD
DYNF $26M
3.1%
ADD
ITOT $24M
2.9%
TRIM
BAI $22M
2.6%
ADD
IYW $19M
2.3%
TRIM
IVW $19M
2.2%
ADD
KLAC $19M
2.2%
TRIM
MSFT $17M
2.1%
ADD
GOOGL $17M
2.0%
HOLD
CVLG $16M
1.9%
HOLD
PWR $14M
1.6%
TRIM
SHLD $14M
1.6%
ADD
AVGO $14M
1.6%
HOLD
AMAT $13M
1.5%
HOLD
JPM $13M
1.5%
HOLD
WMT $11M
1.3%
TRIM
MCK $11M
1.3%
TRIM
CSCO $11M
1.3%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

CRMHBANIDMOJPIBPSXXLEXLP

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.