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Portfolio (Quarterly) Guide ↗

PATRON PARTNERS, LLC

· CIK 0001841768
13F Portfolio $226M AUM 185 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 71 Added 68 Reduced 8 Exited
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IAU ISHARES GOLD TR Financial Services 2,984.0 $263K 0.12% -100.0 -3.2% $88.16 -4.5%
62 ABT ABBOTT LABORATORIES Healthcare 2,395.0 $246K 0.11% -39.0 -1.6% $102.67 -16.5%
63 PZA INVESCO EXCH TRADED FD TR II 10,558.0 $243K 0.11% -202.0 -1.9% $22.98 +1.0%
64 EOG EOG RES INC Energy 1,637.0 $237K 0.10% -511.0 -23.8% $144.57 -6.8%
65 ACN ACCENTURE PLC IRELAND Technology 1,130.0 $224K 0.10% -493.0 -30.4% $198.29 -10.1%
66 AIRR FIRST TR EXCHANGE TRADED FD 2,011.0 $223K 0.10% -198.0 -9.0% $110.78 +17.5%
67 IJR ISHARES TR 1,767.0 $220K 0.10% -279.0 -13.6% $124.31 +12.4%
68 PLXS PLEXUS CORP Technology 1,002.0 $203K 0.09% -645.0 -39.2% $202.54 +33.9%
Page 4 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.3%
Financial Services 18.7%
Healthcare 11.1%
Consumer Cyclical 9.7%
Industrials 9.7%
Consumer Defensive 9.4%
Energy 6.6%
Communication Services 5.9%
Utilities 2.1%
Basic Materials 1.4%