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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 10 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PLXS PLEXUS CORP Technology 1,002.0 $203K 0.09% -645.0 -39.2% $202.54 +32.4%
182 NVS NOVARTIS AG Healthcare 1,325.0 $202K 0.09% NEW $152.75 -1.1%
183 SPE SPECIAL OPPORTUNITIES FD INC Financial Services 14,274.0 $196K 0.09% +449.0 +3.2% $13.76 +1.6%
184 SABA SABA CAPITAL INCOME & OPPORT Financial Services 16,490.0 $137K 0.06% $8.32 +2.6%
185 374WATER INC 15,000.0 $43K 0.02% +1K +7.1% $2.84
Page 10 of 10  ·  185 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%