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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 9 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RTX RTX CORPORATION Industrials 1,345.0 $259K 0.12% NEW $192.92 -8.5%
162 PTY PIMCO CORPORATE & INCOME OPP Financial Services 21,381.0 $258K 0.11% $12.06 -2.0%
163 TYL TYLER TECHNOLOGIES INC Technology 726.0 $249K 0.11% +175.0 +31.8% $342.38 -11.6%
164 ABT ABBOTT LABORATORIES Healthcare 2,395.0 $246K 0.11% -39.0 -1.6% $102.67 -16.5%
165 PZA INVESCO EXCH TRADED FD TR II 10,558.0 $243K 0.11% -202.0 -1.9% $22.98 +1.0%
166 NRG NRG ENERGY INC Utilities 1,646.0 $241K 0.11% NEW $146.16 -5.6%
167 SCI SERVICE CORP INTL Consumer Cyclical 2,900.0 $239K 0.11% $82.51 -6.7%
168 CANADIAN PACIFIC KANSAS CITY 3,040.0 $239K 0.11% $78.66
169 LUNR INTUITIVE MACHINES INC Industrials 12,849.0 $238K 0.10% NEW $18.56 +117.3%
170 EOG EOG RES INC Energy 1,637.0 $237K 0.10% -511.0 -23.8% $144.57 -7.1%
171 APH AMPHENOL CORP Technology 1,851.0 $234K 0.10% NEW $126.35 +11.0%
172 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 388.0 $230K 0.10% NEW $592.98 -3.7%
173 ACN ACCENTURE PLC IRELAND Technology 1,130.0 $224K 0.10% -493.0 -30.4% $198.29 -11.1%
174 AIRR FIRST TR EXCHANGE TRADED FD 2,011.0 $223K 0.10% -198.0 -9.0% $110.78 +16.8%
175 AXON AXON ENTERPRISE INC Industrials 524.0 $223K 0.10% $424.69 -7.9%
176 IJR ISHARES TR 1,767.0 $220K 0.10% -279.0 -13.6% $124.31 +12.3%
177 XLU SELECT SECTOR SPDR TR 4,661.0 $214K 0.09% NEW $45.89 -1.6%
178 XLC SELECT SECTOR SPDR TR 1,882.0 $209K 0.09% $110.86 +4.9%
179 VONG VANGUARD SCOTTSDALE FDS 1,890.0 $207K 0.09% $109.70 +18.0%
180 GD GENERAL DYNAMICS CORP Industrials 601.0 $206K 0.09% NEW $343.44 -0.2%
Page 9 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%