Patton Fund Management as of Sept. 30, 2024
Portfolio Holdings for Patton Fund Management
Patton Fund Management holds 76 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 9.0 | $44M | 444k | 98.12 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.9 | $19M | 397k | 47.85 | |
| Ishares Tr Msci Eafe Etf (EFA) | 3.6 | $18M | 211k | 83.63 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.5 | $17M | 29k | 573.76 | |
| Ishares Tr Russell 2000 Etf (IWM) | 3.2 | $16M | 71k | 220.89 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 3.0 | $15M | 167k | 88.14 | |
| Spdr Ser Tr Dj Reit Etf (RWR) | 2.9 | $14M | 134k | 106.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $14M | 30k | 460.26 | |
| Ishares Gold Tr Ishares New (IAU) | 1.5 | $7.1M | 143k | 49.70 | |
| Ventas (VTR) | 1.5 | $7.1M | 110k | 64.13 | |
| Monolithic Power Systems (MPWR) | 1.5 | $7.1M | 7.7k | 924.50 | |
| Pulte (PHM) | 1.4 | $6.7M | 47k | 143.53 | |
| Arista Networks | 1.4 | $6.7M | 17k | 383.82 | |
| Simon Property (SPG) | 1.3 | $6.5M | 39k | 169.02 | |
| Nrg Energy Com New (NRG) | 1.3 | $6.5M | 72k | 91.10 | |
| NVIDIA Corporation (NVDA) | 1.3 | $6.5M | 54k | 121.44 | |
| NVR (NVR) | 1.3 | $6.4M | 656.00 | 9811.80 | |
| Costco Wholesale Corporation (COST) | 1.3 | $6.4M | 7.2k | 886.52 | |
| Eli Lilly & Co. (LLY) | 1.3 | $6.3M | 7.2k | 885.94 | |
| Fair Isaac Corporation (FICO) | 1.3 | $6.3M | 3.3k | 1943.52 | |
| Lennar Corp Cl A (LEN) | 1.3 | $6.3M | 34k | 187.48 | |
| Kkr & Co (KKR) | 1.3 | $6.3M | 48k | 130.58 | |
| D.R. Horton (DHI) | 1.3 | $6.2M | 33k | 190.77 | |
| ResMed (RMD) | 1.2 | $6.0M | 25k | 244.12 | |
| Garmin SHS (GRMN) | 1.2 | $6.0M | 34k | 176.03 | |
| Travelers Companies (TRV) | 1.2 | $6.0M | 26k | 234.12 | |
| Parker-Hannifin Corporation (PH) | 1.2 | $6.0M | 9.5k | 631.82 | |
| Godaddy Cl A (GDDY) | 1.2 | $5.9M | 38k | 156.78 | |
| Netflix (NFLX) | 1.2 | $5.9M | 8.3k | 709.27 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.2 | $5.7M | 428k | 13.43 | |
| Axon Enterprise (AXON) | 1.2 | $5.7M | 14k | 399.60 | |
| Universal Hlth Svcs CL B (UHS) | 1.2 | $5.7M | 25k | 229.01 | |
| Bank of New York Mellon Corporation (BK) | 1.2 | $5.7M | 79k | 71.86 | |
| Western Digital (WDC) | 1.2 | $5.7M | 83k | 68.29 | |
| Kla Corp Com New (KLAC) | 1.2 | $5.7M | 7.3k | 774.41 | |
| Broadcom (AVGO) | 1.1 | $5.6M | 32k | 172.50 | |
| Trane Technologies SHS (TT) | 1.1 | $5.5M | 14k | 388.73 | |
| Royal Caribbean Cruises (RCL) | 1.1 | $5.4M | 31k | 177.36 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $5.4M | 12k | 465.08 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $5.4M | 32k | 165.85 | |
| DaVita (DVA) | 1.1 | $5.2M | 32k | 163.93 | |
| At&t (T) | 1.1 | $5.2M | 236k | 22.00 | |
| Meta Platforms Cl A (META) | 1.1 | $5.2M | 9.0k | 572.44 | |
| Progressive Corporation (PGR) | 1.1 | $5.1M | 20k | 253.76 | |
| United Rentals (URI) | 1.0 | $5.0M | 6.2k | 809.73 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.0 | $4.9M | 44k | 109.53 | |
| Brown & Brown (BRO) | 1.0 | $4.8M | 46k | 103.60 | |
| Diamondback Energy (FANG) | 1.0 | $4.8M | 28k | 172.40 | |
| Applied Materials (AMAT) | 1.0 | $4.8M | 24k | 202.05 | |
| Amphenol Corp Cl A (APH) | 0.9 | $4.5M | 69k | 65.16 | |
| McKesson Corporation (MCK) | 0.9 | $4.5M | 9.1k | 494.42 | |
| Broadridge Financial Solutions (BR) | 0.9 | $4.4M | 21k | 215.03 | |
| Moody's Corporation (MCO) | 0.9 | $4.4M | 9.3k | 474.59 | |
| Targa Res Corp (TRGP) | 0.9 | $4.3M | 29k | 148.01 | |
| Ishares Tr Short Treas Bd (SHV) | 0.9 | $4.3M | 39k | 110.63 | |
| Nxp Semiconductors N V (NXPI) | 0.9 | $4.2M | 18k | 240.01 | |
| Teradyne (TER) | 0.9 | $4.2M | 31k | 133.93 | |
| Digital Realty Trust (DLR) | 0.9 | $4.2M | 26k | 161.83 | |
| Eaton Corp SHS (ETN) | 0.9 | $4.1M | 13k | 331.44 | |
| Ingersoll Rand (IR) | 0.9 | $4.1M | 42k | 98.16 | |
| FedEx Corporation (FDX) | 0.8 | $4.1M | 15k | 273.68 | |
| Capital One Financial (COF) | 0.8 | $4.0M | 26k | 149.73 | |
| Cummins (CMI) | 0.8 | $3.9M | 12k | 323.79 | |
| Discover Financial Services | 0.8 | $3.9M | 28k | 140.29 | |
| Motorola Solutions Com New (MSI) | 0.8 | $3.8M | 8.5k | 449.63 | |
| Amgen (AMGN) | 0.8 | $3.7M | 11k | 322.21 | |
| W.R. Berkley Corporation (WRB) | 0.7 | $3.6M | 63k | 56.73 | |
| Linde SHS (LIN) | 0.6 | $3.1M | 6.5k | 476.86 | |
| O'reilly Automotive (ORLY) | 0.6 | $3.1M | 2.7k | 1151.60 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $2.3M | 23k | 97.42 | |
| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.4 | $1.8M | 84k | 21.00 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.3M | 5.4k | 243.06 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $767k | 15k | 52.81 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $655k | 7.9k | 83.15 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $280k | 530.00 | 527.67 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $237k | 2.6k | 91.31 |