Arkolith/Funds/Patton Fund Management, Inc.

Patton Fund Management, Inc.

CIK 1689232
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Patton Fund Management, Inc. holds a diversified book of 86 reported positions worth $462.4M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Vanguard Ftse Emerging Marke. Their largest long position is Ishares 7-10 Year Treasury B at 11% of the reported non-option book. Cloning the disclosed picks since 2024 would be +31% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.3%
+15.5%/yr · since Oct '24
Their reported book
+29.9%
held from quarter-end
S&P 500
+34.6%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Patton Fund Management, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Patton Fund Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
41%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

60% mapped to company sectors

ETFs / funds
40%
Information Technology
23%
Industrials
11%
Financials
7%
Materials
6%
Consumer Staples
3%
Consumer Discretionary
3%
Communication Services
3%

+4 sectors below the cut, 5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Patton Fund Management, Inc.

Manager / fundShared namesTheir $ in those
Uhlmann Price Securities, LLC32 / 80$2.4B
Outlook Capital Management, LLC11 / 80$276.5M
Anther Capital Ltd10 / 80$3.4B
WT Asset Management Ltd9 / 80$3.6B
Trust Asset Management LLC35 / 80$1.0B
Blue Whale Capital LLP8 / 80$2.0B
Telligent Fund, LP10 / 80$80.5M
Sassicaia Capital Advisers LLC9 / 80$132.7M

Ranked by the share of each fund's own book sitting in the names it shares with Patton Fund Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

86 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
7-10 YR TRSY BD
$49.4M522.5K
10.7%
+2.5%
Added · +13K sh
2Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$21.6M362.2K
4.7%
−1.5%
Reduced · −6K sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$20.1M26.9K
4.3%
−1.5%
Reduced · −413 sh
4Ishares TR
RUSSELL 2000 ETF
$19.8M65.8K
4.3%
−5.0%
Reduced · −3K sh
5Ishares TR
RUS MID CAP ETF
$18.2M164.8K
3.9%
−2.7%
Reduced · −5K sh
6Ishares TR
MSCI EAFE ETF
$16.3M156.8K
3.5%
−3.8%
Reduced · −6K sh
7Berkshire Hathaway Inc Del
CL B NEW
$15.9M31.9K
3.4%
+3.1%
Added · +965 sh
8SPDR Series Trust
ST STR DOW REIT
$12.1M107.5K
2.6%
−6.1%
Reduced · −7K sh
9Invesco Actvely MNGD Etc FD
OPTIMUM YIELD
$8.1M507.5K
1.7%
−0.9%
Reduced · −5K sh
10Ishares Gold TR
ISHARES NEW
$7.9M105.0K
1.7%
+11%
Added · +10K sh
11Vanguard Index FDS
REAL ESTATE ETF
$6.9M71.3K
1.5%
+3.5%
Added · +2K sh
12Sandisk Corp
COM
$6.7M2.9K
1.4%
−56%
Reduced · −4K sh
13Intel Corp
COM
$6.3M44.8K
1.4%
−34%
Reduced · −23K sh
14Micron Technology Inc
COM
$6.2M5.3K
1.3%
−34%
Reduced · −3K sh
15Palo Alto Networks Inc
COM
$5.7M16.7K
1.2%
12×
Added · +15K sh
16Lam Research Corp
COM NEW
$5.4M12.4K
1.2%
−32%
Reduced · −6K sh
17Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$5.3M73.8K
1.1%
+9.5%
Added · +6K sh
18Kla Corp
COM NEW
$5.2M17.3K
1.1%
+575%
Added · +15K sh
19Hunt J B Trans Svcs Inc
COM
$5.2M18.0K
1.1%
+39%
Added · +5K sh
20Johnson Controls Internation
SHS
$5.1M34.7K
1.1%
+77%
Added · +15K sh
21Teradyne Inc
COM
$5.0M10.4K
1.1%
−31%
Reduced · −5K sh
22Datadog Inc
CL A COM
$5.0M19.2K
1.1%
+704%
Added · +17K sh
23Crowdstrike Hldgs Inc
CL A
$4.9M6.5K
1.1%
+765%
Added · +6K sh
24Archer Daniels Midland Co
COM
$4.9M63.9K
1.1%
17×
Added · +60K sh
25CVS Health Corp
COM
$4.9M47.2K
1.1%
+37%
Added · +13K sh
26Ge Vernova Inc
COM
$4.9M4.1K
1.1%
−30%
Reduced · −2K sh
27Applied Matls Inc
COM
$4.9M6.7K
1.1%
−33%
Reduced · −3K sh
28Vertiv Holdings Co
COM CL A
$4.8M14.5K
1.0%
−30%
Reduced · −6K sh
29Seagate Technology HLDNGS PL
ORD SHS
$4.8M5.0K
1.0%
−49%
Reduced · −5K sh
30Coherent Corp
COM
$4.8M12.1K
1.0%
+868%
Added · +11K sh
31Analog Devices Inc
COM
$4.7M11.9K
1.0%
15×
Added · +11K sh
32Comfort Sys USA Inc
COM
$4.7M2.4K
1.0%
−31%
Reduced · −1K sh
33Western Digital Corp
COM
$4.6M7.2K
1.0%
−34%
Reduced · −4K sh
34Howmet Aerospace Inc
COM
$4.6M17.0K
1.0%
+53%
Added · +6K sh
35Ciena Corp
COM NEW
$4.6M9.3K
1.0%
−30%
Reduced · −4K sh
36Lumentum Hldgs Inc
COM
$4.5M5.2K
1.0%
−30%
Reduced · −2K sh
37Texas Instrs Inc
COM
$4.3M14.5K
0.9%
11×
Added · +13K sh
38Targa Res Corp
COM
$4.3M15.9K
0.9%
13×
Added · +15K sh
39Corning Inc
COM
$4.2M16.5K
0.9%
−32%
Reduced · −8K sh
40Dell Technologies Inc
CL C
$4.2M9.7K
0.9%
+287%
Added · +7K sh
41Monster Beverage Corp New
COM
$4.0M42.0K
0.9%
−31%
Reduced · −19K sh
42Dupont De Nemours Inc
COMMON STOCK
$4.0M29.7K
0.9%
New
New position
43Ishares TR
TRUST ISHARE 0-1
$4.0M36.2K
0.9%
+3.0%
Added · +1K sh
44Wabtec
COM
$4.0M14.8K
0.9%
+31%
Added · +4K sh
45Jabil Inc
COM
$3.9M10.2K
0.9%
−32%
Reduced · −5K sh
46Generac Hldgs Inc
COM
$3.9M13.3K
0.8%
−32%
Reduced · −6K sh
47Emcor Group Inc
COM
$3.8M4.6K
0.8%
−31%
Reduced · −2K sh
48Steel Dynamics Inc
COM
$3.7M16.0K
0.8%
−32%
Reduced · −7K sh
49MGM Resorts International
COM
$3.6M75.6K
0.8%
11×
Added · +69K sh
50Rockwell Automation Inc
COM
$3.5M7.1K
0.8%
−32%
Reduced · −3K sh
Showing 50 of 86 positions
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Filing history

As-of date vs the date the SEC received each filing

$746.0M · Q4 2025Q3 2024 · $484.1MQ2 2026 · $462.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 202613d86$462.4M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622d488$588.7M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202623d472$746.0M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202514d457$556.3M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202516d467$456.5M13F-HR
Q1 2025Mar 31, 2025Apr 17, 202517d76$413.0M13F-HR
Q4 2024Dec 31, 2024Jan 23, 202523d76$510.4M13F-HR
Q3 2024Sep 30, 2024Oct 16, 202416d76$484.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.