PATTON FUND MANAGEMENT, INC. — 13F Holdings & Portfolio

CIK 1689232 · latest 13F-HR filed 2026-07-13

PATTON FUND MANAGEMENT, INC. manages $462.4M in 13F-reported U.S. long-equity assets across 86 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IEF (10.69%), VWO (4.68%), SPY (4.34%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 404, added to 44, and trimmed 31.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
8117 PRESTON ROAD
SUITE 300
DALLAS, TX 75225
Phone
(214) 234-9900
Filing Manager
PATTON FUND MANAGEMENT, INC.
New York, NY
Signatory
Mark Patton
President
Loading holdings…
AUM

$462.4M

Long-equity book

Holdings

86

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+2 / −404 / ↑44 / ↓31

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PALO ALTO NETWORKS INC$5.5M +2552.5%
  • DATADOG INC$4.7M +1673.2%
  • CROWDSTRIKE HLDGS INC$4.6M +1590.1%
  • ARCHER DANIELS MIDLAND CO$4.6M +1705.9%
  • COHERENT CORP$4.5M +1502.8%
Show all 44

Top Trims

  • CF INDUSTRIES HOLD-$2.1M -41.8%
  • ALBEMARLE CORP-$1.5M -50.5%
  • BAKER HUGHES COMPANY-$1.3M -38.3%
  • WALMART INC-$1.3M -39.3%
  • EMCOR GROUP INC-$1.1M -22.1%
Show all 31

New Positions

  • DUPONT DE NEMOURS INC$4.0M
  • ISHARES TR$1.5M
Show all 2

Exited Positions

  • INVESCO EXCHANGE TRADED FD T$27.5M
  • MODERNA INC$4.5M
  • C H ROBINSON WORLDWIDE IN$4.2M
  • HUNTINGTON INGALLS INDS INC$4.0M
  • ATMOS ENERGY CORP$3.9M
Show all 404
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IEF 464287440 $49.4M 10.69% 522,470 SH
2 VANGUARD INTL EQUITY INDEX F VWO 922042858 $21.6M 4.68% 362,178 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $20.1M 4.34% 26,880 SH
4 ISHARES TR IWM 464287655 $19.8M 4.27% 65,767 SH
5 ISHARES TR IWR 464287499 $18.2M 3.93% 164,789 SH
6 ISHARES TR EFA 464287465 $16.3M 3.52% 156,767 SH
7 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $15.9M 3.45% 31,857 SH
8 SPDR SERIES TRUST RWR 78464A607 $12.1M 2.63% 107,494 SH
9 INVESCO ACTVELY MNGD ETC FD PDBC 46090F100 $8.1M 1.74% 507,468 SH
10 ISHARES GOLD TR IAU 464285204 $7.9M 1.71% 104,950 SH
11 VANGUARD INDEX FDS VNQ 922908553 $6.9M 1.49% 71,281 SH
12 SANDISK CORP SNDK 80004C200 $6.7M 1.45% 2,942 SH
13 INTEL CORP INTC 458140100 $6.3M 1.35% 44,781 SH
14 MICRON TECHNOLOGY INC MU 595112103 $6.2M 1.33% 5,337 SH
15 PALO ALTO NETWORKS INC PANW 697435105 $5.7M 1.23% 16,697 SH
16 LAM RESEARCH CORP LRCX 512807306 $5.4M 1.17% 12,439 SH
17 VANGUARD TAX-MANAGED FDS VEA 921943858 $5.3M 1.14% 73,757 SH
18 KLA CORP KLAC 482480100 $5.2M 1.13% 17,325 SH
19 HUNT J B TRANS SVCS INC JBHT 445658107 $5.2M 1.13% 17,984 SH
20 JOHNSON CONTROLS INTERNATION JCI G51502105 $5.1M 1.10% 34,732 SH
21 TERADYNE INC TER 880770102 $5.0M 1.09% 10,391 SH
22 DATADOG INC DDOG 23804L103 $5.0M 1.08% 19,167 SH
23 CROWDSTRIKE HLDGS INC CRWD 22788C105 $4.9M 1.07% 6,476 SH
24 ARCHER DANIELS MIDLAND CO ADM 039483102 $4.9M 1.06% 63,916 SH
25 CVS HEALTH CORP CVS 126650100 $4.9M 1.06% 47,156 SH
26 GE VERNOVA INC GEV 36828A101 $4.9M 1.05% 4,141 SH
27 APPLIED MATLS INC AMAT 038222105 $4.9M 1.05% 6,718 SH
28 VERTIV HOLDINGS CO VRT 92537N108 $4.8M 1.05% 14,456 SH
29 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $4.8M 1.04% 4,994 SH
30 COHERENT CORP COHR 19247G107 $4.8M 1.03% 12,118 SH
31 ANALOG DEVICES INC ADI 032654105 $4.7M 1.02% 11,879 SH
32 COMFORT SYS USA INC FIX 199908104 $4.7M 1.01% 2,353 SH
33 WESTERN DIGITAL CORP WDC 958102105 $4.6M 0.99% 7,190 SH
34 HOWMET AEROSPACE INC HWM 443201108 $4.6M 0.99% 17,026 SH
35 CIENA CORP CIEN 171779309 $4.6M 0.99% 9,290 SH
36 LUMENTUM HLDGS INC LITE 55024U109 $4.5M 0.96% 5,187 SH
37 TEXAS INSTRS INC TXN 882508104 $4.3M 0.93% 14,486 SH
38 TARGA RES CORP TRGP 87612G101 $4.3M 0.92% 15,932 SH
39 CORNING INC GLW 219350105 $4.2M 0.91% 16,511 SH
40 DELL TECHNOLOGIES INC DELL 24703L202 $4.2M 0.91% 9,711 SH
41 MONSTER BEVERAGE CORP NEW MNST 61174X109 $4.0M 0.87% 41,990 SH
42 DUPONT DE NEMOURS INC DD 26614N201 $4.0M 0.87% 29,676 SH
43 ISHARES TR SHV 464288679 $4.0M 0.86% 36,222 SH
44 WABTEC WAB 929740108 $4.0M 0.86% 14,774 SH
45 JABIL INC JBL 466313103 $3.9M 0.85% 10,223 SH
46 GENERAC HLDGS INC GNRC 368736104 $3.9M 0.84% 13,301 SH
47 EMCOR GROUP INC EME 29084Q100 $3.8M 0.82% 4,566 SH
48 STEEL DYNAMICS INC STLD 858119100 $3.7M 0.80% 16,034 SH
49 MGM RESORTS INTERNATIONAL MGM 552953101 $3.6M 0.78% 75,562 SH
50 ROCKWELL AUTOMATION INC ROK 773903109 $3.5M 0.76% 7,089 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $462.4M 86 0001172661-26-002602
2026-03-31 2026-04-22 $588.7M 488 0001172661-26-001523
2025-12-31 2026-01-23 $746.0M 472 0001172661-26-000296