$104 Million is the total value of PATRON PARTNERS, LLC's 141 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-03-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROSPERITY BANCSHARES INC COM | 12 | Q3 2023 | 16.0% |
| APPLE INC COM | 12 | Q3 2023 | 6.7% |
| AMAZON COM INC COM | 12 | Q3 2023 | 5.8% |
| MICROSOFT CORP COM | 12 | Q3 2023 | 3.7% |
| PROCTER AND GAMBLE CO COM | 12 | Q3 2023 | 4.4% |
| COSTCO WHSL CORP NEW COM | 12 | Q3 2023 | 2.2% |
| EXXON MOBIL CORP COM | 12 | Q3 2023 | 3.2% |
| NIKE INC CL B | 12 | Q3 2023 | 2.3% |
| CHEVRON CORP NEW COM | 12 | Q3 2023 | 2.5% |
| METTLER TOLEDO INTERNATIONAL COM | 12 | Q3 2023 | 1.6% |
View PATRON PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-20 |
View PATRON PARTNERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.