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Portfolio (Quarterly) Guide ↗

Patten Group, Inc.

· CIK 0001633207
13F Portfolio $575.3B AUM 296 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 133 Added 96 Reduced 29 Exited
Page 3 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MAR MARRIOTT INTL INC NEW Consumer Cyclical 7,148.0 $2.3M 0.41% +229.0 +3.3% $327.07 +8.1%
42 AMAT APPLIED MATLS INC Technology 6,461.0 $2.2M 0.38% +413.0 +6.8% $341.79 +27.7%
43 SHY ISHARES TR 26,215.0 $2.2M 0.38% +1K +5.0% $82.57 -0.6%
44 QAI NEW YORK LIFE INVESTMENTS ET 62,060.0 $2.1M 0.37% +9K +16.6% $34.12 +5.3%
45 FANG DIAMONDBACK ENERGY INC Energy 10,149.0 $2.0M 0.35% +506.0 +5.2% $197.79 +1.2%
46 LMBS FIRST TR EXCHANGE-TRADED FD 39,293.0 $2.0M 0.34% +1K +3.0% $49.81 -0.1%
47 ISRG INTUITIVE SURGICAL INC Healthcare 4,233.0 $2.0M 0.34% +644.0 +17.9% $460.99 -7.1%
48 WMB WILLIAMS COS INC Energy 25,342.0 $1.8M 0.32% +206.0 +0.8% $72.78 +6.7%
49 URI UNITED RENTALS INC Industrials 2,524.0 $1.8M 0.32% +216.0 +9.4% $728.56 +33.5%
50 UBER UBER TECHNOLOGIES INC Technology 24,430.0 $1.8M 0.30% +4K +20.6% $71.93 +3.8%
51 DUK DUKE ENERGY CORP NEW Utilities 12,492.0 $1.6M 0.28% +131.0 +1.1% $130.94 -5.1%
52 PG PROCTER & GAMBLE CO Consumer Defensive 11,295.0 $1.6M 0.28% +147.0 +1.3% $144.44 -1.2%
53 FNDF SCHWAB STRATEGIC TR 31,983.0 $1.6M 0.27% +6K +25.2% $48.93 +7.4%
54 ENB ENBRIDGE INC Energy 28,161.0 $1.5M 0.27% +972.0 +3.6% $54.11 +3.9%
55 EFA ISHARES TR 15,677.0 $1.5M 0.27% +856.0 +5.8% $97.13 +4.7%
56 FRDM EA SERIES TRUST 27,804.0 $1.5M 0.26% +2K +9.7% $54.65 +20.1%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 28,920.0 $1.5M 0.25% +874.0 +3.1% $50.20 -6.3%
58 TJX TJX COS INC NEW Consumer Cyclical 8,860.0 $1.4M 0.25% +589.0 +7.1% $159.70 -7.7%
59 CAT CATERPILLAR INC Industrials 1,981.0 $1.4M 0.24% +17.0 +0.9% $708.38 +25.4%
60 PSX PHILLIPS 66 Energy 7,541.0 $1.4M 0.24% +84.0 +1.1% $182.18 -5.9%
Page 3 of 7  ·  133 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 29.9%
Financial Services 16.2%
Industrials 11.7%
Healthcare 10.5%
Consumer Defensive 9.1%
Energy 5.8%
Communication Services 4.9%
Basic Materials 4.3%
Consumer Cyclical 3.6%
Utilities 3.1%