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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 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BMY BRISTOL-MYERS SQUIBB CO Healthcare 22,330.0 $1.4M 0.23% +3K +15.8% $60.65 -6.0%
62 VEEV VEEVA SYS INC Healthcare 7,483.0 $1.3M 0.23% +86.0 +1.2% $175.66 -11.0%
63 PANW PALO ALTO NETWORKS INC Technology 8,148.0 $1.3M 0.23% +69.0 +0.8% $160.32 +48.6%
64 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 17,043.0 $1.3M 0.23% +2K +12.3% $76.16 +14.0%
65 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 13,087.0 $1.3M 0.22% +817.0 +6.7% $98.42 -2.1%
66 HDV ISHARES TR 9,160.0 $1.2M 0.22% +136.0 +1.5% $135.72 -79.9%
67 SPHD INVESCO EXCH TRADED FD TR II 24,219.0 $1.2M 0.21% +5K +24.8% $49.61 -1.1%
68 CL COLGATE PALMOLIVE CO Consumer Defensive 13,808.0 $1.2M 0.20% +194.0 +1.4% $85.23 +3.4%
69 FPX FIRST TR EXCHANGE-TRADED FD 7,283.0 $1.2M 0.20% +170.0 +2.4% $158.80 +15.9%
70 ACWI ISHARES TR 7,948.0 $1.1M 0.19% +74.0 +0.9% $138.37 +11.4%
71 COIN COINBASE GLOBAL INC Financial Services 6,282.0 $1.1M 0.19% +3K +114.5% $174.61 +21.4%
72 IJT ISHARES TR 7,523.0 $1.1M 0.19% +2K +27.0% $144.70 +9.5%
73 RSG REPUBLIC SVCS INC Industrials 4,969.0 $1.1M 0.19% +397.0 +8.7% $219.02 -4.7%
74 ZTS ZOETIS INC Healthcare 9,011.0 $1.1M 0.18% +561.0 +6.6% $118.21 -36.1%
75 DOV DOVER CORP Industrials 5,070.0 $1.1M 0.18% +70.0 +1.4% $208.45 +2.8%
76 XMMO INVESCO EXCHANGE TRADED FD T 6,949.0 $1.0M 0.17% +176.0 +2.6% $145.02 +13.0%
77 J P MORGAN EXCHANGE TRADED F 7,256.0 $945K 0.16% +2K +49.1% $130.21
78 VGIT VANGUARD SCOTTSDALE FDS 15,555.0 $926K 0.16% +714.0 +4.8% $59.55 -1.6%
79 IUSV ISHARES TR 8,774.0 $897K 0.16% +483.0 +5.8% $102.25 +5.8%
80 VTV VANGUARD INDEX FDS 4,552.0 $893K 0.15% +301.0 +7.1% $196.18 +5.3%
Page 4 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%