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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 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VYMI VANGUARD WHITEHALL FDS 5,920.0 $558K 0.10% +919.0 +18.4% $94.24 +4.9%
102 TTEK TETRA TECH INC NEW Industrials 17,654.0 $532K 0.09% +2K +10.4% $30.12 -11.4%
103 SJNK SPDR SERIES TRUST 21,125.0 $528K 0.09% +13K +158.2% $24.98 -0.1%
104 PLD PROLOGIS INC. Real Estate 3,910.0 $517K 0.09% +115.0 +3.0% $132.18 +7.1%
105 MELI MERCADOLIBRE INC Consumer Cyclical 281.0 $486K 0.08% +98.0 +53.5% $1729.02 -10.8%
106 VTR VENTAS INC Real Estate 5,853.0 $479K 0.08% +31.0 +0.5% $81.78 +7.8%
107 DG DOLLAR GEN CORP Consumer Defensive 4,026.0 $478K 0.08% +448.0 +12.5% $118.73 -14.6%
108 FMDE FIDELITY COVINGTON TRUST 13,165.0 $473K 0.08% +3K +23.6% $35.96 +6.8%
109 ICSH ISHARES TR 9,177.0 $465K 0.08% +1K +17.4% $50.62 -0.2%
110 IAU ISHARES GOLD TR Financial Services 5,235.0 $462K 0.08% +60.0 +1.2% $88.16 -2.4%
111 PM PHILIP MORRIS INTL INC Consumer Defensive 2,706.0 $447K 0.08% +476.0 +21.4% $165.34 +14.0%
112 SPDR SERIES TRUST 14,260.0 $443K 0.08% +906.0 +6.8% $31.08
113 UNP UNION PAC CORP Industrials 1,814.0 $440K 0.08% +64.0 +3.7% $242.62 +11.4%
114 IDV ISHARES TR 10,317.0 $439K 0.08% +4K +58.5% $42.56 +5.4%
115 TXUE THORNBURG ETF TR 13,322.0 $429K 0.07% +2K +15.3% $32.19 +5.6%
116 SRE SEMPRA Utilities 4,399.0 $427K 0.07% +43.0 +1.0% $97.17 -6.7%
117 EWA ISHARES INC 14,428.0 $401K 0.07% +4K +44.0% $27.76 +3.7%
118 REGL PROSHARES TR 4,356.0 $376K 0.07% +259.0 +6.3% $86.41 +1.8%
119 VLO VALERO ENERGY CORP Energy 1,428.0 $353K 0.06% +11.0 +0.8% $247.08 +0.5%
120 BNDX VANGUARD CHARLOTTE FDS 7,074.0 $340K 0.06% +1K +19.9% $48.05 -0.8%
Page 6 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%