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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 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 24.0 $17.2M 3.00% NEW $718140.00
2 AZN ASTRAZENECA PLC Healthcare 30,089.0 $5.9M 1.02% NEW $195.32 -7.0%
3 PINNACLE FINL PARTNERS INC 19,603.0 $1.7M 0.29% NEW $86.14
4 ALLW SSGA ACTIVE TR 29,542.0 $852K 0.15% NEW $28.85 +2.5%
5 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 39,918.0 $641K 0.11% NEW $16.07 +10.9%
6 MU MICRON TECHNOLOGY INC Technology 1,725.0 $583K 0.10% NEW $337.93 +129.6%
7 LITE LUMENTUM HLDGS INC Technology 824.0 $579K 0.10% NEW $702.76 +42.6%
8 CORT CORCEPT THERAPEUTICS INC Healthcare 12,879.0 $519K 0.09% NEW $40.31 +44.6%
9 ANET ARISTA NETWORKS INC Technology 4,175.0 $513K 0.09% NEW $122.78 +15.6%
10 FIX COMFORT SYS USA INC Industrials 366.0 $505K 0.09% NEW $1378.99 +48.1%
11 AXTI AXT INC Technology 8,779.0 $500K 0.09% NEW $56.98 +117.2%
12 POWL POWELL INDS INC Industrials 854.0 $462K 0.08% NEW $541.08 -45.1%
13 SYM SYMBOTIC INC Industrials 8,488.0 $452K 0.08% NEW $53.20 -5.7%
14 PLTR PALANTIR TECHNOLOGIES INC Technology 2,843.0 $416K 0.07% NEW $146.28 -8.6%
15 WSO WATSCO INC Industrials 1,134.0 $413K 0.07% NEW $363.79 +14.4%
16 BUCK SIMPLIFY EXCHANGE TRADED FUN 17,011.0 $400K 0.07% NEW $23.51 -0.1%
17 CORZ CORE SCIENTIFIC INC NEW Technology 26,487.0 $396K 0.07% NEW $14.96 +66.6%
18 HUT 8 CORP 8,185.0 $384K 0.07% NEW $46.91
19 HCA HCA HEALTHCARE INC Healthcare 788.0 $373K 0.07% NEW $473.24 -8.6%
20 ALAB ASTERA LABS INC Technology 3,384.0 $371K 0.06% NEW $109.60 +112.3%
Page 1 of 2  ·  32 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%