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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 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 V VISA INC Financial Services 38,455.0 $11.6M 2.02% -494.0 -1.3% $302.24 +6.7%
2 IWF ISHARES TR 23,784.0 $10.1M 1.76% -1K -4.8% $426.39 -70.8%
3 IVV ISHARES TR 10,928.0 $7.1M 1.24% -420.0 -3.7% $653.19 +13.7%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,470.0 $6.8M 1.18% -886.0 -7.8% $650.32 +13.7%
5 KMB KIMBERLY-CLARK CORP Consumer Defensive 62,433.0 $6.0M 1.05% -1K -2.3% $96.47 +0.2%
6 VCSH VANGUARD SCOTTSDALE FDS 54,000.0 $4.3M 0.74% -3K -4.8% $79.27 -0.6%
7 GLW CORNING INC Technology 30,408.0 $4.1M 0.72% -251.0 -0.8% $135.97 +53.2%
8 J P MORGAN EXCHANGE TRADED F 76,790.0 $3.9M 0.68% -5K -6.6% $50.61
9 SUB ISHARES TR 35,699.0 $3.8M 0.66% -3K -6.7% $106.50 -0.3%
10 LIN LINDE PLC Basic Materials 7,522.0 $3.7M 0.65% -71.0 -0.9% $495.74 +3.2%
11 XYL XYLEM INC Industrials 28,741.0 $3.4M 0.60% -246.0 -0.8% $119.50 -8.4%
12 EMR EMERSON ELEC CO Industrials 25,887.0 $3.4M 0.59% -231.0 -0.9% $131.02 +5.2%
13 BSV VANGUARD BD INDEX FDS 41,957.0 $3.3M 0.57% -955.0 -2.2% $78.41 -0.8%
14 CARR CARRIER GLOBAL CORPORATION Industrials 57,532.0 $3.2M 0.56% -2K -4.1% $56.31 +14.8%
15 BIL SPDR SERIES TRUST 34,951.0 $3.2M 0.56% -3K -8.3% $91.64 -0.1%
16 NEE NEXTERA ENERGY INC Utilities 31,047.0 $2.9M 0.50% -268.0 -0.9% $92.88 +3.0%
17 SYK STRYKER CORPORATION Healthcare 8,293.0 $2.7M 0.47% -91.0 -1.1% $328.58 -7.0%
18 NVS NOVARTIS AG Healthcare 17,026.0 $2.6M 0.45% -108.0 -0.6% $152.75 -2.0%
19 VMC VULCAN MATLS CO Basic Materials 9,158.0 $2.5M 0.43% -241.0 -2.6% $272.29 +1.0%
20 SLV ISHARES SILVER TR Financial Services 36,465.0 $2.5M 0.43% -1K -3.8% $68.14 +1.3%
Page 1 of 5  ·  96 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%