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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 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INC Technology 9,093.0 $1.2M 0.20% -2K -20.8% $128.78 +61.9%
42 TFC TRUIST FINL CORP Financial Services 24,567.0 $1.1M 0.20% -684.0 -2.7% $45.97 +2.1%
43 VIGI VANGUARD WHITEHALL FDS 12,638.0 $1.1M 0.19% -167.0 -1.3% $88.46 +4.5%
44 SPMO INVESCO EXCH TRADED FD TR II 9,472.0 $1.1M 0.18% -142.0 -1.5% $112.11 +28.3%
45 ALC ALCON AG Healthcare 13,286.0 $1.0M 0.17% -943.0 -6.6% $75.35 -13.4%
46 IWD ISHARES TR 4,620.0 $987K 0.17% -134.0 -2.8% $213.67 +8.8%
47 IWB ISHARES TR 2,679.0 $955K 0.17% -276.0 -9.3% $356.56 +12.9%
48 D DOMINION ENERGY INC Utilities 15,125.0 $935K 0.16% -78.0 -0.5% $61.82 +10.2%
49 IGV ISHARES TR 11,412.0 $914K 0.16% -6K -33.0% $80.05 +13.9%
50 ORCL ORACLE CORP Technology 5,566.0 $819K 0.14% -456.0 -7.6% $147.12 +27.9%
51 QQQ INVESCO QQQ TR Financial Services 1,400.0 $808K 0.14% -109.0 -7.2% $577.18 +23.1%
52 VTI VANGUARD INDEX FDS 2,420.0 $776K 0.14% -68.0 -2.7% $320.79 +13.0%
53 ABT ABBOTT LABORATORIES Healthcare 7,294.0 $749K 0.13% -206.0 -2.8% $102.67 -17.3%
54 TLT ISHARES TR 8,275.0 $717K 0.12% -938.0 -10.2% $86.69 -3.5%
55 HD HOME DEPOT INC Consumer Cyclical 2,160.0 $710K 0.12% -12.0 -0.6% $328.86 -9.2%
56 LMT LOCKHEED MARTIN CORP Industrials 1,134.0 $685K 0.12% -321.0 -22.1% $604.39 -14.9%
57 UNH UNITEDHEALTH GROUP INC Healthcare 2,516.0 $681K 0.12% -1K -31.9% $270.59 +42.6%
58 JVAL J P MORGAN EXCHANGE TRADED F 11,658.0 $570K 0.10% -180.0 -1.5% $48.86 +11.9%
59 GOVT ISHARES TR 24,763.0 $567K 0.10% -389.0 -1.6% $22.91 -1.5%
60 SPTM SPDR SERIES TRUST 6,331.0 $501K 0.09% -123.0 -1.9% $79.06 +13.1%
Page 3 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%