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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 12 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PLTR PALANTIR TECHNOLOGIES INC Technology 2,843.0 $416K 0.07% NEW $146.28 -8.6%
222 WSO WATSCO INC Industrials 1,134.0 $413K 0.07% NEW $363.79 +8.4%
223 CRBN ISHARES TR 1,812.0 $404K 0.07% -85.0 -4.5% $222.81 +11.5%
224 EWA ISHARES INC 14,428.0 $401K 0.07% +4K +44.0% $27.76 +3.5%
225 VOO VANGUARD INDEX FDS 670.0 $400K 0.07% -28.0 -4.0% $597.55 +13.3%
226 BUCK SIMPLIFY EXCHANGE TRADED FUN 17,011.0 $400K 0.07% NEW $23.51 +0.1%
227 CORZ CORE SCIENTIFIC INC NEW Technology 26,487.0 $396K 0.07% NEW $14.96 +54.2%
228 SPYM SPDR SERIES TRUST 5,176.0 $396K 0.07% -80.0 -1.5% $76.54 +13.4%
229 HDEF DBX ETF TR 12,169.0 $394K 0.07% -168.0 -1.4% $32.41 +2.3%
230 BE BLOOM ENERGY CORP Industrials 2,895.0 $392K 0.07% -47.0 -1.6% $135.49 +89.5%
231 EWP ISHARES INC 7,185.0 $390K 0.07% -444.0 -5.8% $54.31 +3.8%
232 HUT 8 CORP 8,185.0 $384K 0.07% NEW $46.91
233 JIRE J P MORGAN EXCHANGE TRADED F 5,040.0 $382K 0.07% -75.0 -1.5% $75.74 +4.7%
234 REGL PROSHARES TR 4,356.0 $376K 0.07% +259.0 +6.3% $86.41 +2.0%
235 HCA HCA HEALTHCARE INC Healthcare 788.0 $373K 0.07% NEW $473.24 -9.9%
236 ALAB ASTERA LABS INC Technology 3,384.0 $371K 0.06% NEW $109.60 +96.5%
237 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,931.0 $367K 0.06% -221.0 -5.3% $93.32 +3.1%
238 IGSB ISHARES TR 6,932.0 $364K 0.06% -78.0 -1.1% $52.56 -0.6%
239 APLD APPLIED DIGITAL CORP Technology 15,157.0 $360K 0.06% NEW $23.74 +62.8%
240 VIKING HOLDINGS LTD 4,891.0 $359K 0.06% NEW $73.48
Page 12 of 15  ·  296 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%