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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 15 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TEM TEMPUS AI INC Healthcare 5,131.0 $232K 0.04% NEW $45.22 +0.6%
282 DBEF DBX ETF TR 4,692.0 $232K 0.04% -182.0 -3.7% $49.40 +4.5%
283 IYW ISHARES TR 1,238.0 $225K 0.04% $181.42 +31.6%
284 VNQ VANGUARD INDEX FDS 2,489.0 $221K 0.04% -83.0 -3.2% $88.70 +5.9%
285 DHR DANAHER CORP DEL Healthcare 1,162.0 $220K 0.04% $189.63 -13.2%
286 NXPI NXP SEMICONDUCTORS N V Technology 1,078.0 $212K 0.04% -36.0 -3.2% $196.85 +49.4%
287 OUSTER INC 11,528.0 $212K 0.04% NEW $18.37
288 HII HUNTINGTON INGALLS INDS INC Industrials 557.0 $212K 0.04% NEW $379.90 -11.3%
289 LRCX LAM RESEARCH CORP Technology 987.0 $211K 0.04% NEW $213.66 +40.0%
290 MS MORGAN STANLEY Financial Services 1,275.0 $210K 0.04% -21.0 -1.6% $164.57 +18.2%
291 XLK SELECT SECTOR SPDR TR 1,578.0 $210K 0.04% -197.0 -11.1% $132.90 +32.7%
292 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,114.0 $209K 0.04% -8K -72.6% $67.07 +31.6%
293 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,360.0 $204K 0.04% NEW $150.00 -6.3%
294 FLOT ISHARES TR 4,003.0 $204K 0.04% -938.0 -19.0% $50.95 -0.0%
295 XLB SELECT SECTOR SPDR TR 4,069.0 $203K 0.04% NEW $49.97 +0.7%
296 MCK MCKESSON CORP Healthcare 232.0 $201K 0.04% NEW $865.36 -13.7%
Page 15 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%