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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 2 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 17,471.0 $5.0M 0.87% +996.0 +6.0% $286.86 +38.8%
22 XOM EXXON MOBIL CORP Energy 29,534.0 $5.0M 0.87% +460.0 +1.6% $169.66 -5.3%
23 CSCO CISCO SYS INC Technology 64,404.0 $5.0M 0.87% +329.0 +0.5% $77.59 +51.4%
24 GLDM WORLD GOLD TR Financial Services 53,559.0 $5.0M 0.86% +2K +3.1% $92.69 -2.9%
25 IEFA ISHARES TR 51,413.0 $4.7M 0.81% +736.0 +1.4% $90.53 +5.7%
26 AGG ISHARES TR 45,516.0 $4.5M 0.79% +478.0 +1.1% $99.27 -1.2%
27 JEPI J P MORGAN EXCHANGE TRADED F 77,789.0 $4.4M 0.77% +5K +6.5% $56.68 -1.2%
28 CVX CHEVRON CORPORATION Energy 20,844.0 $4.3M 0.75% $206.90 -5.9%
29 VCSH VANGUARD SCOTTSDALE FDS 54,000.0 $4.3M 0.74% -3K -4.8% $79.27 -0.6%
30 BND VANGUARD BD INDEX FDS 57,462.0 $4.2M 0.74% +4K +7.6% $73.64 -1.3%
31 GLW CORNING INC Technology 30,408.0 $4.1M 0.72% -251.0 -0.8% $135.97 +32.5%
32 JCPB J P MORGAN EXCHANGE TRADED F 87,025.0 $4.1M 0.71% +6K +7.2% $47.08 -1.3%
33 J P MORGAN EXCHANGE TRADED F 76,790.0 $3.9M 0.68% -5K -6.6% $50.61
34 CB CHUBB LTD SWITZ Financial Services 11,767.0 $3.8M 0.67% $325.93 +0.9%
35 SUB ISHARES TR 35,699.0 $3.8M 0.66% -3K -6.7% $106.50 -0.3%
36 GVI ISHARES TR 35,585.0 $3.8M 0.66% +300.0 +0.8% $106.68 -0.9%
37 LIN LINDE PLC Basic Materials 7,522.0 $3.7M 0.65% -71.0 -0.9% $495.74 +3.4%
38 WMT WALMART INC Consumer Defensive 28,752.0 $3.6M 0.62% +251.0 +0.9% $124.28 +6.4%
39 EFG ISHARES TR 31,598.0 $3.5M 0.61% +3K +8.7% $111.37 +6.6%
40 AMZN AMAZON COM INC Consumer Cyclical 16,724.0 $3.5M 0.60% +2K +13.4% $208.27 +27.0%
Page 2 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%