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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 4 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 T AT&T INC Communication Services 90,022.0 $2.6M 0.45% +451.0 +0.5% $28.99 -15.6%
62 NVS NOVARTIS AG Healthcare 17,026.0 $2.6M 0.45% -108.0 -0.6% $152.75 -2.1%
63 VO VANGUARD INDEX FDS 8,913.0 $2.6M 0.45% $287.19 -73.4%
64 AMD ADVANCED MICRO DEVICES INC Technology 12,366.0 $2.5M 0.44% +3K +30.6% $203.43 +106.0%
65 PVAL PUTNAM ETF TRUST 53,907.0 $2.5M 0.43% +6K +11.8% $46.40 +7.1%
66 VMC VULCAN MATLS CO Basic Materials 9,158.0 $2.5M 0.43% -241.0 -2.6% $272.29 -1.8%
67 SLV ISHARES SILVER TR Financial Services 36,465.0 $2.5M 0.43% -1K -3.8% $68.14 +2.1%
68 BAC BANK AMERICA CORP Financial Services 50,797.0 $2.5M 0.43% +324.0 +0.6% $48.75 +3.7%
69 IJH ISHARES TR 36,543.0 $2.5M 0.43% $67.53 +6.9%
70 GLD SPDR GOLD TR Financial Services 5,674.0 $2.4M 0.42% $430.29 -2.9%
71 DJP BARCLAYS BANK PLC Financial Services 49,857.0 $2.4M 0.42% +8K +19.7% $48.14 +6.3%
72 CRWD CROWDSTRIKE HLDGS INC Technology 6,101.0 $2.4M 0.41% +566.0 +10.2% $390.41 +56.9%
73 LLY ELI LILLY & CO Healthcare 2,588.0 $2.4M 0.41% +89.0 +3.6% $919.77 +7.6%
74 MAR MARRIOTT INTL INC NEW Consumer Cyclical 7,148.0 $2.3M 0.41% +229.0 +3.3% $327.07 +10.2%
75 BIV VANGUARD BD INDEX FDS 29,078.0 $2.2M 0.39% -1K -3.6% $77.18 -1.5%
76 AMAT APPLIED MATLS INC Technology 6,461.0 $2.2M 0.38% +413.0 +6.8% $341.79 +21.1%
77 MUNI PIMCO ETF TR 41,833.0 $2.2M 0.38% $52.19 -0.3%
78 SHY ISHARES TR 26,215.0 $2.2M 0.38% +1K +5.0% $82.57 -0.6%
79 NSC NORFOLK SOUTHN CORP Industrials 7,528.0 $2.2M 0.38% $287.00 +11.7%
80 PEP PEPSICO INC Consumer Defensive 13,770.0 $2.1M 0.37% -263.0 -1.9% $155.29 -5.0%
Page 4 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%