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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 6 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PINNACLE FINL PARTNERS INC 19,603.0 $1.7M 0.29% NEW $86.14
102 ADSK AUTODESK INC Technology 6,882.0 $1.6M 0.29% -2K -18.4% $239.40 +1.7%
103 DUK DUKE ENERGY CORP NEW Utilities 12,492.0 $1.6M 0.28% +131.0 +1.1% $130.94 -7.6%
104 PG PROCTER & GAMBLE CO Consumer Defensive 11,295.0 $1.6M 0.28% +147.0 +1.3% $144.44 -2.0%
105 RSP INVESCO EXCHANGE TRADED FD T 8,171.0 $1.6M 0.27% -136.0 -1.6% $191.92 +5.7%
106 FNDF SCHWAB STRATEGIC TR 31,983.0 $1.6M 0.27% +6K +25.2% $48.93 +8.2%
107 RF REGIONS FINANCIAL CORP NEW Financial Services 59,304.0 $1.5M 0.27% $26.12 +2.1%
108 ENB ENBRIDGE INC Energy 28,161.0 $1.5M 0.27% +972.0 +3.6% $54.11 +2.2%
109 EFA ISHARES TR 15,677.0 $1.5M 0.27% +856.0 +5.8% $97.13 +5.7%
110 FRDM EA SERIES TRUST 27,804.0 $1.5M 0.26% +2K +9.7% $54.65 +20.7%
111 VZ VERIZON COMMUNICATIONS INC Communication Services 28,920.0 $1.5M 0.25% +874.0 +3.1% $50.20 -7.6%
112 VCIT VANGUARD SCOTTSDALE FDS 17,392.0 $1.4M 0.25% -663.0 -3.7% $82.75 -1.0%
113 HON HONEYWELL INTL INC Industrials 6,271.0 $1.4M 0.25% $226.03 -5.7%
114 TJX TJX COS INC NEW Consumer Cyclical 8,860.0 $1.4M 0.25% +589.0 +7.1% $159.70 -7.7%
115 CAT CATERPILLAR INC Industrials 1,981.0 $1.4M 0.24% +17.0 +0.9% $708.38 +22.0%
116 PSX PHILLIPS 66 Energy 7,541.0 $1.4M 0.24% +84.0 +1.1% $182.18 -3.3%
117 ITOT ISHARES TR 9,602.0 $1.4M 0.24% -558.0 -5.5% $142.43 +13.0%
118 BMY BRISTOL-MYERS SQUIBB CO Healthcare 22,330.0 $1.4M 0.23% +3K +15.8% $60.65 -5.5%
119 VEEV VEEVA SYS INC Healthcare 7,483.0 $1.3M 0.23% +86.0 +1.2% $175.66 -11.0%
120 PANW PALO ALTO NETWORKS INC Technology 8,148.0 $1.3M 0.23% +69.0 +0.8% $160.32 +51.5%
Page 6 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%