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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 8 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IJK ISHARES TR 10,369.0 $1.0M 0.18% $100.62 +9.0%
142 XMMO INVESCO EXCHANGE TRADED FD T 6,949.0 $1.0M 0.17% +176.0 +2.6% $145.02 +11.1%
143 ALC ALCON AG Healthcare 13,286.0 $1.0M 0.17% -943.0 -6.6% $75.35 -12.4%
144 IWD ISHARES TR 4,620.0 $987K 0.17% -134.0 -2.8% $213.67 +8.9%
145 IWB ISHARES TR 2,679.0 $955K 0.17% -276.0 -9.3% $356.56 +12.8%
146 J P MORGAN EXCHANGE TRADED F 7,256.0 $945K 0.16% +2K +49.1% $130.21
147 D DOMINION ENERGY INC Utilities 15,125.0 $935K 0.16% -78.0 -0.5% $61.82 -0.1%
148 VGIT VANGUARD SCOTTSDALE FDS 15,555.0 $926K 0.16% +714.0 +4.8% $59.55 -1.6%
149 IGV ISHARES TR 11,412.0 $914K 0.16% -6K -33.0% $80.05 +16.0%
150 IUSV ISHARES TR 8,774.0 $897K 0.16% +483.0 +5.8% $102.25 +6.4%
151 VTV VANGUARD INDEX FDS 4,552.0 $893K 0.15% +301.0 +7.1% $196.18 +5.7%
152 CNI CANADIAN NATL RY CO Industrials 8,307.0 $854K 0.15% $102.77 +8.8%
153 ALLW SSGA ACTIVE TR 29,542.0 $852K 0.15% NEW $28.85 +3.1%
154 IEI ISHARES TR 7,072.0 $839K 0.15% +481.0 +7.3% $118.60 -1.4%
155 AMRIZE LTD 14,664.0 $820K 0.14% +879.0 +6.4% $55.94
156 ORCL ORACLE CORP Technology 5,566.0 $819K 0.14% -456.0 -7.6% $147.12 +31.2%
157 QQQ INVESCO QQQ TR Financial Services 1,400.0 $808K 0.14% -109.0 -7.2% $577.18 +22.3%
158 ROL ROLLINS INC Consumer Cyclical 14,890.0 $795K 0.14% +7K +88.0% $53.41 +0.0%
159 VTI VANGUARD INDEX FDS 2,420.0 $776K 0.14% -68.0 -2.7% $320.79 +13.0%
160 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,592.0 $761K 0.13% $136.09 -8.3%
Page 8 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%