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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 9 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WY WEYERHAEUSER CO Real Estate 31,046.0 $758K 0.13% +3K +9.7% $24.43 -7.2%
162 SO SOUTHERN CO Utilities 7,836.0 $756K 0.13% +105.0 +1.4% $96.52 -4.1%
163 ABT ABBOTT LABORATORIES Healthcare 7,294.0 $749K 0.13% -206.0 -2.8% $102.67 -14.4%
164 HST HOST HOTELS & RESORTS INC Real Estate 38,793.0 $743K 0.13% +654.0 +1.7% $19.16 +11.6%
165 COP CONOCOPHILLIPS Energy 5,447.0 $719K 0.12% +83.0 +1.6% $132.01 -7.3%
166 TLT ISHARES TR 8,275.0 $717K 0.12% -938.0 -10.2% $86.69 -3.6%
167 HD HOME DEPOT INC Consumer Cyclical 2,160.0 $710K 0.12% -12.0 -0.6% $328.86 -9.5%
168 SPYI NEOS ETF TRUST 14,089.0 $696K 0.12% +5K +53.9% $49.37 +8.4%
169 XLV SELECT SECTOR SPDR TR 4,700.0 $689K 0.12% +85.0 +1.8% $146.61 -0.6%
170 LMT LOCKHEED MARTIN CORP Industrials 1,134.0 $685K 0.12% -321.0 -22.1% $604.39 -14.6%
171 UNH UNITEDHEALTH GROUP INC Healthcare 2,516.0 $681K 0.12% -1K -31.9% $270.59 +45.6%
172 VSS VANGUARD INTL EQUITY INDEX F 4,445.0 $648K 0.11% +623.0 +16.3% $145.79 +8.4%
173 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,914.0 $647K 0.11% +52.0 +2.8% $337.95 +19.6%
174 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 39,918.0 $641K 0.11% NEW $16.07 +10.1%
175 AXP AMERICAN EXPRESS CO Financial Services 2,118.0 $641K 0.11% +414.0 +24.3% $302.48 +3.2%
176 FMB FIRST TR EXCH TRADED FD III 12,522.0 $634K 0.11% +1K +8.7% $50.66 +0.3%
177 XLU SELECT SECTOR SPDR TR 13,796.0 $633K 0.11% +730.0 +5.6% $45.89 -4.2%
178 C CITIGROUP INC Financial Services 5,427.0 $616K 0.11% +53.0 +1.0% $113.42 +7.9%
179 IWV ISHARES TR 1,632.0 $605K 0.10% +49.0 +3.1% $370.68 +12.6%
180 J P MORGAN EXCHANGE TRADED F 9,853.0 $604K 0.10% $61.32
Page 9 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%