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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 1 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 163,001.0 $28.4M 4.94% +3K +2.0% $174.40 +35.2%
2 BERKSHIRE HATHAWAY INC DEL 46,311.0 $22.2M 3.86% +32K +220.6% $479.20
3 BERKSHIRE HATHAWAY INC DEL 24.0 $17.2M 3.00% NEW $718140.00
4 AAPL APPLE INC Technology 66,406.0 $16.9M 2.93% +1K +1.6% $253.79 +18.3%
5 MSFT MICROSOFT CORP Technology 42,792.0 $15.8M 2.75% +1K +2.5% $370.17 +10.6%
6 KO COCA COLA CO Consumer Defensive 176,135.0 $13.4M 2.33% +1K +0.6% $76.05 +5.8%
7 V VISA INC Financial Services 38,455.0 $11.6M 2.02% -494.0 -1.3% $302.24 +6.7%
8 AVGO BROADCOM INC Technology 34,555.0 $10.7M 1.86% +1K +3.7% $309.51 +37.4%
9 IWF ISHARES TR 23,784.0 $10.1M 1.76% -1K -4.8% $426.39 -70.8%
10 JPM JPMORGAN CHASE & CO Financial Services 30,342.0 $8.9M 1.55% $294.16 +2.0%
11 RTX RTX CORPORATION Industrials 37,765.0 $7.3M 1.27% $192.90 -8.9%
12 IVV ISHARES TR 10,928.0 $7.1M 1.24% -420.0 -3.7% $653.19 +13.7%
13 TIP ISHARES TR 62,209.0 $6.9M 1.19% +4K +7.4% $110.36 +0.2%
14 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,470.0 $6.8M 1.18% -886.0 -7.8% $650.32 +13.7%
15 KMB KIMBERLY-CLARK CORP Consumer Defensive 62,433.0 $6.0M 1.05% -1K -2.3% $96.47 +0.2%
16 AZN ASTRAZENECA PLC Healthcare 30,089.0 $5.9M 1.02% NEW $195.32 -7.0%
17 JNJ JOHNSON & JOHNSON Healthcare 22,839.0 $5.6M 0.97% +381.0 +1.7% $244.44 -5.6%
18 GOOGL ALPHABET INC Communication Services 18,488.0 $5.3M 0.92% +1K +6.2% $287.56 +39.5%
19 ETN EATON CORP PLC Industrials 14,763.0 $5.3M 0.92% $357.67 +14.1%
20 NEM NEWMONT CORP Basic Materials 46,446.0 $5.0M 0.87% $108.25 +7.5%
Page 1 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%