Patten
Latest statistics and disclosures from Patten Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, V, KO, and represent 17.32% of Patten Group's stock portfolio.
- Added to shares of these 10 stocks: NFLX, AGG, GVI, FRDM, IWF, ISRG, JCPB, FNDF, SPMO, ZTS.
- Started 44 new stock positions in BBJP, PRMB, ZTS, MTH, VSS, SCHB, RH, TLT, RXO, MBLY.
- Reduced shares in these 10 stocks: STIP, NVDA, SUB, AVGO, BAC, MAA, PHDG, AAPL, KVUE, QYLD.
- Sold out of its positions in OKLO, ANET, ALAB, BBN, BLK, CRCL, CORZ, META, GME, GD.
- Patten Group was a net buyer of stock by $21M.
- Patten Group has $541M in assets under management (AUM), dropping by 5.26%.
- Central Index Key (CIK): 0001633207
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Portfolio Holdings for Patten Group
Patten Group holds 293 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.5 | $30M | -2% | 160k | 186.50 |
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| Microsoft Corporation (MSFT) | 3.7 | $20M | 42k | 483.63 |
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| Apple (AAPL) | 3.3 | $18M | -2% | 65k | 271.86 |
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| Visa Com Cl A (V) | 2.5 | $14M | 39k | 350.71 |
|
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| Coca-Cola Company (KO) | 2.3 | $12M | 175k | 69.91 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.2 | $12M | +11% | 25k | 473.31 |
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| Broadcom (AVGO) | 2.1 | $12M | -6% | 33k | 346.11 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $9.7M | 30k | 322.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $7.8M | +3% | 11k | 684.96 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $7.7M | -5% | 11k | 681.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $7.3M | 14k | 502.65 |
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| Raytheon Technologies Corp (RTX) | 1.3 | $6.9M | 38k | 183.40 |
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| Kimberly-Clark Corporation (KMB) | 1.2 | $6.4M | -3% | 64k | 100.89 |
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| Ishares Tr Tips Bd Etf (TIP) | 1.2 | $6.4M | +14% | 58k | 109.91 |
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| Astrazeneca Sponsored Adr | 1.1 | $6.0M | 65k | 91.93 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $5.4M | 17k | 313.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $5.2M | +3% | 17k | 313.81 |
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| Cisco Systems (CSCO) | 0.9 | $4.9M | -4% | 64k | 77.03 |
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| Eaton Corp SHS (ETN) | 0.9 | $4.7M | -5% | 15k | 318.51 |
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| Newmont Mining Corporation (NEM) | 0.9 | $4.7M | 47k | 99.85 |
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| Johnson & Johnson (JNJ) | 0.9 | $4.6M | 23k | 206.95 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $4.5M | +3% | 51k | 89.46 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.8 | $4.5M | -4% | 57k | 79.73 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $4.5M | +63% | 45k | 99.88 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.8 | $4.4M | +5% | 52k | 85.37 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $4.2M | +25% | 73k | 57.24 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $4.2M | -3% | 82k | 50.59 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.8 | $4.1M | -16% | 38k | 106.70 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $4.0M | +10% | 53k | 74.07 |
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| Xylem (XYL) | 0.7 | $3.9M | 29k | 136.18 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.7 | $3.8M | +46% | 81k | 47.35 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.7 | $3.8M | +63% | 35k | 107.35 |
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| Chubb (CB) | 0.7 | $3.7M | 12k | 312.12 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $3.5M | 29k | 120.34 |
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| Spdr Series Trust State Street Spd (BIL) | 0.6 | $3.5M | -10% | 38k | 91.38 |
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| Emerson Electric (EMR) | 0.6 | $3.5M | 26k | 132.72 |
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| IDEXX Laboratories (IDXX) | 0.6 | $3.4M | -4% | 5.1k | 676.53 |
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| Amazon (AMZN) | 0.6 | $3.4M | +3% | 15k | 230.82 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $3.4M | -2% | 43k | 78.81 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $3.3M | -5% | 29k | 113.92 |
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| Linde SHS (LIN) | 0.6 | $3.2M | 7.6k | 426.41 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.6 | $3.2M | +6% | 63k | 51.10 |
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| Chevron Corporation (CVX) | 0.6 | $3.2M | -7% | 21k | 152.41 |
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| Wal-Mart Stores (WMT) | 0.6 | $3.2M | +7% | 29k | 111.41 |
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| Carrier Global Corporation (CARR) | 0.6 | $3.2M | -6% | 60k | 52.84 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $3.2M | +9% | 43k | 73.56 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $3.0M | +14% | 42k | 71.41 |
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| Stryker Corporation (SYK) | 0.5 | $2.9M | -10% | 8.4k | 351.46 |
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| Merck & Co (MRK) | 0.5 | $2.9M | -8% | 27k | 105.26 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.5 | $2.8M | +22% | 105k | 27.20 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $2.8M | +42% | 20k | 143.52 |
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| Bank of America Corporation (BAC) | 0.5 | $2.8M | -20% | 51k | 55.00 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.5 | $2.7M | +20% | 60k | 45.51 |
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| Eli Lilly & Co. (LLY) | 0.5 | $2.7M | 2.5k | 1074.68 |
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| Corning Incorporated (GLW) | 0.5 | $2.7M | 31k | 87.56 |
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| Vulcan Materials Company (VMC) | 0.5 | $2.7M | 9.4k | 285.21 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $2.6M | +4% | 9.0k | 290.21 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $2.6M | 5.5k | 468.76 |
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| Nextera Energy (NEE) | 0.5 | $2.5M | 31k | 80.28 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.5 | $2.5M | +9% | 94k | 26.49 |
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| Autodesk (ADSK) | 0.5 | $2.5M | 8.4k | 296.01 |
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| Ishares Silver Tr Ishares (SLV) | 0.5 | $2.4M | 38k | 64.42 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.4M | -9% | 37k | 66.00 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $2.4M | 17k | 137.87 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $2.3M | +8% | 30k | 77.88 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.4 | $2.3M | 19k | 117.72 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.2M | 5.7k | 396.31 |
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| At&t (T) | 0.4 | $2.2M | -11% | 90k | 24.84 |
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| Wisdomtree Tr Itl High Div Fd (DTH) | 0.4 | $2.2M | +18% | 43k | 51.60 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.4 | $2.2M | +20% | 42k | 52.41 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.4 | $2.2M | +84% | 48k | 45.57 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $2.2M | +5% | 3.9k | 570.28 |
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| International Business Machines (IBM) | 0.4 | $2.2M | 7.4k | 296.21 |
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| Norfolk Southern (NSC) | 0.4 | $2.2M | 7.5k | 288.72 |
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| Marriott Intl Cl A (MAR) | 0.4 | $2.1M | 6.9k | 310.24 |
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| Netflix (NFLX) | 0.4 | $2.1M | +2310% | 23k | 93.76 |
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| Spdr Series Trust State Street Spd (BILS) | 0.4 | $2.1M | +83% | 21k | 99.22 |
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| Ishares Tr Global Tech Etf (IXN) | 0.4 | $2.1M | -3% | 20k | 105.00 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $2.1M | -10% | 20k | 107.11 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $2.1M | -12% | 25k | 82.82 |
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| Ecolab (ECL) | 0.4 | $2.0M | 7.8k | 262.52 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $2.0M | +152% | 3.6k | 566.36 |
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| Advanced Micro Devices (AMD) | 0.4 | $2.0M | +32% | 9.5k | 214.16 |
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| Pepsi (PEP) | 0.4 | $2.0M | -6% | 14k | 143.52 |
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| Rbb Fund Trust First Eagle Over (FEOE) | 0.4 | $2.0M | +39% | 41k | 48.36 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.4 | $2.0M | +17% | 40k | 50.41 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.4 | $2.0M | +40% | 109k | 18.22 |
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| Qualcomm (QCOM) | 0.4 | $2.0M | 12k | 171.05 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $2.0M | +46% | 8.9k | 219.78 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $1.9M | 21k | 93.08 |
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| Proshares Tr Large Cap Cre (CSM) | 0.4 | $1.9M | +78% | 24k | 79.68 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.4 | $1.9M | -3% | 38k | 49.99 |
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| United Rentals (URI) | 0.3 | $1.9M | +34% | 2.3k | 809.32 |
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| Pinnacle Financial Partners | 0.3 | $1.8M | -12% | 19k | 95.41 |
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| Ishares Tr Expanded Tech (IGV) | 0.3 | $1.8M | -5% | 17k | 105.69 |
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| New York Life Investments Et Nyli Hedge Multi (QAI) | 0.3 | $1.8M | +133% | 53k | 33.51 |
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| Enterprise Products Partners (EPD) | 0.3 | $1.7M | +3% | 52k | 32.06 |
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| Uber Technologies (UBER) | 0.3 | $1.7M | +11% | 20k | 81.71 |
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| Veeva Sys Cl A Com (VEEV) | 0.3 | $1.7M | -3% | 7.4k | 223.23 |
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| Ge Vernova (GEV) | 0.3 | $1.6M | -18% | 2.5k | 653.57 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.3 | $1.6M | 23k | 70.99 |
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| Regions Financial Corporation (RF) | 0.3 | $1.6M | -2% | 59k | 27.10 |
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| Procter & Gamble Company (PG) | 0.3 | $1.6M | -12% | 11k | 143.31 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.6M | -6% | 8.3k | 191.56 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.3 | $1.6M | +88% | 42k | 37.61 |
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| Applied Materials (AMAT) | 0.3 | $1.6M | +7% | 6.0k | 256.99 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $1.5M | +10% | 18k | 83.75 |
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| Williams Companies (WMB) | 0.3 | $1.5M | 25k | 60.11 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $1.5M | -18% | 10k | 148.69 |
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| Palo Alto Networks (PANW) | 0.3 | $1.5M | -4% | 8.1k | 184.20 |
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| Diamondback Energy (FANG) | 0.3 | $1.4M | -11% | 9.6k | 150.33 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.4M | 12k | 117.21 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.4M | -2% | 15k | 96.03 |
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| Enbridge (ENB) | 0.2 | $1.3M | 27k | 47.85 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 0.2 | $1.3M | NEW | 25k | 51.27 |
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| AutoZone (AZO) | 0.2 | $1.3M | +10% | 377.00 | 3391.50 |
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| TJX Companies (TJX) | 0.2 | $1.3M | 8.3k | 153.61 |
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| Truist Financial Corp equities (TFC) | 0.2 | $1.2M | 25k | 49.21 |
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| Honeywell International (HON) | 0.2 | $1.2M | -25% | 6.3k | 195.09 |
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| UnitedHealth (UNH) | 0.2 | $1.2M | -11% | 3.7k | 330.11 |
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| Lowe's Companies (LOW) | 0.2 | $1.2M | -24% | 5.0k | 241.16 |
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| Oracle Corporation (ORCL) | 0.2 | $1.2M | -16% | 6.0k | 194.90 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $1.2M | +10% | 13k | 91.45 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.2 | $1.2M | +73% | 7.1k | 163.60 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $1.2M | NEW | 26k | 45.21 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $1.1M | NEW | 9.6k | 119.32 |
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| Verizon Communications (VZ) | 0.2 | $1.1M | 28k | 40.73 |
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| Caterpillar (CAT) | 0.2 | $1.1M | 2.0k | 572.73 |
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| Alcon Ord Shs (ALC) | 0.2 | $1.1M | -14% | 14k | 78.81 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $1.1M | +2% | 7.9k | 141.49 |
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| Spdr Series Trust State Street Spd (CWB) | 0.2 | $1.1M | 12k | 89.20 |
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| Bj's Wholesale Club Holdings (BJ) | 0.2 | $1.1M | +78% | 12k | 90.03 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.1M | -4% | 3.0k | 373.44 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $1.1M | 9.0k | 121.61 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.1M | -8% | 14k | 79.02 |
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| Zoetis Cl A (ZTS) | 0.2 | $1.1M | NEW | 8.5k | 125.82 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.0M | NEW | 19k | 53.94 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.0M | -24% | 10k | 96.88 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1000k | -2% | 4.8k | 210.34 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.2 | $986k | +16% | 67k | 14.70 |
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| Dover Corporation (DOV) | 0.2 | $976k | -9% | 5.0k | 195.24 |
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| Republic Services (RSG) | 0.2 | $969k | +3% | 4.6k | 211.93 |
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| Phillips 66 (PSX) | 0.2 | $962k | -18% | 7.5k | 129.04 |
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| Abbott Laboratories (ABT) | 0.2 | $940k | -2% | 7.5k | 125.29 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $938k | +7% | 6.8k | 138.46 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $932k | -23% | 19k | 48.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $927k | 1.5k | 614.31 |
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| Dominion Resources (D) | 0.2 | $891k | 15k | 58.59 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $889k | +10% | 15k | 59.93 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $850k | -10% | 8.3k | 102.54 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $836k | +37% | 5.9k | 141.16 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $834k | +54% | 2.5k | 335.32 |
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| Canadian Natl Ry (CNI) | 0.2 | $823k | 8.3k | 98.85 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $812k | -2% | 4.3k | 191.00 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $803k | NEW | 9.2k | 87.16 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $787k | +65% | 6.6k | 119.35 |
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| Home Depot (HD) | 0.1 | $748k | 2.2k | 344.17 |
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| Amrize SHS (AMRZ) | 0.1 | $746k | +17% | 14k | 54.12 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.1 | $737k | NEW | 15k | 48.58 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $732k | NEW | 11k | 64.31 |
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| American Water Works (AWK) | 0.1 | $731k | -8% | 5.6k | 130.50 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $714k | +19% | 4.6k | 154.80 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $704k | -16% | 1.5k | 483.67 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $694k | -66% | 6.8k | 102.39 |
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| Host Hotels & Resorts (HST) | 0.1 | $676k | -17% | 38k | 17.73 |
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| Southern Company (SO) | 0.1 | $674k | +35% | 7.7k | 87.20 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $671k | +144% | 28k | 23.69 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $662k | +335% | 2.9k | 226.14 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $660k | -18% | 6.4k | 103.56 |
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| American Express Company (AXP) | 0.1 | $630k | +14% | 1.7k | 369.95 |
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| Citigroup Com New (C) | 0.1 | $627k | +7% | 5.4k | 116.69 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $623k | 9.9k | 63.18 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $612k | +65% | 1.6k | 386.85 |
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| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.1 | $603k | -11% | 4.9k | 123.95 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $589k | 12k | 51.13 |
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| Ge Aerospace Com New (GE) | 0.1 | $583k | +12% | 1.9k | 308.03 |
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| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.1 | $581k | 12k | 49.08 |
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| Fiserv (FI) | 0.1 | $581k | NEW | 8.6k | 67.17 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $579k | -7% | 25k | 23.02 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $566k | -18% | 1.9k | 303.89 |
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| Cava Group Ord (CAVA) | 0.1 | $564k | NEW | 9.6k | 58.69 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $558k | +106% | 13k | 42.69 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $548k | NEW | 3.8k | 143.33 |
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| O'reilly Automotive (ORLY) | 0.1 | $544k | NEW | 6.0k | 91.21 |
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| Tetra Tech (TTEK) | 0.1 | $537k | -36% | 16k | 33.54 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $534k | +5% | 8.6k | 62.47 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $533k | -2% | 6.5k | 82.50 |
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| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.1 | $532k | -4% | 7.8k | 68.15 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $531k | 4.1k | 129.16 |
|
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $529k | NEW | 3.5k | 153.30 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.1 | $519k | NEW | 7.9k | 65.91 |
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| Rh (RH) | 0.1 | $517k | NEW | 2.9k | 179.15 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $516k | 2.3k | 227.51 |
|
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| Reddit Cl A (RDDT) | 0.1 | $511k | -46% | 2.2k | 229.87 |
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| Gartner (IT) | 0.1 | $509k | NEW | 2.0k | 252.28 |
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| Medtronic SHS (MDT) | 0.1 | $507k | +9% | 5.3k | 96.06 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $504k | -9% | 5.4k | 94.16 |
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| Primo Brands Corporation Class A Com Shs (PRMB) | 0.1 | $503k | NEW | 31k | 16.35 |
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| ConocoPhillips (COP) | 0.1 | $502k | 5.4k | 93.62 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $500k | +24% | 1.9k | 268.30 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $494k | +23% | 2.9k | 167.63 |
|
| Lineage (LINE) | 0.1 | $485k | NEW | 14k | 35.00 |
|
| Prologis (PLD) | 0.1 | $485k | 3.8k | 127.66 |
|
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $481k | NEW | 9.2k | 52.53 |
|
| Rollins (ROL) | 0.1 | $475k | +6% | 7.9k | 60.02 |
|
| Dollar General (DG) | 0.1 | $475k | NEW | 3.6k | 132.77 |
|
| Rli (RLI) | 0.1 | $473k | NEW | 7.4k | 63.98 |
|
| Robert Half International (RHI) | 0.1 | $467k | NEW | 17k | 27.16 |
|
| Unum (UNM) | 0.1 | $460k | 5.9k | 77.50 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $456k | NEW | 12k | 37.96 |
|
| Mid-America Apartment (MAA) | 0.1 | $452k | -58% | 3.3k | 138.91 |
|
| Ventas (VTR) | 0.1 | $451k | -2% | 5.8k | 77.38 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $450k | +18% | 5.0k | 90.00 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.1 | $449k | -2% | 11k | 41.27 |
|
| Freshpet (FRPT) | 0.1 | $445k | NEW | 7.3k | 60.93 |
|
| DNP Select Income Fund (DNP) | 0.1 | $444k | 44k | 9.99 |
|
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $439k | -35% | 70k | 6.28 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $438k | 698.00 | 627.13 |
|
|
| Ishares Tr Low Carbon Optim (CRBN) | 0.1 | $437k | -2% | 1.9k | 230.53 |
|
| Meritage Homes Corporation (MTH) | 0.1 | $437k | NEW | 6.6k | 65.80 |
|
| Spdr Series Trust Bloomberg Intl (IBND) | 0.1 | $429k | +8% | 13k | 32.11 |
|
| Mobileye Global Common Class A (MBLY) | 0.1 | $425k | NEW | 41k | 10.44 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $422k | -3% | 5.3k | 80.22 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $420k | -32% | 5.2k | 81.17 |
|
| Sezzle (SEZL) | 0.1 | $418k | NEW | 6.6k | 63.48 |
|
| Bellring Brands Common Stock (BRBR) | 0.1 | $412k | NEW | 15k | 26.73 |
|
| Ishares Msci Spain Etf (EWP) | 0.1 | $411k | -4% | 7.6k | 53.91 |
|
| Union Pacific Corporation (UNP) | 0.1 | $405k | 1.8k | 231.32 |
|
|
| Rxo Common Stock (RXO) | 0.1 | $404k | NEW | 32k | 12.64 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $395k | NEW | 7.8k | 50.58 |
|
| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.1 | $387k | +51% | 11k | 36.38 |
|
| SM Energy (SM) | 0.1 | $387k | NEW | 21k | 18.70 |
|
| Sempra Energy (SRE) | 0.1 | $385k | -3% | 4.4k | 88.29 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $383k | 5.1k | 74.88 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.1 | $382k | +17% | 12k | 30.99 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $371k | 7.0k | 52.88 |
|
|
| MercadoLibre (MELI) | 0.1 | $369k | NEW | 183.00 | 2014.26 |
|
| First Solar (FSLR) | 0.1 | $367k | +10% | 1.4k | 261.23 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $363k | -13% | 1.3k | 279.14 |
|
| Thornburg Etf Tr Intl Equity Etf (TXUE) | 0.1 | $362k | -29% | 12k | 31.35 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $362k | +5% | 742.00 | 487.86 |
|
| Invesco Actively Managed Exc S&p500 Downsid (PHDG) | 0.1 | $360k | -63% | 9.6k | 37.44 |
|
| Philip Morris International (PM) | 0.1 | $358k | 2.2k | 160.40 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $353k | -12% | 3.7k | 96.16 |
|
| Church & Dwight (CHD) | 0.1 | $348k | -30% | 4.2k | 83.85 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $345k | -14% | 4.1k | 84.22 |
|
| Ishares Msci Japan Etf (EWJ) | 0.1 | $314k | NEW | 3.9k | 80.74 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $309k | -59% | 18k | 17.67 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $307k | -11% | 2.2k | 136.94 |
|
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $307k | -23% | 29k | 10.48 |
|
| Abbvie (ABBV) | 0.1 | $305k | 1.3k | 228.49 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.1 | $299k | NEW | 11k | 27.43 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 0.1 | $296k | NEW | 7.4k | 40.25 |
|
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.1 | $294k | -53% | 31k | 9.59 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $291k | -50% | 3.5k | 82.02 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $285k | +16% | 5.9k | 48.32 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $282k | -48% | 5.8k | 48.46 |
|
| Pulte (PHM) | 0.1 | $281k | -29% | 2.4k | 117.26 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $274k | NEW | 5.0k | 54.77 |
|
| McDonald's Corporation (MCD) | 0.1 | $272k | -4% | 891.00 | 305.63 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $272k | NEW | 10k | 26.23 |
|
| Smurfit Westrock SHS (SW) | 0.1 | $272k | -11% | 7.0k | 38.67 |
|
| Carlisle Companies (CSL) | 0.0 | $267k | -17% | 835.00 | 319.86 |
|
| Danaher Corporation (DHR) | 0.0 | $265k | -13% | 1.2k | 228.92 |
|
| Ishares Msci Aust Etf (EWA) | 0.0 | $263k | +10% | 10k | 26.19 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $262k | 2.2k | 120.18 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $257k | 6.5k | 39.45 |
|
|
| Americold Rlty Tr (COLD) | 0.0 | $256k | NEW | 20k | 12.86 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $256k | -4% | 2.9k | 86.89 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $256k | NEW | 1.8k | 143.97 |
|
| MetLife (MET) | 0.0 | $252k | -15% | 3.2k | 78.94 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $251k | -22% | 4.9k | 50.86 |
|
| Ishares Tr Asia 50 Etf (AIA) | 0.0 | $251k | -5% | 2.6k | 97.51 |
|
| Putnam Etf Trust Franklin Muni Hi (FTMH) | 0.0 | $249k | NEW | 22k | 11.57 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $249k | -19% | 4.8k | 51.60 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $247k | -17% | 1.2k | 199.68 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $246k | +2% | 1.0k | 246.16 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $242k | -46% | 1.1k | 217.00 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $238k | 6.4k | 37.40 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $235k | -12% | 4.9k | 48.11 |
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $232k | -20% | 4.6k | 50.45 |
|
| Altria (MO) | 0.0 | $231k | 4.0k | 57.66 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $231k | -54% | 1.4k | 162.79 |
|
| Morgan Stanley Com New (MS) | 0.0 | $230k | 1.3k | 177.53 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $228k | -31% | 2.6k | 88.49 |
|
| Global X Fds Globx Supdv Us (DIV) | 0.0 | $227k | -9% | 13k | 17.32 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $227k | -57% | 6.1k | 37.00 |
|
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.0 | $227k | 12k | 18.85 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $226k | NEW | 4.1k | 54.71 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $215k | NEW | 750.00 | 287.25 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $214k | 3.4k | 62.15 |
|
|
| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $207k | NEW | 8.2k | 25.32 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $207k | NEW | 2.7k | 75.44 |
|
Past Filings by Patten Group
SEC 13F filings are viewable for Patten Group going back to 2014
- Patten Group 2025 Q4 filed Jan. 23, 2026
- Patten Group 2025 Q3 filed Nov. 10, 2025
- Patten Group 2025 Q2 filed July 30, 2025
- Patten Group 2025 Q1 filed May 14, 2025
- Patten Group 2024 Q4 filed Feb. 6, 2025
- Patten Group 2024 Q3 filed Oct. 8, 2024
- Patten Group 2024 Q2 filed July 25, 2024
- Patten Group 2024 Q1 filed April 17, 2024
- Patten Group 2023 Q4 filed Jan. 10, 2024
- Patten Group 2023 Q3 filed Oct. 12, 2023
- Patten Group 2023 Q2 filed July 26, 2023
- Patten Group 2023 Q1 filed April 6, 2023
- Patten Group 2022 Q4 filed Feb. 10, 2023
- Patten Group 2022 Q3 filed Oct. 13, 2022
- Patten Group 2022 Q2 filed July 18, 2022
- Patten Group 2022 Q1 filed April 28, 2022