Patten
Latest statistics and disclosures from Patten Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, BRK.B, BRK.A, AAPL, MSFT, and represent 17.48% of Patten Group's stock portfolio.
- Added to shares of these 10 stocks: BRK.A (+$17M), BRK.B (+$15M), AZN (+$5.9M), PNFP, DTH, ALLW, FEOE, SPXX, AMD, COIN.
- Started 32 new stock positions in CORT, OUST, PNFP, XLB, AZN, CORZ, ALAB, WSO, VIK, APLD.
- Reduced shares in these 10 stocks: AstraZeneca (-$6.0M), , , FISV, SPY, CAVA, IBKR, , COKE, RH.
- Sold out of its positions in AstraZeneca, BRBR, CAVA, CMG, COKE, FISV, FRPT, GEHC, IT, DIV.
- Patten Group was a net buyer of stock by $41M.
- Patten Group has $575M in assets under management (AUM), dropping by 6.40%.
- Central Index Key (CIK): 0001633207
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Portfolio Holdings for Patten Group
Patten Group holds 296 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.9 | $28M | +2% | 163k | 174.40 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.9 | $22M | +220% | 46k | 479.20 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.0 | $17M | NEW | 24.00 | 718140.00 |
|
| Apple (AAPL) | 2.9 | $17M | 66k | 253.79 |
|
|
| Microsoft Corporation (MSFT) | 2.8 | $16M | +2% | 43k | 370.17 |
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| Coca-Cola Company (KO) | 2.3 | $13M | 176k | 76.05 |
|
|
| Visa Com Cl A (V) | 2.0 | $12M | 39k | 302.24 |
|
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| Broadcom (AVGO) | 1.9 | $11M | +3% | 35k | 309.51 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.8 | $10M | -4% | 24k | 426.39 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $8.9M | 30k | 294.16 |
|
|
| Raytheon Technologies Corp (RTX) | 1.3 | $7.3M | 38k | 192.90 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $7.1M | -3% | 11k | 653.19 |
|
| Ishares Tr Tips Bd Etf (TIP) | 1.2 | $6.9M | +7% | 62k | 110.36 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $6.8M | -7% | 11k | 650.32 |
|
| Kimberly-Clark Corporation (KMB) | 1.0 | $6.0M | -2% | 62k | 96.47 |
|
| Astrazeneca Ord (AZN) | 1.0 | $5.9M | NEW | 30k | 195.32 |
|
| Johnson & Johnson (JNJ) | 1.0 | $5.6M | 23k | 244.44 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $5.3M | +6% | 19k | 287.56 |
|
| Eaton Corp SHS (ETN) | 0.9 | $5.3M | 15k | 357.67 |
|
|
| Newmont Mining Corporation (NEM) | 0.9 | $5.0M | 46k | 108.25 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $5.0M | +6% | 18k | 286.86 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $5.0M | 30k | 169.66 |
|
|
| Cisco Systems (CSCO) | 0.9 | $5.0M | 64k | 77.59 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.9 | $5.0M | +3% | 54k | 92.69 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $4.7M | 51k | 90.53 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $4.5M | 46k | 99.27 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $4.4M | +6% | 78k | 56.68 |
|
| Chevron Corporation (CVX) | 0.7 | $4.3M | 21k | 206.90 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.7 | $4.3M | -4% | 54k | 79.27 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $4.2M | +7% | 58k | 73.64 |
|
| Corning Incorporated (GLW) | 0.7 | $4.1M | 30k | 135.97 |
|
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.7 | $4.1M | +7% | 87k | 47.08 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $3.9M | -6% | 77k | 50.61 |
|
| Chubb (CB) | 0.7 | $3.8M | 12k | 325.93 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $3.8M | -6% | 36k | 106.50 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.7 | $3.8M | 36k | 106.68 |
|
|
| Linde SHS (LIN) | 0.6 | $3.7M | 7.5k | 495.74 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $3.6M | 29k | 124.28 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $3.5M | +8% | 32k | 111.37 |
|
| Amazon (AMZN) | 0.6 | $3.5M | +13% | 17k | 208.27 |
|
| Xylem (XYL) | 0.6 | $3.4M | 29k | 119.50 |
|
|
| Emerson Electric (EMR) | 0.6 | $3.4M | 26k | 131.02 |
|
|
| Wisdomtree Tr Itl High Div Fd (DTH) | 0.6 | $3.4M | +45% | 62k | 54.09 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $3.3M | +3% | 45k | 75.10 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $3.3M | -2% | 42k | 78.41 |
|
| Merck & Co (MRK) | 0.6 | $3.3M | 27k | 120.29 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $3.3M | +4% | 44k | 74.35 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.6 | $3.2M | 64k | 50.83 |
|
|
| Carrier Global Corporation (CARR) | 0.6 | $3.2M | -4% | 58k | 56.31 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.6 | $3.2M | -8% | 35k | 91.64 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $3.2M | +8% | 21k | 148.10 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.5 | $3.0M | +19% | 113k | 26.61 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.5 | $2.9M | +7% | 65k | 45.26 |
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.5 | $2.9M | +3% | 109k | 26.96 |
|
| Rbb Fund Trust First Eagle Over (FEOE) | 0.5 | $2.9M | +38% | 57k | 50.46 |
|
| Nextera Energy (NEE) | 0.5 | $2.9M | 31k | 92.88 |
|
|
| IDEXX Laboratories (IDXX) | 0.5 | $2.9M | 5.1k | 561.89 |
|
|
| Ge Vernova (GEV) | 0.5 | $2.8M | +26% | 3.2k | 872.90 |
|
| Stryker Corporation (SYK) | 0.5 | $2.7M | 8.3k | 328.58 |
|
|
| Northrop Grumman Corporation (NOC) | 0.5 | $2.7M | 3.9k | 682.32 |
|
|
| At&t (T) | 0.5 | $2.6M | 90k | 28.99 |
|
|
| Novartis Sponsored Adr (NVS) | 0.5 | $2.6M | 17k | 152.75 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $2.6M | 8.9k | 287.19 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $2.5M | +30% | 12k | 203.43 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.4 | $2.5M | +11% | 54k | 46.40 |
|
| Vulcan Materials Company (VMC) | 0.4 | $2.5M | -2% | 9.2k | 272.29 |
|
| Ishares Silver Tr Ishares (SLV) | 0.4 | $2.5M | -3% | 37k | 68.14 |
|
| Bank of America Corporation (BAC) | 0.4 | $2.5M | 51k | 48.75 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.5M | 37k | 67.53 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.4M | 5.7k | 430.29 |
|
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.4 | $2.4M | +19% | 50k | 48.14 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.4M | +10% | 6.1k | 390.41 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.4M | +3% | 2.6k | 919.77 |
|
| Marriott Intl Cl A (MAR) | 0.4 | $2.3M | +3% | 7.1k | 327.07 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $2.2M | -3% | 29k | 77.18 |
|
| Applied Materials (AMAT) | 0.4 | $2.2M | +6% | 6.5k | 341.79 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.4 | $2.2M | 42k | 52.19 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $2.2M | +4% | 26k | 82.57 |
|
| Norfolk Southern (NSC) | 0.4 | $2.2M | 7.5k | 287.00 |
|
|
| Pepsi (PEP) | 0.4 | $2.1M | 14k | 155.29 |
|
|
| New York Life Investments Et Nyli Hedge Multi (QAI) | 0.4 | $2.1M | +16% | 62k | 34.12 |
|
| Spdr Series Trust State Street Spd (BILS) | 0.4 | $2.1M | -3% | 21k | 99.44 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $2.0M | 19k | 106.15 |
|
|
| Diamondback Energy (FANG) | 0.3 | $2.0M | +5% | 10k | 197.79 |
|
| Ecolab (ECL) | 0.3 | $2.0M | -3% | 7.5k | 266.02 |
|
| Enterprise Products Partners (EPD) | 0.3 | $2.0M | 53k | 37.84 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.3 | $2.0M | -7% | 18k | 110.86 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $2.0M | +2% | 39k | 49.81 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $2.0M | +17% | 4.2k | 460.99 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.3 | $1.9M | 39k | 49.46 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $1.9M | 108k | 17.75 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.9M | 8.9k | 215.06 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $1.9M | -2% | 20k | 92.28 |
|
| Williams Companies (WMB) | 0.3 | $1.8M | 25k | 72.78 |
|
|
| United Rentals (URI) | 0.3 | $1.8M | +9% | 2.5k | 728.56 |
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| Ishares Tr Global Tech Etf (IXN) | 0.3 | $1.8M | -9% | 18k | 99.97 |
|
| International Business Machines (IBM) | 0.3 | $1.8M | 7.3k | 242.39 |
|
|
| Netflix (NFLX) | 0.3 | $1.8M | -19% | 18k | 96.15 |
|
| Uber Technologies (UBER) | 0.3 | $1.8M | +20% | 24k | 71.93 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.3 | $1.7M | -4% | 23k | 74.82 |
|
| Pinnacle Finl Partners (PNFP) | 0.3 | $1.7M | NEW | 20k | 86.14 |
|
| Autodesk (ADSK) | 0.3 | $1.6M | -18% | 6.9k | 239.40 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $1.6M | 13k | 130.94 |
|
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| Procter & Gamble Company (PG) | 0.3 | $1.6M | 11k | 144.44 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.6M | 8.2k | 191.92 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $1.6M | +25% | 32k | 48.93 |
|
| Regions Financial Corporation (RF) | 0.3 | $1.5M | 59k | 26.12 |
|
|
| Enbridge (ENB) | 0.3 | $1.5M | +3% | 28k | 54.11 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.5M | +5% | 16k | 97.13 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.3 | $1.5M | +9% | 28k | 54.65 |
|
| Verizon Communications (VZ) | 0.3 | $1.5M | +3% | 29k | 50.20 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $1.4M | -3% | 17k | 82.75 |
|
| Honeywell International (HON) | 0.2 | $1.4M | 6.3k | 226.03 |
|
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| TJX Companies (TJX) | 0.2 | $1.4M | +7% | 8.9k | 159.70 |
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| Caterpillar (CAT) | 0.2 | $1.4M | 2.0k | 708.38 |
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| Phillips 66 (PSX) | 0.2 | $1.4M | 7.5k | 182.18 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.4M | -5% | 9.6k | 142.43 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.4M | +15% | 22k | 60.65 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $1.3M | 7.5k | 175.66 |
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| Palo Alto Networks (PANW) | 0.2 | $1.3M | 8.1k | 160.32 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.2 | $1.3M | +12% | 17k | 76.16 |
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| Bj's Wholesale Club Holdings (BJ) | 0.2 | $1.3M | +6% | 13k | 98.42 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.2 | $1.3M | -19% | 18k | 70.36 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $1.2M | 9.2k | 135.72 |
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| AutoZone (AZO) | 0.2 | $1.2M | -2% | 366.00 | 3377.78 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $1.2M | +24% | 24k | 49.61 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $1.2M | 14k | 85.23 |
|
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| Lowe's Companies (LOW) | 0.2 | $1.2M | 5.0k | 236.28 |
|
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| Qualcomm (QCOM) | 0.2 | $1.2M | -20% | 9.1k | 128.78 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.2 | $1.2M | +2% | 7.3k | 158.80 |
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| Spdr Series Trust State Street Spd (CWB) | 0.2 | $1.1M | 12k | 91.52 |
|
|
| Truist Financial Corp equities (TFC) | 0.2 | $1.1M | -2% | 25k | 45.97 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $1.1M | 13k | 88.46 |
|
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $1.1M | 7.9k | 138.37 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.2 | $1.1M | +114% | 6.3k | 174.61 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $1.1M | +27% | 7.5k | 144.70 |
|
| Republic Services (RSG) | 0.2 | $1.1M | +8% | 5.0k | 219.02 |
|
| Zoetis Cl A (ZTS) | 0.2 | $1.1M | +6% | 9.0k | 118.21 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $1.1M | 9.5k | 112.11 |
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| Dover Corporation (DOV) | 0.2 | $1.1M | 5.1k | 208.45 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.0M | 10k | 100.62 |
|
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $1.0M | +2% | 6.9k | 145.02 |
|
| Alcon Ord Shs (ALC) | 0.2 | $1.0M | -6% | 13k | 75.35 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $987k | -2% | 4.6k | 213.67 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $955k | -9% | 2.7k | 356.56 |
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.2 | $945k | +49% | 7.3k | 130.21 |
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| Dominion Resources (D) | 0.2 | $935k | 15k | 61.82 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $926k | +4% | 16k | 59.55 |
|
| Ishares Tr Expanded Tech (IGV) | 0.2 | $914k | -32% | 11k | 80.05 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $897k | +5% | 8.8k | 102.25 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $893k | +7% | 4.6k | 196.18 |
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| Canadian Natl Ry (CNI) | 0.1 | $854k | 8.3k | 102.77 |
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| Ssga Active Tr Sst Bridgewater (ALLW) | 0.1 | $852k | NEW | 30k | 28.85 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $839k | +7% | 7.1k | 118.60 |
|
| Amrize SHS (AMRZ) | 0.1 | $820k | +6% | 15k | 55.94 |
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| Oracle Corporation (ORCL) | 0.1 | $819k | -7% | 5.6k | 147.12 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $808k | -7% | 1.4k | 577.18 |
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| Rollins (ROL) | 0.1 | $795k | +88% | 15k | 53.41 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $776k | -2% | 2.4k | 320.79 |
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| American Water Works (AWK) | 0.1 | $761k | 5.6k | 136.09 |
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| Weyerhaeuser Com New (WY) | 0.1 | $759k | +9% | 31k | 24.43 |
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| Southern Company (SO) | 0.1 | $756k | 7.8k | 96.52 |
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| Abbott Laboratories (ABT) | 0.1 | $749k | -2% | 7.3k | 102.67 |
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| Host Hotels & Resorts (HST) | 0.1 | $743k | 39k | 19.16 |
|
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| ConocoPhillips (COP) | 0.1 | $719k | 5.4k | 132.01 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $717k | -10% | 8.3k | 86.69 |
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| Home Depot (HD) | 0.1 | $710k | 2.2k | 328.86 |
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|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $696k | +53% | 14k | 49.37 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $689k | 4.7k | 146.61 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $685k | -22% | 1.1k | 604.39 |
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| UnitedHealth (UNH) | 0.1 | $681k | -31% | 2.5k | 270.59 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $648k | +16% | 4.4k | 145.79 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $647k | +2% | 1.9k | 337.95 |
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| Nuveen Equity Premium and Growth Fund (SPXX) | 0.1 | $642k | NEW | 40k | 16.07 |
|
| American Express Company (AXP) | 0.1 | $641k | +24% | 2.1k | 302.48 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $634k | +8% | 13k | 50.66 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $633k | +5% | 14k | 45.89 |
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| Citigroup Com New (C) | 0.1 | $616k | 5.4k | 113.42 |
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|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $605k | +3% | 1.6k | 370.68 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $604k | 9.9k | 61.32 |
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| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.1 | $600k | +10% | 8.7k | 68.91 |
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| Micron Technology (MU) | 0.1 | $583k | NEW | 1.7k | 337.93 |
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| Lumentum Hldgs (LITE) | 0.1 | $579k | NEW | 824.00 | 702.76 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $573k | +4% | 8.9k | 64.08 |
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| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.1 | $570k | 12k | 48.86 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $567k | 25k | 22.91 |
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| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.1 | $566k | +6% | 8.3k | 67.92 |
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| Ge Aerospace Com New (GE) | 0.1 | $562k | +4% | 2.0k | 283.77 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $558k | +18% | 5.9k | 94.24 |
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| Atmos Energy Corporation (ATO) | 0.1 | $545k | 2.9k | 184.72 |
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|
| Tetra Tech (TTEK) | 0.1 | $532k | +10% | 18k | 30.12 |
|
| Spdr Series Trust State Street Spd (SJNK) | 0.1 | $528k | +158% | 21k | 24.98 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $519k | NEW | 13k | 40.31 |
|
| Prologis (PLD) | 0.1 | $517k | +3% | 3.9k | 132.18 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $513k | NEW | 4.2k | 122.78 |
|
| Comfort Systems USA (FIX) | 0.1 | $505k | NEW | 366.00 | 1378.99 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $501k | 6.3k | 79.06 |
|
|
| Axt (AXTI) | 0.1 | $500k | NEW | 8.8k | 56.98 |
|
| MercadoLibre (MELI) | 0.1 | $486k | +53% | 281.00 | 1729.02 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $482k | 4.1k | 118.51 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $480k | -22% | 5.0k | 96.70 |
|
| Ventas (VTR) | 0.1 | $479k | 5.9k | 81.78 |
|
|
| Dollar General (DG) | 0.1 | $478k | +12% | 4.0k | 118.73 |
|
| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.1 | $473k | +23% | 13k | 35.96 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $465k | +17% | 9.2k | 50.62 |
|
| Powell Industries (POWL) | 0.1 | $462k | NEW | 854.00 | 541.08 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $462k | 5.2k | 88.16 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $458k | -3% | 2.2k | 209.02 |
|
| DNP Select Income Fund (DNP) | 0.1 | $452k | 44k | 10.30 |
|
|
| Symbotic Class A Com (SYM) | 0.1 | $452k | NEW | 8.5k | 53.20 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $448k | -36% | 4.3k | 103.43 |
|
| Philip Morris International (PM) | 0.1 | $447k | +21% | 2.7k | 165.34 |
|
| Medtronic SHS (MDT) | 0.1 | $445k | -2% | 5.1k | 86.65 |
|
| Spdr Series Trust Bloomberg Intl (IBND) | 0.1 | $443k | +6% | 14k | 31.08 |
|
| Union Pacific Corporation (UNP) | 0.1 | $440k | +3% | 1.8k | 242.62 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $440k | -11% | 4.7k | 92.74 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $439k | +58% | 10k | 42.56 |
|
| Unum (UNM) | 0.1 | $435k | 6.0k | 73.03 |
|
|
| Thornburg Etf Tr Intl Equity Etf (TXUE) | 0.1 | $429k | +15% | 13k | 32.19 |
|
| Sempra Energy (SRE) | 0.1 | $428k | 4.4k | 97.17 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $416k | NEW | 2.8k | 146.28 |
|
| Watsco, Incorporated (WSO) | 0.1 | $413k | NEW | 1.1k | 363.79 |
|
| Ishares Tr Low Carbon Optim (CRBN) | 0.1 | $404k | -4% | 1.8k | 222.81 |
|
| Ishares Msci Aust Etf (EWA) | 0.1 | $401k | +43% | 14k | 27.76 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $400k | -4% | 670.00 | 597.55 |
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.1 | $400k | NEW | 17k | 23.50 |
|
| Core Scientific (CORZ) | 0.1 | $396k | NEW | 27k | 14.96 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $396k | 5.2k | 76.54 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.1 | $394k | 12k | 32.41 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $392k | 2.9k | 135.49 |
|
|
| Ishares Msci Spain Etf (EWP) | 0.1 | $390k | -5% | 7.2k | 54.31 |
|
| Hut 8 Corp (HUT) | 0.1 | $384k | NEW | 8.2k | 46.91 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $382k | 5.0k | 75.74 |
|
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $376k | +6% | 4.4k | 86.41 |
|
| Hca Holdings (HCA) | 0.1 | $373k | NEW | 788.00 | 473.24 |
|
| Astera Labs (ALAB) | 0.1 | $371k | NEW | 3.4k | 109.60 |
|
| Church & Dwight (CHD) | 0.1 | $367k | -5% | 3.9k | 93.32 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $364k | 6.9k | 52.56 |
|
|
| Applied Digital Corp Com New (APLD) | 0.1 | $360k | NEW | 15k | 23.74 |
|
| Viking Holdings Ord Shs (VIK) | 0.1 | $359k | NEW | 4.9k | 73.48 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $354k | -8% | 64k | 5.55 |
|
| Valero Energy Corporation (VLO) | 0.1 | $353k | 1.4k | 247.08 |
|
|
| Mid-America Apartment (MAA) | 0.1 | $342k | -13% | 2.8k | 122.12 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $340k | +19% | 7.1k | 48.05 |
|
| Ishares Msci Japan Etf (EWJ) | 0.1 | $340k | +3% | 4.0k | 84.44 |
|
| Abbvie (ABBV) | 0.1 | $324k | +11% | 1.5k | 217.49 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.1 | $320k | +4% | 11k | 28.08 |
|
| Ishares Tr Asia 50 Etf (AIA) | 0.1 | $319k | +16% | 3.0k | 106.15 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.1 | $315k | -27% | 7.8k | 40.14 |
|
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $314k | 29k | 10.74 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $314k | -3% | 718.00 | 436.79 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $307k | -12% | 3.2k | 95.44 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 0.1 | $298k | 7.5k | 39.73 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $296k | +6% | 952.00 | 310.79 |
|
| Reddit Cl A (RDDT) | 0.1 | $292k | -2% | 2.2k | 134.65 |
|
| Invesco Actively Managed Exc S&p500 Downsid (PHDG) | 0.0 | $284k | -21% | 7.5k | 37.79 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $282k | +13% | 1.1k | 248.00 |
|
| Pulte (PHM) | 0.0 | $281k | 2.4k | 117.61 |
|
|
| Smurfit Westrock SHS (SW) | 0.0 | $281k | 7.0k | 39.85 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $279k | 5.8k | 48.18 |
|
|
| Bkv Corp (BKV) | 0.0 | $279k | NEW | 9.8k | 28.52 |
|
| Carlisle Companies (CSL) | 0.0 | $279k | 835.00 | 333.62 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $278k | -24% | 1.4k | 198.29 |
|
| First Solar (FSLR) | 0.0 | $276k | 1.4k | 197.26 |
|
|
| Altria (MO) | 0.0 | $275k | +3% | 4.2k | 65.99 |
|
| Applied Optoelectronics (AAOI) | 0.0 | $274k | NEW | 3.2k | 84.59 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $271k | 2.2k | 124.31 |
|
|
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $266k | -5% | 29k | 9.16 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $260k | 10k | 25.10 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $259k | NEW | 453.00 | 572.13 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $250k | +6% | 4.4k | 56.79 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $250k | 4.8k | 52.54 |
|
|
| Putnam Etf Trust Franklin Muni Hi (FTMH) | 0.0 | $248k | 22k | 11.53 |
|
|
| Americold Rlty Tr (COLD) | 0.0 | $244k | +6% | 21k | 11.46 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $244k | +4% | 6.6k | 36.84 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $241k | -19% | 14k | 17.15 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $237k | +3% | 779.00 | 304.08 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $237k | -29% | 920.00 | 257.35 |
|
| Simmons First Natl Corp Cl A $1 Par (SFNC) | 0.0 | $236k | 12k | 19.45 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $233k | -18% | 1.8k | 128.12 |
|
| Tempus Ai Cl A (TEM) | 0.0 | $232k | NEW | 5.1k | 45.22 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $232k | -3% | 4.7k | 49.40 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $225k | 1.2k | 181.42 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $221k | -3% | 2.5k | 88.70 |
|
| Danaher Corporation (DHR) | 0.0 | $220k | 1.2k | 189.63 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $212k | -3% | 1.1k | 196.85 |
|
| Ouster Com New (OUST) | 0.0 | $212k | NEW | 12k | 18.37 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $212k | NEW | 557.00 | 379.90 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $211k | NEW | 987.00 | 213.66 |
|
| Morgan Stanley Com New (MS) | 0.0 | $210k | 1.3k | 164.57 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $210k | -11% | 1.6k | 132.90 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $209k | -72% | 3.1k | 67.07 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $204k | NEW | 1.4k | 150.00 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $204k | -18% | 4.0k | 50.95 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $203k | NEW | 4.1k | 49.97 |
|
| McKesson Corporation (MCK) | 0.0 | $201k | NEW | 232.00 | 865.36 |
|
Past Filings by Patten Group
SEC 13F filings are viewable for Patten Group going back to 2014
- Patten Group 2026 Q1 filed April 24, 2026
- 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