Patten Group, Inc. Portfolio Holdings

Patten Group, Inc.

  • $494 Million
  • Q3 2025

Patten Group, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $494 Million distributed in 283 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $30.6M, Microsoft Corp with a value of $21.6M, Apple Inc. with a value of $17.1M, Visa Inc. with a value of $13.5M, and Broadcom Inc. with a value of $11.8M.

Examining the 13F form we can see an increase of $34.4M in the current position value, from $460M to 494M.

Below you can find more details about Patten Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $494 Million
ETFs: $176 Million
Technology: $108 Million
Financial Services: $47.6 Million
Industrials: $39.8 Million
Healthcare: $30.8 Million
Consumer Defensive: $30 Million
Energy: $15.9 Million
Communication Services: $14.1 Million
Other: $31.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$30.6 Million 6.2% of portfolio
164,272
Q3 2025 Reduced 1.85%
$3.78T
$21.6 Million 4.38% of portfolio
41,757
Q3 2025 Reduced 1.76%
$4.3T
$17.1 Million 3.47% of portfolio
67,278
Q3 2025 Reduced 3.08%
$533B
$13.5 Million 2.73% of portfolio
39,589
Q3 2025 Reduced 1.61%
$139B
$11.8 Million 2.38% of portfolio
35,659
Q3 2025 Reduced 0.75%
$306B
$11.7 Million 2.37% of portfolio
176,941
Q3 2025 Reduced 1.19%
$881B
$9.49 Million 1.92% of portfolio
30,098
Q3 2025 Reduced 0.86%
$35.1B
$8.24 Million 1.67% of portfolio
66,241
Q3 2025 Reduced 1.93%
$662B
$7.22 Million 1.46% of portfolio
14,356
Q3 2025 Reduced 0.17%
$258B
$6.29 Million 1.27% of portfolio
37,583
Q3 2025 Added 0.0%
$140B
$5.87 Million 1.19% of portfolio
15,679
Q3 2025 Added 7.34%
$277B
$5.1 Million 1.03% of portfolio
66,421
Q3 2025 Reduced 0.11%
$319B
$4.59 Million 0.93% of portfolio
67,150
Q3 2025 Reduced 0.89%
$1.65T
$4.31 Million 0.87% of portfolio
17,732
Q3 2025 Added 0.33%
$25.7B
$4.3 Million 0.87% of portfolio
29,174
Q3 2025 Reduced 0.82%
$522B
$4.15 Million 0.84% of portfolio
22,379
Q3 2025 Added 0.0%
$1.74T
$3.89 Million 0.79% of portfolio
15,955
Q3 2025 Added 2.39%
$45.2B
$3.85 Million 0.78% of portfolio
64,432
Q3 2025 Added 3.67%
$303B
$3.51 Million 0.71% of portfolio
22,609
Q3 2025 Reduced 0.06%
$136B
$3.46 Million 0.7% of portfolio
9,360
Q3 2025 Added 0.21%
$75.4B
$3.43 Million 0.69% of portfolio
26,118
Q3 2025 Reduced 0.23%
$57.4B
$3.38 Million 0.68% of portfolio
5,295
Q3 2025 Reduced 0.36%
$123B
$3.33 Million 0.67% of portfolio
11,806
Q3 2025 Reduced 0.17%
$490B
$3.29 Million 0.66% of portfolio
29,151
Q3 2025 Added 0.88%
$413B
$3.28 Million 0.66% of portfolio
63,587
Q3 2025 Reduced 0.31%
$2.39T
$3.12 Million 0.63% of portfolio
14,208
Q3 2025 Added 5.39%
$181B
$2.87 Million 0.58% of portfolio
101,730
Q3 2025 Reduced 0.03%
$37.3B
$2.88 Million 0.58% of portfolio
9,373
Q3 2025 Added 0.32%
$279B
$2.74 Million 0.56% of portfolio
26,632
Q3 2025 Added 16.23%
$115B
$2.69 Million 0.54% of portfolio
5,488
Q3 2025 Added 1.99%
$69.4B
$2.55 Million 0.52% of portfolio
31,074
Q3 2025 Reduced 0.22%
$235B
$2.5 Million 0.51% of portfolio
29,784
Q3 2025 Reduced 3.65%
$168B
$2.33 Million 0.47% of portfolio
30,878
Q3 2025 Added 2.02%
$41.2B
$2.29 Million 0.46% of portfolio
7,686
Q3 2025 Added 9.64%
$65.7B
$2.28 Million 0.46% of portfolio
7,600
Q3 2025 Reduced 2.36%
$86.7B
$2.22 Million 0.45% of portfolio
3,644
Q2 2025 Added 15.35%
$283B
$2.16 Million 0.44% of portfolio
16,813
Q3 2025 Reduced 0.24%
$73.7B
$2.16 Million 0.44% of portfolio
7,897
Q2 2025 Added 1.83%
$53.1B
$2.11 Million 0.43% of portfolio
8,598
Q3 2025 Added 6.9%
$204B
$2.11 Million 0.43% of portfolio
15,037
Q3 2025 Reduced 9.72%
$266B
$2.06 Million 0.42% of portfolio
7,306
Q3 2025 Reduced 19.35%
$593B
$2.04 Million 0.41% of portfolio
7,248
Q3 2025 Reduced 4.78%
$6.81B
$2.05 Million 0.41% of portfolio
21,876
Q3 2025 Added 20.7%
$346B
$1.96 Million 0.4% of portfolio
12,761
Q3 2025 Added 4.58%
$187B
$1.93 Million 0.39% of portfolio
11,582
Q3 2025 Reduced 5.21%
$971B
$1.87 Million 0.38% of portfolio
2,454
Q3 2025 Reduced 5.03%
$92.7B
$1.83 Million 0.37% of portfolio
7,026
Q3 2025 Reduced 3.1%
$132B
$1.77 Million 0.36% of portfolio
8,398
Q3 2025 Reduced 13.71%
$181B
$1.78 Million 0.36% of portfolio
18,157
Q3 2025 Added 17.26%

Summary

  • Portfolio
  • No. of Stocks 283
  • Current Value $494 Million
  • Prior Value $460 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 38 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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