Patten Group, Inc. Portfolio Holdings
Patten Group, Inc.
- $518 Million
- Q4 2025
Patten Group, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $518 Million distributed in 293 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $29.8M, Microsoft Corp with a value of $21.2M, Apple Inc. with a value of $17.5M, Visa Inc. with a value of $12.7M, and Coca Cola CO with a value of $12.4M.
Examining the 13F form we can see an increase of $23.6M in the current position value, from $494M to 518M.
Below you can find more details about Patten Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$518 Million
ETFs: $195 Million
Technology: $109 Million
Financial Services: $45.4 Million
Industrials: $37 Million
Healthcare: $34.9 Million
Consumer Defensive: $30.5 Million
Communication Services: $15.5 Million
Energy: $14.8 Million
Other: $32.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 293
- Current Value $518 Million
- Prior Value $494 Million
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 44 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 135 stocks