Position in CORZ
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$396,245
+$141,210 QoQ
Shares Held
26,487
+86.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CORZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Patten Group, Inc. holds $25,648,081 across 6 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,148 | $16,468,086 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
24,736 | $4,719,257 | |
| 3 | PANW |
Palo Alto Networks Inc
|
7,290 | $2,486,035 | |
| 4 | CRWV |
CoreWeave, Inc.
|
9,496 | $945,231 | |
| 5 | ORCL |
Oracle Corp
|
3,818 | $559,527 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
4,028 | $469,945 |
All Filings in CORZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $396,245 | 26,487 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $255,035 | 14,216 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||