Patten Group, Inc.
Top Portfolio Positions
165 positions ·
$360,538,651 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
163,001 | $28,427,374 | 7.88% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
46,311 | $22,192,231 | 6.16% | |
| AAPL |
Apple Inc.
Technology
|
66,406 | $16,853,178 | 4.67% | |
| MSFT |
Microsoft Corp
Technology
|
42,792 | $15,840,314 | 4.39% | |
| KO |
Coca Cola Co
Consumer Defensive
|
176,135 | $13,395,066 | 3.72% | |
| V |
Visa Inc.
Financial Services
|
38,455 | $11,622,639 | 3.22% | |
| AVGO |
Broadcom Inc.
Technology
|
34,555 | $10,695,118 | 2.97% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,342 | $8,925,402 | 2.48% | |
| RTX |
RTX Corp
Industrials
|
37,765 | $7,284,868 | 2.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,470 | $6,809,059 | 1.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in USA
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $353,945 | 63,774 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $439,279 | 69,949 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $692,708 | 109,260 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $857,372 | 125,899 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $827,297 | 126,305 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,044,077 | 150,227 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,005,225 | 141,581 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $794,423 | 116,827 | Shares | Sole | 2024-07-25 | |
| No 13F history on record for this holder in this stock. | ||||||