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Patten Group, Inc.

13F
Patten Group, Inc.
Last update 2025-05-14 249 Stocks (5 new)
Value $436.00 Mil Turnover 3 %
Countries:
Patten Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
173,140
18,764.9
-10.34%
4.300
-0.59%
0.000
+25.74%
+13.01%
3,700,628.9
Semiconductors
AAPL
Apple Inc
73,522
16,331.5
-4.31%
3.740
-0.18%
0.000
-9.64%
-19.18%
3,015,617.9
Hardware
MSFT
Microsoft Corp
43,162
16,202.6
-2.41%
3.710
-0.10%
0.000
+24.68%
+17.13%
3,655,325.1
Software
V
Visa Inc
40,750
14,281.1
-1.80%
3.270
-0.05%
0.000
+1.38%
+10.73%
681,361.4
Credit Services
KO
Coca-Cola Co
178,962
12,817.2
-0.41%
2.940
-0.01%
0.000
+2.17%
+13.75%
300,459.3
Beverages - Non-Alcoholic
KMB
Kimberly-Clark Corp
62,935
8,950.6
-0.50%
2.050
-0.01%
0.020
-5.53%
-0.36%
42,541.1
Consumer Packaged Goods
IWF
iShares Russell 1000 Growth ETF
23,225
8,386.4
-4.57%
1.920
-0.10%
0.010
+9.26%
+3.57%
109,200.3
 
JPM
JPMorgan Chase & Co
30,894
7,578.4
-2.37%
1.740
-0.04%
0.000
+13.15%
+19.16%
784,871.9
Banks
BRK.B
Berkshire Hathaway Inc
13,413
7,143.5
-1.01%
1.640
-0.01%
0.000
-7.64%
+7.76%
1,053,656.2
Insurance
SPY
SPDR S&P 500 ETF Trust
12,521
7,004.3
-2.50%
1.600
-0.04%
0.000
+5.77%
+4.17%
614,141.6
 

Patten Group, Inc.'s Historical Top Holdings Breakdowns

Patten Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.59%
106.98 ($126.74) 149.43
$151.56
19.59%
Reduce -10.34%
173,140
-19,961
TIP
iShares TIPS Bond ETF
2025-03-31
Add
Add
+0.28%
106.22 ($108.63) 111.09
$109.47
0.78%
Add 527.95%
13,030
10,955
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.27%
554.06 ($590.51) 615.85
$609.78
3.26%
Reduce -15.54%
11,413
-2,100
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.23%
77.7 ($78.41) 78.94
$79.25
1.07%
Add 25.95%
62,420
12,860
UBER
Uber Technologies Inc
2025-03-31
New Buy
New Buy
+0.20%
63.17 ($72.04) 81.49
$91.16
26.54%
New holding
12,276
12,276
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.18%
209.68 ($231.67) 247.1
$201.91
-12.85%
Reduce -4.31%
73,522
-3,310
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
2025-03-31
Add
Add
+0.17%
105.3 ($105.71) 106.24
$106.25
0.51%
Add 16.17%
50,873
7,083
PVAL
Putnam Focused Large Cap Value ETF
2025-03-31
New Buy
New Buy
+0.15%
36.8 ($38.31) 39.59
$39.61
3.39%
New holding
16,996
16,996
GLDM
SPDR Gold MiniShares Trust
2025-03-31
Add
Add
+0.15%
52.19 ($56.8) 61.89
$65.86
15.96%
Add 77.22%
24,853
10,829
GO
Grocery Outlet Holding Corp
2025-03-31
Sold Out
Sold Out
-0.15%
10.99 ($14.79) 17.37
$13.27
-10.31%
Sold Out
0
-42,079

Patten Group, Inc. Total Holding History ($B)

To

Patten Group, Inc.'s Asset Allocation

To

Patten Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Patten Group, Inc.'s Hypothetical Growth since 2025-03-31

Patten Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Patten Group, Inc.'s Holdings Heat Map

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Patten Group, Inc.'s Holdings Bubble Chart

Patten Group, Inc. News

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