Patten Group, Inc. has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $399 Million distributed in 239 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $23.5M, Microsoft Corp with a value of $18.5M, Apple Inc. with a value of $14.4M, Coca Cola CO with a value of $11.7M, and Visa Inc. with a value of $11.4M.

Examining the 13F form we can see an increase of $36.1M in the current position value, from $363M to 399M.

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

Portfolio value $399 Million
ETFs: $129 Million
Technology: $80.3 Million
Financial Services: $37.2 Million
Industrials: $32.8 Million
Consumer Defensive: $32.1 Million
Healthcare: $31.8 Million
Energy: $15.1 Million
Consumer Cyclical: $13.4 Million
Other: $27.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 239
  • Current Value $399 Million
  • Prior Value $363 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 13 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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