Patten Group, Inc. Portfolio Holdings
Patten Group, Inc.
- $426 Million
- Q1 2025
Patten Group, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $426 Million distributed in 249 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.8M, Apple Inc. with a value of $16.3M, Microsoft Corp with a value of $16.2M, Visa Inc. with a value of $14.3M, and Coca Cola CO with a value of $12.8M.
Examining the 13F form we can see an decrease of $15.2M in the current position value, from $441M to 426M.
Below you can find more details about Patten Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$426 Million
ETFs: $154 Million
Technology: $78.5 Million
Financial Services: $42.9 Million
Consumer Defensive: $32.7 Million
Industrials: $31.9 Million
Healthcare: $29.5 Million
Energy: $15.5 Million
Consumer Cyclical: $12.6 Million
Other: $27.2 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 249
- Current Value $426 Million
- Prior Value $441 Million
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 5 stocks
- Additional Purchases 75 stocks
- Sold out of 0 stocks
- Reduced holdings in 156 stocks