Patten Group, Inc. Portfolio Holdings

Patten Group, Inc.

  • $494 Million
  • Q3 2025

Patten Group, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $494 Million distributed in 283 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $30.6M, Microsoft Corp with a value of $21.6M, Apple Inc. with a value of $17.1M, Visa Inc. with a value of $13.5M, and Broadcom Inc. with a value of $11.8M.

Examining the 13F form we can see an increase of $34.4M in the current position value, from $460M to 494M.

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

Portfolio value $494 Million
ETFs: $176 Million
Technology: $108 Million
Financial Services: $47.6 Million
Industrials: $39.8 Million
Healthcare: $30.8 Million
Consumer Defensive: $30 Million
Energy: $15.9 Million
Communication Services: $14.1 Million
Other: $31.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$11.8 Million 2.38% of portfolio
35,659
Q3 2025 Reduced 0.75%
$35.1B
$8.24 Million 1.67% of portfolio
66,241
Q3 2025 Reduced 1.93%
$140B
$5.87 Million 1.19% of portfolio
15,679
Q3 2025 Added 7.34%
$25.7B
$4.3 Million 0.87% of portfolio
29,174
Q3 2025 Reduced 0.82%
$69.1B
$4 Million 0.81% of portfolio
47,429
Q3 2025 Reduced 1.12%
$45.2B
$3.85 Million 0.78% of portfolio
64,432
Q3 2025 Added 3.67%
$136B
$3.46 Million 0.7% of portfolio
9,360
Q3 2025 Added 0.21%
$75.4B
$3.43 Million 0.69% of portfolio
26,118
Q3 2025 Reduced 0.23%
$57.4B
$3.38 Million 0.68% of portfolio
5,295
Q3 2025 Reduced 0.36%
$123B
$3.33 Million 0.67% of portfolio
11,806
Q3 2025 Reduced 0.17%
$181B
$2.87 Million 0.58% of portfolio
101,730
Q3 2025 Reduced 0.03%
$37.3B
$2.88 Million 0.58% of portfolio
9,373
Q3 2025 Added 0.32%
$115B
$2.69 Million 0.54% of portfolio
5,488
Q3 2025 Added 1.99%
$69.4B
$2.55 Million 0.52% of portfolio
31,074
Q3 2025 Reduced 0.22%
$168B
$2.33 Million 0.47% of portfolio
30,878
Q3 2025 Added 2.02%
$41.2B
$2.29 Million 0.46% of portfolio
7,686
Q3 2025 Added 9.64%
$86.7B
$2.22 Million 0.45% of portfolio
3,644
Q2 2025 Added 15.35%
$73.7B
$2.16 Million 0.44% of portfolio
7,897
Q2 2025 Added 1.83%
$53.1B
$2.11 Million 0.43% of portfolio
8,598
Q3 2025 Added 6.9%
$187B
$1.93 Million 0.39% of portfolio
11,582
Q3 2025 Reduced 5.21%
$92.7B
$1.83 Million 0.37% of portfolio
7,026
Q3 2025 Reduced 3.1%
$132B
$1.77 Million 0.36% of portfolio
8,398
Q3 2025 Reduced 13.71%
$181B
$1.78 Million 0.36% of portfolio
18,157
Q3 2025 Added 17.26%
$61.4B
$1.73 Million 0.35% of portfolio
8,494
Q3 2025 Added 18.01%
$140B
$1.66 Million 0.34% of portfolio
6,613
Q3 2025 Reduced 6.86%
$55.9B
$1.64 Million 0.33% of portfolio
1,713
Q3 2025 Added 35.74%
$26.5B
$1.56 Million 0.32% of portfolio
10,909
Q3 2025 Added 35.79%
$74.3B
$1.59 Million 0.32% of portfolio
25,136
Q3 2025 Reduced 0.48%
$70.2B
$1.58 Million 0.32% of portfolio
50,540
Q3 2025 Reduced 0.07%
$23.3B
$1.6 Million 0.32% of portfolio
60,781
Q1 2025 Reduced 10.86%
$96.4B
$1.53 Million 0.31% of portfolio
12,357
Q3 2025 Added 0.19%
$73.2B
$1.47 Million 0.3% of portfolio
342
Q3 2025 Added 0.29%
$96.7B
$1.36 Million 0.28% of portfolio
27,035
Q3 2025 Reduced 0.73%
$38.1B
$1.25 Million 0.25% of portfolio
16,712
Q3 2025 Added 0.65%
$172B
$1.25 Million 0.25% of portfolio
28,416
Q3 2025 Added 4.19%
$68.5B
$1.24 Million 0.25% of portfolio
9,133
Q3 2025 Added 19.6%
$65.7B
$1.19 Million 0.24% of portfolio
14,919
Q3 2025 Added 0.07%
$170B
$1.19 Million 0.24% of portfolio
8,261
Q3 2025 Added 3.9%
$197B
$1.15 Million 0.23% of portfolio
5,601
Q3 2025 Reduced 1.53%
$59.5B
$1.16 Million 0.23% of portfolio
25,319
Q3 2025 Reduced 5.76%
$49.1B
$1.13 Million 0.23% of portfolio
944
Q3 2025 Added 4.66%
$15.1B
$1.11 Million 0.22% of portfolio
7,914
Q3 2025 Reduced 3.07%
$66.3B
$1.01 Million 0.2% of portfolio
4,398
Q3 2025 Added 5.11%
$50.4B
$943,000 0.19% of portfolio
15,431
Q3 2025 Reduced 0.73%
$25.7B
$923,000 0.19% of portfolio
5,536
Q3 2025 Reduced 10.04%
$123B
$874,000 0.18% of portfolio
1,752
Q3 2025 Reduced 21.26%
$23.9B
$852,000 0.17% of portfolio
6,125
Q3 2025 Added 0.26%
$64.7B
$774,000 0.16% of portfolio
8,212
Q3 2025 Reduced 18.36%
$12.6B
$791,000 0.16% of portfolio
46,504
Q3 2025 Added 30.76%

Summary

  • Portfolio
  • No. of Stocks 283
  • Current Value $494 Million
  • Prior Value $460 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 38 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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