Patten Group, Inc. has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $417 Million distributed in 244 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $31.1M, Microsoft Corp with a value of $19.6M, Apple Inc. with a value of $17.2M, Coca Cola CO with a value of $12M, and Visa Inc. with a value of $10.8M.
Examining the 13F form we can see an increase of $18.3M in the current position value, from $399M to 417M.
Below you can find more details about Patten Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$417 Million
ETFs: $132 Million
Technology: $94 Million
Financial Services: $36.9 Million
Consumer Defensive: $33.3 Million
Industrials: $32.6 Million
Healthcare: $31.5 Million
Energy: $15 Million
Communication Services: $12.8 Million
Other: $28.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions