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 $2 Billions to $10 Billions
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