Patten Group, Inc. Portfolio Holdings
Patten Group, Inc.
- $460 Million
- Q2 2025
Patten Group, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $460 Million distributed in 253 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $26.4M, Microsoft Corp with a value of $21.1M, Visa Inc. with a value of $14.3M, Apple Inc. with a value of $14.2M, and Coca Cola CO with a value of $12.7M.
Examining the 13F form we can see an increase of $34.3M in the current position value, from $426M to 460M.
Below you can find more details about Patten Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$460 Million
ETFs: $165 Million
Technology: $95.9 Million
Financial Services: $46.7 Million
Industrials: $36.6 Million
Consumer Defensive: $31.1 Million
Healthcare: $28.9 Million
Energy: $13.5 Million
Consumer Cyclical: $12.6 Million
Other: $28.6 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 253
- Current Value $460 Million
- Prior Value $426 Million
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 13 stocks
- Additional Purchases 99 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks