Patten & Patten Inc Purchases in Q2 2025

Patten & Patten Inc

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CHY
Calamos Convertible & High Income Fund

Financial Services
18.2K
New
$9.18 - $10.99 $167K - $200K
18.2K $200K
XLF
Financial Sector Spdr

ETFs
1.75K
+ 5.53%
$43.92 - $52.37 $77K - $91.9K
33.4K $1.75M
HPE
Hewlett Packard Enterprise CO

Technology
4.53K
+ 45.15%
$12.51 - $20.45 $56.6K - $92.5K
14.5K $297K
VGT
Vanguard Information Technolog

ETFs
4
+ 0.41%
$470.37 - $663.28 $1.88K - $2.65K
984 $652K
NOC
Northrop Grumman Corp

Industrials
315
+ 9.19%
$456.3 - $540.39 $144K - $170K
3.74K $1.87M
SCHG
Schwab Strategic Tr Us Large C

ETFs
812
+ 4.19%
$22.27 - $29.21 $18.1K - $23.7K
20.2K $590K
IDV
Ishares Tr

ETFs
890
+ 4.82%
$27.79 - $34.84 $24.7K - $31K
19.4K $668K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
900
+ 28.39%
$81.46 - $94.63 $73.3K - $85.2K
4.07K $385K
MBB
Ishares Tr

ETFs
905
+ 6.45%
$91.41 - $94.22 $82.7K - $85.3K
14.9K $1.4M
LMT
Lockheed Martin Corp

Industrials
103
+ 4.86%
$430.82 - $486.45 $44.4K - $50.1K
2.22K $1.03M
IAU
Ishares Gold Trust

ETFs
30
+ 0.31%
$56.1 - $64.74 $1.68K - $1.94K
9.74K $607K
IAT
Ishares Tr

ETFs
35
+ 0.39%
$39.71 - $49.55 $1.39K - $1.73K
8.97K $444K
ENB
Enbridge Inc

Energy
400
+ 3.81%
$41.09 - $47.16 $16.4K - $18.9K
10.9K $493K
SHEL
Shell PLC

Energy
500
+ 10.18%
$59.75 - $73.05 $29.9K - $36.5K
5.41K $380K
T
At&T Inc.

Communication Services
123
+ 0.69%
$26.33 - $28.94 $3.24K - $3.56K
18K $522K
PAYX
Paychex Inc

Industrials
300
+ 9.54%
$137.01 - $159.78 $41.1K - $47.9K
3.45K $501K
CSGP
Costar Group, Inc.

Real Estate
3
+ 0.04%
$72.62 - $83.22 $218 - $250
8.56K $688K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.13%
$114.78 - $133.31 $344 - $400
2.34K $311K
SCHR
Schwab Intermediate Term Us Tr

ETFs
250
+ 2.3%
$24.54 - $25.07 $6.14K - $6.27K
11.1K $278K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16
+ 0.24%
$96.84 - $99.46 $1.55K - $1.59K
6.58K $652K
Ishares Bitcoin Trust ETF
13.3K
+ 183.21%
N/A
20.5K $0
Goldman Sachs ETF Tr
20.4K
+ 12.6%
N/A
183K $0
Pimco ETF Tr
2.91K
+ 16.77%
N/A
20.3K $0
Ge Healthcare Technologies I
3.42K
+ 46.72%
N/A
10.7K $0
Spinnaker ETF Series
169K
+ 1597.16%
N/A
179K $0
Ge Vernova Inc
2.1K
+ 51.91%
N/A
6.13K $0
HDV
Ishares Core High Dividend ETF

ETFs
188
+ 2.5%
$108.41 - $120.51 $20.4K - $22.7K
7.7K $901K
MDT
Medtronic PLC

Healthcare
250
+ 2.15%
$80.68 - $88.86 $20.2K - $22.2K
11.9K $1.03M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.99K
+ 898.64%
$105.72 - $1416.0 $210K - $2.81M
2.21K $246K
LOW
Lowes Companies Inc

Consumer Cyclical
18
+ 0.08%
$210.83 - $235.28 $3.79K - $4.24K
23.3K $5.17M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
74.8K
+ 1341.24%
$87.84 - $1441.89 $6.57M - $108M
80.4K $7.24M
XOM
Exxon Mobil Corp

Energy
1.99K
+ 1.48%
$99.93 - $119.04 $199K - $237K
136K $14.7M
UNH
Unitedhealth Group Inc

Healthcare
10.9K
+ 26.56%
$274.35 - $599.47 $2.99M - $6.53M
51.9K $16.2M
Activity Summary
Buys All Purchases 84 New Holdings 16 Increased Positions 68 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Patten & Patten Inc Portfolio

Follow Patten & Patten Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patten & Patten Inc, based on Form 13F filings with the SEC.

News

Stay updated on Patten & Patten Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email