Patten & Patten Inc Reduced Holdings in Q2 2025

Patten & Patten Inc

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-31.9K
- 4.36%
$172.42 - $223.89 $5.51M - $7.15M
700K $144M
ABBV
Abb Vie Inc.

Healthcare
-6.15K
- 3.42%
$170.16 - $206.27 $1.05M - $1.27M
174K $32.2M
AOS
Smith A O Corp

Industrials
-49.1K
- 26.47%
$59.63 - $70.52 $2.93M - $3.46M
136K $8.95M
COP
Conocophillips

Energy
-2.52K
- 1.31%
$82.66 - $106.1 $208K - $267K
190K $17.1M
PGR
Progressive Corp

Financial Services
-2.38K
- 1.6%
$255.27 - $288.74 $607K - $687K
146K $38.9M
BMY
Bristol Myers Squibb CO

Healthcare
-26.1K
- 38.22%
$44.12 - $59.6 $1.15M - $1.56M
42.2K $1.95M
OEF
Ishares S&P 100 ETF

ETFs
-7.86K
- 11.73%
N/A
59.2K $15.7M
MRK
Merck & Co., Inc.

Healthcare
-9.43K
- 7.86%
$73.47 - $87.12 $693K - $822K
111K $8.76M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-30K
- 7.06%
$51.14 - $57.0 $1.53M - $1.71M
394K $22.4M
CSCO
Cisco Systems, Inc.

Technology
-43.2K
- 25.77%
$53.19 - $69.38 $2.3M - $3M
124K $8.63M
CVX
Chevron Corp

Energy
-1.53K
- 2.66%
$133.73 - $168.51 $205K - $258K
56K $8.02M
JNJ
Johnson & Johnson

Healthcare
-1.93K
- 2.06%
$146.36 - $159.82 $282K - $308K
91.3K $13.9M
TSCO
Tractor Supply CO

Consumer Cyclical
-9.94K
- 2.68%
$47.86 - $55.77 $476K - $554K
361K $19M
LPX
Louisiana Pacific Corp

Industrials
-135
- 0.06%
$81.16 - $95.48 $11K - $12.9K
217K $18.6M
PEP
Pepsico Inc

Consumer Defensive
-2.2K
- 3.93%
$128.02 - $151.37 $282K - $333K
53.8K $7.1M
ECL
Ecolab Inc.

Basic Materials
-4.38K
- 34.98%
$225.65 - $270.95 $988K - $1.19M
8.14K $2.19M
LLY
Eli Lilly & CO

Healthcare
-187
- 1.11%
$713.71 - $898.95 $133K - $168K
16.7K $13M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.92K
- 18.8%
$225.56 - $335.19 $432K - $643K
8.28K $1.97M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.03K
- 12.04%
$483.48 - $539.8 $498K - $556K
7.52K $3.65M
CMCSA
Comcast Corp

Communication Services
-21.2K
- 43.55%
$32.84 - $36.72 $696K - $778K
27.5K $980K
NKE
Nike, Inc.

Consumer Cyclical
-16K
- 31.85%
$53.27 - $72.04 $852K - $1.15M
34.2K $2.43M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-3.02K
- 43.4%
$328.01 - $475.68 $992K - $1.44M
3.94K $1.84M
XLV
Select Sector Spdr Fund Health

ETFs
-950
- 2.1%
$128.77 - $144.3 $122K - $137K
44.3K $5.97M
ABT
Abbott Laboratories

Healthcare
-8.39K
- 5.27%
$123.95 - $138.08 $1.04M - $1.16M
151K $20.5M
VZ
Verizon Communications Inc

Communication Services
-11.3K
- 28.79%
$41.67 - $45.62 $469K - $513K
27.8K $1.2M
NEE
Nextera Energy Inc

Utilities
-4.25K
- 2.66%
$64.11 - $75.0 $272K - $318K
155K $10.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-7.9K
- 4.04%
$77.94 - $79.5 $616K - $628K
188K $14.9M
WY
Weyerhaeuser CO

Real Estate
-13.4K
- 28.55%
$24.69 - $29.48 $330K - $395K
33.5K $860K
PFE
Pfizer Inc

Healthcare
-15.8K
- 19.76%
$21.59 - $24.84 $341K - $392K
64.1K $1.55M
BDX
Becton Dickinson & CO

Healthcare
-1.36K
- 36.32%
$165.15 - $226.42 $224K - $307K
2.38K $409K
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
-15.2K
- 12.21%
$26.49 - $27.5 $403K - $419K
109K $2.96M
PLD
Prologis, Inc.

Real Estate
-2.81K
- 16.05%
$89.76 - $112.34 $252K - $316K
14.7K $1.55M
TGT
Target Corp

Consumer Defensive
-3.54K
- 36.79%
$88.76 - $105.77 $314K - $374K
6.07K $599K
GNRC
Generac Holdings Inc.

Industrials
-3.85K
- 42.54%
$101.92 - $143.21 $392K - $551K
5.2K $744K
DELL
Dell Technologies Inc.

Technology
-4.88K
- 74.0%
$71.63 - $125.98 $349K - $614K
1.71K $210K
KO
Coca Cola CO

Consumer Defensive
-2.56K
- 1.22%
$68.37 - $73.9 $175K - $189K
208K $14.7M
TJX
Tjx Companies Inc

Consumer Cyclical
-4.98K
- 3.2%
$119.13 - $135.03 $593K - $672K
150K $18.6M
XLE
Energy Sector Spdr

ETFs
-1.77K
- 7.7%
$76.44 - $94.13 $135K - $166K
21.2K $1.8M
PG
Procter & Gamble CO

Consumer Defensive
-144
- 0.52%
$157.66 - $172.39 $22.7K - $24.8K
27.8K $4.43M
GM
General Motors CO

Consumer Cyclical
-7.54K
- 31.27%
$42.48 - $50.46 $320K - $380K
16.6K $815K
DLB
Dolby Laboratories, Inc.

Industrials
-3.02K
- 20.87%
$69.36 - $81.21 $209K - $245K
11.4K $848K
AWK
American Water Works Company, Inc.

Utilities
-1.42K
- 10.88%
$133.82 - $151.96 $191K - $216K
11.7K $1.62M
EW
Edwards Lifesciences Corp

Healthcare
-14.8K
- 9.93%
$67.07 - $78.22 $990K - $1.16M
134K $10.5M
INTC
Intel Corp

Technology
-12.6K
- 22.68%
$18.13 - $22.69 $229K - $287K
43.1K $965K
DUK
Duke Energy Corp

Utilities
-217
- 0.34%
$112.46 - $124.05 $24.4K - $26.9K
62.9K $7.42M
TXN
Texas Instruments Inc

Technology
-1.41K
- 2.51%
N/A
54.9K $10.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-266
- 2.86%
$285.55 - $321.23 $76K - $85.4K
9.04K $2.64M
DOW
Dow Inc.

Basic Materials
-3K
- 14.27%
$25.81 - $34.89 $77.3K - $104K
18K $476K
HOLX
Hologic Inc

Healthcare
-4.21K
- 49.65%
$52.73 - $65.22 $222K - $274K
4.27K $278K
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
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