Patten & Patten Inc has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.41 Billion distributed in 305 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $161M, Microsoft Corp with a value of $71.9M, West Rock CO with a value of $51.3M, Alphabet Inc. with a value of $39.2M, and Ishares Global Information Tec with a value of $38.1M.
Examining the 13F form we can see an increase of $21.9M in the current position value, from $1.39B to 1.41B.
Below you can find more details about Patten & Patten Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.41 Billion
Technology: $326 Million
ETFs: $220 Million
Healthcare: $160 Million
Consumer Cyclical: $158 Million
Financial Services: $138 Million
Industrials: $130 Million
Consumer Defensive: $85.8 Million
Communication Services: $68.9 Million
Other: $123 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions