Patten & Patten Inc Portfolio Holdings
Patten & Patten Inc
- $1.46 Billion
- Q2 2025
Patten & Patten Inc has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 323 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $144M, Microsoft Corp with a value of $77.6M, Ishares Global Information Tec with a value of $46.8M, Vanguard with a value of $43.7M, and Progressive Corp with a value of $38.9M.
Examining the 13F form we can see an increase of $39.6M in the current position value, from $1.42B to 1.46B.
Below you can find more details about Patten & Patten Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.46 Billion
ETFs: $348 Million
Technology: $308 Million
Financial Services: $175 Million
Healthcare: $144 Million
Industrials: $131 Million
Consumer Cyclical: $105 Million
Consumer Defensive: $82.7 Million
Communication Services: $62.3 Million
Other: $99.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 323
- Current Value $1.46 Billion
- Prior Value $1.42 Billion
- Filing
- Period Q2 2025
- Filing Date July 28, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 16 stocks
- Additional Purchases 68 stocks
- Sold out of 0 stocks
- Reduced holdings in 189 stocks