Patten & Patten Inc Portfolio Holdings
Patten & Patten Inc
- $1.43 Billion
- Q3 2024
Patten & Patten Inc has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.43 Billion distributed in 317 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $176M, Microsoft Corp with a value of $68.8M, Progressive Corp with a value of $38.6M, Ishares Global Information Tec with a value of $38.4M, and Abb Vie Inc. with a value of $36.7M.
Examining the 13F form we can see an increase of $18.4M in the current position value, from $1.41B to 1.43B.
Below you can find more details about Patten & Patten Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.43 Billion
Technology: $334 Million
ETFs: $238 Million
Healthcare: $168 Million
Financial Services: $154 Million
Industrials: $141 Million
Consumer Cyclical: $118 Million
Consumer Defensive: $91.9 Million
Communication Services: $62.4 Million
Other: $122 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 317
- Current Value $1.43 Billion
- Prior Value $1.41 Billion
- Filing
- Period Q3 2024
- Filing Date November 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 18 stocks
- Additional Purchases 81 stocks
- Sold out of 0 stocks
- Reduced holdings in 176 stocks