Patten & Patten Inc Portfolio Holdings
Patten & Patten Inc
- $1.42 Billion
- Q1 2025
Patten & Patten Inc has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.42 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 $162M, Microsoft Corp with a value of $60M, Progressive Corp with a value of $42M, Vanguard with a value of $38.8M, and Abb Vie Inc. with a value of $37.7M.
Examining the 13F form we can see an decrease of $12.5M in the current position value, from $1.43B to 1.42B.
Below you can find more details about Patten & Patten Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.42 Billion
Technology: $302 Million
ETFs: $296 Million
Financial Services: $170 Million
Healthcare: $162 Million
Industrials: $129 Million
Consumer Cyclical: $108 Million
Consumer Defensive: $85.2 Million
Communication Services: $58.1 Million
Other: $107 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 317
- Current Value $1.42 Billion
- Prior Value $1.43 Billion
- Filing
- Period Q1 2025
- Filing Date May 07, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 11 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 152 stocks