Patten & Patten Inc Portfolio Holdings
Patten & Patten Inc
- $1.43 Billion
- Q4 2024
Patten & Patten Inc has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.43 Billion distributed in 315 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $186M, Microsoft Corp with a value of $67.1M, Alphabet Inc. with a value of $40.7M, Ishares Global Information Tec with a value of $39.8M, and Progressive Corp with a value of $36M.
Examining the 13F form we can see an increase of $82K in the current position value, from $1.43B 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: $338 Million
ETFs: $269 Million
Financial Services: $163 Million
Healthcare: $152 Million
Industrials: $131 Million
Consumer Cyclical: $113 Million
Consumer Defensive: $87.7 Million
Communication Services: $68.5 Million
Other: $105 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 315
- Current Value $1.43 Billion
- Prior Value $1.43 Billion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 12 stocks
- Additional Purchases 95 stocks
- Sold out of 0 stocks
- Reduced holdings in 167 stocks