Patten & Patten Inc has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.39 Billion distributed in 308 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $134M, Microsoft Corp with a value of $68.2M, West Rock CO with a value of $39.1M, Abb Vie Inc. with a value of $35M, and Ishares Global Information Tec with a value of $34.5M.
Examining the 13F form we can see an increase of $180M in the current position value, from $1.21B to 1.39B.
Below you can find more details about Patten & Patten Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.39 Billion
Technology: $293 Million
ETFs: $214 Million
Healthcare: $169 Million
Consumer Cyclical: $152 Million
Financial Services: $142 Million
Industrials: $142 Million
Consumer Defensive: $82.5 Million
Communication Services: $61.4 Million
Other: $130 Million
Stock Holdings Table Market Cap. of $200 Billions or more