Stewart & Patten CO LLC Portfolio Holdings
Stewart & Patten CO LLC
- $664 Million
- Q1 2024
Stewart & Patten CO LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $664 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $42.5M, Jpmorgan Chase & CO with a value of $40.4M, Apple Inc. with a value of $32.5M, Home Depot, Inc. with a value of $32M, and Stryker Corp with a value of $28.9M.
Examining the 13F form we can see an increase of $30.1M in the current position value, from $634M to 664M.
Below you can find more details about Stewart & Patten CO LLC portfolio as well as his latest detailed transactions.
Portfolio value
$664 Million
Technology: $141 Million
Healthcare: $103 Million
Industrials: $95.5 Million
Financial Services: $76.1 Million
Consumer Defensive: $74.8 Million
Consumer Cyclical: $50.6 Million
Communication Services: $34.4 Million
Utilities: $33.5 Million
Other: $56 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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