Patten Group, Inc.

13F filer · CIK 0001633207

Reported Aug 6, 2026

13F portfolio value$643MU.S. long equity reported on 13F

Positions20241 new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight26.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026202 positions
NVDANvidia Corp	$33.5M	5.20%	0.00%	+2.6%	Q4 2016
BRK.BBerkshire Hathaway Inc	$23.1M	3.60%	Not reported	-0.2%	Q4 2014
AAPLApple Inc.	$19.9M	3.09%	0.00%	+3.5%	Q4 2014
BRK.ABerkshire Hathaway Inc	$18M	2.79%	Not reported	Not reported	Q1 2026
MSFTMicrosoft Corp	$16.5M	2.56%	0.00%	+3.2%	Q4 2014
KOCoca Cola Co	$14.6M	2.26%	0.00%	+1.8%	Q4 2014
VVisa Inc.	$13.2M	2.05%	0.00%	-0.3%	Q4 2014
AVGOBroadcom Inc.	$12.6M	1.96%	0.00%	-3.3%	Q4 2016
JPMJPMorgan Chase & Co	$9.94M	1.55%	0.00%	+0.1%	Q4 2014
GLWCorning Inc	$7.82M	1.21%	0.00%	+0.6%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$7.63M	1.19%	Not reported	-2.4%	Q4 2014
CSCOCisco Systems, Inc.	$7.54M	1.17%	0.00%	-0.3%	Q4 2014
RTXRTX Corp	$7.23M	1.12%	0.00%	+0.9%	Q4 2020
GOOGLAlphabet Inc.	$7.03M	1.09%	0.00%	+6.4%	Q4 2016
KMBKimberly Clark Corp	$6.85M	1.06%	0.02%	-0.1%	Q4 2014
AMDAdvanced Micro Devices Inc	$6.72M	1.05%	0.00%	-6.4%	Q4 2016
GOOGAlphabet Inc.	$6.61M	1.03%	Not reported	+7.1%	Q4 2016
ETNEaton Corp plc	$6.1M	0.95%	0.00%	-3.1%	Q4 2014
JNJJohnson & Johnson	$5.82M	0.91%	0.00%	+0.4%	Q4 2014
AZNAstrazeneca PLC	$5.64M	0.88%	Not reported	-0.4%	Q4 2016
GEVGE Vernova Inc.	$4.91M	0.76%	0.00%	+31.4%	Q2 2024
AMZNAmazon Com Inc	$4.78M	0.74%	0.00%	+20.0%	Q4 2016
CRWDCrowdStrike Holdings, Inc.	$4.72M	0.73%	0.00%	+1.4%	Q4 2023
AMATApplied Materials Inc	$4.53M	0.70%	0.00%	-3.0%	Q4 2016
NEMNEWMONT Corp	$4.35M	0.68%	0.00%	+0.2%	Q4 2016
GLDMWorld Gold Trust	$4.24M	0.66%	0.02%	-0.3%	Q4 2023
CARRCARRIER GLOBAL Corp	$4.21M	0.65%	0.01%	-0.3%	Q2 2020
XOMExxonMobil Holdings Corp	$4.04M	0.63%	0.00%	+0.1%	Q4 2014
CBChubb Ltd	$4.02M	0.63%	0.00%	+0.3%	Q4 2014
LINLinde PLC	$3.9M	0.61%	0.00%	0.0%	Q4 2018
EMREmerson Electric Co	$3.6M	0.56%	0.00%	-2.9%	Q4 2014
BSVNBank7 Corp.	$3.51M	0.55%	0.47%	+7.3%	Q4 2016
CVXChevron Corp	$3.5M	0.54%	0.00%	+1.2%	Q4 2014
XYLXylem Inc.	$3.4M	0.53%	0.01%	0.0%	Q4 2016
MRKMerck & Co., Inc.	$3.39M	0.53%	0.00%	-3.4%	Q4 2014
LLYELI LILLY & Co	$3.38M	0.53%	0.00%	+9.0%	Q4 2014
NEENextera Energy Inc	$3.32M	0.52%	0.00%	+21.7%	Q4 2014
WMTWalmart Inc.	$3.26M	0.51%	0.00%	+0.2%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.26M	0.51%	Not reported	-3.3%	Q4 2016
OUSTOuster, Inc.	$2.78M	0.43%	0.06%	+285.3%	Q1 2026
URIUnited Rentals, Inc.	$2.76M	0.43%	0.00%	-3.5%	Q2 2025
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$2.72M	0.42%	Not reported	-6.6%	Q2 2018
MARMarriott International Inc	$2.65M	0.41%	0.00%	-0.1%	Q4 2014
VMCVulcan Materials CO	$2.63M	0.41%	0.01%	-2.7%	Q4 2014
NVSNovartis AG	$2.61M	0.41%	0.00%	-2.1%	Q4 2014
IDXXIdexx Laboratories Inc	$2.56M	0.40%	0.01%	-4.2%	Q4 2014
PANWPalo Alto Networks Inc	$2.49M	0.39%	0.00%	-10.5%	Q4 2018
CATCaterpillar Inc	$2.43M	0.38%	0.00%	+15.2%	Q4 2014
SYKStryker Corp	$2.38M	0.37%	0.00%	-8.7%	Q4 2014
NSCNorfolk Southern Corp	$2.34M	0.36%	0.00%	-1.3%	Q4 2014

Q1 2026Reported Apr 24, 2026175 positions
NVDANvidia Corp	$28.4M	4.94%	0.00%	+2.0%	Q4 2016
BRK.BBerkshire Hathaway Inc	$22.2M	3.86%	Not reported	+220.6%	Q4 2014
BRK.ABerkshire Hathaway Inc	$17.2M	3.00%	Not reported	New	Q1 2026
AAPLApple Inc.	$16.9M	2.93%	0.00%	+1.6%	Q4 2014
MSFTMicrosoft Corp	$15.8M	2.75%	0.00%	+2.6%	Q4 2014
KOCoca Cola Co	$13.4M	2.33%	0.00%	+0.6%	Q4 2014
VVisa Inc.	$11.6M	2.02%	0.00%	-1.3%	Q4 2014
AVGOBroadcom Inc.	$10.7M	1.86%	0.00%	+3.7%	Q4 2016
JPMJPMorgan Chase & Co	$8.93M	1.55%	0.00%	+0.5%	Q4 2014
RTXRTX Corp	$7.28M	1.27%	0.00%	+0.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$6.81M	1.18%	Not reported	-7.8%	Q4 2014
KMBKimberly Clark Corp	$6.02M	1.05%	0.02%	-2.3%	Q4 2014
AZNAstrazeneca PLC	$5.88M	1.02%	Not reported	-8.0%	Q4 2016
JNJJohnson & Johnson	$5.58M	0.97%	0.00%	+1.7%	Q4 2014
GOOGLAlphabet Inc.	$5.32M	0.92%	0.00%	+6.3%	Q4 2016
ETNEaton Corp plc	$5.28M	0.92%	0.00%	-0.3%	Q4 2014
NEMNEWMONT Corp	$5.03M	0.87%	0.00%	-0.4%	Q4 2016
GOOGAlphabet Inc.	$5.01M	0.87%	Not reported	+6.1%	Q4 2016
XOMExxonMobil Holdings Corp	$5.01M	0.87%	0.00%	+1.6%	Q4 2014
CSCOCisco Systems, Inc.	$5M	0.87%	0.00%	+0.5%	Q4 2014
GLDMWorld Gold Trust	$4.96M	0.86%	0.02%	+3.1%	Q4 2023
CVXChevron Corp	$4.31M	0.75%	0.00%	-0.5%	Q4 2014
GLWCorning Inc	$4.13M	0.72%	0.00%	-0.8%	Q4 2014
CBChubb Ltd	$3.84M	0.67%	0.00%	0.0%	Q4 2014
LINLinde PLC	$3.73M	0.65%	0.00%	-0.9%	Q4 2018
WMTWalmart Inc.	$3.57M	0.62%	0.00%	+0.9%	Q4 2016
AMZNAmazon Com Inc	$3.48M	0.61%	0.00%	+13.4%	Q4 2016
XYLXylem Inc.	$3.43M	0.60%	0.01%	-0.9%	Q4 2016
EMREmerson Electric Co	$3.39M	0.59%	0.00%	-0.9%	Q4 2014
BSVNBank7 Corp.	$3.29M	0.57%	0.44%	-2.2%	Q4 2016
MRKMerck & Co., Inc.	$3.29M	0.57%	0.00%	+0.2%	Q4 2014
CARRCARRIER GLOBAL Corp	$3.24M	0.56%	0.01%	-4.1%	Q2 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.16M	0.55%	Not reported	+8.1%	Q4 2016
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$2.93M	0.51%	Not reported	+3.7%	Q2 2018
NEENextera Energy Inc	$2.88M	0.50%	0.00%	-0.9%	Q4 2014
IDXXIdexx Laboratories Inc	$2.85M	0.50%	0.01%	-0.1%	Q4 2014
GEVGE Vernova Inc.	$2.78M	0.48%	0.00%	+26.1%	Q2 2024
SYKStryker Corp	$2.72M	0.47%	0.00%	-1.1%	Q4 2014
NOCNorthrop Grumman Corp	$2.66M	0.46%	0.00%	+1.1%	Q4 2014
TAt&T Inc.	$2.61M	0.45%	0.00%	+0.5%	Q4 2014
NVSNovartis AG	$2.6M	0.45%	0.00%	-0.6%	Q4 2014
AMDAdvanced Micro Devices Inc	$2.52M	0.44%	0.00%	+30.6%	Q4 2016
VMCVulcan Materials CO	$2.49M	0.43%	0.01%	-2.6%	Q4 2014
SLViShares Silver Trust	$2.48M	0.43%	0.01%	-3.8%	Q4 2016
BACBank of America Corp	$2.48M	0.43%	0.00%	+0.6%	Q4 2016
GLDSPDR Gold Trust	$2.44M	0.42%	0.00%	+0.3%	Q4 2014
DJPBarclays Bank PLC	$2.4M	0.42%	Not reported	+19.7%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$2.38M	0.41%	0.00%	+10.2%	Q4 2023
LLYELI LILLY & Co	$2.38M	0.41%	0.00%	+3.6%	Q4 2014
MARMarriott International Inc	$2.34M	0.41%	0.00%	+3.3%	Q4 2014

Q4 2025Reported Jan 23, 2026172 positions
NVDANvidia Corp	$29.8M	5.51%	0.00%	-2.7%	Q4 2016
MSFTMicrosoft Corp	$20.2M	3.73%	0.00%	-0.1%	Q4 2014
AAPLApple Inc.	$17.8M	3.29%	0.00%	-2.8%	Q4 2014
VVisa Inc.	$13.7M	2.53%	0.00%	-1.6%	Q4 2014
KOCoca Cola Co	$12.2M	2.26%	0.00%	-1.0%	Q4 2014
AVGOBroadcom Inc.	$11.5M	2.13%	0.00%	-6.6%	Q4 2016
JPMJPMorgan Chase & Co	$9.73M	1.80%	0.00%	+0.4%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$7.74M	1.43%	Not reported	-5.4%	Q4 2014
BRK.BBerkshire Hathaway Inc	$7.26M	1.34%	Not reported	+0.6%	Q4 2014
RTXRTX Corp	$6.9M	1.28%	0.00%	0.0%	Q4 2020
KMBKimberly Clark Corp	$6.45M	1.19%	0.02%	-3.5%	Q4 2014
AZNAstrazeneca PLC	$6.01M	1.11%	Not reported	-1.5%	Q4 2016
GOOGLAlphabet Inc.	$5.45M	1.01%	0.00%	-1.9%	Q4 2016
GOOGAlphabet Inc.	$5.17M	0.96%	Not reported	+3.3%	Q4 2016
CSCOCisco Systems, Inc.	$4.94M	0.91%	0.00%	-4.6%	Q4 2014
ETNEaton Corp plc	$4.72M	0.87%	0.00%	-5.5%	Q4 2014
NEMNEWMONT Corp	$4.65M	0.86%	0.00%	-1.7%	Q4 2016
JNJJohnson & Johnson	$4.65M	0.86%	0.00%	+0.4%	Q4 2014
GLDMWorld Gold Trust	$4.43M	0.82%	0.02%	+5.2%	Q4 2023
XYLXylem Inc.	$3.95M	0.73%	0.01%	-0.6%	Q4 2016
CBChubb Ltd	$3.67M	0.68%	0.00%	-0.3%	Q4 2014
XOMExxonMobil Holdings Corp	$3.5M	0.65%	0.00%	-0.3%	Q4 2014
EMREmerson Electric Co	$3.47M	0.64%	0.00%	Not reported	Q4 2014
IDXXIdexx Laboratories Inc	$3.44M	0.64%	0.01%	-4.1%	Q4 2014
AMZNAmazon Com Inc	$3.4M	0.63%	0.00%	+3.8%	Q4 2016
BSVNBank7 Corp.	$3.38M	0.63%	0.45%	-2.8%	Q4 2016
LINLinde PLC	$3.24M	0.60%	0.00%	-1.2%	Q4 2018
CVXChevron Corp	$3.19M	0.59%	0.00%	-7.4%	Q4 2014
WMTWalmart Inc.	$3.18M	0.59%	0.00%	+7.0%	Q4 2016
CARRCARRIER GLOBAL Corp	$3.17M	0.59%	0.01%	-6.9%	Q2 2020
SYKStryker Corp	$2.95M	0.54%	0.00%	-10.4%	Q4 2014
MRKMerck & Co., Inc.	$2.87M	0.53%	0.00%	-8.5%	Q4 2014
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$2.85M	0.53%	Not reported	+22.0%	Q2 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.83M	0.52%	Not reported	+42.9%	Q4 2016
BACBank of America Corp	$2.78M	0.51%	0.00%	-20.6%	Q4 2016
LLYELI LILLY & Co	$2.69M	0.50%	0.00%	+1.8%	Q4 2014
GLWCorning Inc	$2.68M	0.50%	0.00%	-1.3%	Q4 2014
VMCVulcan Materials CO	$2.68M	0.50%	0.01%	+0.3%	Q4 2014
CRWDCrowdStrike Holdings, Inc.	$2.59M	0.48%	0.00%	+0.9%	Q4 2023
NEENextera Energy Inc	$2.51M	0.46%	0.00%	+1.4%	Q4 2014
ADSKAutodesk, Inc.	$2.5M	0.46%	0.00%	-1.9%	Q4 2016
SLViShares Silver Trust	$2.44M	0.45%	0.01%	+1.3%	Q4 2016
NVSNovartis AG	$2.36M	0.44%	0.00%	+1.9%	Q4 2014
GLDSPDR Gold Trust	$2.24M	0.41%	0.00%	+1.2%	Q4 2014
TAt&T Inc.	$2.22M	0.41%	0.00%	-12.0%	Q4 2014
NOCNorthrop Grumman Corp	$2.2M	0.41%	0.00%	+5.7%	Q4 2014
IBMInternational Business Machines Corp	$2.18M	0.40%	0.00%	+0.7%	Q4 2014
NSCNorfolk Southern Corp	$2.18M	0.40%	0.00%	-0.7%	Q4 2014
MARMarriott International Inc	$2.15M	0.40%	0.00%	-1.5%	Q4 2014
NFLXNetflix Inc	$2.13M	0.39%	0.00%	+141.1%	Q4 2016

Q3 2025Reported Nov 10, 2025177 positions
NVDANvidia Corp	$30.6M	5.97%	0.00%	-1.9%	Q4 2016
MSFTMicrosoft Corp	$21.6M	4.21%	0.00%	-1.8%	Q4 2014
AAPLApple Inc.	$17.1M	3.33%	0.00%	-3.1%	Q4 2014
VVisa Inc.	$13.5M	2.63%	0.00%	-1.6%	Q4 2014
AVGOBroadcom Inc.	$11.8M	2.29%	0.00%	-0.8%	Q4 2016
KOCoca Cola Co	$11.7M	2.28%	0.00%	-1.2%	Q4 2014
JPMJPMorgan Chase & Co	$9.49M	1.85%	0.00%	-0.9%	Q4 2014
KMBKimberly Clark Corp	$8.24M	1.60%	0.02%	-1.9%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$8M	1.56%	Not reported	-0.1%	Q4 2014
BRK.BBerkshire Hathaway Inc	$7.22M	1.41%	Not reported	-0.2%	Q4 2014
RTXRTX Corp	$6.29M	1.22%	0.00%	0.0%	Q4 2020
ETNEaton Corp plc	$5.87M	1.14%	0.00%	+7.3%	Q4 2014
AZNAstrazeneca PLC	$5.1M	0.99%	Not reported	-0.1%	Q4 2016
CSCOCisco Systems, Inc.	$4.59M	0.89%	0.00%	-0.9%	Q4 2014
GOOGLAlphabet Inc.	$4.31M	0.84%	0.00%	+0.3%	Q4 2016
XYLXylem Inc.	$4.3M	0.84%	0.01%	-0.8%	Q4 2016
JNJJohnson & Johnson	$4.15M	0.81%	0.00%	0.0%	Q4 2014
NEMNEWMONT Corp	$4M	0.78%	0.00%	-1.1%	Q4 2016
GOOGAlphabet Inc.	$3.89M	0.76%	Not reported	+2.4%	Q4 2016
CARRCARRIER GLOBAL Corp	$3.85M	0.75%	0.01%	+3.7%	Q2 2020
GLDMWorld Gold Trust	$3.78M	0.73%	0.02%	+46.6%	Q4 2023
LINLinde PLC	$3.65M	0.71%	0.00%	+0.1%	Q4 2018
CVXChevron Corp	$3.51M	0.68%	0.00%	-0.1%	Q4 2014
BSVNBank7 Corp.	$3.48M	0.68%	0.47%	-0.7%	Q4 2016
SYKStryker Corp	$3.46M	0.67%	0.00%	+0.2%	Q4 2014
EMREmerson Electric Co	$3.43M	0.67%	0.00%	-0.2%	Q4 2014
IDXXIdexx Laboratories Inc	$3.38M	0.66%	0.01%	-0.4%	Q4 2014
CBChubb Ltd	$3.33M	0.65%	0.00%	-0.2%	Q4 2014
XOMExxonMobil Holdings Corp	$3.29M	0.64%	0.00%	+0.9%	Q4 2014
BACBank of America Corp	$3.28M	0.64%	0.00%	-0.3%	Q4 2016
AMZNAmazon Com Inc	$3.12M	0.61%	0.00%	+5.4%	Q4 2016
VMCVulcan Materials CO	$2.88M	0.56%	0.01%	+0.3%	Q4 2014
TAt&T Inc.	$2.87M	0.56%	0.00%	0.0%	Q4 2014
WMTWalmart Inc.	$2.74M	0.53%	0.00%	+16.2%	Q4 2016
ADSKAutodesk, Inc.	$2.73M	0.53%	0.00%	+6.9%	Q4 2016
CRWDCrowdStrike Holdings, Inc.	$2.69M	0.52%	0.00%	+2.0%	Q4 2023
GLWCorning Inc	$2.55M	0.50%	0.00%	-0.2%	Q4 2014
MRKMerck & Co., Inc.	$2.5M	0.49%	0.00%	-3.7%	Q4 2014
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$2.34M	0.46%	Not reported	-0.5%	Q2 2018
NEENextera Energy Inc	$2.33M	0.45%	0.00%	+2.0%	Q4 2014
VEEVVeeva Systems Inc	$2.29M	0.45%	0.00%	+9.6%	Q1 2020
NSCNorfolk Southern Corp	$2.28M	0.44%	0.00%	-2.4%	Q4 2014
NOCNorthrop Grumman Corp	$2.22M	0.43%	0.00%	Not reported	Q4 2014
ECLEcolab Inc.	$2.16M	0.42%	0.00%	Not reported	Q4 2016
NVSNovartis AG	$2.16M	0.42%	0.00%	-0.2%	Q4 2014
PEPPepsico Inc	$2.11M	0.41%	0.00%	-9.7%	Q4 2014
IBMInternational Business Machines Corp	$2.06M	0.40%	0.00%	-19.4%	Q4 2014
PNFPPinnacle Financial Partners, Inc.	$2.05M	0.40%	0.03%	+20.7%	Q4 2016
ORCLOracle Corp	$2.04M	0.40%	0.00%	-4.8%	Q4 2016
GLDSPDR Gold Trust	$1.99M	0.39%	0.00%	+0.5%	Q4 2014

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