StockDriftsStockDriftsTop 50 Patten Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.2% | 167.3K | $33.5M | +2.63%(+4.28K) | $13.68(+1552.68%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.6% | 46.2K | $23.1M | -0.15%(-68) | $400.99(+25.02%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.09% | 68.7K | $19.9M | +3.49%(+2.31K) | $47.98(+536.48%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.79% | 24 | $18.0M | +0.00%(+0) | $736470.00(+1.48%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.56% | 44.1K | $16.5M | +3.17%(+1.36K) | $100.96(+381.47%) | 2026-06-30 | |
| KO | COCA COLA CO | 2.26% | 179.3K | $14.6M | +1.79%(+3.15K) | $26.96(+224.89%) | 2026-06-30 | |
| V | VISA INC | 2.05% | 38.3K | $13.2M | -0.29%(-110) | $53.49(+576.65%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.96% | 33.4K | $12.6M | -3.29%(-1.14K) | $74.76(+426.70%) | 2026-06-30 | |
| IWF | ISHARES TR | 1.61% | 83.3K | $10.3M | -12.39%(-11.79K) | $39.31(+213.89%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.55% | 30.4K | $9.9M | +0.08%(+24) | $93.63(+289.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.69% | +67.19% | +11.69% | +73.78% |
| Top 20 Holdings Unweighted | +15.80% | +55.28% | +9.14% | +54.88% |
Patten Group, Inc. reports $643.31M in US-listed equity holdings across 325 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.2%), BRK.B (3.6%) and AAPL (3.1%). The top 20 holdings account for 37.77% of reported assets. Its disclosed equity book has returned +67.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Patten Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633207). View Patten Group, Inc.’s 13F filings on SEC