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Patten Group, Inc.

Portfolio Manager
Patten Group, Inc.
Performance
-6.14% (2026 Q1)
AUM (13F)
$575.28M
# of Holdings
296
Performance Rank
Allocation (Top 20)
37.48%

Patten Group, Inc. Holdings Map

Top 50 Patten Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
4.94%163.0K$28.4M
+2.01%(+3.21K)
2025-Q1: 173.1K shares2025-Q2: 167.4K shares2025-Q3: 164.3K shares2025-Q4: 159.8K shares2026-Q1: 163.0K shares
$9.24(+2343.13%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.86%46.3K$22.2M
+220.56%(+31.86K)
2025-Q1: 13.4K shares2025-Q2: 14.4K shares2025-Q3: 14.4K shares2025-Q4: 14.4K shares2026-Q1: 46.3K shares
$400.99(+21.08%)
2026-03-31
BRK.A
BERKSHIRE HATHAWAY INC DEL
3%24$17.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 24 shares
$736470.00(-1.22%)
2026-03-31
AAPL
APPLE INC
2.93%66.4K$16.9M
+1.58%(+1.04K)
2025-Q1: 73.5K shares2025-Q2: 69.4K shares2025-Q3: 67.3K shares2025-Q4: 65.4K shares2026-Q1: 66.4K shares
$40.31(+641.44%)
2026-03-31
MSFT
MICROSOFT CORP
2.75%42.8K$15.8M
+2.55%(+1.07K)
2025-Q1: 43.2K shares2025-Q2: 42.5K shares2025-Q3: 41.8K shares2025-Q4: 41.7K shares2026-Q1: 42.8K shares
$92.56(+337.79%)
2026-03-31
KO
COCA COLA CO
2.33%176.1K$13.4M
+0.57%(+1.01K)
2025-Q1: 179.0K shares2025-Q2: 179.1K shares2025-Q3: 176.9K shares2025-Q4: 175.1K shares2026-Q1: 176.1K shares
$26.04(+208.25%)
2026-03-31
V
VISA INC
2.02%38.5K$11.6M
-1.27%(-494)
2025-Q1: 40.8K shares2025-Q2: 40.2K shares2025-Q3: 39.6K shares2025-Q4: 38.9K shares2026-Q1: 38.5K shares
$53.49(+498.81%)
2026-03-31
AVGO
BROADCOM INC
1.86%34.6K$10.7M
+3.73%(+1.24K)
2025-Q1: 35.8K shares2025-Q2: 35.9K shares2025-Q3: 35.7K shares2025-Q4: 33.3K shares2026-Q1: 34.6K shares
$352.46(+18.25%)
2026-03-31
IWF
ISHARES TR
1.76%23.8K$10.1M
-4.84%(-1.21K)
2025-Q1: 23.2K shares2025-Q2: 22.7K shares2025-Q3: 22.4K shares2025-Q4: 25.0K shares2026-Q1: 23.8K shares
$105.25(+18.11%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.55%30.3K$8.9M
+0.46%(+139)
2025-Q1: 30.9K shares2025-Q2: 30.4K shares2025-Q3: 30.1K shares2025-Q4: 30.2K shares2026-Q1: 30.3K shares
$93.46(+221.24%)
2026-03-31

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