Top 50 Patten Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.94% | 163.0K | $28.4M | +2.01%(+3.21K) | $9.24(+2343.13%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.86% | 46.3K | $22.2M | +220.56%(+31.86K) | $400.99(+21.08%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3% | 24 | $17.2M | new | $736470.00(-1.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.93% | 66.4K | $16.9M | +1.58%(+1.04K) | $40.31(+641.44%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.75% | 42.8K | $15.8M | +2.55%(+1.07K) | $92.56(+337.79%) | 2026-03-31 | |
| KO | COCA COLA CO | 2.33% | 176.1K | $13.4M | +0.57%(+1.01K) | $26.04(+208.25%) | 2026-03-31 | |
| V | VISA INC | 2.02% | 38.5K | $11.6M | -1.27%(-494) | $53.49(+498.81%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.86% | 34.6K | $10.7M | +3.73%(+1.24K) | $352.46(+18.25%) | 2026-03-31 | |
| IWF | ISHARES TR | 1.76% | 23.8K | $10.1M | -4.84%(-1.21K) | $105.25(+18.11%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.55% | 30.3K | $8.9M | +0.46%(+139) | $93.46(+221.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.83% | +63.58% |
| Top 20 Holdings Unweighted | +14.83% | +51.42% |
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