StockDriftsStockDriftsTop 50 Patten & Patten INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.39% | 613.0K | $177.4M | -1.36%(-8.48K) | $18.13(+1591.45%) | 2026-06-30 | |
| IXN | ISHARES TR | 4.36% | 569.8K | $82.3M | +4.89%(+26.57K) | $31.69(+342.63%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.09% | 1.33M | $77.2M | +58.31%(+488.82K) | $58.48(-0.74%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.75% | 198.2K | $70.8M | -1.52%(-3.07K) | $48.45(+625.43%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.95% | 149.2K | $55.7M | -0.11%(-165) | $63.11(+696.62%) | 2026-06-30 | |
| GSST | GOLDMAN SACHS ETF TR | 2.72% | 1.02M | $51.4M | +176.11%(+648.15K) | $50.44(+0.03%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.14% | 161.0K | $40.5M | +0.37%(+586) | $67.89(+267.23%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.02% | 116.3K | $38.1M | -0.59%(-693) | $57.08(+533.31%) | 2026-06-30 | |
| SW | SMURFIT WESTROCK PLC | 1.89% | 772.3K | $35.7M | -0.24%(-1.87K) | $47.76(+0.63%) | 2026-06-30 | |
| V | VISA INC | 1.78% | 97.9K | $33.6M | -0.23%(-222) | $59.22(+510.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.34% | +57.46% | +9.10% | +54.59% |
| Top 20 Holdings Unweighted | +14.89% | +51.65% | +8.25% | +48.62% |
Patten & Patten INC reports $1.89B in US-listed equity holdings across 350 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.4%), IXN (4.4%) and VGSH (4.1%). The top 20 holdings account for 47.69% of reported assets. Its disclosed equity book has returned +57.46% 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 & Patten INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1044905). View Patten & Patten INC’s 13F filings on SEC