Patten Group, Inc. Top Holdings and 13F Report (2026)

About Patten Group, Inc.

Investment Activity

Patten Group, Inc. has $648.66 million in total holdings as of September 30, 2026.
Patten Group, Inc. owns shares of 313 different stocks, but just 110 companies or ETFs make up 80% of its holdings.
Approximately 8.72% of the portfolio was purchased this quarter.
About 6.93% of the portfolio was sold this quarter.
This quarter, Patten Group, Inc. has purchased 325 new stocks and bought additional shares in 134 stocks.
Patten Group, Inc. sold shares of 150 stocks and completely divested from 35 stocks this quarter.

Largest Holdings

NVIDIA: $38,022,181
Berkshire Hathaway: $23,488,301
Apple: $23,378,733
Microsoft: $22,978,171
Berkshire Hathaway: $17,181,115

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $4,993,963 Holding
53700T827 - iMGP DBi Managed Futures Strategy ETF: $1,378,101 Holding
72201R585 - PIMCO Multi Sector Bond Active ETF: $1,246,497 Holding
97717Y527 - WisdomTree Floating Rate Treasury Fund: $826,899 Holding
368736104 - Generac: $602,431 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF: 103,260 shares (about $9.46M)
EXXONMOBIL HOLDINGS CORP: 30,685 shares (about $4.99M)
CrowdStrike: 18,000 shares (about $4.77M)
Pimco Total Return ETF: 18,901 shares (about $1.64M)
iShares Core S&P Total U.S. Stock Market ETF: 8,517 shares (about $1.42M)

Largest Sales this Quarter

GE VERNOVA INC: 1,330 shares (about $1.26M)
JPMorgan Equity Premium Income ETF: 22,094 shares (about $1.24M)
iShares Russell 1000 Growth ETF: 8,017 shares (about $1.00M)
J P MORGAN EXCHANGE TRADED F: 21,233 shares (about $950.81K)
Uber Technologies: 12,918 shares (about $885.01K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$38,022,181	$181,334 ▼	-0.5%	166,486	5.9%	Technology
BRK.B Berkshire Hathaway	$23,488,301	$461,600 ▲	2.0%	47,170	3.6%	Finance
AAPL Apple	$23,378,733	$493,204 ▲	2.2%	70,202	3.6%	Technology
MSFT Microsoft	$22,978,171	$334,414 ▲	1.5%	44,800	3.5%	Technology
BRK.A Berkshire Hathaway	$17,181,115	$747,005 ▼	-4.2%	23	2.6%	Finance
KO Coca-Cola	$15,521,521	$88,490 ▲	0.6%	180,315	2.4%	Consumer Staples
V Visa	$13,694,991	$83,364 ▼	-0.6%	38,113	2.1%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$12,867,997	$9,462,746 ▲	277.9%	140,419	2.0%	ETF
AVGO Broadcom	$11,855,106	$119,053 ▲	1.0%	33,757	1.8%	Technology
JPM JPMorgan Chase & Co.	$9,963,934	$82,046 ▼	-0.8%	30,118	1.5%	Finance
IWF iShares Russell 1000 Growth ETF	$9,435,971	$1,004,210 ▼	-9.6%	75,331	1.5%	ETF
IVV iShares Core S&P 500 ETF	$7,492,434	$528,445 ▼	-6.6%	9,783	1.2%	ETF
SPY SPDR S&P 500 ETF Trust	$7,214,545	$581,892 ▼	-7.5%	9,460	1.1%	ETF
GOOGL Alphabet	$6,968,199	$202,660 ▲	3.0%	20,252	1.1%	Communication Services
RTX RTX	$6,901,999	$174,885 ▼	-2.5%	37,177	1.1%	Industrials
CSCO Cisco Systems	$6,728,209	$180,604 ▼	-2.6%	62,512	1.0%	Technology
GOOG Alphabet	$6,561,427	$184,344 ▲	2.9%	19,256	1.0%	Communication Services
CRWD CrowdStrike	$6,402,741	$4,765,520 ▲	291.1%	24,184	1.0%	Technology
AMD Advanced Micro Devices	$6,326,822	$753,077 ▼	-10.6%	10,342	1.0%	Technology
KIMBERLY-CLARK CORP	$6,171,679	$92,266 ▲	1.5%	63,345	1.0%	COM
JNJ Johnson & Johnson	$6,112,007	$42,358 ▲	0.7%	23,087	0.9%	Healthcare
ETN Eaton	$6,025,824	$120,749 ▼	-2.0%	14,023	0.9%	Industrials
GLW Corning	$5,489,232	$784,791 ▲	16.7%	35,700	0.8%	Technology
TIP iShares TIPS Bond ETF	$5,430,925	$423,550 ▼	-7.2%	52,200	0.8%	ETF
AMZN Amazon.com	$5,358,262	$359,526 ▲	7.2%	21,506	0.8%	Consumer Discretionary
NEM Newmont	$5,351,325	$17,416 ▼	-0.3%	46,396	0.8%	Materials
RSPT Invesco S&P 500 Equal Weight Technology ETF	$5,232,937	$488,816 ▲	10.3%	79,455	0.8%	ETF
EXXONMOBIL HOLDINGS CORP	$4,993,963	$4,993,963 ▲	New Holding	30,685	0.8%	COM SHS
IEFA iShares Core MSCI EAFE ETF	$4,829,179	$35,071 ▲	0.7%	49,847	0.7%	ETF
GLDM SPDR Gold MiniShares Trust	$4,644,238	$256,402 ▲	5.8%	56,513	0.7%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$4,595,448	$131,866 ▲	3.0%	59,488	0.7%	ETF
AZNCF AstraZeneca	$4,576,818	$291,623 ▼	-6.0%	28,187	0.7%	Healthcare
CVX Chevron	$4,431,548	$122,730 ▲	2.8%	21,701	0.7%	Energy
EMR Emerson Electric	$4,270,853	$372,087 ▲	9.5%	27,536	0.7%	Industrials
VEU Vanguard FTSE All-World ex-US ETF	$4,221,015	$223,438 ▲	5.6%	50,874	0.7%	ETF
PVAL Putnam Focused Large Cap Value ETF	$4,001,876	$1,227,473 ▲	44.2%	76,052	0.6%	ETF
SUB iShares Short-Term National Muni Bond ETF	$3,947,430	$405,302 ▲	11.4%	37,760	0.6%	ETF
MRK Merck & Co., Inc.	$3,848,660	$15,984 ▲	0.4%	26,486	0.6%	Healthcare
CB Chubb	$3,776,495	$63,424 ▼	-1.7%	11,611	0.6%	Finance
LINDE PLC	$3,680,490	$108,696 ▲	3.0%	7,754	0.6%	SHS
BSV Vanguard Short-Term Bond ETF	$3,537,549	$97,716 ▲	2.8%	46,303	0.5%	ETF
RBB FUND TRUST	$3,522,742	$139,856 ▲	4.1%	65,515	0.5%	FIRS EAGL OV ETF
DTH WisdomTree International High Dividend Fund	$3,503,794	$1,786 ▲	0.1%	62,781	0.5%	ETF
EFV iShares MSCI EAFE Value ETF	$3,467,361	$15,116 ▼	-0.4%	43,813	0.5%	ETF
BOND Pimco Total Return ETF	$3,464,812	$1,644,198 ▲	90.3%	39,830	0.5%	ETF
BND Vanguard Total Bond Market ETF	$3,462,464	$267,903 ▼	-7.2%	49,358	0.5%	ETF
LLY Eli Lilly and Company	$3,299,048	$33,557 ▲	1.0%	2,851	0.5%	Healthcare
J P MORGAN EXCHANGE TRADED F	$3,259,088	$950,814 ▼	-22.6%	72,780	0.5%	CORE PLUS BD ETF
GVI iShares Intermediate Government/Credit Bond ETF	$3,229,368	$327,451 ▼	-9.2%	31,332	0.5%	ETF
AMAT Applied Materials	$3,210,748	$4,602 ▲	0.1%	6,279	0.5%	Technology
JPST JPMorgan Ultra-Short Income ETF	$3,050,004	$93,990 ▼	-3.0%	60,552	0.5%	ETF
VYM Vanguard High Dividend Yield ETF	$3,047,827	$152,407 ▼	-4.8%	19,638	0.5%	ETF
CARR Carrier Global	$3,002,990	$144,557 ▼	-4.6%	54,739	0.5%	Industrials
EFG iShares MSCI EAFE Growth ETF	$2,985,049	$649,351 ▼	-17.9%	24,911	0.5%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$2,979,225	$1,416,200 ▲	90.6%	17,917	0.5%	ETF
URI United Rentals	$2,911,269	$472,368 ▲	19.4%	2,909	0.4%	Industrials
NEE NextEra Energy	$2,906,952	$45,519 ▲	1.6%	38,381	0.4%	Utilities
WALMART INC	$2,884,939	$108,077 ▼	-3.6%	27,761	0.4%	COM
XYL Xylem	$2,855,271	$56,305 ▼	-1.9%	28,195	0.4%	Industrials
SCHP Schwab U.S. TIPS ETF	$2,853,386	$179,780 ▼	-5.9%	113,545	0.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,747,339	$72,670 ▲	2.7%	38,184	0.4%	ETF
PANW Palo Alto Networks	$2,733,071	$163,293 ▼	-5.6%	6,879	0.4%	Technology
GE VERNOVA INC	$2,710,797	$1,264,151 ▼	-31.8%	2,852	0.4%	COM
NEAR iShares Short Duration Bond Active ETF	$2,587,639	$23,933 ▲	0.9%	51,898	0.4%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$2,541,235	$297,436 ▲	13.3%	31,296	0.4%	ETF
IXN iShares Global Tech ETF	$2,537,675	$40,909 ▼	-1.6%	17,121	0.4%	ETF
MAR Marriott International	$2,525,968	$13,160 ▼	-0.5%	7,102	0.4%	Consumer Discretionary
IDXX IDEXX Laboratories	$2,446,982	$91,905 ▼	-3.6%	4,686	0.4%	Healthcare
OUSTER INC	$2,441,054	$649,272 ▲	36.2%	60,512	0.4%	COM NEW
PSX Phillips 66	$2,414,722	$472,579 ▲	24.3%	9,458	0.4%	Energy
SSGA ACTIVE TR	$2,400,394	$261,501 ▲	12.2%	84,018	0.4%	SST BRIDGEWATER
QAI NYLIM Hedge Multi-Strategy Tracker ETF	$2,397,705	$303,096 ▲	14.5%	66,529	0.4%	ETF
NVS Novartis	$2,362,243	$13,972 ▼	-0.6%	16,569	0.4%	Healthcare
AGG iShares Core U.S. Aggregate Bond ETF	$2,334,098	$460,977 ▼	-16.5%	24,689	0.4%	ETF
NSC Norfolk Southern	$2,318,118	$21,630 ▲	0.9%	7,502	0.4%	Industrials
VO Vanguard Mid-Cap ETF	$2,313,807	$267,964 ▼	-10.4%	29,505	0.4%	ETF
SLV iShares Silver Trust	$2,224,117	$169,145 ▲	8.2%	40,802	0.3%	ETF
VMC Vulcan Materials	$2,101,305	$77,545 ▼	-3.6%	8,590	0.3%	Materials
FNDF Schwab Fundamental International Equity ETF	$2,095,014	$303,795 ▲	17.0%	38,977	0.3%	ETF
LMBS First Trust Low Duration Opportunities ETF	$2,089,547	$327,347 ▲	18.6%	43,119	0.3%	ETF
T AT&T	$2,065,802	$46,580 ▼	-2.2%	84,664	0.3%	Communication Services
DJP iPath Bloomberg Commodity Index Total Return ETN	$2,059,512	$32,870 ▼	-1.6%	39,975	0.3%	ETF
JEPI JPMorgan Equity Premium Income ETF	$2,049,859	$1,242,138 ▼	-37.7%	36,461	0.3%	ETF
SPYI NEOS S&P 500 High Income ETF	$2,030,137	$857,366 ▲	73.1%	38,182	0.3%	ETF
ECL Ecolab	$2,009,376	$10,434 ▼	-0.5%	7,318	0.3%	Materials
GLD SPDR Gold Shares	$2,002,457	$55,222 ▼	-2.7%	5,258	0.3%	ETF
BUCK Simplify Treasury Option Income ETF	$1,998,543	$745,853 ▲	59.5%	86,592	0.3%	ETF
FRDM Freedom 100 Emerging Markets ETF	$1,979,798	$115,084 ▲	6.2%	28,299	0.3%	ETF
BAB Invesco Taxable Municipal Bond ETF	$1,976,186	$589,719 ▼	-23.0%	78,110	0.3%	ETF
CAT Caterpillar	$1,935,447	$84,326 ▲	4.6%	2,387	0.3%	Industrials
BIV Vanguard Intermediate-Term Bond ETF	$1,896,546	$214,937 ▼	-10.2%	26,030	0.3%	ETF
FANG Diamondback Energy	$1,889,956	$47,056 ▲	2.6%	10,282	0.3%	Energy
BAC Bank of America	$1,876,909	$20,847 ▲	1.1%	34,483	0.3%	Finance
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$1,876,841	$69,417 ▼	-3.6%	37,771	0.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$1,875,508	$203,652 ▲	12.2%	9,016	0.3%	ETF
EPD Enterprise Products Partners	$1,807,029	$118,296 ▼	-6.1%	50,745	0.3%	Energy
PINNACLE FINL PARTNERS INC	$1,801,337	$149,027 ▼	-7.6%	19,243	0.3%	COM
SYK Stryker	$1,774,175	$310,109 ▼	-14.9%	6,442	0.3%	Healthcare
WMB Williams Companies	$1,769,327	$8,496 ▲	0.5%	26,031	0.3%	Energy
PG Procter & Gamble	$1,764,419	$23,681 ▲	1.4%	12,145	0.3%	Consumer Staples

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Patten Group, Inc. Top Holdings and 13F Report (2026)

About Patten Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Patten Group, Inc. Top Holdings and 13F Report (2026)

About Patten Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPatten Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools