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

About Patten Group, Inc.

Investment Activity

Patten Group, Inc. has $643.31 million in total holdings as of June 30, 2026.
Patten Group, Inc. owns shares of 325 different stocks, but just 117 companies or ETFs make up 80% of its holdings.
Approximately 8.41% of the portfolio was purchased this quarter.
About 4.63% of the portfolio was sold this quarter.
This quarter, Patten Group, Inc. has purchased 296 new stocks and bought additional shares in 117 stocks.
Patten Group, Inc. sold shares of 147 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

NVIDIA: $33,471,141
Berkshire Hathaway: $23,139,534
Apple: $19,885,147
Berkshire Hathaway: $17,972,400
Microsoft: $16,468,139

Largest New Holdings this Quarter

958102105 - Western Digital: $1,212,290 Holding
80004C200 - SANDISK CORP: $1,161,876 Holding
92537N108 - Vertiv: $1,035,263 Holding
171779309 - Ciena: $1,021,346 Holding
19247G107 - Coherent: $1,014,182 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 59,564 shares (about $7.40M)
OUSTER INC: 32,889 shares (about $2.06M)
Vanguard Mid-Cap ETF: 24,009 shares (about $1.93M)
SSGA ACTIVE TR: 45,323 shares (about $1.33M)
Western Digital: 1,898 shares (about $1.21M)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF: 15,951 shares (about $1.58M)
JPMorgan Equity Premium Income ETF: 19,234 shares (about $1.09M)
Bank of America: 16,697 shares (about $951.40K)
JPMorgan Ultra-Short Income ETF: 14,372 shares (about $726.79K)
iShares TIPS Bond ETF: 5,938 shares (about $649.80K)

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	$33,471,141	$856,187 â–²	2.6%	167,280	5.2%	Technology
BRK.B Berkshire Hathaway	$23,139,534	$34,027 â–¼	-0.1%	46,243	3.6%	Finance
AAPL Apple	$19,885,147	$669,870 â–²	3.5%	68,721	3.1%	Technology
BRK.A Berkshire Hathaway	$17,972,400		0.0%	24	2.8%	Finance
MSFT Microsoft	$16,468,139	$505,817 â–²	3.2%	44,148	2.6%	Technology
KO CocaCola	$14,570,619	$256,162 â–²	1.8%	179,287	2.3%	Consumer Staples
V Visa	$13,155,719	$37,740 â–¼	-0.3%	38,345	2.0%	Finance
AVGO Broadcom	$12,623,574	$429,499 â–¼	-3.3%	33,418	2.0%	Technology
IWF iShares Russell 1000 Growth ETF	$10,349,272	$7,396,027 â–²	250.4%	83,348	1.6%	ETF
JPM JPMorgan Chase & Co.	$9,939,855	$7,856 â–²	0.1%	30,366	1.5%	Finance
IVV iShares Core S&P 500 ETF	$7,843,026	$340,741 â–¼	-4.2%	10,473	1.2%	ETF
GLW Corning	$7,815,136	$48,021 â–²	0.6%	30,596	1.2%	Technology
SPY SPDR S&P 500 ETF Trust	$7,634,267	$184,453 â–¼	-2.4%	10,223	1.2%	ETF
CSCO Cisco Systems	$7,539,776	$25,137 â–¼	-0.3%	64,190	1.2%	Technology
RTX RTX	$7,232,317	$67,164 â–²	0.9%	38,119	1.1%	Industrials
GOOGL Alphabet	$7,027,131	$419,920 â–²	6.4%	19,663	1.1%	Communication Services
KIMBERLY-CLARK CORP	$6,849,411	$3,842 â–¼	-0.1%	62,398	1.1%	COM
AMD Advanced Micro Devices	$6,722,871	$460,662 â–¼	-6.4%	11,573	1.0%	Technology
GOOG Alphabet	$6,612,596	$439,544 â–²	7.1%	18,715	1.0%	Communication Services
TIP iShares TIPS Bond ETF	$6,157,761	$649,798 â–¼	-9.5%	56,271	1.0%	ETF
ETN Eaton	$6,095,221	$195,589 â–¼	-3.1%	14,304	0.9%	Industrials
JNJ Johnson & Johnson	$5,822,782	$22,349 â–²	0.4%	22,927	0.9%	Healthcare
AZNCF AstraZeneca	$5,644,473	$19,955 â–¼	-0.4%	29,983	0.9%	Healthcare
GE VERNOVA INC	$4,913,264	$1,173,685 â–²	31.4%	4,182	0.8%	COM
AMZN Amazon.com	$4,781,815	$795,817 â–²	20.0%	20,063	0.7%	Consumer Discretionary
IEFA iShares Core MSCI EAFE ETF	$4,779,263	$186,206 â–¼	-3.8%	49,485	0.7%	ETF
CRWD CrowdStrike	$4,719,258	$63,341 â–²	1.4%	6,184	0.7%	Technology
RSPT Invesco S&P 500 Equal Weight Technology ETF	$4,646,110	$449,886 â–²	10.7%	72,033	0.7%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$4,566,432	$298,812 â–²	7.0%	57,781	0.7%	ETF
AMAT Applied Materials	$4,532,965	$138,086 â–¼	-3.0%	6,270	0.7%	Technology
JCPB JPMorgan Core Plus Bond ETF	$4,412,970	$328,017 â–²	8.0%	94,013	0.7%	ETF
NEM Newmont	$4,347,497	$9,433 â–²	0.2%	46,547	0.7%	Materials
GLDM SPDR Gold MiniShares Trust	$4,240,472	$13,184 â–¼	-0.3%	53,393	0.7%	ETF
CARR Carrier Global	$4,208,414	$11,589 â–¼	-0.3%	57,374	0.7%	Industrials
XOM ExxonMobil	$4,040,503	$2,598 â–²	0.1%	29,553	0.6%	Energy
VEU Vanguard FTSE All-World ex-US ETF	$4,035,199	$303,513 â–²	8.1%	48,181	0.6%	ETF
CB Chubb	$4,022,777	$13,289 â–²	0.3%	11,806	0.6%	Finance
LINDE PLC	$3,904,952	$1,557 â–²	0.0%	7,525	0.6%	SHS
BND Vanguard Total Bond Market ETF	$3,903,724	$314,562 â–¼	-7.5%	53,177	0.6%	ETF
EFG iShares MSCI EAFE Growth ETF	$3,773,696	$157,766 â–¼	-4.0%	30,330	0.6%	ETF
GVI iShares Intermediate Government/Credit Bond ETF	$3,661,252	$114,159 â–¼	-3.0%	34,509	0.6%	ETF
SUB iShares Short-Term National Muni Bond ETF	$3,607,523	$193,350 â–¼	-5.1%	33,883	0.6%	ETF
EMR Emerson Electric	$3,598,341	$107,362 â–¼	-2.9%	25,137	0.6%	Industrials
BSV Vanguard Short-Term Bond ETF	$3,507,820	$238,950 â–²	7.3%	45,024	0.5%	ETF
CVX Chevron	$3,497,535	$42,435 â–²	1.2%	21,100	0.5%	Energy
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$3,405,251	$202,341 â–²	6.3%	37,159	0.5%	ETF
XYL Xylem	$3,398,646	$1,182 â–²	0.0%	28,751	0.5%	Industrials
DTH WisdomTree International High Dividend Fund	$3,395,362	$29,165 â–²	0.9%	62,749	0.5%	ETF
MRK Merck & Co., Inc.	$3,389,343	$120,791 â–¼	-3.4%	26,376	0.5%	Healthcare
LLY Eli Lilly and Company	$3,384,791	$280,667 â–²	9.0%	2,822	0.5%	Healthcare
EFV iShares MSCI EAFE Value ETF	$3,368,506	$13,167 â–¼	-0.4%	44,004	0.5%	ETF
RBB FUND TRUST	$3,359,608	$305,662 â–²	10.0%	62,914	0.5%	FIRS EAGL OV ETF
NEE NextEra Energy	$3,315,921	$590,950 â–²	21.7%	37,780	0.5%	Utilities
JEPI JPMorgan Equity Premium Income ETF	$3,307,186	$1,086,336 â–¼	-24.7%	58,555	0.5%	ETF
WALMART INC	$3,262,001	$5,550 â–²	0.2%	28,801	0.5%	COM
VYM Vanguard High Dividend Yield ETF	$3,258,626	$111,255 â–¼	-3.3%	20,620	0.5%	ETF
SCHP Schwab U.S. TIPS ETF	$3,198,524	$212,398 â–²	7.1%	120,699	0.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$3,156,478	$726,792 â–¼	-18.7%	62,418	0.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$2,926,344	$1,578,830 â–¼	-35.0%	29,565	0.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,866,487	$48,656 â–²	1.7%	37,174	0.4%	ETF
OUSTER INC	$2,776,951	$2,056,220 â–²	285.3%	44,417	0.4%	COM NEW
URI United Rentals	$2,760,853	$98,561 â–¼	-3.4%	2,437	0.4%	Industrials
BAB Invesco Taxable Municipal Bond ETF	$2,722,086	$191,342 â–¼	-6.6%	101,419	0.4%	ETF
PVAL Putnam Focused Large Cap Value ETF	$2,686,329	$60,223 â–¼	-2.2%	52,725	0.4%	ETF
VO Vanguard Mid-Cap ETF	$2,652,557	$1,934,428 â–²	269.4%	32,922	0.4%	ETF
MAR Marriott International	$2,645,642	$3,335 â–¼	-0.1%	7,139	0.4%	Consumer Discretionary
VMC Vulcan Materials	$2,627,573	$74,045 â–¼	-2.7%	8,907	0.4%	Materials
NVS Novartis	$2,612,053	$56,262 â–¼	-2.1%	16,667	0.4%	Healthcare
NEAR iShares Short Duration Bond Active ETF	$2,604,831	$632,945 â–¼	-19.5%	51,418	0.4%	ETF
IDXX IDEXX Laboratories	$2,559,551	$111,605 â–¼	-4.2%	4,862	0.4%	Healthcare
IXN iShares Global Tech ETF	$2,513,519	$108,938 â–¼	-4.2%	17,397	0.4%	ETF
PANW Palo Alto Networks	$2,486,035	$292,595 â–¼	-10.5%	7,290	0.4%	Technology
CAT Caterpillar	$2,431,050	$321,584 â–²	15.2%	2,283	0.4%	Industrials
SYK Stryker	$2,382,739	$228,262 â–¼	-8.7%	7,568	0.4%	Healthcare
NSC Norfolk Southern	$2,338,033	$30,201 â–¼	-1.3%	7,432	0.4%	Industrials
SHY iShares 1-3 Year Treasury Bond ETF	$2,268,946	$116,432 â–²	5.4%	27,633	0.4%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$2,222,766	$7,517 â–¼	-0.3%	28,980	0.3%	ETF
SSGA ACTIVE TR	$2,191,299	$1,326,604 â–²	153.4%	74,865	0.3%	SST BRIDGEWATER
QAI NYLI Hedge Multi-Strategy Tracker ETF	$2,127,155	$144,241 â–¼	-6.4%	58,119	0.3%	ETF
PINNACLE FINL PARTNERS INC	$2,101,835	$124,284 â–²	6.3%	20,835	0.3%	COM
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$2,060,237	$140,179 â–¼	-6.4%	39,168	0.3%	ETF
ECL Ecolab	$2,049,455	$46,249 â–¼	-2.2%	7,356	0.3%	Materials
SLV iShares Silver Trust	$2,015,766	$65,982 â–²	3.4%	37,699	0.3%	ETF
GLD SPDR Gold Shares	$1,990,357	$99,831 â–¼	-4.8%	5,403	0.3%	ETF
EPD Enterprise Products Partners	$1,987,503	$52,199 â–²	2.7%	54,067	0.3%	Energy
FRDM Freedom 100 Emerging Markets ETF	$1,943,077	$83,835 â–¼	-4.1%	26,654	0.3%	ETF
BAC Bank of America	$1,943,018	$951,395 â–¼	-32.9%	34,100	0.3%	Finance
PIMCO ETF TR	$1,929,863	$59,475 â–²	3.2%	20,929	0.3%	ACTIVE BD ETF
WMB Williams Companies	$1,925,852	$41,928 â–²	2.2%	25,906	0.3%	Energy
FPE First Trust Preferred Securities and Income ETF	$1,848,546	$81,336 â–¼	-4.2%	103,386	0.3%	ETF
NOC Northrop Grumman	$1,847,520	$137,023 â–¼	-6.9%	3,627	0.3%	Industrials
MU Micron Technology	$1,831,254	$160,495 â–¼	-8.1%	1,586	0.3%	Technology
IBM International Business Machines	$1,821,397	$231,717 â–¼	-11.3%	6,477	0.3%	Technology
LMBS First Trust Low Duration Opportunities ETF	$1,810,200	$145,806 â–¼	-7.5%	36,364	0.3%	ETF
RF Regions Financial	$1,793,850	$2,869 â–²	0.2%	59,399	0.3%	Finance
T AT&T	$1,792,061	$71,394 â–¼	-3.8%	86,573	0.3%	Communication Services
PEP PepsiCo	$1,782,270	$82,188 â–¼	-4.4%	13,163	0.3%	Consumer Staples
DJP iPath Bloomberg Commodity Index Total Return ETN	$1,775,194	$404,055 â–¼	-18.5%	40,613	0.3%	ETF
MUB iShares National Muni Bond ETF	$1,769,273	$300,798 â–¼	-14.5%	16,440	0.3%	ETF
FANG Diamondback Energy	$1,762,370	$21,621 â–¼	-1.2%	10,026	0.3%	Energy

Showing largest 100 holdings. View all holdings.

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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

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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