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

About Patten Group, Inc.

Investment Activity

Patten Group, Inc. has $575.28 million in total holdings as of March 31, 2026.
Patten Group, Inc. owns shares of 296 different stocks, but just 108 companies or ETFs make up 80% of its holdings.
Approximately 12.04% of the portfolio was purchased this quarter.
About 4.97% of the portfolio was sold this quarter.
This quarter, Patten Group, Inc. has purchased 293 new stocks and bought additional shares in 144 stocks.
Patten Group, Inc. sold shares of 114 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

NVIDIA: $28,427,371
Berkshire Hathaway: $22,192,231
Berkshire Hathaway: $17,235,360
Apple: $16,853,300
Microsoft: $15,840,227

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $17,235,360 Holding
G0593M107 - AstraZeneca: $5,876,910 Holding
72348N109 - PINNACLE FINL PARTNERS INC: $1,688,602 Holding
78470P630 - SSGA ACTIVE TR: $852,287 Holding
6706EW100 - Nuveen S&P 500 Dynamic Overwrite Fund: $641,477 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 24 shares (about $17.24M)
Berkshire Hathaway: 31,864 shares (about $15.27M)
AstraZeneca: 30,089 shares (about $5.88M)
PINNACLE FINL PARTNERS INC: 19,603 shares (about $1.69M)
WisdomTree International High Dividend Fund: 19,467 shares (about $1.05M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 886 shares (about $576.18K)
Interactive Brokers Group: 8,264 shares (about $554.27K)
iShares Russell 1000 Growth ETF: 1,210 shares (about $515.94K)
iShares Expanded Tech-Software Sector ETF: 5,617 shares (about $449.64K)
Netflix: 4,373 shares (about $420.46K)

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	$28,427,371	$559,650 â–²	2.0%	163,001	4.9%	Computer and Technology
BRK.B Berkshire Hathaway	$22,192,231	$15,269,229 â–²	220.6%	46,311	3.9%	Finance
BRK.A Berkshire Hathaway	$17,235,360	$17,235,360 â–²	New Holding	24	3.0%	Finance
AAPL Apple	$16,853,300	$262,928 â–²	1.6%	66,406	2.9%	Computer and Technology
MSFT Microsoft	$15,840,227	$394,599 â–²	2.6%	42,792	2.8%	Computer and Technology
KO CocaCola	$13,395,067	$76,506 â–²	0.6%	176,135	2.3%	Consumer Staples
V Visa	$11,622,614	$149,306 â–¼	-1.3%	38,455	2.0%	Business Services
AVGO Broadcom	$10,695,183	$384,104 â–²	3.7%	34,555	1.9%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$10,141,366	$515,937 â–¼	-4.8%	23,784	1.8%	ETF
JPM JPMorgan Chase & Co.	$8,925,267	$40,888 â–²	0.5%	30,342	1.6%	Finance
RTX RTX	$7,284,869	$32,407 â–²	0.4%	37,765	1.3%	Aerospace
IVV iShares Core S&P 500 ETF	$7,138,016	$274,338 â–¼	-3.7%	10,928	1.2%	ETF
TIP iShares TIPS Bond ETF	$6,865,414	$470,467 â–²	7.4%	62,209	1.2%	ETF
SPY SPDR S&P 500 ETF Trust	$6,808,827	$576,182 â–¼	-7.8%	10,470	1.2%	Finance
KIMBERLY-CLARK CORP	$6,022,925	$140,847 â–¼	-2.3%	62,433	1.0%	COM
AZNCF AstraZeneca	$5,876,910	$5,876,910 â–²	New Holding	30,089	1.0%	Medical
JNJ Johnson & Johnson	$5,582,815	$93,132 â–²	1.7%	22,839	1.0%	Medical
GOOGL Alphabet	$5,316,493	$312,583 â–²	6.2%	18,488	0.9%	Computer and Technology
ETN Eaton	$5,280,282	$18,241 â–¼	-0.3%	14,763	0.9%	Industrials
NEM Newmont	$5,027,789	$17,861 â–¼	-0.4%	46,446	0.9%	Basic Materials
GOOG Alphabet	$5,011,662	$285,709 â–²	6.0%	17,471	0.9%	Computer and Technology
XOM ExxonMobil	$5,010,763	$78,044 â–²	1.6%	29,534	0.9%	Energy
CSCO Cisco Systems	$4,997,072	$25,527 â–²	0.5%	64,404	0.9%	Computer and Technology
GLDM SPDR Gold MiniShares Trust	$4,964,384	$150,529 â–²	3.1%	53,559	0.9%	Finance
IEFA iShares Core MSCI EAFE ETF	$4,654,417	$66,630 â–²	1.5%	51,413	0.8%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$4,518,373	$47,451 â–²	1.1%	45,516	0.8%	Finance
JEPI JPMorgan Equity Premium Income ETF	$4,409,081	$268,323 â–²	6.5%	77,789	0.8%	ETF
CVX Chevron	$4,312,581	$20,069 â–¼	-0.5%	20,844	0.7%	Energy
VCSH Vanguard Short-Term Corporate Bond ETF	$4,280,580	$215,773 â–¼	-4.8%	54,000	0.7%	ETF
BND Vanguard Total Bond Market ETF	$4,231,502	$298,758 â–²	7.6%	57,462	0.7%	ETF
GLW Corning	$4,134,576	$34,128 â–¼	-0.8%	30,408	0.7%	Computer and Technology
JCPB JPMorgan Core Plus Bond ETF	$4,097,137	$275,324 â–²	7.2%	87,025	0.7%	ETF
JPST JPMorgan Ultra-Short Income ETF	$3,886,342	$273,901 â–¼	-6.6%	76,790	0.7%	ETF
CB Chubb	$3,835,218	$326 â–¼	0.0%	11,767	0.7%	Finance
SUB iShares Short-Term National Muni Bond ETF	$3,801,944	$272,001 â–¼	-6.7%	35,699	0.7%	ETF
GVI iShares Intermediate Government/Credit Bond ETF	$3,796,165	$32,004 â–²	0.9%	35,585	0.7%	ETF
LINDE PLC	$3,728,926	$35,197 â–¼	-0.9%	7,522	0.6%	SHS
WALMART INC	$3,573,299	$31,194 â–²	0.9%	28,752	0.6%	COM
EFG iShares MSCI EAFE Growth ETF	$3,519,060	$280,652 â–²	8.7%	31,598	0.6%	ETF
AMZN Amazon.com	$3,483,107	$411,958 â–²	13.4%	16,724	0.6%	Retail/Wholesale
XYL Xylem	$3,434,607	$29,397 â–¼	-0.8%	28,741	0.6%	Business Services
EMR Emerson Electric	$3,391,780	$30,266 â–¼	-0.9%	25,887	0.6%	Industrials
DTH WisdomTree International High Dividend Fund	$3,364,920	$1,052,964 â–²	45.5%	62,210	0.6%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$3,346,260	$119,410 â–²	3.7%	44,557	0.6%	ETF
BSV Vanguard Short-Term Bond ETF	$3,289,848	$74,882 â–¼	-2.2%	41,957	0.6%	ETF
MRK Merck & Co., Inc.	$3,285,867	$5,894 â–²	0.2%	27,316	0.6%	Medical
EFV iShares MSCI EAFE Value ETF	$3,284,486	$151,674 â–²	4.8%	44,176	0.6%	ETF
NEAR iShares Short Duration Bond Active ETF	$3,248,955	$43,718 â–²	1.4%	63,912	0.6%	ETF
CARR Carrier Global	$3,239,607	$139,592 â–¼	-4.1%	57,532	0.6%	Construction
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$3,202,910	$290,041 â–¼	-8.3%	34,951	0.6%	ETF
VYM Vanguard High Dividend Yield ETF	$3,158,158	$236,521 â–²	8.1%	21,324	0.5%	Financial Services
SCHP Schwab U.S. TIPS ETF	$2,998,521	$490,635 â–²	19.6%	112,684	0.5%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$2,944,511	$214,984 â–²	7.9%	65,058	0.5%	ETF
BAB Invesco Taxable Municipal Bond ETF	$2,926,459	$104,982 â–²	3.7%	108,548	0.5%	ETF
RBB FUND TRUST	$2,885,807	$802,213 â–²	38.5%	57,190	0.5%	FIRST EAGLE OVER
NEE NextEra Energy	$2,883,604	$24,891 â–¼	-0.9%	31,047	0.5%	Utilities
IDXX IDEXX Laboratories	$2,851,030	$3,371 â–¼	-0.1%	5,074	0.5%	Medical
GE VERNOVA INC	$2,778,441	$575,241 â–²	26.1%	3,183	0.5%	COM
SYK Stryker	$2,724,906	$29,901 â–¼	-1.1%	8,293	0.5%	Medical
NOC Northrop Grumman	$2,658,327	$29,340 â–²	1.1%	3,896	0.5%	Aerospace
T AT&T	$2,609,739	$13,074 â–²	0.5%	90,022	0.5%	Computer and Technology
NVS Novartis	$2,600,722	$16,497 â–¼	-0.6%	17,026	0.5%	Medical
VO Vanguard Mid-Cap ETF	$2,559,744	$11,200 â–¼	-0.4%	8,913	0.4%	ETF
AMD Advanced Micro Devices	$2,515,615	$588,930 â–²	30.6%	12,366	0.4%	Computer and Technology
PVAL Putnam Focused Large Cap Value ETF	$2,501,273	$263,087 â–²	11.8%	53,907	0.4%	ETF
VMC Vulcan Materials	$2,493,649	$65,622 â–¼	-2.6%	9,158	0.4%	Construction
SLV iShares Silver Trust	$2,484,725	$98,599 â–¼	-3.8%	36,465	0.4%	ETF
BAC Bank of America	$2,476,354	$15,795 â–²	0.6%	50,797	0.4%	Finance
IJH iShares Core S&P Mid-Cap ETF	$2,467,749	$11,075 â–¼	-0.4%	36,543	0.4%	ETF
GLD SPDR Gold Shares	$2,441,465	$6,024 â–²	0.2%	5,674	0.4%	Finance
DJP iPath Bloomberg Commodity Index Total Return ETN	$2,400,116	$394,652 â–²	19.7%	49,857	0.4%	Finance
CRWD CrowdStrike	$2,381,891	$220,972 â–²	10.2%	6,101	0.4%	Computer and Technology
LLY Eli Lilly and Company	$2,380,365	$81,860 â–²	3.6%	2,588	0.4%	Medical
MAR Marriott International	$2,337,896	$74,899 â–²	3.3%	7,148	0.4%	Consumer Discretionary
BIV Vanguard Intermediate-Term Bond ETF	$2,244,240	$83,200 â–¼	-3.6%	29,078	0.4%	ETF
AMAT Applied Materials	$2,208,287	$141,158 â–²	6.8%	6,461	0.4%	Computer and Technology
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$2,183,264	$7,463 â–¼	-0.3%	41,833	0.4%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$2,164,573	$102,635 â–²	5.0%	26,215	0.4%	Manufacturing
NSC Norfolk Southern	$2,160,536	$4,879 â–¼	-0.2%	7,528	0.4%	Transportation
PEP PepsiCo	$2,138,343	$40,841 â–¼	-1.9%	13,770	0.4%	Consumer Staples
QAI NYLI Hedge Multi-Strategy Tracker ETF	$2,117,487	$302,235 â–²	16.6%	62,060	0.4%	ETF
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$2,050,055	$79,254 â–¼	-3.7%	20,616	0.4%	ETF
MUB iShares National Muni Bond ETF	$2,041,795	$30,677 â–¼	-1.5%	19,235	0.4%	ETF
FANG Diamondback Energy	$2,007,371	$100,082 â–²	5.2%	10,149	0.3%	Energy
ECL Ecolab	$2,001,002	$64,909 â–¼	-3.1%	7,522	0.3%	Basic Materials
EPD Enterprise Products Partners	$1,992,162	$9,687 â–²	0.5%	52,647	0.3%	Energy
XLC Communication Services Select Sector SPDR Fund	$1,968,430	$159,749 â–¼	-7.5%	17,756	0.3%	ETF
LMBS First Trust Low Duration Opportunities ETF	$1,957,184	$56,485 â–²	3.0%	39,293	0.3%	Manufacturing
ISRG Intuitive Surgical	$1,951,371	$296,878 â–²	17.9%	4,233	0.3%	Medical
SIMPLIFY EXCHANGE TRADED FUN	$1,932,748	$22,702 â–¼	-1.2%	39,077	0.3%	MBS ETF
FPE First Trust Preferred Securities and Income ETF	$1,915,845	$22,613 â–¼	-1.2%	107,935	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,908,260	$8,172 â–¼	-0.4%	8,873	0.3%	ETF
PIMCO ETF TR	$1,871,808	$47,155 â–¼	-2.5%	20,284	0.3%	ACTIVE BD ETF
WMB Williams Companies	$1,844,391	$14,993 â–²	0.8%	25,342	0.3%	Energy
URI United Rentals	$1,838,885	$157,369 â–²	9.4%	2,524	0.3%	Construction
IXN iShares Global Tech ETF	$1,814,555	$191,143 â–¼	-9.5%	18,151	0.3%	ETF
IBM International Business Machines	$1,769,689	$14,059 â–¼	-0.8%	7,301	0.3%	Computer and Technology
NFLX Netflix	$1,767,622	$420,464 â–¼	-19.2%	18,384	0.3%	Consumer Discretionary
UBER Uber Technologies	$1,757,250	$300,380 â–²	20.6%	24,430	0.3%	Computer and Technology
CSM ProShares Large Cap Core Plus	$1,717,343	$83,275 â–¼	-4.6%	22,953	0.3%	ETF

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