Patten Group, Inc.
298 holdingsFiling period: 2026-03-31Current AUM: $635.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 163.0K | $28.4M | $32.7M | 5.15% | +3.2K | 2026-03-31 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 46.3K | $22.2M | $22.2M | 3.49% | +31.9K | 2026-03-31 |
| 3 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 24 | $17.2M | $17.2M | 2.71% | -- | 2026-03-31 |
| 4 | AAPL | APPLE INC | 66.4K | $16.9M | $20.5M | 3.23% | +1.0K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 42.8K | $15.8M | $19.9M | 3.13% | +1.1K | 2026-03-31 |
| 6 | KO | COCA COLA CO | 176.1K | $13.4M | $15.4M | 2.43% | +1.0K | 2026-03-31 |
| 7 | V | VISA INC | 38.5K | $11.6M | $14.1M | 2.21% | -494 | 2026-03-31 |
| 8 | AVGO | BROADCOM INC | 34.6K | $10.7M | $13.5M | 2.12% | +1.2K | 2026-03-31 |
| 9 | IWF | ISHARES TR | 23.8K | $10.1M | $11.3M | 1.77% | -1,210 | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 30.3K | $8.9M | $10.7M | 1.68% | +139 | 2026-03-31 |
| 11 | RTX | RTX CORPORATION | 37.8K | $7.3M | $8.1M | 1.28% | +168 | 2026-03-31 |
| 12 | IVV | ISHARES TR | 10.9K | $7.1M | $8.2M | 1.29% | -420 | 2026-03-31 |
| 13 | TIP | ISHARES TR | 62.2K | $6.9M | $6.7M | 1.05% | +4.3K | 2026-03-31 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 10.5K | $6.8M | $7.8M | 1.23% | -886 | 2026-03-31 |
| 15 | KMB | KIMBERLY-CLARK CORP | 62.4K | $6.0M | $6.8M | 1.07% | -1,460 | 2026-03-31 |
| 16 | — | ASTRAZENECA PLC | 30.1K | $5.9M | $5.9M | 0.92% | -- | 2026-03-31 |
| 17 | JNJ | JOHNSON & JOHNSON | 22.8K | $5.6M | $5.9M | 0.92% | +381 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 18.5K | $5.3M | $6.6M | 1.04% | +1.1K | 2026-03-31 |
| 19 | — | EATON CORP PLC | 14.8K | $5.3M | $5.3M | 0.83% | -51 | 2026-03-31 |
| 20 | NEM | NEWMONT CORP | 46.4K | $5.0M | $4.4M | 0.68% | -165 | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 17.5K | $5.0M | $6.2M | 0.98% | +996 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 29.5K | $5.0M | $4.6M | 0.72% | +460 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 29.5K | $5.0M | $4.6M | 0.72% | +460 | 2026-03-31 |
| 24 | CSCO | CISCO SYS INC | 64.4K | $5.0M | $7.5M | 1.17% | +329 | 2026-03-31 |
| 25 | GLDM | WORLD GOLD TR | 53.6K | $5.0M | $4.3M | 0.67% | +1.6K | 2026-03-31 |
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