Patten Group, Inc.

Est. AUM

$575.3M

13F long equity, this entity only

Positions

296

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$28.4M	163001	4.94%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$22.2M	46311	3.86%	SOLE
3	BERKSHIRE HATHAWAY INC DEL	CL A	$17.2M	24	3.00%	SOLE
4	APPLE INC	COM	$16.9M	66406	2.93%	SOLE
5	MICROSOFT CORP	COM	$15.8M	42792	2.75%	SOLE
6	COCA COLA CO	COM	$13.4M	176135	2.33%	SOLE
7	VISA INC	COM CL A	$11.6M	38455	2.02%	SOLE
8	BROADCOM INC	COM	$10.7M	34555	1.86%	SOLE
9	ISHARES TR	RUS 1000 GRW ETF	$10.1M	23784	1.76%	SOLE
10	JPMORGAN CHASE & CO	COM	$8.9M	30342	1.55%	SOLE
11	RTX CORPORATION	COM	$7.3M	37765	1.27%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$7.1M	10928	1.24%	SOLE
13	ISHARES TR	TIPS BD ETF	$6.9M	62209	1.19%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.8M	10470	1.18%	SOLE
15	KIMBERLY-CLARK CORP	COM	$6.0M	62433	1.05%	SOLE
16	ASTRAZENECA PLC	ORD	$5.9M	30089	1.02%	SOLE
17	JOHNSON & JOHNSON	COM	$5.6M	22839	0.97%	SOLE
18	ALPHABET INC	CAP STK CL A	$5.3M	18488	0.92%	SOLE
19	EATON CORP PLC	SHS	$5.3M	14763	0.92%	SOLE
20	NEWMONT CORP	COM	$5.0M	46446	0.87%	SOLE
21	ALPHABET INC	CAP STK CL C	$5.0M	17471	0.87%	SOLE
22	EXXON MOBIL CORP	COM	$5.0M	29534	0.87%	SOLE
23	CISCO SYS INC	COM	$5.0M	64404	0.87%	SOLE
24	WORLD GOLD TR	SPDR GLD MINIS	$5.0M	53559	0.86%	SOLE
25	ISHARES TR	CORE MSCI EAFE	$4.7M	51413	0.81%	SOLE
26	ISHARES TR	CORE US AGGBD ET	$4.5M	45516	0.79%	SOLE
27	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.4M	77789	0.77%	SOLE
28	CHEVRON CORPORATION	COM	$4.3M	20844	0.75%	SOLE
29	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.3M	54000	0.74%	SOLE
30	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.2M	57462	0.74%	SOLE
31	CORNING INC	COM	$4.1M	30408	0.72%	SOLE
32	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$4.1M	87025	0.71%	SOLE
33	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.9M	76790	0.68%	SOLE
34	CHUBB LTD SWITZ	COM	$3.8M	11767	0.67%	SOLE
35	ISHARES TR	SHRT NAT MUN ETF	$3.8M	35699	0.66%	SOLE
36	ISHARES TR	INTRM GOV CR ETF	$3.8M	35585	0.66%	SOLE
37	LINDE PLC	SHS	$3.7M	7522	0.65%	SOLE
38	WALMART INC	COM	$3.6M	28752	0.62%	SOLE
39	ISHARES TR	EAFE GRWTH ETF	$3.5M	31598	0.61%	SOLE
40	AMAZON COM INC	COM	$3.5M	16724	0.61%	SOLE
41	XYLEM INC	COM	$3.4M	28741	0.60%	SOLE
42	EMERSON ELEC CO	COM	$3.4M	25887	0.59%	SOLE
43	WISDOMTREE TR	ITL HIGH DIV FD	$3.4M	62210	0.58%	SOLE
44	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.3M	44557	0.58%	SOLE
45	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.3M	41957	0.57%	SOLE
46	MERCK & CO INC	COM	$3.3M	27316	0.57%	SOLE
47	ISHARES TR	EAFE VALUE ETF	$3.3M	44176	0.57%	SOLE
48	ISHARES U S ETF TR	SHORT DURATION B	$3.2M	63912	0.56%	SOLE
49	CARRIER GLOBAL CORPORATION	COM	$3.2M	57532	0.56%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	34951	0.56%	SOLE

1–50 of 296

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.