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Livermore
Livermore
ZHEN

Patten & Patten Inc

SEC CIK
0001044905
Latest filing
Aug 5, 2026

PHM holding history

Pultegroup Inc in every 13F filed by Patten & Patten Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHM overviewAll 13F holders of PHMFull Q2 2026 holdings

Shares (Q2 2026)
91,881
Value
$12.6M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of PHM by Patten & Patten Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202691,881$12.6M0.7%−70.0%ReducedHolders
Q1 202691,888$10.8M0.7%−4,709−4.9%ReducedHolders
Q4 202596,597$11.3M0.7%−6,992−6.7%ReducedHolders
Q3 2025103,589$13.7M0.8%−3,347−3.1%ReducedHolders
Q2 2025106,936$11.3M0.7%−854−0.8%ReducedHolders
Q1 2025107,790$11.1M0.7%−849−0.8%ReducedHolders
Q4 2024108,639$11.8M0.8%−496−0.5%ReducedHolders
Q3 2024109,135$15.7M1.0%−1,881−1.7%ReducedHolders
Q2 2024111,016$12.2M0.9%−4,079−3.5%ReducedHolders
Q1 2024115,095$13.9M1.0%+1,435+1.3%AddedHolders
Q4 2023113,660$11.7M1.0%−4,826−4.1%ReducedHolders
Q3 2023118,486$8.77M0.8%−20,380−14.7%ReducedHolders
Q2 2023138,866$10.8M0.9%−2,872−2.0%ReducedHolders
Q1 2023141,738$8.26M0.7%−1,131−0.8%ReducedHolders
Q4 2022142,869$6.50M0.6%+8,685+6.5%AddedHolders
Q3 2022134,184$5.03M0.5%−1,780−1.3%ReducedHolders
Q2 2022135,964$5.39M0.5%+6,074+4.7%AddedHolders
Q1 2022129,890$5.44M0.4%+298+0.2%AddedHolders
Q4 2021129,592$7.41M0.5%+3,814+3.0%AddedHolders
Q3 2021125,778$5.78M0.4%−2,932−2.3%ReducedHolders
Q2 2021128,710$7.02M0.5%−12,872−9.1%ReducedHolders
Q1 2021141,582$7.42M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.