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Patten Group, Inc.

SEC CIK
0001633207
Latest filing
Aug 6, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 30, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
253
+4 vs. Q1 2025
Portfolio value
$473.4M
+$37.0M (+8.5%) vs. Q1 2025
Filed
Jul 30, 2025
SEC
Holdings of Patten Group, Inc. in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock167,361$26.4M5.6%−5,779−3.3%ReducedHistory
MSFTMicrosoft CorpStock42,506$21.1M4.5%−656−1.5%ReducedHistory
VVisa Inc.Stock40,236$14.3M3.0%−514−1.3%ReducedHistory
AAPLApple Inc.Stock69,418$14.2M3.0%−4,104−5.6%ReducedHistory
KOCoca Cola CoStock179,075$12.7M2.7%+113+0.1%AddedHistory
AVGOBroadcom Inc.Stock35,929$9.90M2.1%+129+0.4%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF22,744$9.66M2.0%−481−2.1%Reduced–
JPMJPMorgan Chase & CoStock30,358$8.80M1.9%−536−1.7%ReducedHistory
KMBKimberly Clark CorpStock67,547$8.71M1.8%+4,612+7.3%AddedHistory
SPYSPDR S&P 500 ETF TrustETF12,017$7.42M1.6%−504−4.0%ReducedHistory
BRK.BBerkshire Hathaway IncStock14,381$6.99M1.5%+968+7.2%AddedHistory
iShares Core S&P 500 ETF464287200ETF11,075$6.88M1.5%−338−3.0%Reduced–
RTXRTX CorpStock37,582$5.49M1.2%+37+0.1%AddedHistory
ETNEaton Corp plcStock14,607$5.21M1.1%−44−0.3%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD63,421$5.04M1.1%+1,001+1.6%Added–
iShares Tr464288158SHRT NAT MUN ETF47,358$5.04M1.1%−3,515−6.9%Reduced–
CSCOCisco Systems, Inc.Stock67,755$4.70M1.0%−788−1.1%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR66,492$4.65M1.0%+14,507+27.9%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF50,305$4.61M1.0%+3,878+8.4%Added–
CARRCarrier Global CorpStock62,151$4.55M1.0%−1,871−2.9%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF86,348$4.38M0.9%+11,019+14.6%Added–
XYLXylem Inc.COM29,416$3.81M0.8%−1,042−3.4%ReducedHistory
SYKStryker CorpStock9,340$3.70M0.8%+30.0%AddedHistory
iShares Tr464288885EAFE GRWTH ETF32,800$3.67M0.8%+2,808+9.4%Added–
LINLinde PLCStock7,678$3.60M0.8%−44−0.6%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF48,691$3.59M0.8%−2,021−4.0%Reduced–
Vanguard Short-Term Bond ETF921937827ETF44,449$3.50M0.7%+1,867+4.4%Added–
EMREmerson Electric CoStock26,179$3.49M0.7%−302−1.1%ReducedHistory
CBChubb LtdStock11,826$3.43M0.7%00.0%UnchangedHistory
JNJJohnson & JohnsonStock22,378$3.42M0.7%+139+0.6%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF40,533$3.38M0.7%+2,939+7.8%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM58,734$3.34M0.7%+8,168+16.2%Added–
CVXChevron CorpStock22,623$3.24M0.7%−1,056−4.5%ReducedHistory
XOMExxonMobil Holdings CorpCOM28,897$3.12M0.7%−1,298−4.3%ReducedHistory
GOOGLAlphabet Inc.Stock17,673$3.11M0.7%−793−4.3%ReducedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF60,216$3.08M0.6%+5,290+9.6%Added–
Invesco Actively Managed Exc46090A705S&P500 DOWNSID86,051$3.04M0.6%−29,159−25.3%Reduced–
BACBank of America CorpStock63,782$3.02M0.6%+53,684+531.6%AddedHistory
AMZNAmazon Com IncStock13,481$2.96M0.6%−432−3.1%ReducedHistory
TAT&T Inc.Stock101,760$2.94M0.6%+8,676+9.3%AddedHistory
IDXXIDEXX Laboratories IncCOM5,314$2.85M0.6%+15+0.3%AddedHistory
NEMNEWMONT CorpStock47,964$2.79M0.6%+1,975+4.3%AddedHistory
GOOGAlphabet Inc.Stock15,582$2.76M0.6%−2,185−12.3%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF44,520$2.76M0.6%−2,948−6.2%Reduced–
CRWDCrowdStrike Holdings, Inc.Stock5,381$2.74M0.6%+172+3.3%AddedHistory
IBMInternational Business Machines CorpStock9,059$2.67M0.6%−265−2.8%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF24,628$2.57M0.5%+776+3.3%Added–
iShares Tips Bond ETF464287176ETF22,715$2.50M0.5%+9,685+74.3%Added–
ADSKAutodesk, Inc.COM8,043$2.49M0.5%−148−1.8%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF36,885$2.48M0.5%+5,229+16.5%Added–
MRKMerck & Co., Inc.Stock30,913$2.45M0.5%+140+0.5%AddedHistory
VMCVulcan Materials COCOM9,343$2.44M0.5%−218−2.3%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF8,484$2.37M0.5%+657+8.4%Added–
iShares Tr4642874571 3 YR TREAS BD28,584$2.37M0.5%+5,407+23.3%Added–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF49,922$2.35M0.5%+6,628+15.3%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF23,508$2.33M0.5%+1,324+6.0%Added–
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD86,140$2.29M0.5%−4,232−4.7%Reduced–
HONHoneywell International IncCOM9,732$2.27M0.5%−403−4.0%ReducedHistory
WMTWalmart Inc.Stock22,913$2.24M0.5%−2,518−9.9%ReducedHistory
GLDMWorld Gold TrustSPDR GLD MINIS33,691$2.21M0.5%+8,838+35.6%AddedHistory
PEPPepsiCo IncStock16,656$2.20M0.5%−444−2.6%ReducedHistory
iShares Tr464288612INTRM GOV CR ETF20,045$2.14M0.5%+2,273+12.8%Added–
ECLEcolab Inc.Stock7,897$2.13M0.4%+142+1.8%AddedHistory
iShares Tr464287291GLOBAL TECH ETF22,790$2.10M0.4%−5,282−18.8%Reduced–
NEENextera Energy IncStock30,267$2.10M0.4%+245+0.8%AddedHistory
iShares Tr464288877EAFE VALUE ETF32,739$2.08M0.4%+3,444+11.8%Added–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF19,107$2.07M0.4%−1,236−6.1%Reduced–
iShares Tr464287515EXPANDED TECH18,652$2.04M0.4%−134−0.7%Reduced–
NVSNovartis AGADR16,853$2.04M0.4%−117−0.7%ReducedHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT41,085$2.02M0.4%+1,711+4.3%Added–
VEEVVeeva Systems IncStock7,010$2.02M0.4%+603+9.4%AddedHistory
LLYEli Lilly & CoStock2,584$2.01M0.4%−171−6.2%ReducedHistory
Schwab US Tips ETF808524870ETF75,427$2.01M0.4%+33,983+82.0%Added–
PNFPPinnacle Financial Partners, Inc.COM18,124$2.00M0.4%−178−1.0%ReducedHistory
NSCNorfolk Southern CorpStock7,784$1.99M0.4%00.0%UnchangedHistory
MARMarriott International IncStock7,251$1.98M0.4%−348−4.6%ReducedHistory
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY29,687$1.97M0.4%−1,216−3.9%Reduced–
QCOMQualcomm IncStock12,218$1.95M0.4%−904−6.9%ReducedHistory
PGProcter & Gamble CoStock12,202$1.94M0.4%−214−1.7%ReducedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF24,524$1.90M0.4%+125+0.5%Added–
PIMCO ETF Tr72201R866INTER MUN BD ACT36,891$1.89M0.4%+425+1.2%Added–
iShares Tr464287150CORE S&P TTL STK13,586$1.83M0.4%−370−2.7%Reduced–
NOCNorthrop Grumman CorpStock3,644$1.82M0.4%+485+15.4%AddedHistory
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF44,334$1.81M0.4%−1,808−3.9%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF13,361$1.78M0.4%+220+1.7%Added–
CMGChipotle Mexican Grill IncCOM31,636$1.78M0.4%−4,101−11.5%ReducedHistory
GLDSPDR Gold TrustETF5,563$1.70M0.4%00.0%UnchangedHistory
ORCLOracle CorpStock7,612$1.66M0.4%−1,863−19.7%ReducedHistory
GLWCorning IncCOM31,142$1.64M0.3%+48+0.2%AddedHistory
WMBWilliams Companies, Inc.COM25,257$1.59M0.3%−2,888−10.3%ReducedHistory
LOWLowes Companies IncStock7,100$1.58M0.3%−329−4.4%ReducedHistory
EPDEnterprise Products Partners L.P.Stock50,575$1.57M0.3%−49−0.1%ReducedHistory
PANWPalo Alto Networks IncStock7,198$1.47M0.3%−13−0.2%ReducedHistory
ALCAlcon IncStock16,604$1.47M0.3%+143+0.9%AddedHistory
DUKDuke Energy CORPStock12,333$1.46M0.3%+154+1.3%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT7,956$1.45M0.3%+234+3.0%Added–
UBERUber Technologies, IncStock15,484$1.44M0.3%+3,208+26.1%AddedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF15,629$1.44M0.3%+353+2.3%Added–
UNHUnitedHealth Group IncStock4,613$1.44M0.3%−1,015−18.0%ReducedHistory
RFRegions Financial CorpCOM60,781$1.43M0.3%00.0%UnchangedHistory

Sold out since Q1 2025 (9)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Patten Group, Inc. sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
KNFKnife River CorpStock9,935$896.2K0.2%History
iShares Tr464288588MBS ETF6,411$601.2K0.1%–
MDUMdu Resources Group IncStock28,349$479.4K0.1%History
ECGEverus Construction Group, Inc.Stock9,946$368.9K0.1%History
WisdomTree Tr97717W422INDIA ERNGS FD7,381$322.6K0.1%–
Vanguard World FD921910816MEGA GRWTH IND928$286.6K0.1%–
IPInternational Paper CoCOM4,459$237.9K0.1%History
iShares Russell 2000 ETF464287655ETF1,117$222.7K0.1%–
STZConstellation Brands, Inc.Stock1,213$222.6K0.1%History