Patten Group, Inc.
- SEC CIK
- 0001633207
- 最新申報
- 2026/8/6
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/23 申報。只含多頭部位。
- 持股檔數
- 238
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.12 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288430 | ASIA 50 ETF | 23,169 | $213.6 萬 | 0.7% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 36,894 | $223.9 萬 | 0.7% | – | – | – |
| HONHoneywell International Inc | COM | 10,443 | $226.7 萬 | 0.7% | – | – | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 40,364 | $226.8 萬 | 0.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,770 | $229.5 萬 | 0.7% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 6,370 | $237.0 萬 | 0.8% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 31,159 | $240.2 萬 | 0.8% | – | – | 歷史 |
| NEMNEWMONT Corp | Stock | 39,987 | $241.0 萬 | 0.8% | – | – | 歷史 |
| APTVAptiv PLC | SHS | 17,544 | $241.9 萬 | 0.8% | – | – | 歷史 |
| INTCIntel Corp | Stock | 38,798 | $248.3 萬 | 0.8% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 22,311 | $263.6 萬 | 0.8% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 62,659 | $264.5 萬 | 0.8% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 31,828 | $265.3 萬 | 0.8% | – | – | – |
| NEENextera Energy Inc | Stock | 35,811 | $270.8 萬 | 0.9% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 19,458 | $275.2 萬 | 0.9% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 12,876 | $275.6 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 27,680 | $278.1 萬 | 0.9% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 57,477 | $285.8 萬 | 0.9% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 49,357 | $287.8 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,437 | $297.7 萬 | 1.0% | – | – | – |
| RTXRTX Corp | Stock | 39,414 | $304.6 萬 | 1.0% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,960 | $305.5 萬 | 1.0% | – | – | 歷史 |
| XYLXylem Inc. | COM | 29,720 | $312.6 萬 | 1.0% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 18,112 | $334.2 萬 | 1.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 66,203 | $342.3 萬 | 1.1% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 7,834 | $383.3 萬 | 1.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 7,922 | $423.0 萬 | 1.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 26,839 | $441.1 萬 | 1.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 146,513 | $469.3 萬 | 1.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 31,753 | $483.4 萬 | 1.5% | – | – | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 32,394 | $540.2 萬 | 1.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,944 | $592.3 萬 | 1.9% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 26,444 | $642.7 萬 | 2.1% | – | – | – |
| KMBKimberly Clark Corp | Stock | 64,213 | $892.9 萬 | 2.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 48,883 | $1,035 萬 | 3.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 46,598 | $1,099 萬 | 3.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 213,520 | $1,126 萬 | 3.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 109,633 | $1,339 萬 | 4.3% | – | – | 歷史 |