Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Patten Group, Inc.

Quarter ended Q4 2024 · Filed February 6, 2025 · Accession 0001172661-25-000525

Total Value
$451.9M
Positions
249
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (249)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA193,101$25.9M5.74%
2APPLE INCAAPL76,832$19.2M4.26%
3MICROSOFT CORPMSFT44,226$18.6M4.13%
4VISA INCV41,495$13.1M2.90%
5COCA COLA COKO179,695$11.2M2.48%
6ISHARES TR46428761424,338$9.8M2.16%
7BROADCOM INCAVGO38,167$8.8M1.96%
8KIMBERLY-CLARK CORPKMB63,254$8.3M1.83%
9ISHARES TR46428720013,513$8.0M1.76%
10JPMORGAN CHASE & CO.VYLD31,644$7.6M1.68%
11SPDR S&P 500 ETF TRSPY12,842$7.5M1.67%
12BERKSHIRE HATHAWAY INC DELBRK-A13,550$6.1M1.36%
13EATON CORP PLCETN15,165$5.0M1.11%
14ISHARES TR46428815843,790$4.6M1.02%
15CARRIER GLOBAL CORPORATIONCARR66,287$4.5M1.00%
16RTX CORPORATIONRTX37,863$4.4M0.97%
17INVESCO ACTIVELY MANAGED EXCIVZ116,164$4.3M0.96%
18SPDR SER TR78468R66345,650$4.2M0.92%
19CISCO SYS INCCSCO70,145$4.2M0.92%
20VANGUARD SCOTTSDALE FDS92206C40949,560$3.9M0.86%
21VANGUARD BD INDEX FDS92193783552,984$3.8M0.84%
22ALPHABET INCGOOG19,896$3.8M0.83%
23J P MORGAN EXCHANGE TRADED F46641Q83772,330$3.6M0.81%
24XYLEM INCXYL31,022$3.6M0.80%
25CHEVRON CORP NEWCVX24,389$3.5M0.78%
26ALPHABET INCGOOG18,535$3.5M0.78%
27CHUBB LIMITEDCB12,481$3.4M0.76%
28EXXON MOBIL CORPXOM31,560$3.4M0.75%
29EMERSON ELEC COEMR27,335$3.4M0.75%
30STRYKER CORPORATIONSYK9,386$3.4M0.75%
31ASTRAZENECA PLCAZN51,293$3.4M0.74%
32LINDE PLCLIN7,937$3.3M0.74%
33JOHNSON & JOHNSONJNJ22,469$3.2M0.72%
34VANGUARD BD INDEX FDS92193782741,856$3.2M0.72%
35AMAZON COM INCAMZN14,589$3.2M0.71%
36ISHARES TR46428750748,794$3.0M0.67%
37MERCK & CO INCMRK30,377$3.0M0.67%
38UNITEDHEALTH GROUP INCUNH5,961$3.0M0.67%
39J P MORGAN EXCHANGE TRADED F46641Q33250,311$2.9M0.64%
40ISHARES TR46428729134,033$2.9M0.64%
41ISHARES TR46428888529,484$2.9M0.63%
42PEPSICO INCPEP17,535$2.7M0.59%
43ISHARES U S ETF TR46431W50750,885$2.6M0.57%
44ISHARES TR46432F84236,354$2.6M0.57%
45CHIPOTLE MEXICAN GRILL INCCMG42,133$2.5M0.56%
46VULCAN MATLS CO9291601099,733$2.5M0.55%
47WALMART INCWMT27,366$2.5M0.55%
48AUTODESK INCADSK8,270$2.4M0.54%
49INVESCO EXCH TRADED FD TR IIIVZ92,774$2.4M0.54%
50ISHARES TR46428722624,963$2.4M0.54%
51IDEXX LABS INC45168D1045,804$2.4M0.53%
52HONEYWELL INTL INC43851610610,492$2.4M0.52%
53MARRIOTT INTL INC NEW5719032028,250$2.3M0.51%
54ELI LILLY & COLLY2,893$2.2M0.49%
55NEXTERA ENERGY INCNEE-PW30,482$2.2M0.48%
56FIRST TR EXCH TRADED FD III33739P10332,854$2.2M0.48%
57VANGUARD INDEX FDS9229086298,170$2.2M0.48%
58INTERNATIONAL BUSINESS MACHSINTR9,765$2.1M0.48%
59PINNACLE FINL PARTNERS INC72346Q10418,718$2.1M0.47%
60AT&T INCT-PC92,764$2.1M0.47%
61PROCTER AND GAMBLE CO74271810912,118$2.0M0.45%
62QUALCOMM INCQCOM13,077$2.0M0.44%
63LOWES COS INC5486611078,057$2.0M0.44%
64SELECT SECTOR SPDR TR81369Y85220,335$2.0M0.44%
65ISHARES TR46428841418,265$1.9M0.43%
66ISHARES TR46428745723,317$1.9M0.42%
67ISHARES TR46428751518,958$1.9M0.42%
68ISHARES TR46428715014,517$1.9M0.41%
69ECOLAB INCECL7,931$1.9M0.41%
70NORFOLK SOUTHN CORP6558441087,824$1.8M0.41%
71J P MORGAN EXCHANGE TRADED F46641Q67038,530$1.8M0.39%
72FIRST TR EXCHANGE-TRADED FD33739Q20036,324$1.8M0.39%
73CROWDSTRIKE HLDGS INCCRWD5,144$1.8M0.39%
74VANGUARD BD INDEX FDS92193781923,462$1.8M0.39%
75PIMCO ETF TR72201R86632,877$1.7M0.38%
76VANGUARD INTL EQUITY INDEX F92204277528,770$1.7M0.37%
77NEWMONT CORPNEMCL44,257$1.6M0.36%
78ENTERPRISE PRODS PARTNERS L29379210752,405$1.6M0.36%
79ISHARES TR46428861215,723$1.6M0.36%
80INVESCO EXCHANGE TRADED FD TIVZ43,284$1.6M0.36%
81ISHARES TR46428760617,799$1.6M0.36%
82REGIONS FINANCIAL CORP NEWRF-PF68,188$1.6M0.35%
83NORTHROP GRUMMAN CORPNOC3,413$1.6M0.35%
84VANGUARD WHITEHALL FDS92194640612,476$1.6M0.35%
85NOVARTIS AGNVSEF16,341$1.6M0.35%
86FIRST TR EXCH TRADED FD III33739E10889,212$1.6M0.35%
87ISHARES TR4642876224,898$1.6M0.35%
88GLOBAL X FDS37954Y48385,381$1.6M0.34%
89WILLIAMS COS INC96945710028,385$1.5M0.34%
90CORNING INCGLW32,033$1.5M0.34%
91ORACLE CORPORCL-PD8,927$1.5M0.33%
92VANECK ETF TRUST92189F64315,469$1.4M0.32%
93ALCON AGALC16,793$1.4M0.32%
94INVESCO EXCHANGE TRADED FD TIVZ8,133$1.4M0.32%
95DIAMONDBACK ENERGY INCFANG8,687$1.4M0.31%
96COLGATE PALMOLIVE COCL15,439$1.4M0.31%
97DUKE ENERGY CORP NEWDUKB12,919$1.4M0.31%
98VEEVA SYS INCVEEV6,523$1.4M0.30%
99SPDR GOLD TRGLD5,580$1.4M0.30%
100TRUIST FINL CORP89832Q10930,802$1.3M0.30%
101ACCENTURE PLC IRELANDACN3,772$1.3M0.29%
102PALO ALTO NETWORKS INCPANW7,262$1.3M0.29%
103VANGUARD SPECIALIZED FUNDS9219088446,633$1.3M0.29%
104LOCKHEED MARTIN CORPLMT2,642$1.3M0.28%
105PIMCO ETF TR72201R77513,840$1.3M0.28%
106DANAHER CORPORATION2358511025,376$1.2M0.27%
107INVESCO EXCH TRADED FD TR IIIVZ25,013$1.2M0.27%
108ISHARES TR46428887722,193$1.2M0.26%
109ENBRIDGE INCENNPF27,190$1.2M0.26%
110SPDR SER TR78464A35914,462$1.1M0.25%
111CANADIAN NATL RY CO13637510211,046$1.1M0.25%
112ADVANCED MICRO DEVICES INCAMD9,277$1.1M0.25%
113ADOBE INCADBE2,500$1.1M0.25%
114SCHWAB STRATEGIC TR80852487042,511$1.1M0.24%
115ISHARES TR46428766311,754$1.1M0.24%
116ISHARES TR46429B6639,668$1.1M0.24%
117TJX COS INC NEW8725401098,804$1.1M0.24%
118KNIFE RIVER CORPKNF10,396$1.1M0.23%
119LIBERTY ALL STAR EQUITY FD530158104150,227$1.0M0.23%
120DOVER CORPDOV5,543$1.0M0.23%
121VANGUARD SCOTTSDALE FDS92206C70617,650$1.0M0.23%
122MID-AMER APT CMNTYS INC59522J1036,563$1.0M0.22%
123KENVUE INCKVUE46,553$993,9070.22%
124APPLIED MATLS INC0382221056,086$989,8420.22%
125FIRST TR EXCH TRADED FD III33739N10819,365$987,8090.22%
126VANGUARD WHITEHALL FDS92194681011,869$949,4010.21%
127VERIZON COMMUNICATIONS INCVZ23,593$943,4840.21%
128HOME DEPOT INCHD2,413$938,7460.21%
129PHILLIPS 66PSX8,220$936,5460.21%
130SPDR SER TR78468R5239,405$932,5060.21%
131ISHARES TR4642875985,007$926,9460.21%
132ISHARES TR46428746512,123$916,6200.20%
133GENERAL MLS INC37033410414,214$906,4270.20%
134OMNICOM GROUP INCOMC10,522$905,3130.20%
135INVESCO QQQ TRIVZ1,731$884,9390.20%
136ABBOTT LABSABLZF7,615$861,3330.19%
137NUVEEN S&P 500 BUY-WRITE INCNU61,401$859,0000.19%
138TETRA TECH INC NEWTTEK21,364$851,1420.19%
139ISHARES TR4642882577,211$847,2930.19%
140ISHARES TR4642878876,185$837,2990.19%
141REPUBLIC SVCS INC7607591004,134$831,6780.18%
142VANGUARD SCOTTSDALE FDS92206C87010,283$825,4260.18%
143INVESCO EXCHANGE TRADED FD TIVZ6,666$823,4510.18%
144DOMINION ENERGY INCD15,100$813,2860.18%
145ISHARES TR46429B7478,078$812,6470.18%
146WISDOMTREE TRWT18,523$805,2060.18%
147NETFLIX INCNFLX901$803,0790.18%
148AMERICAN WTR WKS CO INC NEW0304201036,339$789,1420.17%
149GE HEALTHCARE TECHNOLOGIES IGEHC10,084$788,3670.17%
150DOW INCDOW19,612$787,0460.17%
151SELECT SECTOR SPDR TR81369Y2095,553$763,9260.17%
152CONOCOPHILLIPSCOP7,428$736,6740.16%
153WORLD GOLD TRGLDW14,024$729,1080.16%
154AUTOZONE INCAZO223$714,0460.16%
155SPDR SER TR78464A8059,767$697,6570.15%
156DBX ETF TR23305120016,812$696,0170.15%
157SMURFIT WESTROCK PLCSW12,904$695,0340.15%
158CALAMOS CONV OPPORTUNITIES &12811710857,253$683,6010.15%
159ISHARES SILVER TRSLV25,930$682,7370.15%
160CATERPILLAR INCCAT1,870$678,2190.15%
161WEYERHAEUSER CO MTN BEWY23,893$672,5880.15%
162GROCERY OUTLET HLDG CORPGO42,079$656,8530.15%
163MDU RES GROUP INC55269010936,183$652,0180.14%
164BLACKROCK CORE BD TRBLK60,699$634,9120.14%
165EVERUS CONSTR GROUPEVEX-WT9,206$605,2950.13%
166TAIWAN SEMICONDUCTOR MFG LTD8740391003,029$598,1970.13%
167SANOFISNYNF12,187$587,7760.13%
168SOUTHERN COSOMN7,106$584,9660.13%
169ISHARES TR46429B6976,579$584,1280.13%
170PROSHARES TR74347R2488,541$564,8730.13%
171WISDOMTREE TRWT12,454$563,7930.12%
172J P MORGAN EXCHANGE TRADED F46641Q75313,015$562,2480.12%
173ISHARES TR46429B65510,912$555,2030.12%
174NXP SEMICONDUCTORS N VNXPI2,617$544,0100.12%
175CHURCH & DWIGHT CO INCCHD5,097$533,7070.12%
176WISDOMTREE TRWT14,108$533,0000.12%
177J P MORGAN EXCHANGE TRADED F46641Q7619,088$520,4700.12%
178J P MORGAN EXCHANGE TRADED F46641Q7798,830$514,5240.11%
179SSGA ACTIVE ETF TR78467V60812,291$512,9030.11%
180CONSTELLATION BRANDS INCSTZ2,282$504,3220.11%
181METLIFE INCMET-PF6,064$496,5200.11%
182BANK AMERICA CORP06050510411,260$494,8770.11%
183PROSHARES TR74347B6805,945$479,5240.11%
184NIKE INCNKE6,297$476,4940.11%
185UNUM GROUPUNMA6,480$473,2560.10%
186VANGUARD INDEX FDS922908363858$462,2990.10%
187VANGUARD INDEX FDS9229087691,541$446,5970.10%
188RBB FD INC74933W63515,345$434,7240.10%
189PULTE GROUP INC7458671013,983$433,7490.10%
190J P MORGAN EXCHANGE TRADED F46641Q4073,764$429,5100.10%
191VANGUARD INDEX FDS9229087442,526$427,5870.09%
192ISHARES TR46434V4642,201$426,0920.09%
193ISHARES GOLD TRIAU8,589$425,2410.09%
194FIVE BELOW INCFIVE4,037$423,7240.09%
195GE VERNOVA INCGEV1,281$421,3590.09%
196AMERICAN EXPRESS COAXP1,416$420,2550.09%
197ISHARES TR4642875494,110$419,5900.09%
198ISHARES TR4642886613,628$419,2150.09%
199ISHARES TR46429B26718,112$416,2140.09%
200VANGUARD INDEX FDS9229085534,639$413,2420.09%
201WISDOMTREE TRWT8,077$411,7080.09%
202DNP SELECT INCOME FD INC23325P10446,662$411,5630.09%
203MEDTRONIC PLCMDT5,041$402,6750.09%
204UNION PAC CORPUNP1,750$399,0700.09%
205DISNEY WALT CO2546871063,582$398,8560.09%
206VENTAS INCVTR6,502$382,9030.08%
207VANGUARD WORLD FD9219108161,099$377,3170.08%
208CARLISLE COS INC1423391001,022$376,9540.08%
209PROLOGIS INC.PLDGP3,538$373,9670.08%
210ISHARES TR4642895117,519$371,4390.08%
211FIRST TR EXCHANGE-TRADED FD3369201033,063$366,1010.08%
212ISHARES TR4642878043,163$364,4410.08%
213ISHARES TR4642874812,852$361,4910.08%
214SIMMONS 1ST NATL CORP82873020016,023$355,3900.08%
215ROLLINS INCROL7,394$342,7120.08%
216ISHARES TR464287689997$333,2470.07%
217SELECT SECTOR SPDR TR81369Y8864,391$332,3550.07%
218SPDR SER TR78464A8544,717$325,1900.07%
219ISHARES TR4642874403,511$324,5920.07%
220ISHARES TR4642886466,243$322,7630.07%
221INTERNATIONAL PAPER CO4601461035,795$311,8940.07%
222HOST HOTELS & RESORTS INCHST17,692$309,9640.07%
223BLACKROCK INCBLK301$308,5580.07%
224NEW YORK LIFE INVESTMENTS ET45409B1079,711$305,0230.07%
225J P MORGAN EXCHANGE TRADED F46641Q1345,171$302,5550.07%
226ISHARES TR4642885883,184$291,9090.06%
227VANGUARD INDEX FDS922908736710$291,4120.06%
228VALERO ENERGY CORPVLO2,263$277,4210.06%
229GLOBAL X FDS37950E29115,367$277,0790.06%
230GE AEROSPACE3696043011,655$276,0370.06%
231MCDONALDS CORPMCD952$275,9750.06%
232VANGUARD CHARLOTTE FDS92203J4075,550$272,2280.06%
233ISHARES TR4642875562,029$268,2540.06%
234ATMOS ENERGY CORPATO1,872$260,7130.06%
235ABBVIE INCABBV1,441$256,0660.06%
236PHILIP MORRIS INTL INC7181721092,125$255,7440.06%
237ISHARES TR4642876551,132$250,1870.06%
238ISHARES TR4642877211,564$249,4890.06%
239BLACKROCK TAX MUNICPAL BD TRBLK15,349$247,4260.05%
240BJS WHSL CLUB HLDGS INC05550J1012,723$243,3000.05%
241ALTRIA GROUP INCMO4,608$240,9300.05%
242ISHARES TR4642884488,640$236,5630.05%
243ISHARES TR46435U8536,355$233,8000.05%
244SEMPRASREA2,650$232,4580.05%
245ISHARES TR46435U2599,111$231,9660.05%
246ISHARES TR4642871762,075$221,0910.05%
247ISHARES TR4642885701,949$214,8770.05%
248CITIGROUP INCC-PR2,981$209,8210.05%
249WALGREENS BOOTS ALLIANCE INC93142710820,423$190,5470.04%