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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 Q1 2025 · Filed May 14, 2025 · Accession 0001172661-25-001849

Total Value
$436.4M
Positions
249
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (249)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA173,140$18.8M4.30%
2APPLE INCAAPL73,522$16.3M3.74%
3MICROSOFT CORPMSFT43,162$16.2M3.71%
4VISA INCV40,750$14.3M3.27%
5COCA COLA COKO178,962$12.8M2.94%
6KIMBERLY-CLARK CORPKMB62,935$9.0M2.05%
7ISHARES TR46428761423,225$8.4M1.92%
8JPMORGAN CHASE & CO.VYLD30,894$7.6M1.74%
9BERKSHIRE HATHAWAY INC DELBRK-A13,413$7.1M1.64%
10SPDR S&P 500 ETF TRSPY12,521$7.0M1.60%
11ISHARES TR46428720011,413$6.4M1.47%
12BROADCOM INCAVGO35,800$6.0M1.37%
13ISHARES TR46428815850,873$5.4M1.23%
14RTX CORPORATIONRTX37,545$5.0M1.14%
15VANGUARD SCOTTSDALE FDS92206C40962,420$4.9M1.13%
16SPDR SER TR78468R66346,427$4.3M0.98%
17CISCO SYS INCCSCO68,543$4.2M0.97%
18INVESCO ACTIVELY MANAGED EXCIVZ115,210$4.2M0.96%
19CARRIER GLOBAL CORPORATIONCARR64,022$4.1M0.93%
20EATON CORP PLCETN14,651$4.0M0.91%
21CHEVRON CORP NEWCVX23,679$4.0M0.91%
22ASTRAZENECA PLCAZN51,985$3.8M0.88%
23J P MORGAN EXCHANGE TRADED F46641Q83775,329$3.8M0.87%
24VANGUARD BD INDEX FDS92193783550,712$3.7M0.85%
25JOHNSON & JOHNSONJNJ22,239$3.7M0.85%
26XYLEM INCXYL30,458$3.6M0.83%
27LINDE PLCLIN7,722$3.6M0.82%
28EXXON MOBIL CORPXOM30,195$3.6M0.82%
29CHUBB LIMITEDCB11,826$3.6M0.82%
30STRYKER CORPORATIONSYK9,337$3.5M0.80%
31VANGUARD BD INDEX FDS92193782742,582$3.3M0.76%
32ISHARES TR46428888529,992$3.0M0.69%
33UNITEDHEALTH GROUP INCUNH5,628$2.9M0.68%
34EMERSON ELEC COEMR26,481$2.9M0.67%
35J P MORGAN EXCHANGE TRADED F46641Q33250,566$2.9M0.66%
36ALPHABET INCGOOG18,466$2.9M0.65%
37ISHARES TR46432F84237,594$2.8M0.65%
38ISHARES U S ETF TR46431W50754,926$2.8M0.64%
39ALPHABET INCGOOG17,767$2.8M0.64%
40ISHARES TR46428750747,468$2.8M0.63%
41MERCK & CO INCMRK30,773$2.8M0.63%
42AMAZON COM INCAMZN13,913$2.6M0.61%
43AT&T INCT-PC93,084$2.6M0.60%
44PEPSICO INCPEP17,100$2.6M0.59%
45ISHARES TR46428841423,852$2.5M0.58%
46INVESCO EXCH TRADED FD TR IIIVZ90,372$2.4M0.55%
47INTERNATIONAL BUSINESS MACHSINTR9,324$2.3M0.53%
48ELI LILLY & COLLY2,755$2.3M0.52%
49WALMART INCWMT25,431$2.2M0.51%
50VULCAN MATLS CO9291601099,561$2.2M0.51%
51IDEXX LABS INC45168D1045,299$2.2M0.51%
52NEWMONT CORPNEMCL45,989$2.2M0.51%
53ISHARES TR46428722622,184$2.2M0.50%
54HONEYWELL INTL INC43851610610,135$2.1M0.49%
55AUTODESK INCADSK8,191$2.1M0.49%
56NEXTERA ENERGY INCNEE-PW30,022$2.1M0.49%
57ISHARES TR46428729128,072$2.1M0.49%
58PROCTER AND GAMBLE CO74271810912,416$2.1M0.48%
59J P MORGAN EXCHANGE TRADED F46641Q67043,294$2.0M0.47%
60VANGUARD INDEX FDS9229086297,827$2.0M0.46%
61QUALCOMM INCQCOM13,122$2.0M0.46%
62FIRST TR EXCH TRADED FD III33739P10330,903$2.0M0.45%
63ECOLAB INCECL7,755$2.0M0.45%
64SELECT SECTOR SPDR TR81369Y85220,343$2.0M0.45%
65PINNACLE FINL PARTNERS INC72346Q10418,302$1.9M0.44%
66FIRST TR EXCHANGE-TRADED FD33739Q20039,374$1.9M0.44%
67VANGUARD INTL EQUITY INDEX F92204277531,656$1.9M0.44%
68ISHARES TR46428745723,177$1.9M0.44%
69NOVARTIS AGNVSEF16,970$1.9M0.43%
70ISHARES TR46428861217,772$1.9M0.43%
71PIMCO ETF TR72201R86636,466$1.9M0.43%
72VANGUARD BD INDEX FDS92193781924,399$1.9M0.43%
73NORFOLK SOUTHN CORP6558441087,784$1.8M0.42%
74CROWDSTRIKE HLDGS INCCRWD5,209$1.8M0.42%
75MARRIOTT INTL INC NEW5719032027,599$1.8M0.41%
76CHIPOTLE MEXICAN GRILL INCCMG35,737$1.8M0.41%
77LOWES COS INC5486611077,429$1.7M0.40%
78ENTERPRISE PRODS PARTNERS L29379210750,624$1.7M0.40%
79ISHARES TR46428887729,295$1.7M0.40%
80ISHARES TR46428715013,956$1.7M0.39%
81VANGUARD WHITEHALL FDS92194640613,141$1.7M0.39%
82WILLIAMS COS INC96945710028,145$1.7M0.39%
83ISHARES TR46428751518,786$1.7M0.38%
84NORTHROP GRUMMAN CORPNOC3,159$1.6M0.37%
85SPDR GOLD TRGLD5,563$1.6M0.37%
86INVESCO EXCHANGE TRADED FD TIVZ46,142$1.6M0.36%
87ALCON AGALC16,461$1.6M0.36%
88FIRST TR EXCH TRADED FD III33739E10887,525$1.5M0.35%
89WORLD GOLD TRGLDW24,853$1.5M0.35%
90DUKE ENERGY CORP NEWDUKB12,179$1.5M0.34%
91VEEVA SYS INCVEEV6,407$1.5M0.34%
92ISHARES TR46428760617,412$1.5M0.33%
93ISHARES TR46428717613,030$1.4M0.33%
94CORNING INCGLW31,094$1.4M0.33%
95PIMCO ETF TR72201R77515,276$1.4M0.32%
96COLGATE PALMOLIVE COCL14,899$1.4M0.32%
97DIAMONDBACK ENERGY INCFANG8,464$1.4M0.31%
98INVESCO EXCHANGE TRADED FD TIVZ7,722$1.3M0.31%
99ORACLE CORPORCL-PD9,475$1.3M0.30%
100REGIONS FINANCIAL CORP NEWRF-PF60,781$1.3M0.30%
101VANGUARD SCOTTSDALE FDS92206C87015,849$1.3M0.30%
102ISHARES TR46429B74712,114$1.3M0.29%
103INVESCO EXCH TRADED FD TR IIIVZ24,862$1.2M0.29%
104VANGUARD SPECIALIZED FUNDS9219088446,405$1.2M0.28%
105PALO ALTO NETWORKS INCPANW7,211$1.2M0.28%
106ENBRIDGE INCENNPF27,482$1.2M0.28%
107VANECK ETF TRUST92189F64313,725$1.2M0.28%
108MID-AMER APT CMNTYS INC59522J1037,029$1.2M0.27%
109ISHARES TR46429B6639,715$1.2M0.27%
110AUTOZONE INCAZO306$1.2M0.27%
111TRUIST FINL CORP89832Q10928,190$1.2M0.27%
112VERIZON COMMUNICATIONS INCVZ24,697$1.1M0.26%
113SCHWAB STRATEGIC TR80852487041,444$1.1M0.26%
114KENVUE INCKVUE45,299$1.1M0.25%
115VANGUARD WHITEHALL FDS92194681012,535$1.0M0.24%
116ISHARES TR46428766311,109$1.0M0.23%
117VANGUARD SCOTTSDALE FDS92206C70617,137$1.0M0.23%
118LOCKHEED MARTIN CORPLMT2,268$1.0M0.23%
119SPDR SER TR78464A35913,222$1.0M0.23%
120REPUBLIC SVCS INC7607591004,178$1.0M0.23%
121ISHARES TR46428746512,336$1.0M0.23%
122ABBOTT LABSABLZF7,551$1.0M0.23%
123ISHARES TR4642876223,263$1.0M0.23%
124TJX COS INC NEW8725401098,189$997,4200.23%
125DOVER CORPDOV5,638$990,4840.23%
126PHILLIPS 66PSX7,963$983,3160.23%
127CANADIAN NATL RY CO13637510210,057$980,1340.22%
128FIRST TR EXCH TRADED FD III33739N10819,365$976,4260.22%
129GLOBAL X FDS37954Y48357,894$962,7770.22%
130ACCENTURE PLC IRELANDACN3,069$957,6510.22%
131ISHARES TR4642875984,995$939,8590.22%
132SPDR SER TR78468R5239,291$924,3620.21%
133ISHARES SILVER TRSLV29,395$910,9510.21%
134KNIFE RIVER CORPKNF9,935$896,2360.21%
135UBER TECHNOLOGIES INCUBER12,276$894,4290.20%
136AMERICAN WTR WKS CO INC NEW0304201035,947$877,3010.20%
137APPLIED MATLS INC0382221055,893$855,2260.20%
138ISHARES TR4642882577,323$852,3240.20%
139ADVANCED MICRO DEVICES INCAMD8,193$841,7490.19%
140DOMINION ENERGY INCD15,010$841,6110.19%
141HOME DEPOT INCHD2,284$837,1940.19%
142LIBERTY ALL STAR EQUITY FD530158104126,305$827,2980.19%
143PROSHARES TR74347R24812,963$826,0020.19%
144WISDOMTREE TRWT19,426$824,8450.19%
145GE HEALTHCARE TECHNOLOGIES IGEHC10,145$818,8030.19%
146OMNICOM GROUP INCOMC9,711$805,1390.18%
147NETFLIX INCNFLX857$799,1780.18%
148BLACKROCK CORE BD TRBLK73,393$796,3140.18%
149SELECT SECTOR SPDR TR81369Y2095,443$794,7320.18%
150GENERAL MLS INC37033410413,137$785,4610.18%
151NUVEEN S&P 500 BUY-WRITE INCNU58,645$769,4220.18%
152DANAHER CORPORATION2358511023,732$765,1400.18%
153INVESCO EXCHANGE TRADED FD TIVZ6,694$761,5180.17%
154INVESCO QQQ TRIVZ1,621$760,1190.17%
155WISDOMTREE TRWT16,442$713,5720.16%
156VANGUARD INDEX FDS9229087444,086$705,8220.16%
157CHURCH & DWIGHT CO INCCHD6,286$692,0260.16%
158ISHARES TR4642878875,457$679,4290.16%
159DBX ETF TR23305120015,646$677,4720.16%
160ISHARES TR46429B65512,979$662,5780.15%
161WEYERHAEUSER CO MTN BEWY22,293$652,7390.15%
162SOUTHERN COSOMN7,074$650,4540.15%
163SANOFISNYNF11,670$647,2140.15%
164PUTNAM ETF TRUST74672930016,996$647,2080.15%
165CONOCOPHILLIPSCOP6,070$637,5020.15%
166TETRA TECH INC NEWTTEK21,113$617,5550.14%
167CATERPILLAR INCCAT1,843$607,8510.14%
168ISHARES TR4642885886,411$601,2240.14%
169ISHARES TR46429B6976,093$570,6480.13%
170J P MORGAN EXCHANGE TRADED F46641Q75312,918$535,0640.12%
171UNUM GROUPUNMA6,480$527,8850.12%
172SMURFIT WESTROCK PLCSW11,681$526,3660.12%
173RBB FD INC74933W63518,789$520,0510.12%
174SPDR SER TR78464A8057,338$499,0570.11%
175METLIFE INCMET-PF6,182$496,3530.11%
176SSGA ACTIVE ETF TR78467V60812,025$494,5880.11%
177J P MORGAN EXCHANGE TRADED F46641Q7618,663$489,2000.11%
178ISHARES TR4642886614,133$488,2520.11%
179MDU RES GROUP INC55269010928,349$479,3820.11%
180ISHARES GOLD TRIAU8,129$479,2860.11%
181J P MORGAN EXCHANGE TRADED F46641Q7798,364$471,3950.11%
182DOW INCDOW13,429$468,9330.11%
183NXP SEMICONDUCTORS N VNXPI2,458$467,0930.11%
184MEDTRONIC PLCMDT4,947$444,5370.10%
185DNP SELECT INCOME FD INC23325P10444,502$440,1300.10%
186PROSHARES TR74347B6805,421$437,2040.10%
187J P MORGAN EXCHANGE TRADED F46641Q4073,764$433,6130.10%
188TAIWAN SEMICONDUCTOR MFG LTD8740391002,591$430,1060.10%
189ISHARES TR46429B26718,371$422,2580.10%
190BANK AMERICA CORP06050510410,098$421,3900.10%
191VANGUARD INDEX FDS9229085534,641$420,1960.10%
192ISHARES TR4642895118,291$416,4570.10%
193ADOBE INCADBE1,085$416,1300.10%
194WISDOMTREE TRWT8,381$415,0200.10%
195CALAMOS CONV OPPORTUNITIES &12811710843,243$414,7000.10%
196VENTAS INCVTR6,014$413,5230.09%
197UNION PAC CORPUNP1,750$413,4200.09%
198ISHARES TR46434V4642,135$408,1680.09%
199VANGUARD INDEX FDS9229087691,481$407,0380.09%
200ROLLINS INCROL7,394$399,4980.09%
201GE VERNOVA INCGEV1,306$398,6960.09%
202AMERICAN EXPRESS COAXP1,439$387,1630.09%
203VANGUARD INDEX FDS922908363751$385,9460.09%
204PULTE GROUP INC7458671013,725$382,9300.09%
205ISHARES TR4642886467,301$382,3530.09%
206ISHARES TR4642875494,110$372,6540.09%
207EVERUS CONSTR GROUPEVEX-WT9,946$368,8970.08%
208PROLOGIS INC.PLDGP3,294$368,2360.08%
209FIRST TR EXCHANGE-TRADED FD3369201033,165$353,6970.08%
210PHILIP MORRIS INTL INC7181721092,218$352,0630.08%
211TE CONNECTIVITY PLCTEL2,451$346,3750.08%
212SELECT SECTOR SPDR TR81369Y8864,390$346,1520.08%
213CARLISLE COS INC1423391001,011$344,2460.08%
214BJS WHSL CLUB HLDGS INC05550J1012,988$340,9310.08%
215GE AEROSPACE3696043011,655$331,2480.08%
216ISHARES TR4642878043,151$329,5000.08%
217J P MORGAN EXCHANGE TRADED F46641Q1345,171$329,4960.08%
218SEMPRASREA4,525$322,9040.07%
219WISDOMTREE TRWT7,381$322,6240.07%
220SPDR SER TR78464A8544,876$320,6460.07%
221NEW YORK LIFE INVESTMENTS ET45409B10710,232$320,3640.07%
222ISHARES TR464287689997$316,6870.07%
223ISHARES TR4642874403,307$315,3890.07%
224CITIGROUP INCC-PR4,334$307,6830.07%
225ISHARES INC4642867648,028$305,5460.07%
226VALERO ENERGY CORPVLO2,292$302,7040.07%
227ISHARES TR4642874812,568$301,7140.07%
228VANGUARD WHITEHALL FDS9219467944,024$296,5330.07%
229GLOBAL X FDS37950E29115,625$294,3750.07%
230MCDONALDS CORPMCD938$293,0030.07%
231VANGUARD WORLD FD921910816928$286,5590.07%
232ABBVIE INCABBV1,360$284,9470.07%
233SIMMONS 1ST NATL CORP82873020013,868$284,7100.07%
234BLACKROCK INCBLK298$282,0510.06%
235ISHARES TR4642884488,789$272,6350.06%
236NIKE INCNKE4,211$267,3140.06%
237VANGUARD INDEX FDS922908736710$263,2820.06%
238VANGUARD CHARLOTTE FDS92203J4075,265$257,0370.06%
239ATMOS ENERGY CORPATO1,662$256,9120.06%
240INTERNATIONAL PAPER CO4601461034,459$237,8880.05%
241ALTRIA GROUP INCMO3,945$236,7920.05%
242ISHARES TR46435U8536,355$233,9280.05%
243ISHARES TR46435U2599,111$232,8770.05%
244WALGREENS BOOTS ALLIANCE INC93142710820,423$228,1250.05%
245ISHARES TR4642876551,117$222,7470.05%
246CONSTELLATION BRANDS INCSTZ1,213$222,6100.05%
247BLACKROCK TAX MUNICPAL BD TRBLK13,223$220,5600.05%
248ISHARES TR4642877211,494$209,8170.05%
249HOST HOTELS & RESORTS INCHST13,232$188,0270.04%