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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 Q2 2025 · Filed July 30, 2025 · Accession 0001172661-25-002803

Total Value
$473.4M
Positions
253
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (253)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA167,361$26.4M5.59%
2MICROSOFT CORPMSFT42,506$21.1M4.47%
3VISA INCV40,236$14.3M3.02%
4APPLE INCAAPL69,418$14.2M3.01%
5COCA COLA COKO179,075$12.7M2.68%
6BROADCOM INCAVGO35,929$9.9M2.09%
7ISHARES TR46428761422,744$9.7M2.04%
8JPMORGAN CHASE & CO.VYLD30,358$8.8M1.86%
9KIMBERLY-CLARK CORPKMB67,547$8.7M1.84%
10SPDR S&P 500 ETF TRSPY12,017$7.4M1.57%
11BERKSHIRE HATHAWAY INC DELBRK-A14,381$7.0M1.48%
12ISHARES TR46428720011,075$6.9M1.45%
13RTX CORPORATIONRTX37,582$5.5M1.16%
14EATON CORP PLCETN14,607$5.2M1.10%
15VANGUARD SCOTTSDALE FDS92206C40963,421$5.0M1.07%
16ISHARES TR46428815847,358$5.0M1.06%
17CISCO SYS INCCSCO67,755$4.7M0.99%
18ASTRAZENECA PLCAZN66,492$4.6M0.98%
19SPDR SERIES TRUST78468R66350,305$4.6M0.97%
20CARRIER GLOBAL CORPORATIONCARR62,151$4.5M0.96%
21J P MORGAN EXCHANGE TRADED F46641Q83786,348$4.4M0.92%
22XYLEM INCXYL29,416$3.8M0.80%
23STRYKER CORPORATIONSYK9,340$3.7M0.78%
24ISHARES TR46428888532,800$3.7M0.78%
25LINDE PLCLIN7,678$3.6M0.76%
26VANGUARD BD INDEX FDS92193783548,691$3.6M0.76%
27VANGUARD BD INDEX FDS92193782744,449$3.5M0.74%
28EMERSON ELEC COEMR26,179$3.5M0.74%
29CHUBB LIMITEDCB11,826$3.4M0.72%
30JOHNSON & JOHNSONJNJ22,378$3.4M0.72%
31ISHARES TR46432F84240,533$3.4M0.71%
32J P MORGAN EXCHANGE TRADED F46641Q33258,734$3.3M0.71%
33CHEVRON CORP NEWCVX22,623$3.2M0.68%
34EXXON MOBIL CORPXOM28,897$3.1M0.66%
35ALPHABET INCGOOG17,673$3.1M0.66%
36ISHARES U S ETF TR46431W50760,216$3.1M0.65%
37INVESCO ACTIVELY MANAGED EXCIVZ86,051$3.0M0.64%
38BANK AMERICA CORP06050510463,782$3.0M0.64%
39AMAZON COM INCAMZN13,481$3.0M0.62%
40AT&T INCT-PC101,760$2.9M0.62%
41IDEXX LABS INC45168D1045,314$2.9M0.60%
42NEWMONT CORPNEMCL47,964$2.8M0.59%
43ALPHABET INCGOOG15,582$2.8M0.58%
44ISHARES TR46428750744,520$2.8M0.58%
45CROWDSTRIKE HLDGS INCCRWD5,381$2.7M0.58%
46INTERNATIONAL BUSINESS MACHSINTR9,059$2.7M0.56%
47ISHARES TR46428841424,628$2.6M0.54%
48ISHARES TR46428717622,715$2.5M0.53%
49AUTODESK INCADSK8,043$2.5M0.53%
50VANGUARD INTL EQUITY INDEX F92204277536,885$2.5M0.52%
51MERCK & CO INCMRK30,913$2.4M0.52%
52VULCAN MATLS CO9291601099,343$2.4M0.51%
53VANGUARD INDEX FDS9229086298,484$2.4M0.50%
54ISHARES TR46428745728,584$2.4M0.50%
55J P MORGAN EXCHANGE TRADED F46641Q67049,922$2.3M0.50%
56ISHARES TR46428722623,508$2.3M0.49%
57INVESCO EXCH TRADED FD TR IIIVZ86,140$2.3M0.48%
58HONEYWELL INTL INC4385161069,732$2.3M0.48%
59WALMART INCWMT22,913$2.2M0.47%
60WORLD GOLD TRGLDW33,691$2.2M0.47%
61PEPSICO INCPEP16,656$2.2M0.46%
62ISHARES TR46428861220,045$2.1M0.45%
63ECOLAB INCECL7,897$2.1M0.45%
64ISHARES TR46428729122,790$2.1M0.44%
65NEXTERA ENERGY INCNEE-PW30,267$2.1M0.44%
66ISHARES TR46428887732,739$2.1M0.44%
67SELECT SECTOR SPDR TR81369Y85219,107$2.1M0.44%
68ISHARES TR46428751518,652$2.0M0.43%
69NOVARTIS AGNVSEF16,853$2.0M0.43%
70FIRST TR EXCHANGE-TRADED FD33739Q20041,085$2.0M0.43%
71VEEVA SYS INCVEEV7,010$2.0M0.43%
72ELI LILLY & COLLY2,584$2.0M0.43%
73SCHWAB STRATEGIC TR80852487075,427$2.0M0.43%
74PINNACLE FINL PARTNERS INC72346Q10418,124$2.0M0.42%
75NORFOLK SOUTHN CORP6558441087,784$2.0M0.42%
76MARRIOTT INTL INC NEW5719032027,251$2.0M0.42%
77FIRST TR EXCH TRADED FD III33739P10329,687$2.0M0.42%
78QUALCOMM INCQCOM12,218$1.9M0.41%
79PROCTER AND GAMBLE CO74271810912,202$1.9M0.41%
80VANGUARD BD INDEX FDS92193781924,524$1.9M0.40%
81PIMCO ETF TR72201R86636,891$1.9M0.40%
82ISHARES TR46428715013,586$1.8M0.39%
83NORTHROP GRUMMAN CORPNOC3,644$1.8M0.38%
84INVESCO EXCHANGE TRADED FD TIVZ44,334$1.8M0.38%
85VANGUARD WHITEHALL FDS92194640613,361$1.8M0.38%
86CHIPOTLE MEXICAN GRILL INCCMG31,636$1.8M0.38%
87SPDR GOLD TRGLD5,563$1.7M0.36%
88ORACLE CORPORCL-PD7,612$1.7M0.35%
89CORNING INCGLW31,142$1.6M0.35%
90WILLIAMS COS INC96945710025,257$1.6M0.34%
91LOWES COS INC5486611077,100$1.6M0.33%
92ENTERPRISE PRODS PARTNERS L29379210750,575$1.6M0.33%
93PALO ALTO NETWORKS INCPANW7,198$1.5M0.31%
94ALCON AGALC16,604$1.5M0.31%
95DUKE ENERGY CORP NEWDUKB12,333$1.5M0.31%
96INVESCO EXCHANGE TRADED FD TIVZ7,956$1.4M0.31%
97UBER TECHNOLOGIES INCUBER15,484$1.4M0.31%
98PIMCO ETF TR72201R77515,629$1.4M0.30%
99UNITEDHEALTH GROUP INCUNH4,613$1.4M0.30%
100REGIONS FINANCIAL CORP NEWRF-PF60,781$1.4M0.30%
101FIRST TR EXCH TRADED FD III33739E10879,982$1.4M0.30%
102SIMPLIFY EXCHANGE TRADED FUN82889N52527,821$1.4M0.29%
103VANGUARD SCOTTSDALE FDS92206C87016,444$1.4M0.29%
104COLGATE PALMOLIVE COCL14,909$1.4M0.29%
105ISHARES TR46428760614,495$1.3M0.28%
106ISHARES TR46429B74712,696$1.3M0.28%
107VANGUARD SPECIALIZED FUNDS9219088446,218$1.3M0.27%
108SPDR SERIES TRUST78468R52312,788$1.3M0.27%
109WISDOMTREE TRWT27,321$1.3M0.27%
110AUTOZONE INCAZO341$1.3M0.27%
111ENBRIDGE INCENNPF27,234$1.2M0.26%
112MID-AMER APT CMNTYS INC59522J1038,165$1.2M0.26%
113NETFLIX INCNFLX902$1.2M0.26%
114INVESCO EXCH TRADED FD TR IIIVZ25,312$1.2M0.25%
115GE VERNOVA INCGEV2,242$1.2M0.25%
116VERIZON COMMUNICATIONS INCVZ27,272$1.2M0.25%
117VANGUARD WHITEHALL FDS92194681013,007$1.2M0.25%
118TRUIST FINL CORP89832Q10926,866$1.2M0.24%
119ISHARES TR46428746512,618$1.1M0.24%
120DOVER CORPDOV6,154$1.1M0.24%
121DIAMONDBACK ENERGY INCFANG8,034$1.1M0.23%
122ISHARES TR46429B6639,280$1.1M0.23%
123ISHARES TR4642876223,170$1.1M0.23%
124ISHARES SILVER TRSLV32,064$1.1M0.22%
125ABBOTT LABSABLZF7,733$1.1M0.22%
126CANADIAN NATL RY CO13637510210,059$1.0M0.22%
127APPLIED MATLS INC0382221055,688$1.0M0.22%
128SPDR SERIES TRUST78464A35912,582$1.0M0.22%
129REPUBLIC SVCS INC7607591004,184$1.0M0.22%
130LOCKHEED MARTIN CORPLMT2,225$1.0M0.22%
131KENVUE INCKVUE48,778$1.0M0.22%
132ADVANCED MICRO DEVICES INCAMD6,998$993,0160.21%
133ISHARES TR4642882577,708$991,2490.21%
134TJX COS INC NEW8725401097,951$981,8690.21%
135VANECK ETF TRUST92189F64310,447$979,8240.21%
136ISHARES TR4642875985,023$975,6170.21%
137UNITED RENTALS INCURI1,262$950,7910.20%
138ISHARES TR4642876639,830$930,2130.20%
139FIRST TR EXCH TRADED FD III33739N10818,396$916,4890.19%
140PHILLIPS 66PSX7,636$911,0180.19%
141PROSHARES TR74347R24812,860$906,2310.19%
142DOMINION ENERGY INCD15,544$878,5280.19%
143INVESCO QQQ TRIVZ1,560$860,5580.18%
144LIBERTY ALL STAR EQUITY FD530158104125,899$857,3720.18%
145AMERICAN WTR WKS CO INC NEW0304201036,109$849,8230.18%
146VANGUARD SCOTTSDALE FDS92206C70613,980$836,1440.18%
147HOME DEPOT INCHD2,273$833,1950.18%
148INVESCO EXCHANGE TRADED FD TIVZ6,418$825,5670.17%
149NUVEEN S&P 500 BUY-WRITE INCNU58,215$808,0240.17%
150PUTNAM ETF TRUST74672930020,082$807,8910.17%
151CATERPILLAR INCCAT2,006$778,5860.16%
152TETRA TECH INC NEWTTEK21,616$777,3110.16%
153GE HEALTHCARE TECHNOLOGIES IGEHC10,416$771,5130.16%
154VANGUARD INDEX FDS9229087444,057$717,0400.15%
155BLACKROCK CORE BD TRBLK71,339$693,4150.15%
156GLOBAL X FDS37954Y48338,563$644,7730.14%
157BARCLAYS BANK PLCVXZ18,589$631,6540.13%
158ISHARES TR4642878874,556$606,1650.13%
159CHURCH & DWIGHT CO INCCHD6,085$584,8290.12%
160J P MORGAN EXCHANGE TRADED F46641Q7619,684$581,5240.12%
161J P MORGAN EXCHANGE TRADED F46641Q4074,878$576,5490.12%
162ISHARES TR46429B6976,111$573,6170.12%
163SANOFISNYNF11,697$565,0990.12%
164SELECT SECTOR SPDR TR81369Y2094,109$553,8520.12%
165VANGUARD INDEX FDS9229087691,815$551,6200.12%
166HOST HOTELS & RESORTS INCHST35,565$546,2780.12%
167ACCENTURE PLC IRELANDACN1,807$540,0940.11%
168J P MORGAN EXCHANGE TRADED F46641Q7798,364$537,7220.11%
169J P MORGAN EXCHANGE TRADED F46641Q75312,118$535,9790.11%
170UNUM GROUPUNMA6,480$523,3490.11%
171TAIWAN SEMICONDUCTOR MFG LTD8740391002,305$522,0590.11%
172CONOCOPHILLIPSCOP5,776$518,3650.11%
173GENERAL MLS INC3703341049,726$503,9040.11%
174SPDR SERIES TRUST78464A8056,649$497,9440.11%
175NXP SEMICONDUCTORS N VNXPI2,263$494,5070.10%
176METLIFE INCMET-PF6,107$491,1250.10%
177ISHARES GOLD TRIAU7,769$484,4750.10%
178SELECT SECTOR SPDR TR81369Y8865,921$483,5090.10%
179AMERICAN EXPRESS COAXP1,489$474,9610.10%
180GE AEROSPACE3696043011,812$466,3910.10%
181SOUTHERN COSOMN5,067$465,3030.10%
182ISHARES TR4642875494,110$461,7170.10%
183OMNICOM GROUP INCOMC6,357$457,3230.10%
184CALAMOS CONV OPPORTUNITIES &12811710843,243$454,9160.10%
185SMURFIT WESTROCK PLCSW10,530$454,3890.10%
186RBB FUND TRUST75526L87810,789$453,8930.10%
187DBX ETF TR23305163015,708$453,3330.10%
188SSGA ACTIVE ETF TR78467V60810,824$450,1830.10%
189ISHARES TR4642886613,740$445,3970.09%
190ISHARES TR46434V4642,076$439,7380.09%
191FIRST TR EXCHANGE-TRADED FD3369201033,011$436,3960.09%
192DNP SELECT INCOME FD INC23325P10444,402$434,7000.09%
193THORNBURG ETF TR88521L30614,697$434,3350.09%
194VANGUARD INDEX FDS922908363751$426,5910.09%
195MEDTRONIC PLCMDT4,828$420,8570.09%
196ROLLINS INCROL7,409$418,0160.09%
197SPDR SERIES TRUST78464A8545,750$417,9680.09%
198PROSHARES TR74347B6805,106$416,3180.09%
199NEW YORK LIFE INVESTMENTS ET45409B10712,808$413,9550.09%
200PROLOGIS INC.PLDGP3,935$413,6470.09%
201PHILIP MORRIS INTL INC7181721092,268$413,0710.09%
202WISDOMTREE TRWT9,114$410,5780.09%
203RBB FD INC74933W63513,495$410,0540.09%
204TE CONNECTIVITY PLCTEL2,408$406,1570.09%
205ISHARES TR4642886467,683$405,3550.09%
206CITIGROUP INCC-PR4,736$403,0900.09%
207UNION PAC CORPUNP1,750$402,6400.09%
208VENTAS INCVTR6,237$393,8670.08%
209DANAHER CORPORATION2358511021,963$387,6930.08%
210CARLISLE COS INC1423391001,019$380,4950.08%
211WEYERHAEUSER CO MTN BEWY14,633$375,9220.08%
212ISHARES INC4642867648,328$366,6820.08%
213J P MORGAN EXCHANGE TRADED F46641Q1345,171$365,9520.08%
214ADOBE INCADBE930$359,7980.08%
215WISDOMTREE TRWT7,109$356,3220.08%
216ATMOS ENERGY CORPATO2,307$355,5320.08%
217ISHARES TR46429B6556,938$353,9770.07%
218ISHARES TR46428844810,225$352,8650.07%
219ISHARES TR4642895116,950$348,9600.07%
220SEMPRASREA4,603$348,7690.07%
221ISHARES TR464287689992$348,1920.07%
222VANGUARD INDEX FDS9229085533,900$347,3340.07%
223REDDIT INCRDDT2,289$344,6550.07%
224DBX ETF TR2330512007,612$333,0250.07%
225VANGUARD WHITEHALL FDS9219467944,144$331,9800.07%
226SPDR SERIES TRUST78464A15110,071$328,2010.07%
227ISHARES TR46429B26714,254$327,5570.07%
228PULTE GROUP INC7458671013,069$323,6570.07%
229VANGUARD INDEX FDS9229085381,111$315,9570.07%
230ISHARES TR4642874812,263$313,8330.07%
231BLACKROCK INCBLK298$312,6770.07%
232ISHARES TR4642874403,257$311,9230.07%
233VANGUARD INDEX FDS922908736710$311,2640.07%
234GLOBAL X FDS37950E29115,625$274,6880.06%
235BJS WHSL CLUB HLDGS INC05550J1012,544$274,3200.06%
236MCDONALDS CORPMCD934$272,8870.06%
237VANGUARD CHARLOTTE FDS92203J4075,498$272,2060.06%
238ISHARES TR4642877211,494$258,8650.05%
239NIKE INCNKE3,543$251,6950.05%
240ABBVIE INCABBV1,334$247,6170.05%
241ISHARES TR46435U8536,355$238,3760.05%
242ISHARES TR4642878042,181$238,3610.05%
243WALGREENS BOOTS ALLIANCE INC93142710820,423$234,4560.05%
244ISHARES TR46435U2599,111$233,4510.05%
245ALTRIA GROUP INCMO3,965$232,4830.05%
246SIMMONS 1ST NATL CORP82873020012,048$228,4300.05%
247DOW INCDOW8,370$221,6290.05%
248ISHARES TR4642884302,718$220,3210.05%
249BLACKROCK TAX MUNICPAL BD TRBLK13,223$213,0230.04%
250VALERO ENERGY CORPVLO1,550$208,3510.04%
251ISHARES TR4642888103,305$207,0250.04%
252ISHARES TR4642886383,875$206,4990.04%
253INVESCO EXCH TRADED FD TR IIIVZ901$204,6170.04%