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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 Q3 2025 · Filed November 10, 2025 · Accession 0001172661-25-004668

Total Value
$513.7M
Positions
283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA164,272$30.6M5.97%
2MICROSOFT CORPMSFT41,757$21.6M4.21%
3APPLE INCAAPL67,278$17.1M3.33%
4VISA INCV39,589$13.5M2.63%
5BROADCOM INCAVGO35,659$11.8M2.29%
6COCA COLA COKO176,941$11.7M2.28%
7ISHARES TR46428761422,395$10.5M2.04%
8JPMORGAN CHASE & CO.VYLD30,098$9.5M1.85%
9KIMBERLY-CLARK CORPKMB66,241$8.2M1.60%
10SPDR S&P 500 ETF TRSPY12,007$8.0M1.56%
11ISHARES TR46428720011,014$7.4M1.44%
12BERKSHIRE HATHAWAY INC DELBRK-A14,356$7.2M1.41%
13RTX CORPORATIONRTX37,583$6.3M1.22%
14EATON CORP PLCETN15,679$5.9M1.14%
15ISHARES TR46428717650,678$5.6M1.10%
16ASTRAZENECA PLCAZN66,421$5.1M0.99%
17ISHARES TR46428815845,972$4.9M0.96%
18VANGUARD SCOTTSDALE FDS92206C40959,344$4.7M0.92%
19CISCO SYS INCCSCO67,150$4.6M0.89%
20J P MORGAN EXCHANGE TRADED F46641Q83785,323$4.3M0.84%
21ALPHABET INCGOOG17,732$4.3M0.84%
22XYLEM INCXYL29,174$4.3M0.84%
23ISHARES TR46432F84249,172$4.3M0.84%
24JOHNSON & JOHNSONJNJ22,379$4.1M0.81%
25NEWMONT CORPNEMCL47,429$4.0M0.78%
26SPDR SERIES TRUST78468R66342,735$3.9M0.76%
27ALPHABET INCGOOG15,955$3.9M0.76%
28CARRIER GLOBAL CORPORATIONCARR64,432$3.8M0.75%
29WORLD GOLD TRGLDW49,386$3.8M0.73%
30LINDE PLCLIN7,686$3.7M0.71%
31VANGUARD BD INDEX FDS92193783548,132$3.6M0.70%
32CHEVRON CORP NEWCVX22,609$3.5M0.68%
33ISHARES TR46428888530,611$3.5M0.68%
34VANGUARD BD INDEX FDS92193782744,157$3.5M0.68%
35STRYKER CORPORATIONSYK9,360$3.5M0.67%
36EMERSON ELEC COEMR26,118$3.4M0.67%
37IDEXX LABS INC45168D1045,295$3.4M0.66%
38CHUBB LIMITEDCB11,806$3.3M0.65%
39J P MORGAN EXCHANGE TRADED F46641Q33258,262$3.3M0.65%
40EXXON MOBIL CORPXOM29,151$3.3M0.64%
41BANK AMERICA CORP06050510463,587$3.3M0.64%
42AMAZON COM INCAMZN14,208$3.1M0.61%
43ISHARES U S ETF TR46431W50758,938$3.0M0.59%
44VULCAN MATLS CO9291601099,373$2.9M0.56%
45AT&T INCT-PC101,730$2.9M0.56%
46VANGUARD INTL EQUITY INDEX F92204277539,246$2.8M0.55%
47ISHARES TR46428722627,622$2.8M0.54%
48WALMART INCWMT26,632$2.7M0.53%
49AUTODESK INCADSK8,598$2.7M0.53%
50CROWDSTRIKE HLDGS INCCRWD5,488$2.7M0.52%
51ISHARES TR46428750740,368$2.6M0.51%
52J P MORGAN EXCHANGE TRADED F46641Q67055,252$2.6M0.51%
53CORNING INCGLW31,074$2.5M0.50%
54VANGUARD INDEX FDS9229086298,567$2.5M0.49%
55MERCK & CO INCMRK29,784$2.5M0.49%
56ISHARES TR46428887736,662$2.5M0.48%
57ISHARES TR46428745728,517$2.4M0.46%
58INVESCO EXCH TRADED FD TR IIIVZ85,755$2.3M0.46%
59ISHARES TR46428841421,915$2.3M0.45%
60NEXTERA ENERGY INCNEE-PW30,878$2.3M0.45%
61SCHWAB STRATEGIC TR80852487086,387$2.3M0.45%
62ISHARES TR46428861221,565$2.3M0.45%
63SELECT SECTOR SPDR TR81369Y85219,539$2.3M0.45%
64VEEVA SYS INCVEEV7,686$2.3M0.45%
65NORFOLK SOUTHN CORP6558441087,600$2.3M0.44%
66INVESCO EXCHANGE TRADED FD TIVZ50,193$2.2M0.44%
67NORTHROP GRUMMAN CORPNOC3,644$2.2M0.43%
68VANGUARD BD INDEX FDS92193781927,710$2.2M0.42%
69ECOLAB INCECL7,897$2.2M0.42%
70NOVARTIS AGNVSEF16,813$2.2M0.42%
71ISHARES TR46428729120,871$2.2M0.42%
72PEPSICO INCPEP15,037$2.1M0.41%
73ISHARES TR46429B74720,260$2.1M0.41%
74ISHARES TR46428751517,947$2.1M0.40%
75INTERNATIONAL BUSINESS MACHSINTR7,306$2.1M0.40%
76PINNACLE FINL PARTNERS INC72346Q10421,876$2.1M0.40%
77ORACLE CORPORCL-PD7,248$2.0M0.40%
78SPDR GOLD TRGLD5,592$2.0M0.39%
79FIRST TR EXCHANGE-TRADED FD33739Q20039,438$2.0M0.38%
80PROCTER AND GAMBLE CO74271810912,761$2.0M0.38%
81VANGUARD WHITEHALL FDS92194640613,801$1.9M0.38%
82QUALCOMM INCQCOM11,582$1.9M0.38%
83GE VERNOVA INCGEV3,116$1.9M0.37%
84PIMCO ETF TR72201R77520,491$1.9M0.37%
85ELI LILLY & COLLY2,454$1.9M0.36%
86MARRIOTT INTL INC NEW5719032027,026$1.8M0.36%
87ISHARES TR46428715012,513$1.8M0.35%
88PIMCO ETF TR72201R86634,710$1.8M0.35%
89UBER TECHNOLOGIES INCUBER18,157$1.8M0.35%
90WISDOMTREE TRWT36,051$1.8M0.34%
91HONEYWELL INTL INC4385161068,398$1.8M0.34%
92PALO ALTO NETWORKS INCPANW8,494$1.7M0.34%
93SIMPLIFY EXCHANGE TRADED FUN82889N52533,701$1.7M0.33%
94INVESCO EXCHANGE TRADED FD TIVZ8,925$1.7M0.33%
95LOWES COS INC5486611076,613$1.7M0.32%
96UNITED RENTALS INCURI1,713$1.6M0.32%
97FIRST TR EXCH TRADED FD III33739P10323,083$1.6M0.31%
98REGIONS FINANCIAL CORP NEWRF-PF60,781$1.6M0.31%
99WILLIAMS COS INC96945710025,136$1.6M0.31%
100ISHARES SILVER TRSLV37,411$1.6M0.31%
101ENTERPRISE PRODS PARTNERS L29379210750,540$1.6M0.31%
102DIAMONDBACK ENERGY INCFANG10,909$1.6M0.30%
103DUKE ENERGY CORP NEWDUKB12,357$1.5M0.30%
104AUTOZONE INCAZO342$1.5M0.29%
105UNITEDHEALTH GROUP INCUNH4,163$1.4M0.28%
106ISHARES TR46428746515,214$1.4M0.28%
107FIRST TR EXCH TRADED FD III33739E10877,870$1.4M0.28%
108VANGUARD SCOTTSDALE FDS92206C87016,359$1.4M0.27%
109RBB FUND TRUST75526L87829,664$1.4M0.27%
110ENBRIDGE INCENNPF27,035$1.4M0.27%
111ISHARES TR46428760613,717$1.3M0.26%
112VANGUARD SPECIALIZED FUNDS9219088446,075$1.3M0.26%
113INVESCO EXCH TRADED FD TR IIIVZ25,511$1.3M0.25%
114VERIZON COMMUNICATIONS INCVZ28,416$1.2M0.24%
115ALCON AGALC16,712$1.2M0.24%
116PHILLIPS 66PSX9,133$1.2M0.24%
117TJX COS INC NEW8725401098,261$1.2M0.23%
118COLGATE PALMOLIVE COCL14,919$1.2M0.23%
119SPDR SERIES TRUST78468R52311,659$1.2M0.23%
120ADVANCED MICRO DEVICES INCAMD7,159$1.2M0.23%
121TRUIST FINL CORP89832Q10925,319$1.2M0.23%
122APPLIED MATLS INC0382221055,601$1.1M0.22%
123ISHARES TR4642876223,104$1.1M0.22%
124SPDR SERIES TRUST78464A35912,522$1.1M0.22%
125NETFLIX INCNFLX944$1.1M0.22%
126PUTNAM ETF TRUST74672930026,145$1.1M0.22%
127ISHARES TR46429B6639,099$1.1M0.22%
128MID-AMER APT CMNTYS INC59522J1037,914$1.1M0.22%
129ISHARES TR4642882577,712$1.1M0.21%
130VANGUARD WHITEHALL FDS92194681011,603$1.0M0.20%
131PROSHARES TR74347R24813,467$1.0M0.20%
132ABBOTT LABSABLZF7,663$1.0M0.20%
133REPUBLIC SVCS INC7607591004,398$1.0M0.20%
134INVESCO ACTIVELY MANAGED EXCIVZ26,586$990,1740.19%
135ISHARES TR4642875984,860$989,4470.19%
136REDDIT INCRDDT4,170$959,0580.19%
137DOMINION ENERGY INCD15,431$943,9310.18%
138CATERPILLAR INCCAT1,962$936,0990.18%
139DOVER CORPDOV5,536$923,5710.18%
140ISHARES TR4642876639,230$922,5390.18%
141INVESCO QQQ TRIVZ1,509$905,9580.18%
142HOME DEPOT INCHD2,186$885,8740.17%
143LOCKHEED MARTIN CORPLMT1,752$874,6160.17%
144INVESCO EXCHANGE TRADED FD TIVZ6,315$853,9980.17%
145AMERICAN WTR WKS CO INC NEW0304201036,125$852,5390.17%
146TETRA TECH INC NEWTTEK25,247$842,7200.16%
147NUVEEN S&P 500 BUY-WRITE INCNU57,469$829,8520.16%
148VANGUARD INDEX FDS9229087444,372$815,4120.16%
149VANGUARD SCOTTSDALE FDS92206C70613,390$803,8020.16%
150HOST HOTELS & RESORTS INCHST46,504$791,4980.15%
151BARCLAYS BANK PLCVXZ22,126$784,1450.15%
152CANADIAN NATL RY CO1363751028,212$774,4360.15%
153VANECK ETF TRUST92189F6437,788$771,8690.15%
154NEW YORK LIFE INVESTMENTS ET45409B10722,757$765,3180.15%
155GLOBAL X FDS37954Y48343,453$739,1360.14%
156LIBERTY ALL STAR EQUITY FD530158104109,260$692,7080.13%
157J P MORGAN EXCHANGE TRADED F46641Q4075,527$684,8510.13%
158FIRST TR EXCHANGE-TRADED FD3369201034,107$682,4480.13%
159BLACKROCK CORE BD TRBLK66,171$657,7400.13%
160BJS WHSL CLUB HLDGS INC05550J1016,887$642,2130.13%
161TAIWAN SEMICONDUCTOR MFG LTD8740391002,277$635,9430.12%
162INTUITIVE SURGICAL INCISRG1,420$635,0670.12%
163ISHARES TR46429B26727,303$631,2450.12%
164J P MORGAN EXCHANGE TRADED F46641Q7619,927$624,5080.12%
165ISHARES TR4642878874,316$610,7140.12%
166FIRST TR EXCH TRADED FD III33739N10811,718$594,1210.12%
167J P MORGAN EXCHANGE TRADED F46641Q75312,009$570,4280.11%
168AMRIZE LTDAMRZ11,744$569,7670.11%
169CHIPOTLE MEXICAN GRILL INCCMG14,333$561,7100.11%
170ISHARES GOLD TRIAU7,715$561,4210.11%
171ISHARES TR46429B6975,886$559,9720.11%
172J P MORGAN EXCHANGE TRADED F46641Q7798,174$555,0380.11%
173SELECT SECTOR SPDR TR81369Y8866,326$551,6900.11%
174GE HEALTHCARE TECHNOLOGIES IGEHC7,234$543,2730.11%
175SOUTHERN COSOMN5,702$540,3600.11%
176SELECT SECTOR SPDR TR81369Y2093,878$539,7010.11%
177SANOFI SASNYNF11,293$533,0460.10%
178SPDR SERIES TRUST78464A8056,587$531,2420.10%
179VANGUARD INDEX FDS9229087691,610$528,2050.10%
180VALERO ENERGY CORPVLO3,089$525,9330.10%
181CHURCH & DWIGHT CO INCCHD5,951$521,4860.10%
182ISHARES TR4642875494,110$517,6550.10%
183CONOCOPHILLIPSCOP5,412$511,9490.10%
184CITIGROUP INCC-PR4,988$506,2690.10%
185GE AEROSPACE3696043011,676$504,1740.10%
186KENVUE INCKVUE30,954$502,3830.10%
187THORNBURG ETF TR88521L30616,496$501,2460.10%
188AMERICAN EXPRESS COAXP1,489$494,5860.10%
189TE CONNECTIVITY PLCTEL2,248$493,5030.10%
190VANGUARD TAX-MANAGED FDS9219438588,099$485,2920.09%
191NXP SEMICONDUCTORS N VNXPI2,099$477,8940.09%
192ISHARES TR4642886613,991$476,9640.09%
193SSGA ACTIVE ETF TR78467V60811,119$462,3240.09%
194UNUM GROUPUNMA5,930$461,2580.09%
195MEDTRONIC PLCMDT4,838$460,7710.09%
196CIRCLE INTERNET GROUP INCCRCL3,435$455,4120.09%
197PULTE GROUP INC7458671013,382$446,8640.09%
198DNP SELECT INCOME FD INC23325P10444,402$444,4690.09%
199VANGUARD INDEX FDS9229085381,510$443,6230.09%
200ISHARES TR46434V4641,945$441,2620.09%
201ROLLINS INCROL7,468$438,6700.09%
202PROLOGIS INC.PLDGP3,792$434,2600.08%
203SPDR SERIES TRUST78464A8545,457$427,5010.08%
204VANGUARD INDEX FDS922908363698$427,4410.08%
205VENTAS INCVTR5,994$419,5200.08%
206CALAMOS CONV OPPORTUNITIES &12811710838,403$414,3680.08%
207UNION PAC CORPUNP1,750$413,6480.08%
208ASTERA LABS INCALAB2,098$410,7880.08%
209PROSHARES TR74347B6804,794$409,1200.08%
210ATMOS ENERGY CORPATO2,380$406,3850.08%
211SEMPRASREA4,506$405,4500.08%
212ISHARES TR4642874404,182$403,3960.08%
213SPDR SERIES TRUST78464A15112,342$398,5230.08%
214ISHARES INC4642867648,014$396,6930.08%
215ISHARES TR4642886467,066$374,7100.07%
216J P MORGAN EXCHANGE TRADED F46641Q1345,092$374,4660.07%
217ACCENTURE PLC IRELANDACN1,496$368,9140.07%
218PHILIP MORRIS INTL INC7181721092,249$364,7880.07%
219ISHARES TR464287689957$362,6460.07%
220ISHARES TR4642874812,519$358,7310.07%
221OMNICOM GROUP INCOMC4,397$358,4870.07%
222VANGUARD WHITEHALL FDS9219467944,220$357,3500.07%
223VANGUARD INDEX FDS9229085533,734$341,3620.07%
224SMURFIT WESTROCK PLCSW7,969$339,2400.07%
225VANGUARD INDEX FDS922908736702$336,6860.07%
226CARLISLE COS INC1423391001,013$333,2360.06%
227OKLO INCOKLO2,961$330,5360.06%
228WESTERN DIGITAL CORPWDC2,743$329,3250.06%
229ISHARES TR46429B6556,395$326,6890.06%
230WISDOMTREE TRWT5,973$312,3880.06%
231DBX ETF TR23305163010,526$309,6750.06%
232METLIFE INCMET-PF3,750$308,8880.06%
233ABBVIE INCABBV1,334$308,8740.06%
234ISHARES TR4642895115,780$297,9010.06%
235ISHARES TR4642877211,494$292,6150.06%
236WEYERHAEUSER CO MTN BEWY11,583$287,1430.06%
237BLACKROCK INCBLK246$286,8040.06%
238VERTIV HOLDINGS COVRT1,872$282,4100.05%
239MCDONALDS CORPMCD929$282,3140.05%
240FIRST SOLAR INCFSLR1,275$281,1760.05%
241DANAHER CORPORATION2358511021,343$266,2280.05%
242META PLATFORMS INCMETA360$264,3770.05%
243ALTRIA GROUP INCMO3,986$263,3170.05%
244BLOOM ENERGY CORPBE3,087$261,0680.05%
245GAMESTOP CORP NEWGME-WT9,526$259,8690.05%
246ISHARES TR4642878042,181$259,1680.05%
247DBX ETF TR2330512005,558$258,0020.05%
248ISHARES TR4642884302,718$257,1230.05%
249GLOBAL X FDS37950E29114,428$255,2310.05%
250CORE SCIENTIFIC INC NEW21874A10614,216$255,0350.05%
251MARATHON PETE CORPMARA1,316$253,6460.05%
252FIDELITY COVINGTON TRUST31609A5037,005$253,2310.05%
253VANGUARD CHARLOTTE FDS92203J4075,076$251,0590.05%
254NUSCALE PWR CORPNU6,931$249,5160.05%
255LIFE360 INCLIFX2,334$248,1040.05%
256SUPER MICRO COMPUTER INCSMCI5,128$245,8360.05%
257ISHARES INC4642861039,081$245,1870.05%
258HOWMET AEROSPACE INCHWM1,240$243,3250.05%
259PALANTIR TECHNOLOGIES INCPLTR1,322$241,1590.05%
260ISHARES TR46435U8536,355$240,0920.05%
261GENERAL MLS INC3703341044,720$237,9820.05%
262POWELL INDS INC739128106778$237,1420.05%
263ISHARES TR464287655973$235,4270.05%
264ISHARES TR4642884486,400$233,9200.05%
265OCCIDENTAL PETE CORP6745991054,909$231,9500.05%
266SIMMONS 1ST NATL CORP82873020012,048$230,9600.04%
267PBF ENERGY INCPBF7,634$230,3180.04%
268ARISTA NETWORKS INCANET1,567$228,3280.04%
269SYMBOTIC INCSYM4,230$227,9970.04%
270COINBASE GLOBAL INCCOIN673$227,1310.04%
271SOFI TECHNOLOGIES INCSOFI8,583$226,7630.04%
272GENERAL DYNAMICS CORPGD636$216,8760.04%
273VANECK ETF TRUST92189F1141,769$214,4560.04%
274MODINE MFG CO6078281001,497$212,8140.04%
275NIKE INCNKE3,043$212,1880.04%
276TEMPUS AI INCTEM2,622$211,6220.04%
277VISTRA CORPVST1,078$211,2020.04%
278TALEN ENERGY CORPTLN496$210,9880.04%
279KNIFE RIVER CORPKNF2,736$210,3160.04%
280BLACKROCK TAX MUNICPAL BD TRBLK12,668$210,2890.04%
281ISHARES TR4642888103,445$206,9760.04%
282MORGAN STANLEYMS-PQ1,296$206,0120.04%
283WATSCO INCWSO-B495$200,1290.04%