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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 Q4 2025 · Filed January 23, 2026 · Accession 0001172661-26-000288

Total Value
$540.7M
Positions
293
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (293)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA159,792$29.8M5.51%
2MICROSOFT CORPMSFT41,726$20.2M3.73%
3APPLE INCAAPL65,370$17.8M3.29%
4VISA INCV38,949$13.7M2.53%
5COCA COLA COKO175,129$12.2M2.26%
6ISHARES TR46428761424,994$11.8M2.19%
7BROADCOM INCAVGO33,314$11.5M2.13%
8JPMORGAN CHASE & CO.VYLD30,203$9.7M1.80%
9ISHARES TR46428720011,348$7.8M1.44%
10SPDR S&P 500 ETF TRSPY11,356$7.7M1.43%
11BERKSHIRE HATHAWAY INC DELBRK-A14,447$7.3M1.34%
12RTX CORPORATIONRTX37,597$6.9M1.28%
13KIMBERLY-CLARK CORPKMB63,893$6.4M1.19%
14ISHARES TR46428717657,946$6.4M1.18%
15ASTRAZENECA PLCAZN65,406$6.0M1.11%
16ALPHABET INCGOOG17,401$5.4M1.01%
17ALPHABET INCGOOG16,475$5.2M0.96%
18CISCO SYS INCCSCO64,075$4.9M0.91%
19EATON CORP PLCETN14,814$4.7M0.87%
20NEWMONT CORPNEMCL46,611$4.7M0.86%
21JOHNSON & JOHNSONJNJ22,458$4.6M0.86%
22ISHARES TR46432F84250,677$4.5M0.84%
23VANGUARD SCOTTSDALE FDS92206C40956,722$4.5M0.84%
24ISHARES TR46428722645,038$4.5M0.83%
25WORLD GOLD TRGLDW51,935$4.4M0.82%
26J P MORGAN EXCHANGE TRADED F46641Q33273,055$4.2M0.77%
27J P MORGAN EXCHANGE TRADED F46641Q83782,202$4.2M0.77%
28ISHARES TR46428815838,253$4.1M0.75%
29VANGUARD BD INDEX FDS92193783553,405$4.0M0.73%
30XYLEM INCXYL28,987$3.9M0.73%
31J P MORGAN EXCHANGE TRADED F46641Q67081,177$3.8M0.71%
32ISHARES TR46428861235,285$3.8M0.70%
33CHUBB LIMITEDCB11,768$3.7M0.68%
34EXXON MOBIL CORPXOM29,074$3.5M0.65%
35SPDR SERIES TRUST78468R66338,116$3.5M0.64%
36EMERSON ELEC COEMR26,118$3.5M0.64%
37IDEXX LABS INC45168D1045,080$3.4M0.64%
38AMAZON COM INCAMZN14,746$3.4M0.63%
39VANGUARD BD INDEX FDS92193782742,912$3.4M0.63%
40ISHARES TR46428888529,078$3.3M0.61%
41LINDE PLCLIN7,593$3.2M0.60%
42ISHARES U S ETF TR46431W50763,052$3.2M0.60%
43CHEVRON CORP NEWCVX20,941$3.2M0.59%
44WALMART INCWMT28,501$3.2M0.59%
45CARRIER GLOBAL CORPORATIONCARR60,011$3.2M0.59%
46VANGUARD INTL EQUITY INDEX F92204277542,967$3.2M0.58%
47ISHARES TR46428887742,136$3.0M0.56%
48STRYKER CORPORATIONSYK8,384$2.9M0.54%
49MERCK & CO INCMRK27,267$2.9M0.53%
50INVESCO EXCH TRADED FD TR IIIVZ104,654$2.8M0.53%
51VANGUARD WHITEHALL FDS92194640619,727$2.8M0.52%
52BANK AMERICA CORP06050510450,473$2.8M0.51%
53INVESCO EXCHANGE TRADED FD TIVZ60,308$2.7M0.51%
54ELI LILLY & COLLY2,499$2.7M0.50%
55CORNING INCGLW30,659$2.7M0.50%
56VULCAN MATLS CO9291601099,399$2.7M0.50%
57VANGUARD INDEX FDS9229086298,952$2.6M0.48%
58CROWDSTRIKE HLDGS INCCRWD5,535$2.6M0.48%
59NEXTERA ENERGY INCNEE-PW31,315$2.5M0.46%
60SCHWAB STRATEGIC TR80852487094,246$2.5M0.46%
61AUTODESK INCADSK8,432$2.5M0.46%
62ISHARES SILVER TRSLV37,912$2.4M0.45%
63ISHARES TR46428750736,707$2.4M0.45%
64NOVARTIS AGNVSEF17,134$2.4M0.44%
65VANGUARD BD INDEX FDS92193781930,156$2.3M0.43%
66SELECT SECTOR SPDR TR81369Y85219,197$2.3M0.42%
67SPDR GOLD TRGLD5,660$2.2M0.41%
68AT&T INCT-PC89,571$2.2M0.41%
69WISDOMTREE TRWT42,743$2.2M0.41%
70PIMCO ETF TR72201R86641,976$2.2M0.41%
71PUTNAM ETF TRUST74672930048,237$2.2M0.41%
72NORTHROP GRUMMAN CORPNOC3,853$2.2M0.41%
73INTERNATIONAL BUSINESS MACHSINTR7,359$2.2M0.40%
74NORFOLK SOUTHN CORP6558441087,545$2.2M0.40%
75MARRIOTT INTL INC NEW5719032026,919$2.1M0.40%
76NETFLIX INCNFLX22,757$2.1M0.39%
77SPDR SERIES TRUST78468R52321,413$2.1M0.39%
78ISHARES TR46428729120,063$2.1M0.39%
79ISHARES TR46428841419,524$2.1M0.39%
80ISHARES TR46428745724,972$2.1M0.38%
81ECOLAB INCECL7,766$2.0M0.38%
82INTUITIVE SURGICAL INCISRG3,589$2.0M0.38%
83ADVANCED MICRO DEVICES INCAMD9,471$2.0M0.38%
84PEPSICO INCPEP14,033$2.0M0.37%
85RBB FUND TRUST75526L87841,292$2.0M0.37%
86SIMPLIFY EXCHANGE TRADED FUN82889N52539,536$2.0M0.37%
87FIRST TR EXCH TRADED FD III33739E108109,209$2.0M0.37%
88QUALCOMM INCQCOM11,487$2.0M0.36%
89VANGUARD SPECIALIZED FUNDS9219088448,911$2.0M0.36%
90PIMCO ETF TR72201R77520,795$1.9M0.36%
91PROSHARES TR74347R24824,066$1.9M0.35%
92FIRST TR EXCHANGE-TRADED FD33739Q20038,159$1.9M0.35%
93UNITED RENTALS INCURI2,308$1.9M0.35%
94PINNACLE FINL PARTNERS INC72346Q10419,217$1.8M0.34%
95ISHARES TR46428751517,029$1.8M0.33%
96NEW YORK LIFE INVESTMENTS ET45409B10753,202$1.8M0.33%
97ENTERPRISE PRODS PARTNERS L29379210752,391$1.7M0.31%
98UBER TECHNOLOGIES INCUBER20,254$1.7M0.31%
99VEEVA SYS INCVEEV7,397$1.7M0.31%
100GE VERNOVA INCGEV2,524$1.6M0.31%
101FIRST TR EXCH TRADED FD III33739P10322,644$1.6M0.30%
102REGIONS FINANCIAL CORP NEWRF-PF59,196$1.6M0.30%
103PROCTER AND GAMBLE CO74271810911,148$1.6M0.30%
104INVESCO EXCHANGE TRADED FD TIVZ8,307$1.6M0.29%
105BARCLAYS BANK PLCVXZ41,659$1.6M0.29%
106APPLIED MATLS INC0382221056,048$1.6M0.29%
107VANGUARD SCOTTSDALE FDS92206C87018,055$1.5M0.28%
108WILLIAMS COS INC96945710025,136$1.5M0.28%
109ISHARES TR46428715010,160$1.5M0.28%
110PALO ALTO NETWORKS INCPANW8,079$1.5M0.28%
111DIAMONDBACK ENERGY INCFANG9,643$1.4M0.27%
112DUKE ENERGY CORP NEWDUKB12,361$1.4M0.27%
113ISHARES TR46428746514,821$1.4M0.26%
114ENBRIDGE INCENNPF27,189$1.3M0.24%
115EA SERIES TRUST02072L60725,339$1.3M0.24%
116AUTOZONE INCAZO377$1.3M0.24%
117TJX COS INC NEW8725401098,271$1.3M0.23%
118TRUIST FINL CORP89832Q10925,251$1.2M0.23%
119HONEYWELL INTL INC4385161066,296$1.2M0.23%
120UNITEDHEALTH GROUP INCUNH3,692$1.2M0.23%
121LOWES COS INC5486611075,003$1.2M0.22%
122ORACLE CORPORCL-PD6,022$1.2M0.22%
123VANGUARD WHITEHALL FDS92194681012,805$1.2M0.22%
124FIRST TR EXCHANGE-TRADED FD3369201037,113$1.2M0.22%
125SCHWAB STRATEGIC TR80852475525,549$1.2M0.21%
126INVESCO EXCH TRADED FD TR IIIVZ9,614$1.1M0.21%
127VERIZON COMMUNICATIONS INCVZ28,046$1.1M0.21%
128CATERPILLAR INCCAT1,964$1.1M0.21%
129ALCON AGALC14,229$1.1M0.21%
130ISHARES TR4642882577,874$1.1M0.21%
131SPDR SERIES TRUST78464A35912,440$1.1M0.21%
132BJS WHSL CLUB HLDGS INC05550J10112,270$1.1M0.20%
133ISHARES TR4642876222,955$1.1M0.20%
134ISHARES TR46429B6639,024$1.1M0.20%
135COLGATE PALMOLIVE COCL13,614$1.1M0.20%
136ZOETIS INCZTS8,450$1.1M0.20%
137BRISTOL-MYERS SQUIBB COCELG-RI19,288$1.0M0.19%
138ISHARES TR46428760610,343$1.0M0.19%
139ISHARES TR4642875984,754$999,9560.18%
140NUVEEN S&P 500 BUY-WRITE INCNU67,086$986,1640.18%
141DOVER CORPDOV5,000$976,2000.18%
142REPUBLIC SVCS INC7607591004,572$968,9440.18%
143PHILLIPS 66PSX7,457$962,2510.18%
144ABBOTT LABSABLZF7,500$939,7000.17%
145INVESCO EXCHANGE TRADED FD TIVZ6,773$937,8110.17%
146INVESCO EXCH TRADED FD TR IIIVZ19,409$931,6320.17%
147INVESCO QQQ TRIVZ1,509$926,9940.17%
148DOMINION ENERGY INCD15,203$890,7400.16%
149VANGUARD SCOTTSDALE FDS92206C70614,841$889,4210.16%
150ISHARES TR4642876638,291$850,1590.16%
151ISHARES TR4642878875,922$835,9500.15%
152VANGUARD INDEX FDS9229087692,488$834,2820.15%
153CANADIAN NATL RY CO1363751028,326$823,0640.15%
154VANGUARD INDEX FDS9229087444,251$811,9270.15%
155ISHARES TR4642874329,213$803,0050.15%
156ISHARES TR4642886616,591$786,6360.15%
157HOME DEPOT INCHD2,172$747,5380.14%
158AMRIZE LTDAMRZ13,785$746,1090.14%
159SOLSTICE ADVANCED MATLS INC83443Q10315,179$737,3960.14%
160INTERACTIVE BROKERS GROUP IN45841N10711,378$731,7190.14%
161AMERICAN WTR WKS CO INC NEW0304201035,600$730,8000.14%
162SELECT SECTOR SPDR TR81369Y2094,615$714,4020.13%
163LOCKHEED MARTIN CORPLMT1,455$703,7400.13%
164ISHARES TR46429B7476,780$694,2040.13%
165HOST HOTELS & RESORTS INCHST38,139$676,2040.13%
166SOUTHERN COSOMN7,731$674,1260.12%
167WEYERHAEUSER CO MTN BEWY28,306$670,5690.12%
168COINBASE GLOBAL INCCOIN2,929$662,3640.12%
169VANECK ETF TRUST92189F6436,372$659,8840.12%
170AMERICAN EXPRESS COAXP1,704$630,3950.12%
171CITIGROUP INCC-PR5,374$627,1110.12%
172J P MORGAN EXCHANGE TRADED F46641Q7619,864$623,2080.12%
173ISHARES TR4642876891,583$612,3840.11%
174J P MORGAN EXCHANGE TRADED F46641Q4074,865$602,9950.11%
175FIRST TR EXCH TRADED FD III33739N10811,518$588,9730.11%
176GE AEROSPACE3696043011,893$583,1010.11%
177J P MORGAN EXCHANGE TRADED F46641Q75311,838$581,0090.11%
178FISERV INCFISV8,649$580,9530.11%
179ISHARES TR46429B26725,152$579,1250.11%
180TAIWAN SEMICONDUCTOR MFG LTD8740391001,862$565,8430.10%
181CAVA GROUP INCCAVA9,616$564,3630.10%
182SELECT SECTOR SPDR TR81369Y88613,066$557,7880.10%
183VANGUARD INTL EQUITY INDEX F9220427183,822$547,8070.10%
184OREILLY AUTOMOTIVE INC67103H1075,960$543,6120.10%
185TETRA TECH INC NEWTTEK15,997$536,5390.10%
186VANGUARD TAX-MANAGED FDS9219438588,555$534,4310.10%
187SPDR SERIES TRUST78464A8056,454$532,4550.10%
188J P MORGAN EXCHANGE TRADED F46641Q7797,801$531,6380.10%
189ISHARES TR4642875494,110$530,8480.10%
190COCA COLA CONS INCCOKE3,453$529,3450.10%
191J P MORGAN EXCHANGE TRADED F46641Q2177,880$519,3710.10%
192RHRH2,888$517,3850.10%
193TE CONNECTIVITY PLCTEL2,269$516,2200.10%
194REDDIT INCRDDT2,223$511,0010.09%
195GARTNER INCIT2,018$509,1010.09%
196MEDTRONIC PLCMDT5,280$507,1970.09%
197ISHARES TR46429B6975,353$504,0170.09%
198PRIMO BRANDS CORPORATIONPRMB30,736$502,5340.09%
199CONOCOPHILLIPSCOP5,364$502,1610.09%
200ACCENTURE PLC IRELANDACN1,865$500,3800.09%
201ATMOS ENERGY CORPATO2,944$493,5030.09%
202LINEAGE INCLINE13,847$484,6450.09%
203PROLOGIS INC.PLDGP3,795$484,4700.09%
204NEOS ETF TRUST78433H3039,156$480,9650.09%
205ROLLINS INCROL7,918$475,2380.09%
206DOLLAR GEN CORP NEW2566771053,578$475,0510.09%
207RLI CORPRLI7,395$473,1320.09%
208ROBERT HALF INC.RHI17,189$466,8530.09%
209UNUM GROUPUNMA5,930$459,5980.09%
210THE TRADE DESK INC88339J10512,009$455,8620.08%
211MID-AMER APT CMNTYS INC59522J1033,255$452,1520.08%
212VENTAS INCVTR5,822$450,5060.08%
213VANGUARD WHITEHALL FDS9219467945,001$450,0900.08%
214SSGA ACTIVE ETF TR78467V60810,879$448,9730.08%
215FRESHPET INCFRPT7,304$445,0330.08%
216DNP SELECT INCOME FD INC23325P10444,402$443,5810.08%
217LIBERTY ALL STAR EQUITY FD53015810469,949$439,2800.08%
218VANGUARD INDEX FDS922908363698$437,7370.08%
219ISHARES TR46434V4641,897$437,3150.08%
220MERITAGE HOMES CORPMTH6,640$436,9120.08%
221SPDR SERIES TRUST78464A15113,354$428,7970.08%
222MOBILEYE GLOBAL INCMBLY40,670$424,5950.08%
223SPDR SERIES TRUST78464A8545,256$421,6360.08%
224ISHARES GOLD TRIAU5,175$420,0550.08%
225SEZZLE INCSEZL6,583$417,8560.08%
226BELLRING BRANDS INCBRBR15,414$412,0160.08%
227ISHARES INC4642867647,629$411,2790.08%
228UNION PAC CORPUNP1,750$404,8100.07%
229RXO INCRXO31,932$403,6200.07%
230ISHARES TR46434V8787,814$395,2320.07%
231FIDELITY COVINGTON TRUST31609A50310,647$387,3380.07%
232SM ENERGY COSM20,707$387,2210.07%
233SEMPRASREA4,356$384,5910.07%
234J P MORGAN EXCHANGE TRADED F46641Q1345,115$383,0110.07%
235DBX ETF TR23305163012,337$382,3240.07%
236ISHARES TR4642886467,010$370,6890.07%
237MERCADOLIBRE INCMELI183$368,6100.07%
238FIRST SOLAR INCFSLR1,403$366,5060.07%
239VANGUARD INDEX FDS9229085381,300$362,8820.07%
240THORNBURG ETF TR88521L30611,553$362,1870.07%
241VANGUARD INDEX FDS922908736742$361,9920.07%
242INVESCO ACTIVELY MANAGED EXCIVZ9,616$360,0330.07%
243PHILIP MORRIS INTL INC7181721092,230$357,6920.07%
244ISHARES TR4642874403,668$352,7150.07%
245CHURCH & DWIGHT CO INCCHD4,152$348,1450.06%
246PROSHARES TR74347B6804,097$345,0490.06%
247ISHARES INC46434G8223,887$313,8360.06%
248GLOBAL X FDS37954Y48317,500$309,2250.06%
249ISHARES TR4642874812,240$306,7460.06%
250CALAMOS CONV OPPORTUNITIES &12811710829,246$306,4980.06%
251ABBVIE INCABBV1,334$304,8060.06%
252INVESCO EXCH TRADED FD TR IIIVZ10,897$298,9050.06%
253SSGA ACTIVE ETF TR78467V8487,365$296,4410.05%
254BLACKROCK CORE BD TRBLK30,695$294,3650.05%
255GE HEALTHCARE TECHNOLOGIES IGEHC3,545$290,7610.05%
256VANGUARD CHARLOTTE FDS92203J4075,902$285,1850.05%
257SANOFI SASNYNF5,823$282,1990.05%
258PULTE GROUP INC7458671012,392$280,4860.05%
259SELECT SECTOR SPDR TR81369Y6055,006$274,1790.05%
260MCDONALDS CORPMCD891$272,3160.05%
261SCHWAB STRATEGIC TR80852410210,377$272,1990.05%
262SMURFIT WESTROCK PLCSW7,029$271,8110.05%
263CARLISLE COS INC142339100835$267,0830.05%
264DANAHER CORPORATION2358511021,159$265,3230.05%
265ISHARES INC46428610310,022$262,4760.05%
266ISHARES TR4642878042,181$262,1130.05%
267ISHARES TR4642884486,508$256,7410.05%
268AMERICOLD REALTY TRUST INCCOLD19,931$256,3130.05%
269BLOOM ENERGY CORPBE2,942$255,6300.05%
270SELECT SECTOR SPDR TR81369Y8031,775$255,5470.05%
271METLIFE INCMET-PF3,186$251,5030.05%
272ISHARES TR46429B6554,941$251,2990.05%
273ISHARES TR4642884302,571$250,6950.05%
274PUTNAM ETF TRUST74672978921,515$248,9290.05%
275WISDOMTREE TRWT4,820$248,7120.05%
276ISHARES TR4642877211,238$247,2040.05%
277ISHARES TR4642876551,001$246,4060.05%
278NXP SEMICONDUCTORS N VNXPI1,114$241,7430.04%
279ISHARES TR46435U8536,354$237,6080.04%
280DBX ETF TR2330512004,874$234,4880.04%
281ISHARES TR4642895114,590$231,5660.04%
282ALTRIA GROUP INCMO4,005$230,9390.04%
283VALERO ENERGY CORPVLO1,417$230,6730.04%
284MORGAN STANLEYMS-PQ1,296$230,0790.04%
285VANGUARD INDEX FDS9229085532,572$227,5960.04%
286GLOBAL X FDS37950E29113,129$227,3940.04%
287CHIPOTLE MEXICAN GRILL INCCMG6,141$227,2170.04%
288SIMMONS 1ST NATL CORP82873020012,048$227,1050.04%
289ISHARES TR4642872344,136$226,2810.04%
290HILTON WORLDWIDE HLDGS INCHLT750$215,4380.04%
291ISHARES TR4642888103,445$214,1070.04%
292SPDR SERIES TRUST78468R4088,180$207,1180.04%
293VANGUARD STAR FDS9219097682,740$206,7060.04%