Institutional Manager · CIK 0001633207
Patten Group, Inc.
Chattanooga, TN · File #028-16802
Latest AUM
$540.7M
Positions
293
Top-10 Concentration
46.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025293 pos · $540.7M
- 13F HOLDINGS REPORTQ/E Sep 2025283 pos · $513.7M
- 13F HOLDINGS REPORTQ/E Jun 2025253 pos · $473.4M
- 13F HOLDINGS REPORTQ/E Mar 2025249 pos · $436.4M
- 13F HOLDINGS REPORTQ/E Dec 2024249 pos · $451.9M
- 13F HOLDINGS REPORTQ/E Sep 2024243 pos · $450.2M
- 13F HOLDINGS REPORTQ/E Jun 2024244 pos · $423.9M
- 13F HOLDINGS REPORTQ/E Mar 2024239 pos · $406.4M
- 13F HOLDINGS REPORTQ/E Dec 2023229 pos · $334.7M
- 13F HOLDINGS REPORTQ/E Sep 2023238 pos · $674.9M
- 13F HOLDINGS REPORTQ/E Jun 2023236 pos · $333.2M
- 13F HOLDINGS REPORTQ/E Mar 2023233 pos · $318.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 159,792 | $29.8M | 9.64% |
| 2 | MICROSOFT CORP | MSFT | 41,726 | $20.2M | 6.53% |
| 3 | APPLE INC | AAPL | 65,370 | $17.8M | 5.75% |
| 4 | VISA INC | V | 38,949 | $13.7M | 4.42% |
| 5 | COCA COLA CO | KO | 175,129 | $12.2M | 3.96% |
| 6 | ISHARES TR | 464287614 | 24,994 | $11.8M | 3.83% |
| 7 | BROADCOM INC | AVGO | 33,314 | $11.5M | 3.73% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 30,203 | $9.7M | 3.15% |
| 9 | ISHARES TR | 464287200 | 11,348 | $7.8M | 2.51% |
| 10 | SPDR S&P 500 ETF TR | SPY | 11,356 | $7.7M | 2.50% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,447 | $7.3M | 2.35% |
| 12 | RTX CORPORATION | RTX | 37,597 | $6.9M | 2.23% |
| 13 | KIMBERLY-CLARK CORP | KMB | 63,893 | $6.4M | 2.08% |
| 14 | ISHARES TR | 464287176 | 57,946 | $6.4M | 2.06% |
| 15 | ASTRAZENECA PLC | AZN | 65,406 | $6.0M | 1.94% |
| 16 | ALPHABET INC | GOOG | 17,401 | $5.4M | 1.76% |
| 17 | ALPHABET INC | GOOG | 16,475 | $5.2M | 1.67% |
| 18 | CISCO SYS INC | CSCO | 64,075 | $4.9M | 1.60% |
| 19 | EATON CORP PLC | ETN | 14,814 | $4.7M | 1.53% |
| 20 | NEWMONT CORP | NEMCL | 46,611 | $4.7M | 1.50% |