Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Patten Group, Inc. (CIK 1633207) reported $575.3M across 294 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($28.4M, 4.94%), BRK/B ($22.2M, 3.86%), BRK/A ($17.2M, 3.00%), AAPL ($16.9M, 2.93%), MSFT ($15.8M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $28.4M | 4.94% | 163,001 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.2M | 3.86% | 46,311 | Added |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $17.2M | 3.00% | 24 | New |
| 4 | AAPL | APPLE INC | $16.9M | 2.93% | 66,406 | Added |
| 5 | MSFT | MICROSOFT CORP | $15.8M | 2.75% | 42,792 | Added |
| 6 | KO | COCA COLA CO | $13.4M | 2.33% | 176,135 | Added |
| 7 | V | VISA INC | $11.6M | 2.02% | 38,455 | Trimmed |
| 8 | AVGO | BROADCOM INC | $10.7M | 1.86% | 34,555 | Added |
| 9 | IWF | ISHARES TR | $10.1M | 1.76% | 23,784 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $8.9M | 1.55% | 30,342 | Added |
| 11 | RTX | RTX CORPORATION | $7.3M | 1.27% | 37,765 | Added |
| 12 | IVV | ISHARES TR | $7.1M | 1.24% | 10,928 | Trimmed |
| 13 | TIP | ISHARES TR | $6.9M | 1.19% | 62,209 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $6.8M | 1.18% | 10,470 | Trimmed |
| 15 | KMB | KIMBERLY-CLARK CORP | $6.0M | 1.05% | 62,433 | Trimmed |
| 16 | AZNCF | ASTRAZENECA PLC | $5.9M | 1.02% | 30,089 | New |
| 17 | JNJ | JOHNSON & JOHNSON | $5.6M | 0.97% | 22,839 | Added |
| 18 | ETN | EATON CORP PLC | $5.3M | 0.92% | 14,763 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $5.3M | 0.92% | 18,488 | Added |
| 20 | NEM | NEWMONT CORP | $5.0M | 0.87% | 46,446 | Trimmed |
| 21 | XOM | EXXON MOBIL CORP | $5.0M | 0.87% | 29,534 | Added |
| 22 | CSCO | CISCO SYS INC | $5.0M | 0.87% | 64,404 | Added |
| 23 | GOOG | ALPHABET INC | $5.0M | 0.87% | 17,471 | Added |
| 24 | GLDM | WORLD GOLD TR | $5.0M | 0.86% | 53,559 | Added |
| 25 | IEFA | ISHARES TR | $4.7M | 0.81% | 51,413 | Added |
Source: SEC Form 13F filings · as of 2026-03-31