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 $643.3M across 325 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($33.5M, 5.20%), BRKB ($23.1M, 3.60%), AAPL ($19.9M, 3.09%), BRK/A ($18.0M, 2.79%), MSFT ($16.5M, 2.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $33.5M | 5.20% | 167,280 | Added |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $23.1M | 3.60% | 46,243 | Trimmed |
| 3 | AAPL | APPLE INC | $19.9M | 3.09% | 68,721 | Added |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $18.0M | 2.79% | 24 | Hold |
| 5 | MSFT | MICROSOFT CORP | $16.5M | 2.56% | 44,148 | Added |
| 6 | KO | COCA COLA CO | $14.6M | 2.26% | 179,287 | Added |
| 7 | V | VISA INC | $13.2M | 2.05% | 38,345 | Trimmed |
| 8 | AVGO | BROADCOM INC | $12.6M | 1.96% | 33,418 | Trimmed |
| 9 | IWF | ISHARES TR | $10.3M | 1.61% | 83,348 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $9.9M | 1.55% | 30,366 | Added |
| 11 | IVV | ISHARES TR | $7.8M | 1.22% | 10,473 | Trimmed |
| 12 | GLW | CORNING INC | $7.8M | 1.21% | 30,596 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $7.6M | 1.19% | 10,223 | Trimmed |
| 14 | CSCO | CISCO SYS INC | $7.5M | 1.17% | 64,190 | Trimmed |
| 15 | RTX | RTX CORPORATION | $7.2M | 1.12% | 38,119 | Added |
| 16 | GOOGL | ALPHABET INC | $7.0M | 1.09% | 19,663 | Added |
| 17 | KMB | KIMBERLY-CLARK CORP | $6.8M | 1.06% | 62,398 | Trimmed |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $6.7M | 1.05% | 11,573 | Trimmed |
| 19 | GOOG | ALPHABET INC | $6.6M | 1.03% | 18,715 | Added |
| 20 | TIP | ISHARES TR | $6.2M | 0.96% | 56,271 | Trimmed |
| 21 | ETN | EATON CORP PLC | $6.1M | 0.95% | 14,304 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $5.8M | 0.91% | 22,927 | Added |
| 23 | AZN | ASTRAZENECA PLC | $5.6M | 0.88% | 29,983 | Trimmed |
| 24 | GEV | GE VERNOVA INC | $4.9M | 0.76% | 4,182 | Added |
| 25 | IEFA | ISHARES TR | $4.8M | 0.74% | 49,485 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30