Patten Group, Inc.

Institutional manager (13F) · CIK 1633207

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $334M

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$28M	163,001
2	BERKSHIRE HATHAWAY INC DEL	$22M	46,311
3	BERKSHIRE HATHAWAY INC DEL	$17M	24
4	APPLE INC	$17M	66,406
5	MICROSOFT CORP	$16M	42,792
6	COCA COLA CO	$13M	176,135
7	VISA INC	$12M	38,455
8	BROADCOM INC	$11M	34,555
9	ISHARES TR	$10M	23,784
10	JPMORGAN CHASE & CO	$9M	30,342
11	RTX CORPORATION	$7M	37,765
12	ISHARES TR	$7M	10,928
13	ISHARES TR	$7M	62,209
14	STATE STR SPDR S&P 500 ETF T	$7M	10,470
15	KIMBERLY-CLARK CORP	$6M	62,433
16	ASTRAZENECA PLC	$6M	30,089
17	JOHNSON & JOHNSON	$6M	22,839
18	ALPHABET INC	$5M	18,488
19	EATON CORP PLC	$5M	14,763
20	NEWMONT CORP	$5M	46,446
21	ALPHABET INC	$5M	17,471
22	EXXON MOBIL CORP	$5M	29,534
23	CISCO SYS INC	$5M	64,404
24	WORLD GOLD TR	$5M	53,559
25	ISHARES TR	$5M	51,413
26	ISHARES TR	$5M	45,516
27	J P MORGAN EXCHANGE TRADED F	$4M	77,789
28	CHEVRON CORPORATION	$4M	20,844
29	VANGUARD SCOTTSDALE FDS	$4M	54,000
30	VANGUARD BD INDEX FDS	$4M	57,462
31	CORNING INC	$4M	30,408
32	J P MORGAN EXCHANGE TRADED F	$4M	87,025
33	J P MORGAN EXCHANGE TRADED F	$4M	76,790
34	CHUBB LTD SWITZ	$4M	11,767
35	ISHARES TR	$4M	35,699
36	ISHARES TR	$4M	35,585
37	LINDE PLC	$4M	7,522
38	WALMART INC	$4M	28,752
39	ISHARES TR	$4M	31,598
40	AMAZON COM INC	$3M	16,724
41	XYLEM INC	$3M	28,741
42	EMERSON ELEC CO	$3M	25,887
43	WISDOMTREE TR	$3M	62,210
44	VANGUARD INTL EQUITY INDEX F	$3M	44,557
45	VANGUARD BD INDEX FDS	$3M	41,957
46	MERCK & CO INC	$3M	27,316
47	ISHARES TR	$3M	44,176
48	ISHARES U S ETF TR	$3M	63,912
49	CARRIER GLOBAL CORPORATION	$3M	57,532
50	SPDR SERIES TRUST	$3M	34,951

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.