§ 13F · FUND PROFILE
Patten Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $473.4T (13F)Positions · 253Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 160K | $29.8T | 5.5% | −3% |
| 2 | MSFT | MICROSOFT CORP | 42K | $20.2T | 3.7% | ±0% |
| 3 | AAPL | APPLE INC | 65K | $17.8T | 3.3% | −3% |
| 4 | V | VISA INC | 39K | $13.7T | 2.5% | −2% |
| 5 | KO | COCA COLA CO | 175K | $12.2T | 2.3% | −1% |
| 6 | IWF | ISHARES TR | 25K | $11.8T | 2.2% | +12% |
| 7 | AVGO | BROADCOM INC | 33K | $11.5T | 2.1% | −7% |
| 8 | JPM | JPMORGAN CHASE & CO. | 30K | $9.7T | 1.8% | ±0% |
| 9 | IVV | ISHARES TR | 11K | $7.8T | 1.4% | +3% |
| 10 | SPY | SPDR S&P 500 ETF TR | 11K | $7.7T | 1.4% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PATTEN SIGNAL
AC read
Patten Group, Inc. is a Other fund managing $473400.8 trillion in assets. The fund runs a broad portfolio of 253 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed