§ 13F · FUND PROFILE
Patten Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $514M (13F)Positions · 283Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 163K | $28M | 4.9% | +2% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 46K | $22M | 3.9% | +221% |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 24 | $17M | 3.0% | NEW |
| 4 | AAPL | APPLE INC | 66K | $17M | 2.9% | +2% |
| 5 | MSFT | MICROSOFT CORP | 43K | $16M | 2.8% | +3% |
| 6 | KO | COCA COLA CO | 176K | $13M | 2.3% | +1% |
| 7 | V | VISA INC | 38K | $12M | 2.0% | −1% |
| 8 | AVGO | BROADCOM INC | 35K | $11M | 1.9% | +4% |
| 9 | IWF | ISHARES TR | 24K | $10M | 1.8% | −5% |
| 10 | JPM | JPMORGAN CHASE & CO | 30K | $9M | 1.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PATTEN SIGNAL
AC read
Patten Group, Inc. is a Other fund managing $514 million in assets. The fund runs a broad portfolio of 283 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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