§ 13F · FUND PROFILE
Patten Group, Inc..
AUM · $643M (13F)Positions · 482Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 163K | $33M | 5.1% | +3% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 46K | $23M | 3.6% | ±0% |
| 3 | AAPL | APPLE INC | 66K | $19M | 2.9% | +3% |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 24 | $18M | 2.8% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 43K | $16M | 2.5% | +3% |
| 6 | KO | COCA COLA CO | 178K | $14M | 2.3% | +2% |
| 7 | V | VISA INC | 38K | $13M | 2.0% | ±0% |
| 8 | AVGO | BROADCOM INC | 32K | $12M | 1.9% | −3% |
| 9 | IWF | ISHARES TR | 83K | $10M | 1.6% | +250% |
| 10 | JPM | JPMORGAN CHASE & CO | 30K | $10M | 1.5% | ±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 $643 million in assets. The fund runs a broad portfolio of 482 positions.
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