Patten Group, Inc. 13F Holdings

CIK 0001633207 · CHATTANOOGA, TN

As of Sep 30, 2025, Patten Group, Inc. reported 283 positions worth $489.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology164,272$30.6M6.26%
MICROSOFT CORPMSFTTechnology41,757$21.6M4.42%
APPLE INCAAPLTechnology67,278 7.1M3.50%
VISA INC-CLASS A SHARESVFinancial Services39,589 3.5M2.76%
BROADCOM INCAVGOTechnology35,659 1.8M2.40%
COCA COLA COKOConsumer Defensive176,941 1.7M2.40%
ISHARES RUSSELL 1000 GROWTH ETFIWF—22,395 0.5M2.14%
JPMORGAN CHASE & COJPMFinancial Services30,098$9.5M1.94%
KIMBERLY CLARK CORPKMBConsumer Defensive66,241$8.2M1.68%
SPDR S&P 500 ETF TRUSTSPY—12,007$8.0M1.63%
ISHARES CORE S&P 500 ETFIVV—11,014$7.4M1.51%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services14,356$7.2M1.48%
RTX CORPRTXEquity37,583$6.3M1.29%
EATON CORP PLCETNIndustrials15,679$5.9M1.20%
ISHARES TIPS BOND ETFTIP—50,678$5.6M1.15%
ASTRAZENECA PLCAZNHealthcare66,421$5.1M1.04%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSUB—45,972$4.9M1.00%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—59,344$4.7M0.97%
CISCO SYSTEMS INCCSCOTechnology67,150$4.6M0.94%
JPMORGAN ULTRA-SHORT INCOMEJPST—85,323$4.3M0.88%
ALPHABET INCGOOGLEquity17,732$4.3M0.88%
XYLEM INCXYLIndustrials29,174$4.3M0.88%
ISHARES CORE MSCI EAFE ETFIEFA—49,172$4.3M0.88%
JOHNSON & JOHNSONJNJHealthcare22,379$4.1M0.85%
NEWMONT CORPNEMBasic Materials47,429$4.0M0.82%