Patten Group, Inc. - Portfolio overview

Patten Group, Inc. has 329 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 4.86%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 3.79%
3. BRKA - BERKSHIRE HATHAWAY INC DEL, 2.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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