account_balance
Investment manager · 13F filer · SEC CIK 1044905
Patten & Patten Inc
Reported value$1.91Bas of Sep 30, 2026
Positions353 15 new, 12 sold out
Top 10 weight36.7%AAPL alone is 10%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
10.4%Trimmed −3%
IXNiShares Tr
4.5%Added +2%
MSFTMicrosoft Corp
4.0%
VGSHVanguard Scottsdale FDS
3.9%Trimmed −2%
GOOGLAlphabet Inc.
3.6%
GSSTGoldman Sachs ETF Tr
2.6%Trimmed −3%
ABBVAbbVie Inc.
2.2%
JPMJPMorgan Chase & Co
2.0%Trimmed −2%
VVisa Inc.
1.8%
SWSmurfit Westrock PLC
1.8%
PGRProgressive Corp
1.4%
RTXRTX Corp
1.4%
AAPLApple Inc.
10.4%Trimmed −3%
IXNiShares Tr
4.5%
MSFTMicrosoft Corp
4.0%
VGSHVanguard Scottsdale FDS
3.9%
GOOGLAlphabet Inc.
3.6%
GSSTGoldman Sachs ETF Tr
2.6%
ABBVAbbVie Inc.
2.2%
JPMJPMorgan Chase & Co
2.0%
V1.8%SW1.8%PGR1.4%RTX1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 10.4% Trimmed −3%
IXN iShares Tr 4.5% Added +2%
MSFT Microsoft Corp 4.0% HeldVGSH Vanguard Scottsdale FDS 3.9% Trimmed −2%
GOOGL Alphabet Inc. 3.6% HeldGSST Goldman Sachs ETF Tr 2.6% Trimmed −3%
ABBV AbbVie Inc. 2.2% HeldJPM JPMorgan Chase & Co 2.0% Trimmed −2%V Visa Inc. 1.8% HeldSW Smurfit Westrock PLC 1.8% HeldPGR Progressive Corp 1.4% HeldRTX RTX Corp 1.4% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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