account_balance
Investment manager · 13F filer · SEC CIK 1633207
Patten Group, Inc.
Reported value$649Mas of Sep 30, 2026
Positions313 22 new, 34 sold out
Top 10 weight29.1%NVDA alone is 6%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
5.9%
BRK-BBerkshire Hathaway Inc
3.6%Added +2%
AAPLApple Inc.
3.6%Added +2%
MSFTMicrosoft Corp
3.5%
Berkshire Hathaway Inc
KOCoca-Cola Co
2.4%
VVisa Inc.
2.1%
BILSPDR Series Trust
2.0%Added +278%
AVGOBroadcom Inc.
1.8%
JPMJPMorgan Chase & Co
1.5%
IWFiShares Tr
1.5%Trimmed −10%
IVViShares Tr
1.2%−7%
NVDANVIDIA Corp
5.9%
BRK-BBerkshire Hathaway Inc
3.6%+2%
AAPLApple Inc.
3.6%
MSFTMicrosoft Corp
3.5%
KOCoca-Cola Co
2.4%
VVisa Inc.
2.1%
BILSPDR Series Trust
2.0%
IWF1.5%
IVV1.2%
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
NVDA NVIDIA Corp 5.9% HeldBRK-B Berkshire Hathaway Inc 3.6% Added +2%AAPL Apple Inc. 3.6% Added +2%MSFT Microsoft Corp 3.5% Held
Berkshire Hathaway Inc 2.6% Trimmed −4%
KO Coca-Cola Co 2.4% HeldV Visa Inc. 2.1% HeldBIL SPDR Series Trust 2.0% Added +278%
AVGO Broadcom Inc. 1.8% HeldJPM JPMorgan Chase & Co 1.5% HeldIWF iShares Tr 1.5% Trimmed −10%
IVV iShares Tr 1.2% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
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