Patten Group, Inc.

CIK 0001633207 · CHATTANOOGA, TN · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Patten Group, Inc. reported 325 positions worth $643.3M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: NVDA (5.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$643.3M
2026 Q2
Positions
325
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.7%
Est. Net Flow (Q)
2026 Q2
10 / 325 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$33.5M5.20%167,280
2BRK-BBERKSHIRE HATHAWAY INC DELSH$23.1M3.60%46,243
3AAPLAPPLE INCSH$19.9M3.09%68,721
4BRK-ABERKSHIRE HATHAWAY INC DELSH$18.0M2.79%24
5MSFTMICROSOFT CORPSH$16.5M2.56%44,148
6KOCOCA COLA COSH$14.6M2.26%179,287
7VVISA INCSH$13.2M2.05%38,345
8AVGOBROADCOM INCSH$12.6M1.96%33,418
9IWFISHARES TRSH$10.3M1.61%83,348
10JPMJPMORGAN CHASE & COSH$9.9M1.55%30,366

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Patten Group, Inc. hold as of Q2 2026?

Patten Group, Inc. reported 325 positions worth $643.3M in its Q2 2026 13F filing. Largest positions: NVDA (5.2%), BRK-B (3.6%), AAPL (3.1%), BRK-A (2.8%) and MSFT (2.6%).

What did Patten Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Patten Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.