Patten Group, Inc.
CIK 0001633207 · CHATTANOOGA, TN · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
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
Top Holdings
NVDA
NVIDIA CORPORATION
5.2%
BRK-B
BERKSHIRE HATHAWAY INC DEL
3.6%
AAPL
APPLE INC
3.1%
BRK-A
BERKSHIRE HATHAWAY INC DEL
2.8%
MSFT
MICROSOFT CORP
2.6%
KO
COCA COLA CO
2.3%
V
VISA INC
2.0%
AVGO
BROADCOM INC
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.