Patten Group, Inc.
•CIK: 1633207•Filing: Q4 2025
**Patten Group, Inc.** manages $541M across a diversified portfolio of 293 positions. The fund exhibits significant concentration in technology and established mega-cap names, with top holdings including NVDA at $29.8M and MSFT at $20.2M. Further notable allocations include AAPL ($17.8M), V ($13.7M), and KO ($12.2M). This positioning suggests a core focus on market leaders across the technology, financial, and consumer sectors.
Total AUM
$540.7M
QoQ Performance
+5.3%
Positions
198
Top 10 Concentration
27.9%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA5.5%
MSFT3.7%
AAPL3.3%
V2.5%
KO2.3%
IWF2.2%
AVGO2.1%
JPM1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.4%
Technology20.2%
Financial7.6%
ETF3.0%
Consumer Staples2.8%
Healthcare2.7%
Consumer2.4%
Industrial2.1%
🚪 Exited Positionssold since Q3 2025
+95 more exited positions
Changes from Q3 2025
NEW17 new positions
↑86 increased
↓93 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023