Patten Group, Inc.
CIK 1633207
13F filing for Q2 2026・No. 3,361
- Holdings
- US$643.31M
- Quarter change
- +US$68.03M
- Entries
- 482
- Net bought (estimate)
- +US$12.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 47
- Sold out 18
- Cut 150
- Added 114
- Corporate actions 2
- Unchanged 14
Largest holdings
325 stocks worth US$643.31M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 167,280 | US$33.47M | 5.20% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 46,243 | US$23.14M | 3.60% |
| AAPLAppleCOM | Added | 68,721 | US$19.89M | 3.09% |
| BERKSHIRE HATHAWAY INC DELCL A | Unchanged | 24 | US$17.97M | 2.79% |
| MSFTMicrosoftCOM | Added | 44,148 | US$16.47M | 2.56% |
| KOCOCA COLA COCOM | Added | 179,287 | US$14.57M | 2.26% |
| VVISA INCCOM CL A | Cut | 38,345 | US$13.16M | 2.05% |
| AVGOBroadcomCOM | Cut | 33,418 | US$12.62M | 1.96% |
| IWFISHARES TRRUS 1000 GRW ETF | CutSplit 4:1 | 83,348 | US$10.35M | 1.61% |
| JPMJPMORGAN CHASE & COCOM | Added | 30,366 | US$9.94M | 1.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.