Patten Group, Inc. holds a diversified book of 325 stocks worth $643.3M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Western Digital Corp and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Nvidia Corp at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Patten Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $575.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $160.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $99.0B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $94.1B |
| LPL Financial LLC | 80 / 80 | $77.1B |
| STIFEL FINANCIAL CORP | 80 / 80 | $33.8B |
| FIFTH THIRD BANCORP | 80 / 80 | $24.6B |
| Rockefeller Capital Management L.P. | 80 / 80 | $19.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Patten Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $33.5M | 167.3K | 5.2% | ▲+2.6% Added · +4K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $23.1M | 46.2K | 3.6% | ▼−0.1% Reduced · −68 sh | |
| 3 | Apple Inc COM | $19.9M | 68.7K | 3.1% | ▲+3.5% Added · +2K sh | |
| 4 | Berkshire Hathaway Inc Del CL A | $18.0M | 24 | 2.8% | —Held | |
| 5 | Microsoft Corp COM | $16.5M | 44.1K | 2.6% | ▲+3.2% Added · +1K sh | |
| 6 | Coca Cola Co COM | $14.6M | 179.3K | 2.3% | ▲+1.8% Added · +3K sh | |
| 7 | Visa Inc COM CL A | $13.2M | 38.3K | 2.0% | ▼−0.3% Reduced · −110 sh | |
| 8 | Broadcom Inc COM | $12.6M | 33.4K | 2.0% | ▼−3.3% Reduced · −1K sh | |
| 9 | Ishares TR RUS 1000 GRW ETF | $10.3M | 83.3K | 1.6% | ▲+250% Added · +60K sh | |
| 10 | JPMorgan Chase & Co COM | $9.9M | 30.4K | 1.5% | ▲+0.1% Added · +24 sh | |
| 11 | Ishares TR CORE S&P500 ETF | $7.8M | 10.5K | 1.2% | ▼−4.2% Reduced · −455 sh | |
| 12 | Corning Inc COM | $7.8M | 30.6K | 1.2% | ▲+0.6% Added · +188 sh | |
| 13 | State STR SPDR S&P 500 ETF T TR UNIT | $7.6M | 10.2K | 1.2% | ▼−2.4% Reduced · −247 sh | |
| 14 | Cisco Sys Inc COM | $7.5M | 64.2K | 1.2% | ▼−0.3% Reduced · −214 sh | |
| 15 | RTX Corporation COM | $7.2M | 38.1K | 1.1% | ▲+0.9% Added · +354 sh | |
| 16 | Alphabet Inc CAP STK CL A | $7.0M | 19.7K | 1.1% | ▲+6.3% Added · +1K sh | |
| 17 | Kimberly-Clark Corp COM | $6.8M | 62.4K | 1.1% | ▼−0.1% Reduced · −35 sh | |
| 18 | Advanced Micro Devices Inc COM | $6.7M | 11.6K | 1.0% | ▼−6.4% Reduced · −793 sh | |
| 19 | Alphabet Inc CAP STK CL C | $6.6M | 18.7K | 1.0% | ▲+7.1% Added · +1K sh | |
| 20 | Ishares TR TIPS BD ETF | $6.2M | 56.3K | 1.0% | ▼−9.5% Reduced · −6K sh | |
| 21 | Eaton Corp PLC SHS | $6.1M | 14.3K | 0.9% | ▼−3.1% Reduced · −459 sh | |
| 22 | Johnson & Johnson COM | $5.8M | 22.9K | 0.9% | ▲+0.4% Added · +88 sh | |
| 23 | AstraZeneca PLC ORD | $5.6M | 30.0K | 0.9% | ▼−0.3% Reduced · −106 sh | |
| 24 | Ge Vernova Inc COM | $4.9M | 4.2K | 0.8% | ▲+31% Added · +999 sh | |
| 25 | Amazon Com Inc COM | $4.8M | 20.1K | 0.7% | ▲+20% Added · +3K sh | |
| 26 | Ishares TR CORE MSCI EAFE | $4.8M | 49.5K | 0.7% | ▼−3.8% Reduced · −2K sh | |
| 27 | Crowdstrike Hldgs Inc CL A | $4.7M | 6.2K | 0.7% | ▲+1.4% Added · +83 sh | |
| 28 | Invesco Exchange Traded FD T S&P500 EQL TEC | $4.6M | 72.0K | 0.7% | ▲+11% Added · +7K sh | |
| 29 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $4.6M | 57.8K | 0.7% | ▲+7.0% Added · +4K sh | |
| 30 | Applied Matls Inc COM | $4.5M | 6.3K | 0.7% | ▼−3.0% Reduced · −191 sh | |
| 31 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $4.4M | 94.0K | 0.7% | ▲+8.0% Added · +7K sh | |
| 32 | Newmont Corp COM | $4.3M | 46.5K | 0.7% | ▲+0.2% Added · +101 sh | |
| 33 | World Gold TR SPDR GLD MINIS | $4.2M | 53.4K | 0.7% | ▼−0.3% Reduced · −166 sh | |
| 34 | Carrier Global Corporation COM | $4.2M | 57.4K | 0.7% | ▼−0.3% Reduced · −158 sh | |
| 35 | Exxon Mobil Corp COM | $4.0M | 29.6K | 0.6% | ▲+0.1% Added · +19 sh | |
| 36 | Vanguard Intl Equity Index F ALLWRLD EX US | $4.0M | 48.2K | 0.6% | ▲+8.1% Added · +4K sh | |
| 37 | Chubb Limited COM | $4.0M | 11.8K | 0.6% | ▲+0.3% Added · +39 sh | |
| 38 | Linde PLC SHS | $3.9M | 7.5K | 0.6% | ▲~0% Added · +3 sh | |
| 39 | Vanguard BD Index FDS TOTAL BND MRKT | $3.9M | 53.2K | 0.6% | ▼−7.5% Reduced · −4K sh | |
| 40 | Ishares TR EAFE GRWTH ETF | $3.8M | 30.3K | 0.6% | ▼−4.0% Reduced · −1K sh | |
| 41 | Ishares TR INTRM GOV CR ETF | $3.7M | 34.5K | 0.6% | ▼−3.0% Reduced · −1K sh | |
| 42 | Ishares TR SHRT NAT MUN ETF | $3.6M | 33.9K | 0.6% | ▼−5.1% Reduced · −2K sh | |
| 43 | Emerson Elec Co COM | $3.6M | 25.1K | 0.6% | ▼−2.9% Reduced · −750 sh | |
| 44 | Vanguard BD Index FDS SHORT TRM BOND | $3.5M | 45.0K | 0.5% | ▲+7.3% Added · +3K sh | |
| 45 | Chevron Corporation COM | $3.5M | 21.1K | 0.5% | ▲+1.2% Added · +256 sh | |
| 46 | SPDR Series Trust ST STR BLO 1 ETF | $3.4M | 37.2K | 0.5% | ▲+6.3% Added · +2K sh | |
| 47 | Xylem Inc COM | $3.4M | 28.8K | 0.5% | ▲~0% Added · +10 sh | |
| 48 | Wisdomtree TR ITL HIGH DIV FD | $3.4M | 62.7K | 0.5% | ▲+0.9% Added · +539 sh | |
| 49 | Merck & Co Inc COM | $3.4M | 26.4K | 0.5% | ▼−3.4% Reduced · −940 sh | |
| 50 | Eli Lilly & Co COM | $3.4M | 2.8K | 0.5% | ▲+9.0% Added · +234 sh |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1633207/holdings"
Use Arkolith to show Patten Group, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.