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Home > Institutional Investor > Patten & Patten Inc > Profile

Instuitional Investor - Patten & Patten Inc

Fund Profile
Filing Period:
Fund Name: Patten & Patten Inc
Portfolio Value $1,545,430,686
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 699,582 $143,533,303 9.29%
2.
Microsoft Corp
 MSFT 155,996 $77,594,141 5.02%
3.
Ishares Trust
 IEF 506,634 $46,782,584 3.03%
4.
Vanguard Scottsdale Funds
 743,105 $43,679,712 2.83%
5.
Smurfit Westrock Plc
 950,038 $40,994,140 2.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)