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Home > Institutional Investor > Patten Group, Inc. > Profile

Instuitional Investor - Patten Group, Inc.

Fund Profile
Filing Period:
Fund Name: Patten Group, Inc.
Portfolio Value $643,311,078
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 167,280 $33,471,141 5.2%
2.
Berkshire Hathaway Inc
 BRK-B 46,243 $23,139,534 3.6%
3.
Apple Inc.
 AAPL 68,721 $19,885,147 3.09%
4.
Berkshire Hathaway Inc
 BRK-B 24 $17,972,400 2.79%
5.
Microsoft Corp
 MSFT 44,148 $16,468,139 2.56%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.