Patten Group, Inc.

Q2 2025 13F Holdings

  • Location
    chattanooga, TN
  • Num holdings

    253

  • Value ($000)

    $473,401

  • Date Filed
    07/30/2025
  • Form type
    13F-HR
  • CIK
    0001633207
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$26.44 M
6 %

167,361

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$21.14 M
5 %

42,506

V
V

VISA INC

COM CL A
92826C839
$14.29 M
3 %

40,236

AAPL
AAPL

APPLE INC

COM
037833100
$14.24 M
3 %

69,418

KO
KO

COCA COLA CO

COM
191216100
$12.67 M
3 %

179,075

AVGO
AVGO

BROADCOM INC

COM
11135F101
$9.90 M
2 %

35,929

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$9.66 M
2 %

22,744

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$8.80 M
2 %

30,358

KMB
KMB

KIMBERLY-CLARK CORP

COM
494368103
$8.71 M
2 %

67,547

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$7.42 M
2 %

12,017

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