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Patten Group, Inc.

Q4 2025 13F Holdings

  • Location
    chattanooga, TN
  • Num holdings

    293

  • Value ($000)

    $540,697

  • Date Filed
    01/23/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$29.8M
6 %

159,792

M
MSFT

MICROSOFT CORP

COM
594918104
$20.18M
4 %

41,726

A
AAPL

APPLE INC

COM
037833100
$17.77M
3 %

65,370

V
V

VISA INC

COM CL A
92826C839
$13.66M
3 %

38,949

K
KO

COCA COLA CO

COM
191216100
$12.24M
2 %

175,129

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$11.83M
2 %

24,994

A
AVGO

BROADCOM INC

COM
11135F101
$11.53M
2 %

33,314

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$9.73M
2 %

30,203

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$7.77M
1 %

11,348

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$7.74M
1 %

11,356

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