Patten Group, Inc.

Q1 2025 13F Holdings

  • Location
    chattanooga, TN
  • Num holdings

    249

  • Value ($000)

    $436,444

  • Date Filed
    05/14/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$18.76 M
4 %

173,140

AAPL
AAPL

APPLE INC

COM
037833100
$16.33 M
4 %

73,522

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$16.20 M
4 %

43,162

V
V

VISA INC

COM CL A
92826C839
$14.28 M
3 %

40,750

KO
KO

COCA COLA CO

COM
191216100
$12.82 M
3 %

178,962

KMB
KMB

KIMBERLY-CLARK CORP

COM
494368103
$8.95 M
2 %

62,935

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$8.39 M
2 %

23,225

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$7.58 M
2 %

30,894

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$7.14 M
2 %

13,413

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$7.00 M
2 %

12,521

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