13F filer

Patten Group

As of Sep 30, 2026 Filed Oct 26, 2026 CIK 1633207 SEC filings ↗

13F Value

$648.7M

Positions

313

Top Position

NVDA5.9%

Top 5

19.3%

Latest filing changes

vs Jun 30, 2026

1 BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF +277.9%+$9.5M

2 BOND PIMCO Active Bond Exchange-Traded Fund +90.3%+$1.6M

3 ITOT iShares Core S&P Total U.S. Stock Market ETF +90.6%+$1.4M

4 PVAL Putnam ETF Trust — Focused Lar Cap +44.2%+$1.2M

5 FLOT iShares Floating Rate Bond ETF +517.3%+$1.2M

Holdings313

#
1	NVDA NVIDIA	5.9%	$38.0M	-0.5%	166.5K	5.2%	Common Stock
2	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 47,170 reported quantity $23,488,301 reported value	3.6%	$23.5M	+2.0%	47.2K	3.6%	Common Stock
3	AAPL Apple	3.6%	$23.4M	+2.2%	70.2K	3.1%	Common Stock
4	MSFT Microsoft	3.5%	$23.0M	+1.5%	44.8K	2.6%	Common Stock
5	BRK.A Berkshire Hathaway Class A	2.6%	$17.2M	-4.2%	23	2.8%	Common Stock
6	KO Coca-Cola	2.4%	$15.5M	+0.6%	180.3K	2.3%	Common Stock
7	V Visa	2.1%	$13.7M	-0.6%	38.1K	2.0%	Common Stock
8	BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF	2.0%	$12.9M	+277.9%	140.4K	0.5%	ETF
9	AVGO Broadcom	1.8%	$11.9M	+1.0%	33.8K	2.0%	Common Stock
10	JPM JPMorgan Chase	1.5%	$10.0M	-0.8%	30.1K	1.5%	Common Stock
11	IWF iShares Russell 1000 Growth ETF	1.5%	$9.4M	-9.6%	75.3K	1.6%	ETF
12	IVV iShares Core S&P 500 ETF	1.2%	$7.5M	-6.6%	9.8K	1.2%	ETF
13	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.1%	$7.2M	-7.5%	9.5K	1.2%	ETF
14	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 20,252 reported quantity $6,968,199 reported value	1.1%	$7.0M	+3.0%	20.3K	1.1%	Common Stock
15	RTX RTX	1.1%	$6.9M	-2.5%	37.2K	1.1%	Common Stock
16	CSCO Cisco Systems	1.0%	$6.7M	-2.6%	62.5K	1.2%	Common Stock
17	GOOG Alphabet Class C	1.0%	$6.6M	+2.9%	19.3K	1.0%	Common Stock
18	CRWD CrowdStrike	1.0%	$6.4M	-2.2%	24.2K	0.7%	Common Stock
19	AMD Advanced Micro Devices	1.0%	$6.3M	-10.6%	10.3K	1.0%	Common Stock
20	KMB Kimberly-Clark	1.0%	$6.2M	+1.5%	63.3K	1.1%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing34

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.