Institutional Fund
Patten Group, Inc.
Chattanooga, TNCIK 16332075 filings on record
Portfolio Value
$575.28M
Q1 2026
Holdings
296
Reported positions
New Buys
32
Opened this quarter
QoQ Change
+6.4%
from $540.70M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation4.9%
- Berkshire Hathaway Inc Del3.9%
- Berkshire Hathaway Inc Del3.0%
- Apple Inc2.9%
- Microsoft Corp2.8%
- Coca Cola Co2.3%
- Other80.2%
Portfolio Holdings
296 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 163.0K | $28.43M | 4.9% | +3.2K | Added |
| 2 | Berkshire Hathaway Inc Del | 46.3K | $22.19M | 3.9% | +31.9K | Added |
| 3 | Berkshire Hathaway Inc Del | 24 | $17.24M | 3.0% | +24 | New |
| 4 | Apple Inc | 66.4K | $16.85M | 2.9% | +1.0K | Added |
| 5 | Microsoft Corp | 42.8K | $15.84M | 2.8% | +1.1K | Added |
| 6 | Coca Cola Co | 176.1K | $13.40M | 2.3% | +1.0K | Added |
| 7 | Visa Inc | 38.5K | $11.62M | 2.0% | −494 | Reduced |
| 8 | Broadcom Inc | 34.6K | $10.70M | 1.9% | +1.2K | Added |
| 9 | Ishares Tr | 23.8K | $10.14M | 1.8% | −1.2K | Reduced |
| 10 | Jpmorgan Chase & Co. | 30.3K | $8.93M | 1.6% | +139 | Added |
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