Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Patten & Patten Inc > Profile

Instuitional Investor - Patten & Patten Inc

Fund Profile
Filing Period:
Fund Name: Patten & Patten Inc
Portfolio Value $1,513,784,321
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 740,786 $185,507,603 12.25%
2.
Microsoft Corp
 MSFT 159,109 $67,064,568 4.43%
3.
Smurfit Westrock Plc
 982,190 $52,900,753 3.49%
4.
Alphabet Inc.
 GOOGL 214,815 $40,664,480 2.68%
5.
Ishares Trust
 IEF 469,909 $39,824,788 2.63%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)