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Home > Institutional Investor > Patten Group, Inc. > Profile

Instuitional Investor - Patten Group, Inc.

Fund Profile
Filing Period:
Fund Name: Patten Group, Inc.
Portfolio Value $368,450,066
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 90,068 $17,340,736 4.7%
2.
Microsoft Corp
 MSFT 43,786 $16,465,433 4.46%
3.
Nvidia Corp
 NVDA 265,710 $13,158,356 3.57%
4.
Coca Cola Co
 KO 194,044 $11,434,987 3.1%
5.
Visa Inc.
 V 41,118 $10,705,018 2.9%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)