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CIK: 0001633207
Total reported value
$643.3M
$643.3M
249 檔
12.2%
According to the latest 13F quarterly dataset, Patten Group, Inc. managed an equity portfolio of $643.3M at the end of Q1 2025, spanning 249 distinct U.S. exchange-listed positions.
In Q1 2025, Patten Group, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.30% | +0.26% | -10.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.74% | +0.16% | -4.31% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.71% | -0.19% | -2.41% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 3.27% | +0.02% | -1.80% | |
| 5 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.94% | -0.07% | -0.41% | |
| 6 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 2.05% | +0.01% | -0.50% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.92% | -0.15% | -4.57% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | — | -2.37% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.64% | -0.26% | -1.01% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +0.01% | -2.50% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | -0.02% | -15.54% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | +0.10% | -6.20% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.23% | -0.10% | +16.17% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.14% | -0.15% | -0.84% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.13% | -0.03% | +25.95% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.98% | -0.03% | +1.70% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.30% | -2.28% | |
| 18 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.96% | -0.05% | EXIT | |
| 19 | CARR | Carrier Global CORP | Stock-Industrials | 0.93% | +0.09% | -3.42% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 0.91% | +0.03% | -3.39% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.91% | -0.21% | -2.91% | |
| 22 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.88% | — | +1.35% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.87% | -0.19% | +4.15% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.85% | -0.13% | -4.29% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.06% | -1.02% | |
| 26 | XYL | Xylem Inc | Stock-Industrials | 0.83% | -0.07% | -1.82% | |
| 27 | LIN | Linde plc | Stock-Materials | 0.82% | -0.04% | -2.71% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.24% | -4.33% | |
| 29 | CB | Chubb Limited | Stock-Financials | 0.82% | -0.04% | -5.25% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.80% | -0.10% | -0.52% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.76% | -0.02% | +1.73% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.69% | -0.02% | +1.72% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.01% | -5.59% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 0.67% | -0.03% | -3.12% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.66% | -0.26% | +0.51% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.17% | -7.19% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | -0.07% | +3.41% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.64% | -0.16% | +7.94% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.16% | -4.14% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | +0.02% | -2.72% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.63% | -0.04% | +1.30% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.13% | -4.63% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.60% | -0.17% | +0.34% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.09% | -2.48% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.58% | -0.07% | +30.59% | |
| 46 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.55% | -0.09% | -2.59% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | -0.03% | -4.52% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.12% | -4.77% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.11% | -7.07% | |
| 50 | VMC | Vulcan Materials Co | Stock-Materials | 0.51% | -0.02% | -1.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | KO | Coca-cola Co/the | — | NEW | New buy |
| 6 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 7 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 11 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | SUB | Ishares Short-term National | — | NEW | New buy |
| 14 | RTX | Rtx CORP | — | NEW | New buy |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 17 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 18 | PHDG | Invesco S&p 500 Downside Hed | — | NEW | New buy |
| 19 | CARR | Carrier Global CORP | — | NEW | New buy |
| 20 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 21 | CVX | Chevron CORP | — | NEW | New buy |
| 22 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 23 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 24 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 25 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 26 | XYL | Xylem Inc | — | NEW | New buy |
| 27 | LIN | Linde plc | — | NEW | New buy |
| 28 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 29 | CB | Chubb Limited | — | NEW | New buy |
| 30 | SYK | Stryker CORP | — | NEW | New buy |
| 31 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 32 | EFG | Ishares Msci Eafe Growth ETF | — | NEW | New buy |
| 33 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 34 | EMR | Emerson Electric Co | — | NEW | New buy |
| 35 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 36 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 37 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | — | NEW | New buy |
| 39 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 40 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 41 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 42 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 43 | T | At&t Inc | — | NEW | New buy |
| 44 | PEP | Pepsico Inc | — | NEW | New buy |
| 45 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 46 | BAB | Invesco Taxable Municipal Bo | — | NEW | New buy |
| 47 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 48 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 49 | WMT | Walmart Inc | — | NEW | New buy |
| 50 | VMC | Vulcan Materials Co | — | NEW | New buy |
According to official SEC Form 13F filings, Patten Group, Inc. reported a total U.S. public equity portfolio value of $643.3M across 249 disclosed positions in Q1 2025.
During Q1 2025, Patten Group, Inc.'s top holdings by market value included NVDA (4.3%)、AAPL (3.7%)、MSFT (3.7%). The largest single position, NVDA, represented 4.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 12.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $18.8M
In Q1 2025, Patten Group, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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