Patten Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Patten Group, Inc. reported 296 stock positions worth $575.3 million. Its top holding was Nvidia (NVDA) at 4.9% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 3.9%) and Berkshire Hathaway Class A (BRK.A, 3.0%). Compared with Q4 2025, it opened 30 new positions, sold out of 27, added to 144 and reduced 116. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Visa Class A (V, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHATTANOOGA, TN
- CIK
- 0001633207
- Portfolio Value
- $575.3M (Q1 2026)
- SEC Filing
- 0001633207-26-000002 ↗ filed Apr 24, 2026
Holdings Value
Holdings 296 stocks · $575.3M
| NVDA Nvidia Corp. | 4.94% | 163,001 | $28.4M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.86% | 46,311 | $22.2M | Add +220.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.00% | 24 | $17.2M | New |
| AAPL Apple Inc. | 2.93% | 66,406 | $16.9M | Add +1.6% |
| MSFT Microsoft Corp. | 2.75% | 42,792 | $15.8M | Add +2.5% |
| KO The Coca-Cola Co. | 2.33% | 176,135 | $13.4M | Add +0.6% |
| V Visa Inc. Class A | 2.02% | 38,455 | $11.6M | Reduce -1.3% |
| AVGO Broadcom Inc. | 1.86% | 34,555 | $10.7M | Add +3.7% |
| IWF iShares Russell 1000 Growth | 1.76% | 23,784 | $10.1M | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 1.55% | 30,342 | $8.9M | Add +0.5% |
| RTX RTX Corp. | 1.27% | 37,765 | $7.3M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 1.24% | 10,928 | $7.1M | Reduce -3.7% |
| TIP iShares Tips Bond ETF | 1.19% | 62,209 | $6.9M | Add +7.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 10,470 | $6.8M | Reduce -7.8% |
| KMB Kimberly-Clark Corp. | 1.05% | 62,433 | $6.0M | Reduce -2.3% |
| AZN Astrazeneca PLC | 1.02% | 30,089 | $5.9M | Reduce -8.0% |
| JNJ Johnson & Johnson | 0.97% | 22,839 | $5.6M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 0.92% | 18,488 | $5.3M | Add +6.3% |
| ETN Eaton Corp. PLC | 0.92% | 14,763 | $5.3M | Reduce -0.3% |
| NEM Newmont Corp. | 0.87% | 46,446 | $5.0M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.87% | 17,471 | $5.0M | Add +6.0% |
| XOM Exxon Mobil Corp. | 0.87% | 29,534 | $5.0M | Add +1.6% |
| CSCO Cisco Systems Inc. | 0.87% | 64,404 | $5.0M | Add +0.5% |
| GLDM SPDR Gold Minishares Trust | 0.86% | 53,559 | $5.0M | Add +3.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.81% | 51,413 | $4.7M | Add +1.4% |
| AGG iShares Core U.S. Aggregate | 0.79% | 45,516 | $4.5M | Add +1.1% |
| JEPI JPMorgan Equity Premium Inco | 0.77% | 77,789 | $4.4M | Add +6.5% |
| CVX Chevron Corp. | 0.75% | 20,844 | $4.3M | Reduce -0.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.74% | 54,000 | $4.3M | Reduce -4.8% |
| BND Vanguard Total Bond Market | 0.74% | 57,462 | $4.2M | Add +7.6% |
| GLW Corning Inc. | 0.72% | 30,408 | $4.1M | Reduce -0.8% |
| JCPB JPMorgan Core Plus Bond ETF | 0.71% | 87,025 | $4.1M | Add +7.2% |
| JPST JPMorgan Ultra-Short Income | 0.68% | 76,790 | $3.9M | Reduce -6.6% |
| CB Chubb Ltd. | 0.67% | 11,767 | $3.8M | Reduce -0.0% |
| SUB iShares Short-Term National | 0.66% | 35,699 | $3.8M | Reduce -6.7% |
| GVI iShares Intermediate Governm | 0.66% | 35,585 | $3.8M | Add +0.8% |
| LIN Linde PLC | 0.65% | 7,522 | $3.7M | Reduce -0.9% |
| WMT Walmart Inc. | 0.62% | 28,752 | $3.6M | Add +0.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.61% | 31,598 | $3.5M | Add +8.7% |
| AMZN Amazon.com Inc. | 0.61% | 16,724 | $3.5M | Add +13.4% |
| XYL Xylem Inc. | 0.60% | 28,741 | $3.4M | Reduce -0.8% |
| EMR Emerson Electric Co. | 0.59% | 25,887 | $3.4M | Reduce -0.9% |
| DTH Wisdomtree International Hig | 0.58% | 62,210 | $3.4M | Add +45.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.58% | 44,557 | $3.3M | Add +3.7% |
| BSV Vanguard Short-Term Bond ETF | 0.57% | 41,957 | $3.3M | Reduce -2.2% |
| MRK Merck & Co. Inc. | 0.57% | 27,316 | $3.3M | Add +0.2% |
| EFV iShares MSCI Eafe Value ETF | 0.57% | 44,176 | $3.3M | Add +4.8% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.56% | 63,912 | $3.2M | Add +1.4% |
| CARR Carrier Global Corp. | 0.56% | 57,532 | $3.2M | Reduce -4.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.56% | 34,951 | $3.2M | Reduce -8.3% |
| VYM Vanguard High DVD Yield ETF | 0.55% | 21,324 | $3.2M | Add +8.1% |
| SCHP Schwab U.S. Tips ETF | 0.52% | 112,684 | $3.0M | Add +19.6% |
| RSPT Invesco S&P 500 Equal Weight | 0.51% | 65,058 | $2.9M | Add +7.9% |
| BAB Invesco Taxable Municipal Bo | 0.51% | 108,548 | $2.9M | Add +3.7% |
| FEOE First Eagle Overseas Eq ETF | 0.50% | 57,190 | $2.9M | Add +38.5% |
| NEE Nextera Energy Inc. | 0.50% | 31,047 | $2.9M | Reduce -0.9% |
| IDXX Idexx Laboratories Inc. | 0.50% | 5,074 | $2.9M | Reduce -0.1% |
| GEV GE Vernova Inc. | 0.48% | 3,183 | $2.8M | Add +26.1% |
| SYK Stryker Corp. | 0.47% | 8,293 | $2.7M | Reduce -1.1% |
| NOC Northrop Grumman Corp. | 0.46% | 3,896 | $2.7M | Add +1.1% |
| T AT&T Inc. | 0.45% | 90,022 | $2.6M | Add +0.5% |
| NVS Novartis AG-Sponsored ADR | 0.45% | 17,026 | $2.6M | Reduce -0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.45% | 8,913 | $2.6M | Reduce -0.4% |
| AMD Advanced Micro Devices | 0.44% | 12,366 | $2.5M | Add +30.6% |
| PVAL Putnam Focused LRG Cap Value | 0.43% | 53,907 | $2.5M | Add +11.8% |
| VMC Vulcan Materials Co. | 0.43% | 9,158 | $2.5M | Reduce -2.6% |
| SLV iShares Silver Trust | 0.43% | 36,465 | $2.5M | Reduce -3.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 50,797 | $2.5M | Add +0.6% |
| IJH iShares Core S&P Midcap ETF | 0.43% | 36,543 | $2.5M | Reduce -0.5% |
| GLD SPDR Gold Shares | 0.42% | 5,674 | $2.4M | Add +0.3% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.42% | 49,857 | $2.4M | Add +19.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 6,101 | $2.4M | Add +10.2% |
| LLY Eli Lilly & Co. | 0.41% | 2,588 | $2.4M | Add +3.6% |
| MAR Marriott International Class A | 0.41% | 7,148 | $2.3M | Add +3.3% |
| BIV Vanguard Intermediate-Term B | 0.39% | 29,078 | $2.2M | Reduce -3.6% |
| AMAT Applied Materials Inc. | 0.38% | 6,461 | $2.2M | Add +6.8% |
| MUNI PIMCO Intermediate Municipal | 0.38% | 41,833 | $2.2M | Reduce -0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.38% | 26,215 | $2.2M | Add +5.0% |
| NSC Norfolk Southern Corp. | 0.38% | 7,528 | $2.2M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.37% | 13,770 | $2.1M | Reduce -1.9% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.37% | 62,060 | $2.1M | Add +16.6% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.36% | 20,616 | $2.1M | Reduce -3.7% |
| MUB iShares National Muni Bond E | 0.35% | 19,235 | $2.0M | Reduce -1.5% |
| FANG Diamondback Energy Inc. | 0.35% | 10,149 | $2.0M | Add +5.3% |
| ECL Ecolab Inc. | 0.35% | 7,522 | $2.0M | Reduce -3.1% |
| EPD Enterprise Products Partners | 0.35% | 52,647 | $2.0M | Add +0.5% |
| XLC SS Comm Select Sector SPDR | 0.34% | 17,756 | $2.0M | Reduce -7.5% |
| LMBS First Trust Low Duration Opp | 0.34% | 39,293 | $2.0M | Add +3.0% |
| ISRG Intuitive Surgical Inc. | 0.34% | 4,233 | $2.0M | Add +17.9% |
| MTBA Simplify MBS ETF | 0.34% | 39,077 | $1.9M | Reduce -1.2% |
| FPE FT-Preferred Secur & Inc. ETF | 0.33% | 107,935 | $1.9M | Reduce -1.2% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 8,873 | $1.9M | Reduce -0.4% |
| BOND PIMCO Active Bond Exchange-T | 0.33% | 20,284 | $1.9M | Reduce -2.5% |
| WMB Williams Cos Inc. | 0.32% | 25,342 | $1.8M | Add +0.8% |
| URI United Rentals Inc. | 0.32% | 2,524 | $1.8M | Add +9.4% |
| IXN iShares Global Tech ETF | 0.32% | 18,151 | $1.8M | Reduce -9.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 7,301 | $1.8M | Reduce -0.8% |
| NFLX Netflix Inc. | 0.31% | 18,384 | $1.8M | Reduce -19.2% |
| UBER Uber Technologies Inc. | 0.31% | 24,430 | $1.8M | Add +20.6% |
| CSM Proshares Large Cap Core Plu | 0.30% | 22,953 | $1.7M | Reduce -4.6% |
Portfolio Sells Q4 2025 → Q1 2026
| V Visa Inc. Class A | Reduce -1.3% | 2.02% | −0.51 |
| IWF iShares Russell 1000 Growth | Reduce -4.8% | 1.76% | −0.42 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.34 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.8% | 1.18% | −0.25 |
| IVV iShares Core S&P 500 ETF | Reduce -3.7% | 1.24% | −0.20 |
| ADSK Autodesk Inc. | Reduce -18.4% | 0.29% | −0.18 |
| IGV iShares Expanded Tech-Softwa | Reduce -33.0% | 0.16% | −0.17 |
| QCOM Qualcomm Inc. | Reduce -20.8% | 0.20% | −0.16 |
| KMB Kimberly-Clark Corp. | Reduce -2.3% | 1.05% | −0.15 |
| IDXX Idexx Laboratories Inc. | Reduce -0.1% | 0.50% | −0.14 |
| XYL Xylem Inc. | Reduce -0.8% | 0.60% | −0.13 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -31.9% | 0.12% | −0.11 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.10 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.10 |
| IBKR Interactive Brokers Gro Class A | Reduce -72.6% | 0.04% | −0.10 |
| COKE Coca-Cola Consolidated Inc. | Sold out | 0.00% | −0.10 |
| RH RH | Sold out | 0.00% | −0.10 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.31% | −0.10 |
| IT Gartner Inc. | Sold out | 0.00% | −0.09 |
| SUB iShares Short-Term National | Reduce -6.7% | 0.66% | −0.09 |
| JPST JPMorgan Ultra-Short Income | Reduce -6.6% | 0.68% | −0.09 |
| PRMB Primo Brands Corp. | Sold out | 0.00% | −0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.8% | 0.74% | −0.09 |
| AZN Astrazeneca PLC | Reduce -8.0% | 1.02% | −0.09 |
| LINE Lineage Inc. | Sold out | 0.00% | −0.09 |
| RLI Rli Corp. | Sold out | 0.00% | −0.09 |
| NFLX Netflix Inc. | Reduce -19.2% | 0.31% | −0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -8.3% | 0.56% | −0.09 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.09 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.08 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.08 |
| MTH Meritage Homes Corp. | Sold out | 0.00% | −0.08 |
| MBLY Mobileye Global Inc. Class A | Sold out | 0.00% | −0.08 |
| SEZL Sezzle Inc. | Sold out | 0.00% | −0.08 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.08 |
| XLC SS Comm Select Sector SPDR | Reduce -7.5% | 0.34% | −0.08 |
| FTLS First Trust Long/Short Eqty | Reduce -19.7% | 0.22% | −0.07 |
| ORCL Oracle Corp. | Reduce -7.6% | 0.14% | −0.07 |
| RXO Rxo Inc. | Sold out | 0.00% | −0.07 |
| IXN iShares Global Tech ETF | Reduce -9.5% | 0.32% | −0.07 |
| SM SM Energy Co. | Sold out | 0.00% | −0.07 |
| SYK Stryker Corp. | Reduce -1.1% | 0.47% | −0.07 |
| XSSPX Nuveen S&P 500 Dynam Overwr | Reduce -29.2% | 0.11% | −0.07 |
| VMC Vulcan Materials Co. | Reduce -2.6% | 0.43% | −0.06 |
| CSM Proshares Large Cap Core Plu | Reduce -4.6% | 0.30% | −0.06 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.2% | 0.57% | −0.05 |
| EMR Emerson Electric Co. | Reduce -0.9% | 0.59% | −0.05 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| BRK.A Berkshire Hathaway Inc. Class A | New | 3.00% | +3.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +220.6% | 3.86% | +2.51 |
| PNFP Pinnacle Financial Partners | New | 0.29% | +0.29 |
| XOM Exxon Mobil Corp. | Add +1.6% | 0.87% | +0.22 |
| GEV GE Vernova Inc. | Add +26.1% | 0.48% | +0.18 |
| DTH Wisdomtree International Hig | Add +45.5% | 0.58% | +0.18 |
| ALLW State Street Brgwtr All WTHR | New | 0.15% | +0.15 |
| FEOE First Eagle Overseas Eq ETF | Add +38.5% | 0.50% | +0.13 |
| DJP Ipath Bloomberg Commodity Inc. | Add +19.7% | 0.42% | +0.13 |
| JNJ Johnson & Johnson | Add +1.7% | 0.97% | +0.11 |
| MU Micron Technology Inc. | New | 0.10% | +0.10 |
| LITE Lumentum Holdings Inc. | New | 0.10% | +0.10 |
| AMAT Applied Materials Inc. | Add +6.8% | 0.38% | +0.10 |
| CORT Corcept Therapeutics Inc. | New | 0.09% | +0.09 |
| SOLS Solstice Adv Materials Inc. | Add +12.3% | 0.23% | +0.09 |
| ANET Arista Networks Inc. | New | 0.09% | +0.09 |
| FIX Comfort Systems USA Inc. | New | 0.09% | +0.09 |
| AXTI Axt Inc. | New | 0.09% | +0.09 |
| FANG Diamondback Energy Inc. | Add +5.3% | 0.35% | +0.08 |
| POWL Powell Industries Inc. | New | 0.08% | +0.08 |
| SYM Symbotic Inc. | New | 0.08% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | New | 0.07% | +0.07 |
| WSO Watsco Inc. | New | 0.07% | +0.07 |
| BUCK Simplify Treasury Option Inc. | New | 0.07% | +0.07 |
| CORZ Core Scientific Inc. | New | 0.07% | +0.07 |
| COIN Coinbase Global Inc. Class A | Add +114.5% | 0.19% | +0.07 |
| HUT Hut 8 Corp. | New | 0.07% | +0.07 |
| HCA HCA Healthcare Inc. | New | 0.06% | +0.06 |
| ALAB Astera Labs Inc. | New | 0.06% | +0.06 |
| KO The Coca-Cola Co. | Add +0.6% | 2.33% | +0.06 |
| APLD Applied Digital Corp. | New | 0.06% | +0.06 |
| VIK Viking Holdings Ltd. | New | 0.06% | +0.06 |
| AMD Advanced Micro Devices | Add +30.6% | 0.44% | +0.06 |
| PSX Phillips 66 | Add +1.1% | 0.24% | +0.06 |
| SCHP Schwab U.S. Tips ETF | Add +19.6% | 0.52% | +0.06 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +25.2% | 0.27% | +0.06 |
| NOC Northrop Grumman Corp. | Add +1.1% | 0.46% | +0.06 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +158.3% | 0.09% | +0.05 |
| JPUS JPMorgan Div Ret US Eq ETF | Add +49.1% | 0.16% | +0.05 |
| ROL Rollins Inc. | Add +88.0% | 0.14% | +0.05 |
| BKV BKV Corporation | New | 0.05% | +0.05 |
| AAOI Applied Optoelectronics Inc. | New | 0.05% | +0.05 |
| META Meta Platforms Inc. Class A | New | 0.05% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +15.8% | 0.24% | +0.04 |
| GLDM SPDR Gold Minishares Trust | Add +3.1% | 0.86% | +0.04 |
| T AT&T Inc. | Add +0.5% | 0.45% | +0.04 |
| WMB Williams Cos Inc. | Add +0.8% | 0.32% | +0.04 |
| VZ Verizon Communications Inc. | Add +3.1% | 0.25% | +0.04 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.57% | +0.04 |
| TEM Tempus AI Inc. Class A | New | 0.04% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 325 | $643.3M | NVDA, BRK.B, AAPL, BRK.A, MSFT |
| Q1 2026 | 296 | $575.3M | NVDA, BRK.B, BRK.A, AAPL, MSFT |
| Q4 2025 | 293 | $540.7M | NVDA, MSFT, AAPL, V, KO |
| Q3 2025 | 283 | $513.7M | NVDA, MSFT, AAPL, V, AVGO |
| Q2 2025 | 253 | $473.4M | NVDA, MSFT, V, AAPL, KO |
| Q1 2025 | 249 | $436.4M | NVDA, AAPL, MSFT, V, KO |
| Q4 2024 | 249 | $451.9M | NVDA, AAPL, MSFT, V, KO |
| Q3 2024 | 243 | $450.2M | NVDA, MSFT, AAPL, KO, V |
| Q2 2024 | 244 | $423.9M | NVDA, MSFT, AAPL, KO, V |
| Q1 2024 | 239 | $406.4M | NVDA, MSFT, AAPL, KO, V |