13F Filings History of Patten Group, Inc.
- Latest 13F filing
- Q2 2026 - 06 Aug 2026
- Latest reported 13F value
- $643,311,078
- Largest 13F holdings
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NVDA BRKB AAPL BRKA MSFT KO V AVGO IWF JPM IVV GLW
+8 more
SPY CSCO RTX GOOGL KMB AMD GOOG TIP - Form 13F summary
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- Patten Group, Inc. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Patten Group, Inc. reported 325 equity holdings with a total reported market value of $643,311,078 for Q2 2026. Top reported holdings included NVDA, BRKB, AAPL, BRKA, and MSFT.
- Manager signature
- Will Clark - Director
- Manager location
- Chattanooga, TN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
List of Other Managers Reporting for Patten Group, Inc.:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Brooklyn Investment Group | $3,200,643,530 | New York, NY | 028-23685 |
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$643,311,078
Quarter delta
+$68,034,201
Accepted
06 Aug 2026, 14:45
Rows shown
1-25 of 47
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 325 | $643,311,078 | +$54,089,188 | -$29,791,787 | +$24,297,401 | NVDA, BRKB, AAPL, BRKA, MSFT | 13F-HR | 06 Aug 2026, 14:45 |
| Q1 2026 | 296 | $575,276,877 | +$69,255,398 | -$28,608,585 | +$40,646,813 | NVDA, BRKB, BRKA, AAPL, MSFT | 13F-HR | 24 Apr 2026, 12:05 |
| Q4 2025 | 293 | $540,696,749 | +$52,109,198 | -$31,423,344 | +$20,685,854 | NVDA, MSFT, AAPL, V, KO | 13F-HR | 23 Jan 2026, 15:38 |
| Q3 2025 | 283 | $513,686,842 | +$29,314,615 | -$17,895,298 | +$11,419,317 | NVDA, MSFT, AAPL, V, AVGO | 13F-HR | 10 Nov 2025, 15:35 |
| Q2 2025 | 253 | $473,400,791 | +$23,088,215 | -$19,533,681 | +$3,554,534 | NVDA, MSFT, V, AAPL, KO | 13F-HR | 30 Jul 2025, 12:35 |
| Q1 2025 | 249 | $436,443,736 | +$13,205,097 | -$20,063,028 | -$6,857,931 | NVDA, AAPL, MSFT, V, KO | 13F-HR | 14 May 2025, 13:25 |
| Q4 2024 | 249 | $451,856,481 | +$23,122,086 | -$16,706,644 | +$6,415,442 | NVDA, AAPL, MSFT, V, KO | 13F-HR | 06 Feb 2025, 11:03 |
| Q3 2024 | 243 | $450,234,147 | +$27,906,529 | -$17,757,801 | +$10,148,728 | NVDA, MSFT, AAPL, KO, V | 13F-HR | 08 Oct 2024, 11:11 |
| Q2 2024 | 244 | $423,884,522 | +$39,874,093 | -$8,340,856 | +$31,533,237 | NVDA, MSFT, AAPL, KO, V | 13F-HR | 25 Jul 2024, 15:07 |
| Q1 2024 | 239 | $406,360,153 | +$19,247,050 | -$9,654,765 | +$9,592,285 | NVDA, MSFT, AAPL, KO, V | 13F-HR | 17 Apr 2024, 09:59 |
| Q4 2023 | 233 | $368,450,066 | +$19,644,833 | -$16,398,948 | +$3,245,885 | AAPL, MSFT, NVDA, KO, V | 13F-HR | 10 Jan 2024, 13:39 |
| Q3 2023 | 229 | $334,689,047 | +$7,471,824 | -$9,789,432 | -$2,317,608 | AAPL, MSFT, NVDA, KO, V | 13F-HR | 12 Oct 2023, 16:06 |
| Q2 2023 | 237 | $352,881,267 | +$10,664,130 | -$9,769,771 | +$894,359 | AAPL, MSFT, NVDA, KO, V | 13F-HR | 26 Jul 2023, 16:24 |
| Q1 2023 | 235 | $333,138,702 | +$12,597,930 | -$12,354,847 | +$243,083 | AAPL, MSFT, KO, V, NVDA | 13F-HR | 06 Apr 2023, 14:58 |
| Q4 2022 | 233 | $318,367,024 | +$18,831,848 | -$13,770,804 | +$5,061,044 | AAPL, KO, MSFT, V, KMB | 13F-HR | 10 Feb 2023, 16:24 |
| Q3 2022 | 236 | $290,719,000 | +$15,128,124 | -$9,511,132 | +$5,616,992 | AAPL, MSFT, KO, V, KMB | 13F-HR | 13 Oct 2022, 14:11 |
| Q2 2022 | 241 | $312,116,000 | +$6,443,717 | -$8,784,861 | -$2,341,144 | AAPL, MSFT, KO, V, KMB | 13F-HR | 18 Jul 2022, 09:59 |
| Q1 2022 | 259 | $356,452,000 | +$9,658,668 | -$10,737,478 | -$1,078,810 | AAPL, MSFT, KO, V, NVDA | 13F-HR | 28 Apr 2022, 14:12 |
| Q4 2021 | 261 | $377,747,000 | +$22,978,553 | -$13,741,688 | +$9,236,865 | AAPL, MSFT, KO, V, NVDA | 13F-HR | 20 Jan 2022, 16:50 |
| Q3 2021 | 256 | $340,133,000 | +$13,606,293 | -$5,134,350 | +$8,471,943 | AAPL, MSFT, KO, V, KMB | 13F-HR | 15 Nov 2021, 06:05 |
| Q2 2021 | 257 | $340,309,000 | +$13,353,676 | -$5,059,180 | +$8,294,496 | AAPL, MSFT, V, KO, KMB | 13F-HR | 03 Aug 2021, 08:45 |
| Q1 2021 | 239 | $312,046,000 | +$9,377,221 | -$81,092,173 | -$71,714,952 | AAPL, KO, MSFT, V, KMB | 13F-HR | 22 Apr 2021, 18:44 |
| Q4 2020 | 230 | $369,664,000 | +$97,751,695 | -$9,505,618 | +$88,246,077 | SPY, HON, AAPL, KO, V | 13F-HR | 02 Feb 2021, 14:04 |
| Q3 2020 | 212 | $256,085,000 | +$23,401,054 | -$6,756,470 | +$16,644,584 | AAPL, KO, V, MSFT, KMB | 13F-HR | 19 Oct 2020, 13:25 |
| Q2 2020 | 199 | $232,424,000 | +$15,401,747 | -$6,820,657 | +$8,581,090 | KO, AAPL, V, MSFT, KMB | 13F-HR | 20 Jul 2020, 07:58 |