Patten & Patten INC
Annual return '25
+14.7%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$1.7B
Holdings
337
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Held since at least Q1 2024
9.5%
02
$GOOGL
ALPHABET INC
Held since at least Q1 2024
3.5%
03
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
3.3%
04
$IXN
ISHARES TR
Held since at least Q1 2024
3.3%
05
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.0%
06
$ABBV
ABBVIE INC
Held since at least Q1 2024
2.1%
07
$JPM
JPMORGAN CHASE & CO
Held since at least Q1 2024
2.1%
08
$SW
SMURFIT WESTROCK PLC
Held since at least Q1 2024
1.9%
09
$V
VISA INC
Held since at least Q1 2024
1.8%
10
$RTX
RTX CORPORATION
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:09 UTC.