Patten Group, Inc.
All 13F Filings
- Location
- Chattanooga, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 575,277
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 296 | 575,277 | 13F-HR | Patten Group, Inc. |
| Q4 2025 | 1/23/2026 | 293 | 540,697 | 13F-HR | Patten Group, Inc. |
| Q3 2025 | 11/10/2025 | 283 | 513,687 | 13F-HR | Patten Group, Inc. |
| Q2 2025 | 7/30/2025 | 253 | 473,401 | 13F-HR | Patten Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 381.9 K | 66.4% | 0 | 60.29 K | -60.29 K |
| ETFs | 189.9 K | 33.0% | 95.23 K | 0 | 95.23 K |
| Debt | 3.494 K | 0.6% | 0 | 139 | -139 |
| Other | 0 | 0.0% | 0 | 238 | -238 |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
575,277
Holdings
296
QoQ value change ($000)
34,580
(6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.