Long-term investor

Patten Group, Inc. @pattengroupinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001633207).

Record

  • Tracked since 2025-06-30 (431 days), 163 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.6% · 6 months +6.9% · 1 year +13.5% · all +13.5%
  • Max drawdown -1.2% · Sharpe 1.01 · win rate 9% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 5.2% · long · since 2025-06-30
  • BRK-B · 3.6% · long · since 2025-06-30
  • AAPL · 3.1% · long · since 2025-06-30
  • 084670108 · 2.8% · long · since 2026-03-31
  • MSFT · 2.6% · long · since 2025-06-30
  • KO · 2.3% · long · since 2025-06-30
  • V · 2.0% · long · since 2025-06-30
  • AVGO · 2.0% · long · since 2025-06-30
  • 464287614 · 1.6% · long · since 2025-06-30
  • JPM · 1.5% · long · since 2025-06-30
  • 464287200 · 1.2% · long · since 2025-06-30
  • GLW · 1.2% · long · since 2025-06-30

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