Long-term investor
Patten & Patten Inc. @pattenpatteninctn
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001044905).
Record
- Tracked since 2025-06-30 (454 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +25.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.4% · long · since 2025-06-30
- 464287291 · 4.4% · long · since 2025-06-30
- 92206C102 · 4.1% · long · since 2025-06-30
- GOOGL · 3.7% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- 381430230 · 2.7% · long · since 2025-06-30
- ABBV · 2.1% · long · since 2025-06-30
- JPM · 2.0% · long · since 2025-06-30
- SW · 1.9% · long · since 2025-06-30
- V · 1.8% · long · since 2025-06-30
- PGR · 1.5% · long · since 2025-06-30
- RTX · 1.5% · long · since 2025-06-30