Patten Group, Inc.
All 13F Filings
- Location
- Chattanooga, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 540,697
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 442.1 K | 81.8% | 20 K | 0 | 20 K |
| ETFs | 94.69 K | 17.5% | 7.204 K | 0 | 7.204 K |
| Debt | 3.633 K | 0.7% | 0 | 178 | -178 |
| Other | 238 | 0.0% | 0 | 2 | -2 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
540,697
Holdings
293
QoQ value change ($000)
27,010
(5.3%)
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.