13F Filings History of Patten Group, Inc.

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$540,696,749
Signature - Title
Adrienne Zingrich - Chief Compliance Officer
Location
Chattanooga, TN
Summary
This page shows a list of all the recent 13F filings made by Patten Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Patten Group, Inc. reported 293 stock holdings with total value $540,696,749 as of Q4 2025. Top holdings included NVDA, MSFT, AAPL, V, and KO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 293 $540,696,749 +$52,109,198 -$31,423,344 +$20,685,854 NVDA, MSFT, AAPL, V, KO 13F-HR 23 Jan 2026, 15:38
Q3 2025 283 $513,686,842 +$29,314,615 -$17,895,298 +$11,419,317 NVDA, MSFT, AAPL, V, AVGO 13F-HR 10 Nov 2025, 15:35
Q2 2025 253 $473,400,791 +$23,088,215 -$19,533,681 +$3,554,534 NVDA, MSFT, V, AAPL, KO 13F-HR 30 Jul 2025, 12:35
Q1 2025 249 $436,443,736 +$13,205,097 -$20,063,028 -$6,857,931 NVDA, AAPL, MSFT, V, KO 13F-HR 14 May 2025, 13:25
Q4 2024 249 $451,856,481 +$23,122,086 -$16,706,644 +$6,415,442 NVDA, AAPL, MSFT, V, KO 13F-HR 06 Feb 2025, 11:03
Q3 2024 243 $450,234,147 +$27,906,529 -$17,757,801 +$10,148,728 NVDA, MSFT, AAPL, KO, V 13F-HR 08 Oct 2024, 11:11
Q2 2024 244 $423,884,522 +$39,874,093 -$8,340,856 +$31,533,237 NVDA, MSFT, AAPL, KO, V 13F-HR 25 Jul 2024, 15:07
Q1 2024 239 $406,360,153 +$19,247,050 -$9,654,765 +$9,592,285 NVDA, MSFT, AAPL, KO, V 13F-HR 17 Apr 2024, 09:59
Q4 2023 233 $368,450,066 +$19,644,833 -$16,398,948 +$3,245,885 AAPL, MSFT, NVDA, KO, V 13F-HR 10 Jan 2024, 13:39
Q3 2023 229 $334,689,047 +$7,471,824 -$9,789,432 -$2,317,608 AAPL, MSFT, NVDA, KO, V 13F-HR 12 Oct 2023, 16:06
Q2 2023 237 $352,881,267 +$10,664,130 -$9,769,771 +$894,359 AAPL, MSFT, NVDA, KO, V 13F-HR 26 Jul 2023, 16:24
Q1 2023 235 $333,138,702 +$12,597,930 -$12,354,847 +$243,083 AAPL, MSFT, KO, V, NVDA 13F-HR 06 Apr 2023, 14:58
Q4 2022 233 $318,367,024 +$18,831,848 -$13,770,804 +$5,061,044 AAPL, KO, MSFT, V, KMB 13F-HR 10 Feb 2023, 16:24
Q3 2022 236 $290,719,000 +$15,128,124 -$9,511,132 +$5,616,992 AAPL, MSFT, KO, V, KMB 13F-HR 13 Oct 2022, 14:11
Q2 2022 241 $312,116,000 +$6,443,717 -$8,784,861 -$2,341,144 AAPL, MSFT, KO, V, KMB 13F-HR 18 Jul 2022, 09:59
Q1 2022 259 $356,452,000 +$9,658,668 -$10,737,478 -$1,078,810 AAPL, MSFT, KO, V, NVDA 13F-HR 28 Apr 2022, 14:12
Q4 2021 261 $377,747,000 +$22,978,553 -$13,741,688 +$9,236,865 AAPL, MSFT, KO, V, NVDA 13F-HR 20 Jan 2022, 16:50
Q3 2021 256 $340,133,000 +$13,606,293 -$5,134,350 +$8,471,943 AAPL, MSFT, KO, V, KMB 13F-HR 15 Nov 2021, 06:05
Q2 2021 257 $340,309,000 +$13,353,676 -$5,059,180 +$8,294,496 AAPL, MSFT, V, KO, KMB 13F-HR 03 Aug 2021, 08:45
Q1 2021 239 $312,046,000 +$9,377,221 -$81,092,173 -$71,714,952 AAPL, KO, MSFT, V, KMB 13F-HR 22 Apr 2021, 18:44
Q4 2020 230 $369,664,000 +$97,751,695 -$9,505,618 +$88,246,077 SPY, HON, AAPL, KO, V 13F-HR 02 Feb 2021, 14:04
Q3 2020 212 $256,085,000 +$23,401,054 -$6,756,470 +$16,644,584 AAPL, KO, V, MSFT, KMB 13F-HR 19 Oct 2020, 13:25
Q2 2020 199 $232,424,000 +$15,401,747 -$6,820,657 +$8,581,090 KO, AAPL, V, MSFT, KMB 13F-HR 20 Jul 2020, 07:58
Q1 2020 184 $193,382,000 +$5,749,735 -$30,333,690 -$24,583,955 KO, V, KMB, MSFT, AAPL 13F-HR 16 Apr 2020, 10:07
Q4 2019 209 $268,249,000 +$18,282,944 -$11,759,684 +$6,523,260 KO, V, KMB, AAPL, MSFT 13F-HR 14 Jan 2020, 12:38
Q3 2019 201 $246,065,000 +$9,343,848 -$11,115,271 -$1,771,423 KO, V, KMB, MSFT, AAPL 13F-HR 22 Oct 2019, 08:10
Q2 2019 206 $244,530,000 +$12,523,229 -$8,129,585 +$4,393,644 KO, V, KMB, MSFT, AAPL 13F-HR 11 Jul 2019, 17:14
Q1 2019 192 $232,330,000 +$15,619,280 -$17,345,909 -$1,726,629 KO, V, KMB, MSFT, AAPL 13F-HR 13 May 2019, 20:43
Q4 2018 588 $210,837,000 +$12,134,874 -$29,505,708 -$17,370,834 KO, V, KMB, MSFT, AAPL 13F-HR 11 Feb 2019, 20:35
Q3 2018 680 $262,192,000 +$12,663,595 -$13,953,468 -$1,289,873 KO, V, KMB, AAPL, MSFT 13F-HR 13 Nov 2018, 21:17
Q2 2018 658 $249,218,000 +$14,051,460 -$11,279,947 +$2,771,513 KO, V, KMB, AAPL, MSFT 13F-HR 13 Aug 2018, 17:47
Q1 2018 580 $243,202,000 +$5,938,427 -$10,396,001 -$4,457,574 KO, V, KMB, AAPL, IEFA 13F-HR 11 May 2018, 11:21
Q4 2017 615 $252,443,000 +$10,660,896 -$14,758,698 -$4,097,802 KO, V, KMB, AAPL, SPY 13F-HR 02 Feb 2018, 12:57
Q3 2017 626 $247,154,000 +$10,909,646 -$13,734,630 -$2,824,984 KO, KMB, V, AAPL, SPY Restatement 12 Dec 2017, 18:32
Q2 2017 639 $245,068,000 +$20,863,123 -$13,961,395 +$6,901,728 KO, KMB, V, AAPL, IWF 13F-HR 14 Aug 2017, 07:41
Q1 2017 637 $230,372,000 +$8,772,568 -$5,647,787 +$3,124,781 KO, KMB, V, AAPL, WY 13F-HR 30 May 2017, 18:18
Q4 2016 614 $221,505,000 +$10,553,985 -$13,765,048 -$3,211,063 KO, KMB, V, AAPL, SPY 13F-HR 10 Feb 2017, 17:12
Q3 2016 638 $212,558,973 +$9,920,795 -$11,901,071 -$1,980,276 KO, KMB, V, AAPL, WY 13F-HR 14 Nov 2016, 17:54
Q2 2016 637 $213,664,509 +$5,777,190 -$6,694,271 -$917,081 KO, KMB, V, AIG, AAPL 13F-HR 15 Aug 2016, 15:08
Q1 2016 667 $210,723,754 +$12,134,579 -$12,400,903 -$266,324 KO, KMB, V, AAPL, AIG 13F-HR 13 May 2016, 17:02
Q4 2015 699 $207,995,814 +$22,013,620 -$17,914,713 +$4,098,907 KO, KMB, V, AIG, AAPL 13F-HR 16 Feb 2016, 20:11
Q3 2015 600 $194,231,810 +$6,706,544 -$7,541,640 -$835,096 KO, KMB, V, AIG, AAPL 13F-HR 13 Nov 2015, 17:36
Q2 2015 601 $210,536,878 +$26,346,423 -$8,325,655 +$18,020,768 KO, KMB, AIG, AAPL, V 13F-HR 24 Aug 2015, 17:21
Q1 2015 173 $195,280,000 +$10,734,548 -$16,754,752 -$6,020,204 KO, KMB, AAPL, V, AIG 13F-HR 06 May 2015, 08:05
Q4 2014 258 $205,910,000 $0 $0 $0 KO, KMB, V, AIG, AAPL 13F-HR 17 Feb 2015, 21:47