Patten Group, Inc.

CIK 0001633207 • 6 13F filings • May 14, 2025 – Aug 6, 2026

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Filer information

Filed by: Patten Group, Inc., Chief Compliance Officer
Address: 832 Georgia Avenue, Suite 360, Chattanooga, TN, 37402
Phone: 423-531-0360
AUM: $540.7M

AUM over time

$643.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $436.4M249 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.0M	0.2%	7,551 SH
ABBVIE INC	COM	$285K	0.1%	1,360 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$958K	0.2%	3,069 SH
ADOBE INC	COM	$416K	0.1%	1,085 SH
ADVANCED MICRO DEVICES INC	COM	$842K	0.2%	8,193 SH
ALCON AG	ORD SHS	$1.6M	0.4%	16,461 SH
ALPHABET INC	CAP STK CL A	$2.9M	0.7%	18,466 SH
ALPHABET INC	CAP STK CL C	$2.8M	0.6%	17,767 SH
ALTRIA GROUP INC	COM	$237K	0.1%	3,945 SH
AMAZON COM INC	COM	$2.6M	0.6%	13,913 SH
AMERICAN EXPRESS CO	COM	$387K	0.1%	1,439 SH
AMERICAN WTR WKS CO INC NEW	COM	$877K	0.2%	5,947 SH
APPLE INC	COM	$16.3M	3.7%	73,522 SH
APPLIED MATLS INC	COM	$855K	0.2%	5,893 SH
ASTRAZENECA PLC	SPONSORED ADR	$3.8M	0.9%	51,985 SH
AT&T INC	COM	$2.6M	0.6%	93,084 SH
ATMOS ENERGY CORP	COM	$257K	0.1%	1,662 SH
AUTODESK INC	COM	$2.1M	0.5%	8,191 SH
AUTOZONE INC	COM	$1.2M	0.3%	306 SH
BANK AMERICA CORP	COM	$421K	0.1%	10,098 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.1M	1.6%	13,413 SH
BJS WHSL CLUB HLDGS INC	COM	$341K	0.1%	2,988 SH
BLACKROCK CORE BD TR	SHS BEN INT	$796K	0.2%	73,393 SH
BLACKROCK INC	COM	$282K	0.1%	298 SH
BLACKROCK TAX MUNICPAL BD TR	SHS	$221K	0.1%	13,223 SH
BROADCOM INC	COM	$6.0M	1.4%	35,800 SH
CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$415K	0.1%	43,243 SH
CANADIAN NATL RY CO	COM	$980K	0.2%	10,057 SH
CARLISLE COS INC	COM	$344K	0.1%	1,011 SH
CARRIER GLOBAL CORPORATION	COM	$4.1M	0.9%	64,022 SH
CATERPILLAR INC	COM	$608K	0.1%	1,843 SH
CHEVRON CORP NEW	COM	$4.0M	0.9%	23,679 SH
CHIPOTLE MEXICAN GRILL INC	COM	$1.8M	0.4%	35,737 SH
CHUBB LIMITED	COM	$3.6M	0.8%	11,826 SH
CHURCH & DWIGHT CO INC	COM	$692K	0.2%	6,286 SH
CISCO SYS INC	COM	$4.2M	1.0%	68,543 SH
CITIGROUP INC	COM NEW	$308K	0.1%	4,334 SH
COCA COLA CO	COM	$12.8M	2.9%	178,962 SH
COLGATE PALMOLIVE CO	COM	$1.4M	0.3%	14,899 SH
CONOCOPHILLIPS	COM	$638K	0.1%	6,070 SH
CONSTELLATION BRANDS INC	CL A	$223K	0.1%	1,213 SH
CORNING INC	COM	$1.4M	0.3%	31,094 SH
CROWDSTRIKE HLDGS INC	CL A	$1.8M	0.4%	5,209 SH
DANAHER CORPORATION	COM	$765K	0.2%	3,732 SH
DBX ETF TR	XTRACK MSCI EAFE	$677K	0.2%	15,646 SH
DIAMONDBACK ENERGY INC	COM	$1.4M	0.3%	8,464 SH
DNP SELECT INCOME FD INC	COM	$440K	0.1%	44,502 SH
DOMINION ENERGY INC	COM	$842K	0.2%	15,010 SH
DOVER CORP	COM	$990K	0.2%	5,638 SH
DOW INC	COM	$469K	0.1%	13,429 SH
DUKE ENERGY CORP NEW	COM NEW	$1.5M	0.3%	12,179 SH
EATON CORP PLC	SHS	$4.0M	0.9%	14,651 SH
ECOLAB INC	COM	$2.0M	0.5%	7,755 SH
ELI LILLY & CO	COM	$2.3M	0.5%	2,755 SH
EMERSON ELEC CO	COM	$2.9M	0.7%	26,481 SH
ENBRIDGE INC	COM	$1.2M	0.3%	27,482 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.7M	0.4%	50,624 SH
EVERUS CONSTR GROUP	COM	$369K	0.1%	9,946 SH
EXXON MOBIL CORP	COM	$3.6M	0.8%	30,195 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$2.0M	0.5%	30,903 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$976K	0.2%	19,365 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$1.5M	0.4%	87,525 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.9M	0.4%	39,374 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$354K	0.1%	3,165 SH
GE AEROSPACE	COM NEW	$331K	0.1%	1,655 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$819K	0.2%	10,145 SH
GE VERNOVA INC	COM	$399K	0.1%	1,306 SH
GENERAL MLS INC	COM	$785K	0.2%	13,137 SH
GLOBAL X FDS	GLOBX SUPDV US	$294K	0.1%	15,625 SH
GLOBAL X FDS	NASDAQ 100 COVER	$963K	0.2%	57,894 SH
HOME DEPOT INC	COM	$837K	0.2%	2,284 SH
HONEYWELL INTL INC	COM	$2.1M	0.5%	10,135 SH
HOST HOTELS & RESORTS INC	COM	$188K	0.0%	13,232 SH
IDEXX LABS INC	COM	$2.2M	0.5%	5,299 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.3M	0.5%	9,324 SH
INTERNATIONAL PAPER CO	COM	$238K	0.1%	4,459 SH
INVESCO ACTIVELY MANAGED EXC	S&P500 DOWNSID	$4.2M	1.0%	115,210 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$1.2M	0.3%	24,862 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$2.4M	0.6%	90,372 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$762K	0.2%	6,694 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$1.6M	0.4%	46,142 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.3M	0.3%	7,722 SH
INVESCO QQQ TR	UNIT SER 1	$760K	0.2%	1,621 SH
ISHARES GOLD TR	ISHARES NEW	$479K	0.1%	8,129 SH
ISHARES INC	MSCI SPAIN ETF	$306K	0.1%	8,028 SH
ISHARES SILVER TR	ISHARES	$911K	0.2%	29,395 SH
ISHARES TR	0-5 YR TIPS ETF	$1.3M	0.3%	12,114 SH
ISHARES TR	1 3 YR TREAS BD	$1.9M	0.4%	23,177 SH
ISHARES TR	10+ YR INVST GRD	$416K	0.1%	8,291 SH
ISHARES TR	3 7 YR TREAS BD	$488K	0.1%	4,133 SH
ISHARES TR	7-10 YR TRSY BD	$315K	0.1%	3,307 SH
ISHARES TR	BROAD USD HIGH	$234K	0.1%	6,355 SH
ISHARES TR	CORE HIGH DV ETF	$1.2M	0.3%	9,715 SH
ISHARES TR	CORE MSCI EAFE	$2.8M	0.7%	37,594 SH
ISHARES TR	CORE S&P MCP ETF	$2.8M	0.6%	47,468 SH
ISHARES TR	CORE S&P SCP ETF	$330K	0.1%	3,151 SH
ISHARES TR	CORE S&P TTL STK	$1.7M	0.4%	13,956 SH
ISHARES TR	CORE S&P US VLU	$1.0M	0.2%	11,109 SH
ISHARES TR	CORE S&P500 ETF	$6.4M	1.5%	11,413 SH
ISHARES TR	CORE US AGGBD ET	$2.2M	0.5%	22,184 SH
ISHARES TR	EAFE GRWTH ETF	$3.0M	0.7%	29,992 SH
ISHARES TR	EAFE VALUE ETF	$1.7M	0.4%	29,295 SH
ISHARES TR	EXPANDED TECH	$1.7M	0.4%	18,786 SH
ISHARES TR	EXPND TEC SC ETF	$373K	0.1%	4,110 SH
ISHARES TR	FLTG RATE NT ETF	$663K	0.2%	12,979 SH
ISHARES TR	GLOBAL TECH ETF	$2.1M	0.5%	28,072 SH
ISHARES TR	IBONDS DEC 26	$233K	0.1%	9,111 SH
ISHARES TR	INTL SEL DIV ETF	$273K	0.1%	8,789 SH
ISHARES TR	INTRM GOV CR ETF	$1.9M	0.4%	17,772 SH
ISHARES TR	ISHS 1-5YR INVS	$382K	0.1%	7,301 SH
ISHARES TR	MBS ETF	$601K	0.1%	6,411 SH
ISHARES TR	MSCI ACWI ETF	$852K	0.2%	7,323 SH
ISHARES TR	MSCI EAFE ETF	$1.0M	0.2%	12,336 SH
ISHARES TR	MSCI LW CRB TG	$408K	0.1%	2,135 SH
ISHARES TR	MSCI USA MIN VOL	$571K	0.1%	6,093 SH
ISHARES TR	NATIONAL MUN ETF	$2.5M	0.6%	23,852 SH
ISHARES TR	RUS 1000 ETF	$1.0M	0.2%	3,263 SH
ISHARES TR	RUS 1000 GRW ETF	$8.4M	1.9%	23,225 SH
ISHARES TR	RUS 1000 VAL ETF	$940K	0.2%	4,995 SH
ISHARES TR	RUS MD CP GR ETF	$302K	0.1%	2,568 SH
ISHARES TR	RUSSELL 2000 ETF	$223K	0.1%	1,117 SH
ISHARES TR	RUSSELL 3000 ETF	$317K	0.1%	997 SH
ISHARES TR	S&P MC 400GR ETF	$1.5M	0.3%	17,412 SH
ISHARES TR	S&P SML 600 GWT	$679K	0.2%	5,457 SH
ISHARES TR	SHRT NAT MUN ETF	$5.4M	1.2%	50,873 SH
ISHARES TR	TIPS BD ETF	$1.4M	0.3%	13,030 SH
ISHARES TR	U.S. TECH ETF	$210K	0.0%	1,494 SH
ISHARES TR	US TREAS BD ETF	$422K	0.1%	18,371 SH
ISHARES U S ETF TR	SHORT DURATION B	$2.8M	0.6%	54,926 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$2.0M	0.5%	43,294 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.9M	0.7%	50,566 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$329K	0.1%	5,171 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$434K	0.1%	3,764 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.8M	0.9%	75,329 SH
J P MORGAN EXCHANGE TRADED F	US MOMENTUM	$471K	0.1%	8,364 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$489K	0.1%	8,663 SH
J P MORGAN EXCHANGE TRADED F	US VALUE FACTR	$535K	0.1%	12,918 SH
JOHNSON & JOHNSON	COM	$3.7M	0.8%	22,239 SH
JPMORGAN CHASE & CO.	COM	$7.6M	1.7%	30,894 SH
KENVUE INC	COM	$1.1M	0.2%	45,299 SH
KIMBERLY-CLARK CORP	COM	$9.0M	2.1%	62,935 SH
KNIFE RIVER CORP	COMMON STOCK	$896K	0.2%	9,935 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$827K	0.2%	126,305 SH
LINDE PLC	SHS	$3.6M	0.8%	7,722 SH
LOCKHEED MARTIN CORP	COM	$1.0M	0.2%	2,268 SH
LOWES COS INC	COM	$1.7M	0.4%	7,429 SH
MARRIOTT INTL INC NEW	CL A	$1.8M	0.4%	7,599 SH
MCDONALDS CORP	COM	$293K	0.1%	938 SH
MDU RES GROUP INC	COM	$479K	0.1%	28,349 SH
MEDTRONIC PLC	SHS	$445K	0.1%	4,947 SH
MERCK & CO INC	COM	$2.8M	0.6%	30,773 SH
METLIFE INC	COM	$496K	0.1%	6,182 SH
MICROSOFT CORP	COM	$16.2M	3.7%	43,162 SH
MID-AMER APT CMNTYS INC	COM	$1.2M	0.3%	7,029 SH
NETFLIX INC	COM	$799K	0.2%	857 SH
NEW YORK LIFE INVESTMENTS ET	NYLI HEDGE MULTI	$320K	0.1%	10,232 SH
NEWMONT CORP	COM	$2.2M	0.5%	45,989 SH
NEXTERA ENERGY INC	COM	$2.1M	0.5%	30,022 SH
NIKE INC	CL B	$267K	0.1%	4,211 SH
NORFOLK SOUTHN CORP	COM	$1.8M	0.4%	7,784 SH
NORTHROP GRUMMAN CORP	COM	$1.6M	0.4%	3,159 SH
NOVARTIS AG	SPONSORED ADR	$1.9M	0.4%	16,970 SH
NUVEEN S&P 500 BUY-WRITE INC	COM	$769K	0.2%	58,645 SH
NVIDIA CORPORATION	COM	$18.8M	4.3%	173,140 SH
NXP SEMICONDUCTORS N V	COM	$467K	0.1%	2,458 SH
OMNICOM GROUP INC	COM	$805K	0.2%	9,711 SH
ORACLE CORP	COM	$1.3M	0.3%	9,475 SH
PALO ALTO NETWORKS INC	COM	$1.2M	0.3%	7,211 SH
PEPSICO INC	COM	$2.6M	0.6%	17,100 SH
PHILIP MORRIS INTL INC	COM	$352K	0.1%	2,218 SH
PHILLIPS 66	COM	$983K	0.2%	7,963 SH
PIMCO ETF TR	ACTIVE BD ETF	$1.4M	0.3%	15,276 SH
PIMCO ETF TR	INTER MUN BD ACT	$1.9M	0.4%	36,466 SH
PINNACLE FINL PARTNERS INC	COM	$1.9M	0.4%	18,302 SH
PROCTER AND GAMBLE CO	COM	$2.1M	0.5%	12,416 SH
PROLOGIS INC.	COM	$368K	0.1%	3,294 SH
PROSHARES TR	LARGE CAP CRE	$826K	0.2%	12,963 SH
PROSHARES TR	S&P MDCP 400 DIV	$437K	0.1%	5,421 SH
PULTE GROUP INC	COM	$383K	0.1%	3,725 SH
PUTNAM ETF TRUST	FOCUSED LAR CAP	$647K	0.1%	16,996 SH
QUALCOMM INC	COM	$2.0M	0.5%	13,122 SH
RBB FD INC	MOTLEY FOOL GBL	$520K	0.1%	18,789 SH
REGIONS FINANCIAL CORP NEW	COM	$1.3M	0.3%	60,781 SH
REPUBLIC SVCS INC	COM	$1.0M	0.2%	4,178 SH
ROLLINS INC	COM	$399K	0.1%	7,394 SH
RTX CORPORATION	COM	$5.0M	1.1%	37,545 SH
SANOFI	SPONSORED ADR	$647K	0.1%	11,670 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.1M	0.3%	41,444 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$2.0M	0.4%	20,343 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$795K	0.2%	5,443 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$346K	0.1%	4,390 SH
SEMPRA	COM	$323K	0.1%	4,525 SH
SIMMONS 1ST NATL CORP	CL A $1 PAR	$285K	0.1%	13,868 SH
SMURFIT WESTROCK PLC	SHS	$526K	0.1%	11,681 SH
SOUTHERN CO	COM	$650K	0.1%	7,074 SH
SPDR GOLD TR	GOLD SHS	$1.6M	0.4%	5,563 SH
SPDR S&P 500 ETF TR	TR UNIT	$7.0M	1.6%	12,521 SH
SPDR SER TR	BBG CONV SEC ETF	$1.0M	0.2%	13,222 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$4.3M	1.0%	46,427 SH
SPDR SER TR	BLOOMBERG 3-12 M	$924K	0.2%	9,291 SH
SPDR SER TR	PORTFOLI S&P1500	$499K	0.1%	7,338 SH
SPDR SER TR	PORTFOLIO S&P500	$321K	0.1%	4,876 SH
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$495K	0.1%	12,025 SH
STRYKER CORPORATION	COM	$3.5M	0.8%	9,337 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$430K	0.1%	2,591 SH
TE CONNECTIVITY PLC	ORD SHS	$346K	0.1%	2,451 SH
TETRA TECH INC NEW	COM	$618K	0.1%	21,113 SH
TJX COS INC NEW	COM	$997K	0.2%	8,189 SH
TRUIST FINL CORP	COM	$1.2M	0.3%	28,190 SH
UBER TECHNOLOGIES INC	COM	$894K	0.2%	12,276 SH
UNION PAC CORP	COM	$413K	0.1%	1,750 SH
UNITEDHEALTH GROUP INC	COM	$2.9M	0.7%	5,628 SH
UNUM GROUP	COM	$528K	0.1%	6,480 SH
VALERO ENERGY CORP	COM	$303K	0.1%	2,292 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$1.2M	0.3%	13,725 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$1.9M	0.4%	24,399 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.3M	0.8%	42,582 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.7M	0.9%	50,712 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$257K	0.1%	5,265 SH
VANGUARD INDEX FDS	GROWTH ETF	$263K	0.1%	710 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.0M	0.5%	7,827 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$420K	0.1%	4,641 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$386K	0.1%	751 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$407K	0.1%	1,481 SH
VANGUARD INDEX FDS	VALUE ETF	$706K	0.2%	4,086 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.9M	0.4%	31,656 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.3M	0.3%	15,849 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.0M	0.2%	17,137 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.9M	1.1%	62,420 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.3%	6,405 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	0.4%	13,141 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.0M	0.2%	12,535 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$297K	0.1%	4,024 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$287K	0.1%	928 SH
VEEVA SYS INC	CL A COM	$1.5M	0.3%	6,407 SH
VENTAS INC	COM	$414K	0.1%	6,014 SH
VERIZON COMMUNICATIONS INC	COM	$1.1M	0.3%	24,697 SH
VISA INC	COM CL A	$14.3M	3.3%	40,750 SH
VULCAN MATLS CO	COM	$2.2M	0.5%	9,561 SH
WALGREENS BOOTS ALLIANCE INC	COM	$228K	0.1%	20,423 SH
WALMART INC	COM	$2.2M	0.5%	25,431 SH
WEYERHAEUSER CO MTN BE	COM NEW	$653K	0.1%	22,293 SH
WILLIAMS COS INC	COM	$1.7M	0.4%	28,145 SH
WISDOMTREE TR	INDIA ERNGS FD	$323K	0.1%	7,381 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$714K	0.2%	16,442 SH
WISDOMTREE TR	ITL HIGH DIV FD	$825K	0.2%	19,426 SH
WISDOMTREE TR	US MIDCAP DIVID	$415K	0.1%	8,381 SH
WORLD GOLD TR	SPDR GLD MINIS	$1.5M	0.4%	24,853 SH
XYLEM INC	COM	$3.6M	0.8%	30,458 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001172661-26-000288	$540.7M	View
Nov 10, 2025	Q3 2025	13F-HR	0001172661-25-004668	$513.7M	View
Aug 6, 2026	Q2 2026