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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
50
8
2
2
3
1
35
10
3
PATTEN GROUP INC

Time Period2019-06-30

Total Holdings206

Total Value ($x1000)244,530
Activities
New19

Increased88

Unchanged14

Decreased85

Sold Out5

Top 10 Stock Holdingstotal 25.71%
KO4.78

V4.19

KMB3.51

MSFT2.89

AAPL2.38

 
SPY1.79

IWF1.63

JPM1.53

FRC1.52

UTX1.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
KO
4.78%
COM
V
4.19%
COM CL A
KMB
3.51%
COM
MSFT
2.89%
COM
AAPL
2.38%
COM
SPY
1.79%
TR UNIT
IWF
1.63%
RUS 1000 GRW ETF
JPM
1.53%
COM
FRC
1.52%
COM
UTX
1.49%
COM
JNJ
1.47%
COM
CSCO
1.43%
COM
XOM
1.4%
COM
INTC
1.37%
COM
IJH
1.29%
CORE S&P MCP ETF
BAB
1.16%
TAXABLE MUN BD
ECL
1.13%
COM
DIS
1.12%
COM DISNEY
MDT
1.1%
SHS
XYL
1.1%
COM
CVX
1.06%
COM
PEP
1.06%
COM
AZN
1.05%
SPONSORED ADR
WY
1.04%
COM
BRK.B
1.04%
CL B NEW
IDXX
1.03%
COM
DBEF
0.97%
XTRAK MSCI EAFE
MMM
0.96%
COM
VEU
0.96%
ALLWRLD EX US
CB
0.95%
COM
MRK
0.87%
COM
IEFA
0.85%
CORE MSCI EAFE
VTI
0.85%
TOTAL STK MKT
EFG
0.85%
EAFE GRWTH ETF
VTR
0.79%
COM
IVV
0.79%
CORE S&P500 ETF
RTN
0.79%
COM NEW
STI
0.75%
COM
WBA
0.74%
COM
HON
0.73%
COM
UNH
0.72%
COM
CWB
0.72%
BRC CNV SECS ETF
BDX
0.72%
COM
NEE
0.71%
COM
NEM
0.66%
COM
NVS
0.66%
SPONSORED ADR
GLW
0.64%
COM
VMC
0.63%
COM
APTV
0.61%
SHS
PG
0.61%
COM
MAR
0.61%
CL A
PINC
0.61%
CL A
CL
0.6%
COM
NSC
0.57%
COM
EFA
0.57%
MSCI EAFE ETF
UNM
0.57%
COM
BA
0.56%
COM
CNI
0.54%
COM
IEMG
0.53%
CORE MSCI EMKT
LIN
0.53%
COM
FANG
0.52%
COM
VO
0.5%
MID CAP ETF
MDU
0.48%
COM
GOOG
0.48%
CAP STK CL C
PNFP
0.48%
COM
D
0.47%
COM
PHDG
0.45%
S&P500 DOWNSID
NVDA
0.44%
COM
EMR
0.44%
COM
NGVT
0.43%
COM
GOOGL
0.42%
CAP STK CL A
OXY
0.41%
COM
NKE
0.41%
CL B
RF
0.41%
COM
IWD
0.41%
RUS 1000 VAL ETF
SFNC
0.4%
CL A $1 PAR
PYPL
0.4%
COM
IWB
0.39%
RUS 1000 ETF
ETN
0.39%
SHS
VZ
0.38%
COM
FPE
0.38%
PFD SECS INC ETF
WAB
0.38%
COM
LMBS
0.37%
FST LOW MTG ETF
IJR
0.36%
CORE S&P SCP ETF
T
0.36%
COM
HST
0.36%
COM
IJK
0.36%
S&P MC 400GR ETF
IWV
0.35%
RUSSELL 3000 ETF
TJX
0.35%
COM
LMT
0.35%
COM
LOW
0.35%
COM
VWO
0.35%
FTSE EMR MKT ETF
DD
0.34%
COM
NOC
0.33%
COM
VTV
0.32%
VALUE ETF
DNP
0.31%
COM
MIC
0.31%
MEMBERSHIP INT
AGG
0.31%
CORE TOTUSBD ETF
EL
0.3%
CL A
MOAT
0.29%
MORNINGSTAR WIDE
IBDM
0.29%
IBND DEC21 ETF
ITOT
0.29%
CORE S&P TTL STK
WMB
0.28%
COM
HD
0.28%
COM
IXN
0.27%
GLOBAL TECH ETF
MA
0.26%
CL A
DG
0.25%
COM
IWM
0.25%
RUSSELL 2000 ETF
IHDG
0.24%
ITL HDG DIV GT
DXC
0.24%
COM
BIV
0.24%
INTERMED TERM
MUNI
0.24%
INTER MUN BD ST
EELV
0.23%
S&P EMRNG MKTS
VNQ
0.23%
REIT ETF
DON
0.23%
MIDCAP DIVI FD
VUG
0.22%
GROWTH ETF
GLD
0.21%
GOLD SHS
AWK
0.21%
COM
USMV
0.21%
USA MIN VOL ETF
SYK
0.2%
COM
DAL
0.19%
COM NEW
VBR
0.19%
SM CP VAL ETF
DOV
0.19%
COM
ATO
0.19%
COM
AXP
0.19%
COM
XLV
0.18%
SBI HEALTHCARE
BTO
0.18%
SH BEN INT NEW
BHK
0.18%
SHS BEN INT
ILMN
0.18%
COM
EPD
0.18%
COM
IGV
0.18%
NA TEC-SFTWR ETF
BSV
0.18%
SHORT TRM BOND
SPLK
0.17%
COM
RSG
0.17%
COM
COP
0.17%
COM
HDV
0.17%
HIGH DIVIDND ETF
WMT
0.17%
COM
PFE
0.17%
COM
AMGN
0.16%
COM
NEAR
0.16%
SHT MAT BD ETF
VIG
0.16%
DIV APP ETF
GIS
0.16%
COM
DOW
0.15%
COM
UPS
0.15%
CL B
WRK
0.15%
COM
UNP
0.15%
COM
AMAT
0.15%
COM
MCD
0.14%
COM
SBUX
0.14%
COM
JPZ
0.14%
COM
IBM
0.14%
COM
MET
0.14%
COM
XLU
0.13%
SBI INT-UTILS
BBT
0.13%
COM
PSX
0.13%
COM
ADSK
0.13%
COM
DUK
0.13%
COM NEW
ALC
0.13%
ORD SHS
PM
0.13%
COM
SNY
0.13%
SPONSORED ADR
XLY
0.13%
SBI CONS DISCR
HLT
0.12%
WHEN ISSUED
REZI
0.12%
COM
IDLV
0.12%
S&P INTL LOW
IWZ
0.12%
RUS 3000 GRW ETF
SERV
0.12%
COM
IEF
0.12%
7-10 Y TR BD ETF
BMO
0.11%
COM
VYM
0.11%
HIGH DIV YLD
QQQ
0.11%
UNIT SER 1
MUB
0.11%
NAT AMT FREE BD
ACN
0.11%
SHS CLASS A
RSP
0.11%
S&P500 EQL WGT
TSM
0.11%
SPONSORED ADR
AMZN
0.11%
COM
LH
0.11%
COM NEW
GM
0.11%
COM
IBB
0.1%
NASDQ BIOTEC ETF
DHR
0.1%
COM
IGM
0.1%
N AMER TECH ETF
BIL
0.1%
SPDR BLOOMBERG
DVY
0.1%
SELECT DIVID ETF
CHD
0.1%
COM
GD
0.09%
COM
MBB
0.09%
MBS ETF
DLR
0.09%
COM
EEM
0.09%
MSCI EMG MKT ETF
XLK
0.09%
TECHNOLOGY
MDLZ
0.09%
CL A
WWW
0.09%
COM
QCOM
0.09%
COM
PXD
0.09%
COM
PXMG
0.09%
RUSEL MDCP GWT
SRE
0.09%
COM
HEEM
0.09%
CUR HD MSCI EM
XLE
0.09%
SBI INT-ENERGY
ROL
0.09%
COM
AIA
0.09%
ASIA 50 ETF
XLF
0.09%
SBI INT-FINL
IYT
0.08%
TRANS AVG ETF
SLB
0.08%
COM
CTVA
0.08%
COM
VV
0.08%
LARGE CAP ETF
IAU
0.07%
ISHARES
GE
0.06%
COM
SWN
0.01%
COM
DWDP
0.58%
COM
APC
0.19%
COM
APA
0.14%
COM
VVV
0.1%
COM
LLY
0.1%
COM