IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Patten Group, Inc.

Q1 2019 Holdings

Filed 2019-05-14 | 192 holdings | $9.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(IJK)ETF464287606$8383,8270.0%
Invesco Exchng Traded FD TR(EELV)ETF46138E297$83934,8660.0%
Macquarie Infrastructure CORCOM55608B105$84220,4190.0%
Lowes COS Inc(LOW)COM548661107$8657,8980.0%
TJX COS Inc New(TJX)COM872540109$86716,3000.0%
Vanguard Index FDS(VTV)ETF922908744$8728,1050.0%
Host Hotels & Resorts Inc(HST)COM44107P104$88446,7910.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$8898,5610.0%
Eaton Corp PLC(ETN)SHSG29183103$91311,3340.0%
Invesco Actively Managd ETF(PHDG)ETF46090A705$91332,7430.0%
Regions Finl Corp New(RF)COM7591EP100$93065,7450.0%
Verizon Communications Inc(VZ)COM92343V104$99916,8940.0%
Vanguard Intl Equity Index F(VWO)ETF922042858$1.0K23,8320.0%
Nike Inc(NKE)COM654106103$1.0K12,0740.0%
Ingevity Corp(NGVT)COM45688C107$1.1K9,9980.0%
Simmons 1ST Natl Corp(SFNC)COM828730200$1.1K43,3140.0%
Linde PLC(LIN)COMG5494J103$1.1K6,1150.0%
Emerson Elec Co(EMR)COM291011104$1.1K15,8580.0%
Ishares TR(IWD)ETF464287598$1.1K8,8480.0%
Ishares TR(IWV)ETF464287689$1.1K6,5710.0%
Pinnacle Finl Partners IncCOM72346Q104$1.1K20,4080.0%
Vanguard Index FDS(VO)ETF922908629$1.1K7,0830.0%
Alphabet Inc(GOOGL)COM02079K305$1.1K9740.0%
Dominion Energy Inc(D)COM25746U109$1.2K15,2020.0%
MDU RES Group Inc(MDU)COM552690109$1.2K45,4230.0%
Nvidia Corp(NVDA)COM67066G104$1.2K6,6070.0%
Canadian Natl RY Co(CNI)COM136375102$1.3K14,1140.0%
Marriott Intl Inc New(MAR)COM571903202$1.3K10,4980.0%
Alphabet Inc(GOOG)COM02079K107$1.3K1,1310.0%
Vulcan Matls Co(VMC)COM929160109$1.3K11,2290.0%
Norfolk Southern Corp(NSC)COM655844108$1.3K7,1250.0%
Dowdupont IncCOM26078J100$1.3K25,2380.0%
Ishares Inc(IEMG)ETF46434G103$1.4K26,1830.0%
Ishares TR(EFA)ETF464287465$1.4K21,3440.0%
Boeing Co(BA)COM097023105$1.4K3,6440.0%
Occidental Pete Corp(OXY)COM674599105$1.4K21,4940.0%
Procter and Gamble Co(PG)COM742718109$1.4K13,6840.0%
Colgate Palmolive Co(CL)COM194162103$1.4K21,0820.0%
Unum Group(UNM)COM91529Y106$1.5K45,0760.0%
Newmont MNG Corp(NEM)COM651639106$1.5K42,6610.0%
Aptiv PLC(APTV)SHSG6095L109$1.5K19,2370.0%
Ishares TR(IVV)ETF464287200$1.6K5,6220.0%
Honeywell Intl Inc(HON)COM438516106$1.6K10,2380.0%
Nextera Energy Inc(NEE)COM65339F101$1.6K8,4420.0%
Novartis A G(NVSN)ADR66987V109$1.7K17,3190.0%
Suntrust BKS IncCOM867914103$1.7K28,9950.0%
Spdr Series Trust(CWB)BLMBRG BRC CNVRT78464A359$1.8K33,5170.0%
Ventas Inc(VTR)COM92276F100$1.8K28,0610.0%
Unitedhealth Group Inc(UNH)COM91324P102$1.8K7,2690.0%
Becton Dickinson & Co(BDX)COM075887109$1.8K7,3420.0%
PreviousPage 3 of 4Next