Patten Group, Inc.
RIA/Wealth
Patten Group, Inc. is a RIA/Wealth based in Chattanooga, TN led by Ashlee Bryan Patten, reporting $619.8M in AUM as of Q3 2025 with 33% ETF concentration.
CEOAshlee Bryan Patten
- Portfolio Value
- $511.8M
- Positions
- 281
- Top Holding
- NVDA at 5.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Patten Group, Inc.'s portfolio (27.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $30.6M | 5.99% | -$576.3K Sold | 0.00% 164.3K shares | |
Software - Infrastructure Technology | $21.6M | 4.23% | -$387.9K Sold | 0.00% 41.8K shares | |
Consumer Electronics Technology | $17.1M | 3.35% | -$544.9K Sold | 0.00% 67.3K shares | |
Financial - Credit Services Financial Services | $13.5M | 2.64% | -$220.9K Sold | 0.00% 39.6K shares | |
Semiconductors Technology | $11.8M | 2.30% | -$89.1K Sold | 0.00% 35.7K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $11.7M | 2.29% | -$141.5K Sold | 0.00% 176.9K shares | |
ETF ETF | $10.5M | 2.05% | -$163.5K Sold | — 22.4K shares | |
Banks - Diversified Financial Services | $9.5M | 1.85% | -$82.0K Sold | 0.00% 30.1K shares | |
Household & Personal Products Consumer Defensive | $8.2M | 1.61% | -$162.4K Sold | 0.02% 66.2K shares | |
ETF ETF | $8.0M | 1.56% | -$6.7K Sold | — 12.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Patten Group, Inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Patten Group, Inc.
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