Patten Group, Inc.

The portfolio demonstrates a high degree of diversification, comprising 293 total holdings. Despite the large number of positions, the portfolio is relatively diffuse, with the top 10 holdings accounting for approximately 26.5% of the total value. The largest single position, NVIDIA, constitutes 5.51% of the portfolio, indicating a disciplined approach that avoids over-concentration in any single asset. The firm utilizes a hybrid strategy, combining direct equity holdings with a significant allocation to Exchange Traded Funds (ETFs).

2. Key Holdings

The portfolio’s top holdings reveal a strong preference for quality, large-cap technology and blue-chip defensive stocks.