HART & PATTERSON FINANCIAL GROUP LLC current holdings: USA Stocks
HART & PATTERSON FINANCIAL GROUP LLC reported $0.01 billion in share positions in stocks (listed in the US), 16 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are MSFT, AAPL, LLY.
- MSFT: Country of operation United States; Class COM; Shares 3,759; Value $1,584,419.
- AAPL: Country of operation United States; Class COM; Shares 3,574; Value $895,001.
- LLY: Country of operation United States; Class COM; Shares 789; Value $609,108.
- XOMXXXX: Country of operation —; Class COM; Shares 5,379; Value $578,619.
Form 13F-HR as filed (SEC CIK 2015835): quarter ended 2024-12-31, filed 2025-01-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
MSFT
MICROSOFT CORP | United States | COM | 3,759 | $1,584,419 | 21.47% | 2024-12-31 | 2025-01-14 | +20.75% |
|---|
AAPL
APPLE INC | United States | COM | 3,574 | $895,001 | 12.13% | 2024-12-31 | 2025-01-14 | |
|---|
LLY
ELI LILLY & CO | United States | COM | 789 | $609,108 | 8.25% | 2024-12-31 | 2025-01-14 | +53.45% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 5,379 | $578,619 | 7.84% | 2024-12-31 | 2025-01-14 | |
|---|
MRK
MERCK & CO INC | United States | COM | 4,415 | $439,204 | 5.95% | 2024-12-31 | 2025-01-14 | +50.06% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 3,248 | $436,174 | 5.91% | 2024-12-31 | 2025-01-14 | +69.19% |
|---|
HD
HOME DEPOT INC | United States | COM | 1,082 | $420,887 | 5.70% | 2024-12-31 | 2025-01-14 | -25.95% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 2,308 | $386,936 | 5.24% | 2024-12-31 | 2025-01-14 | -11.53% |
|---|
TD
TORONTO DOMINION BK ONT | | COM NEW | 6,119 | $325,776 | 4.41% | 2024-12-31 | 2025-01-14 | +123.52% |
|---|
AMZN
AMAZON COM INC | United States | COM | 1,343 | $294,641 | 3.99% | 2024-12-31 | 2025-01-14 | +12.43% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 604 | $273,781 | 3.71% | 2024-12-31 | 2025-01-14 | |
|---|
HUBB
HUBBELL INC | United States | COM | 636 | $266,414 | 3.61% | 2024-12-31 | 2025-01-14 | +9.60% |
|---|
RTX
RTX CORPORATION | United States | COM | 2,116 | $244,864 | 3.32% | 2024-12-31 | 2025-01-14 | +61.55% |
|---|
META
META PLATFORMS INC | United States | CL A | 411 | $240,645 | 3.26% | 2024-12-31 | 2025-01-14 | +26.18% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,237 | $234,164 | 3.17% | 2024-12-31 | 2025-01-14 | +80.10% |
|---|
FNB
F N B CORP | United States | COM | 10,181 | $150,475 | 2.04% | 2024-12-31 | 2025-01-14 | +17.19% |
|---|
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