PATTEN & PATTEN INC/TN
CIK: 0001044905SEC EDGAR →
Portfolio Value
$1.7T
Holdings
341
As of
Q4 2025
New Positions
341
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 638,218 | $173.5B | 10.18% |
| 2 | MICROSOFT CORP | 150,681 | $72.9B | 4.28% |
| 3 | ALPHABET INC | 204,557 | $64.0B | 3.76% |
| 4 | ISHARES TR | 545,249 | $57.3B | 3.36% |
| 5 | VANGUARD SCOTTSDALE FDS | 816,217 | $47.9B | 2.81% |
| 6 | JPMORGAN CHASE & CO. | 119,676 | $38.6B | 2.26% |
| 7 | ABBVIE INC | 162,855 | $37.2B | 2.18% |
| 8 | VISA INC | 98,687 | $34.6B | 2.03% |
| 9 | PROGRESSIVE CORP | 138,530 | $31.5B | 1.85% |
| 10 | SMURFIT WESTROCK PLC | 775,730 | $30.0B | 1.76% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (341)
$173.5B · 638K shares
$72.9B · 151K shares
$64.0B · 205K shares
$57.3B · 545K shares
$47.9B · 816K shares
$38.6B · 120K shares
$37.2B · 163K shares
$34.6B · 99K shares
$31.5B · 139K shares
$30.0B · 776K shares
$27.1B · 148K shares
$25.2B · 226K shares
$24.1B · 77K shares
$22.3B · 145K shares
$21.6B · 63K shares
$20.7B · 86K shares
$19.0B · 22K shares
$18.7B · 370K shares
$18.3B · 88K shares
$17.6B · 141K shares
$17.3B · 303K shares
$16.9B · 338K shares
$16.6B · 138K shares
$16.6B · 208K shares
$16.5B · 15K shares
$16.5B · 176K shares
$16.2B · 244K shares
$15.9B · 48K shares
$15.8B · 196K shares
$15.8B · 63K shares
$15.1B · 117K shares
$14.6B · 37K shares
$14.5B · 21K shares
$13.9B · 263K shares
$13.4B · 21K shares
$13.0B · 245K shares
$12.5B · 193K shares
$12.0B · 171K shares
$11.4B · 142K shares
$11.3B · 97K shares
$10.8B · 63K shares
$10.8B · 47K shares
$10.7B · 101K shares
$10.6B · 253K shares
$10.6B · 106K shares
$10.0B · 117K shares
$9.8B · 15K shares
$8.9B · 196K shares
$8.9B · 26K shares
$8.9B · 116K shares
$8.7B · 147K shares
$8.6B · 40K shares
$8.6B · 49K shares
$8.4B · 29K shares
$8.1B · 44K shares
$8.0B · 119K shares
$7.8B · 22K shares
$7.8B · 51K shares
$7.6B · 35K shares
$7.4B · 38K shares
$7.3B · 61K shares
$7.3B · 51K shares
$7.2B · 87K shares
$7.1B · 50K shares
$7.0B · 45K shares
$7.0B · 75K shares
$7.0B · 76K shares
$6.8B · 58K shares
$6.6B · 66K shares
$6.5B · 19K shares
$6.4B · 119K shares
$6.3B · 13K shares
$6.1B · 64K shares
$5.8B · 24K shares
$5.6B · 36K shares
$5.6B · 8K shares
$5.5B · 19K shares
$5.1B · 103K shares
$4.9B · 96K shares
$4.8B · 41K shares
$4.6B · 15K shares
$4.5B · 25K shares
$4.4B · 42K shares
$4.3B · 64K shares
$4.2B · 77K shares
$4.2B · 20K shares
$4.2B · 27K shares
$4.2B · 6K shares
$3.8B · 4K shares
$3.7B · 7K shares
$3.7B · 15K shares
$3.7B · 19K shares
$3.7B · 8K shares
$3.6B · 128K shares
$3.6B · 25K shares
$3.4B · 25K shares
$3.3B · 24K shares
$3.1B · 5K shares
$3.0B · 32K shares
$2.9B · 45K shares
$2.8B · 65K shares
$2.7B · 9K shares
$2.7B · 10K shares
$2.7B · 5K shares
$2.6B · 22K shares
$2.6B · 12K shares
$2.6B · 4K shares
$2.6B · 26K shares
$2.5B · 93K shares
$2.5B · 60K shares
$2.5B · 8K shares
$2.5B · 27K shares
$2.5B · 9K shares
$2.5B · 15K shares
$2.5B · 49K shares
$2.4B · 88K shares
$2.4B · 8K shares
$2.4B · 29K shares
$2.3B · 27K shares
$2.2B · 11K shares
$2.2B · 4K shares
$2.2B · 37K shares
$2.1B · 245K shares
$2.1B · 17K shares
$2.1B · 22K shares
$2.1B · 4K shares
$2.1B · 15K shares
$2.1B · 10K shares
$2.0B · 34K shares
$2.0B · 28K shares
$2.0B · 21K shares
$1.9B · 7K shares
$1.9B · 19K shares
$1.9B · 35K shares
$1.9B · 20K shares
$1.9B · 38K shares
$1.9B · 7K shares
$1.9B · 10K shares
$1.8B · 41K shares
$1.8B · 21K shares
$1.8B · 14K shares
$1.7B · 5K shares
$1.7B · 15K shares
$1.7B · 10K shares
$1.7B · 17K shares
$1.6B · 15K shares
$1.6B · 10K shares
$1.6B · 18K shares
$1.6B · 7K shares
$1.5B · 7K shares
$1.5B · 11K shares
$1.5B · 28K shares
$1.4B · 5K shares
$1.4B · 13K shares
$1.4B · 58K shares
$1.4B · 6K shares
$1.4B · 3K shares
$1.4B · 12K shares
$1.4B · 38K shares
$1.4B · 11K shares
$1.4B · 8K shares
$1.4B · 22K shares
$1.3B · 9K shares
$1.3B · 27K shares
$1.3B · 5K shares
$1.3B · 14K shares
$1.3B · 16K shares
$1.3B · 2K shares
$1.3B · 9K shares
$1.2B · 3K shares
$1.2B · 9K shares
$1.2B · 4K shares
$1.2B · 13K shares
$1.2B · 10K shares
$1.1B · 8K shares
$1.1B · 2K shares
$1.1B · 17K shares
$1.1B · 22K shares
$1.1B · 2K shares
$1.1B · 2K shares
$1.0B · 3K shares
$1.0B · 6K shares
$1.0B · 12K shares
$1.0B · 2K shares
$1.0B · 63K shares
$996.0M · 5K shares
$988.0M · 10K shares
$986.0M · 25K shares
$949.0M · 18K shares
$904.0M · 9K shares
$901.0M · 2K shares
$900.0M · 5K shares
$896.0M · 7K shares
$882.0M · 16K shares
$869.0M · 2K shares
$866.0M · 3K shares
$858.0M · 11K shares
$854.0M · 4K shares
$848.0M · 12K shares
$846.0M · 5K shares
$835.0M · 9K shares
$835.0M · 21K shares
$819.0M · 4K shares
$803.0M · 3K shares
$793.0M · 7K shares
$787.0M · 3K shares
$770.0M · 9K shares
$755.0M · 9K shares
$754.0M · 1 shares
$748.0M · 9K shares
$743.0M · 13K shares
$741.0M · 984 shares
$710.0M · 6K shares
$708.0M · 12K shares
$706.0M · 2K shares
$706.0M · 1K shares
$705.0M · 2K shares
$698.0M · 3K shares
$673.0M · 3K shares
$667.0M · 2K shares
$649.0M · 16K shares
$647.0M · 6K shares
$635.0M · 7K shares
$606.0M · 4K shares
$592.0M · 6K shares
$579.0M · 6K shares
$573.0M · 55K shares
$571.0M · 5K shares
$560.0M · 4K shares
$560.0M · 19K shares
$559.0M · 2K shares
$557.0M · 6K shares
$557.0M · 24K shares
$549.0M · 20K shares
$547.0M · 20K shares
$528.0M · 4K shares
$517.0M · 11K shares
$514.0M · 19K shares
$513.0M · 6K shares
$508.0M · 955 shares
$507.0M · 11K shares
$494.0M · 9K shares
$491.0M · 10K shares
$489.0M · 44K shares
$480.0M · 2K shares
$471.0M · 4K shares
$460.0M · 14K shares
$449.0M · 14K shares
$444.0M · 2K shares
$441.0M · 10K shares
$441.0M · 2K shares
$434.0M · 5K shares
$431.0M · 6K shares
$423.0M · 6K shares
$420.0M · 2K shares
$417.0M · 4K shares
$417.0M · 4K shares
$416.0M · 866 shares
$414.0M · 8K shares
$408.0M · 15K shares
$407.0M · 16K shares
$405.0M · 7K shares
$402.0M · 5K shares
$399.0M · 2K shares
$398.0M · 4K shares
$397.0M · 2K shares
$393.0M · 6K shares
$386.0M · 3K shares
$386.0M · 8K shares
$379.0M · 5K shares
$379.0M · 12K shares
$376.0M · 2K shares
$375.0M · 4K shares
$371.0M · 2K shares
$363.0M · 3K shares
$362.0M · 626 shares
$360.0M · 7K shares
$358.0M · 7K shares
$350.0M · 4K shares
$350.0M · 4K shares
$332.0M · 2K shares
$329.0M · 6K shares
$317.0M · 2K shares
$308.0M · 1K shares
$307.0M · 13K shares
$307.0M · 13K shares
$304.0M · 2K shares
$302.0M · 2K shares
$299.0M · 573 shares
$295.0M · 12K shares
$292.0M · 14K shares
$291.0M · 6K shares
$291.0M · 2K shares
$285.0M · 2K shares
$284.0M · 955 shares
$284.0M · 11K shares
$283.0M · 2K shares
$279.0M · 11K shares
$277.0M · 1K shares
$276.0M · 2K shares
$275.0M · 257 shares
$271.0M · 4K shares
$267.0M · 2K shares
$265.0M · 1K shares
$260.0M · 805 shares
$258.0M · 8K shares
$257.0M · 3K shares
$257.0M · 4K shares
$254.0M · 723 shares
$250.0M · 1K shares
$245.0M · 6K shares
$245.0M · 11K shares
$241.0M · 1K shares
$240.0M · 2K shares
$239.0M · 1K shares
$239.0M · 2K shares
$238.0M · 4K shares
$235.0M · 5K shares
$231.0M · 1K shares
$229.0M · 2K shares
$229.0M · 2K shares
$229.0M · 4K shares
$229.0M · 3K shares
$229.0M · 7K shares
$226.0M · 4K shares
$223.0M · 370 shares
$222.0M · 1K shares
$221.0M · 3K shares
$219.0M · 17K shares
$219.0M · 1K shares
$218.0M · 5K shares
$217.0M · 19K shares
$214.0M · 797 shares
$212.0M · 1K shares
$211.0M · 450 shares
$209.0M · 12K shares
$205.0M · 4K shares
$203.0M · 5K shares
$200.0M · 4K shares
$126.0M · 12K shares
$117.0M · 18K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 158 | $613.2B | 36.0% |
| Technology | 28 | $332.5B | 19.5% |
| Healthcare | 22 | $146.7B | 8.6% |
| Consumer Cyclical | 22 | $137.8B | 8.1% |
| Industrials | 28 | $110.5B | 6.5% |
| Communication Services | 10 | $97.1B | 5.7% |
| Consumer Defensive | 14 | $75.2B | 4.4% |
| Unknown | 24 | $70.2B | 4.1% |
| Energy | 14 | $54.2B | 3.2% |
| Basic Materials | 9 | $36.0B | 2.1% |
| Utilities | 7 | $27.2B | 1.6% |
| Real Estate | 5 | $2.9B | 0.2% |