PATTEN & PATTEN INC/TN
CIK: 0001044905SEC EDGAR →
Portfolio Value
$1.7B
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 | $173.5M | 10.18% |
| 2 | MICROSOFT CORP | 150,681 | $72.9M | 4.28% |
| 3 | ALPHABET INC | 204,557 | $64.0M | 3.76% |
| 4 | ISHARES TR | 545,249 | $57.3M | 3.36% |
| 5 | VANGUARD SCOTTSDALE FDS | 816,217 | $47.9M | 2.81% |
| 6 | JPMORGAN CHASE & CO. | 119,676 | $38.6M | 2.26% |
| 7 | ABBVIE INC | 162,855 | $37.2M | 2.18% |
| 8 | VISA INC | 98,687 | $34.6M | 2.03% |
| 9 | PROGRESSIVE CORP | 138,530 | $31.5M | 1.85% |
| 10 | SMURFIT WESTROCK PLC | 775,730 | $30.0M | 1.76% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (341)
$173.5M · 638K shares
$72.9M · 151K shares
$64.0M · 205K shares
$57.3M · 545K shares
$47.9M · 816K shares
$38.6M · 120K shares
$37.2M · 163K shares
$34.6M · 99K shares
$31.5M · 139K shares
$30.0M · 776K shares
$27.1M · 148K shares
$25.2M · 226K shares
$24.1M · 77K shares
$22.3M · 145K shares
$21.6M · 63K shares
$20.7M · 86K shares
$19.0M · 22K shares
$18.7M · 370K shares
$18.3M · 88K shares
$17.6M · 141K shares
$17.3M · 303K shares
$16.9M · 338K shares
$16.6M · 138K shares
$16.6M · 208K shares
$16.5M · 15K shares
$16.5M · 176K shares
$16.2M · 244K shares
$15.9M · 48K shares
$15.8M · 196K shares
$15.8M · 63K shares
$15.1M · 117K shares
$14.6M · 37K shares
$14.5M · 21K shares
$13.9M · 263K shares
$13.4M · 21K shares
$13.0M · 245K shares
$12.5M · 193K shares
$12.0M · 171K shares
$11.4M · 142K shares
$11.3M · 97K shares
$10.8M · 63K shares
$10.8M · 47K shares
$10.7M · 101K shares
$10.6M · 253K shares
$10.6M · 106K shares
$10.0M · 117K shares
$9.8M · 15K shares
$8.9M · 196K shares
$8.9M · 26K shares
$8.9M · 116K shares
$8.7M · 147K shares
$8.6M · 40K shares
$8.6M · 49K shares
$8.4M · 29K shares
$8.1M · 44K shares
$8.0M · 119K shares
$7.8M · 22K shares
$7.8M · 51K shares
$7.6M · 35K shares
$7.4M · 38K shares
$7.3M · 61K shares
$7.3M · 51K shares
$7.2M · 87K shares
$7.1M · 50K shares
$7.0M · 45K shares
$7.0M · 75K shares
$7.0M · 76K shares
$6.8M · 58K shares
$6.6M · 66K shares
$6.5M · 19K shares
$6.4M · 119K shares
$6.3M · 13K shares
$6.1M · 64K shares
$5.8M · 24K shares
$5.6M · 36K shares
$5.6M · 8K shares
$5.5M · 19K shares
$5.1M · 103K shares
$4.9M · 96K shares
$4.8M · 41K shares
$4.6M · 15K shares
$4.5M · 25K shares
$4.4M · 42K shares
$4.3M · 64K shares
$4.2M · 77K shares
$4.2M · 20K shares
$4.2M · 27K shares
$4.2M · 6K shares
$3.8M · 4K shares
$3.7M · 7K shares
$3.7M · 15K shares
$3.7M · 19K shares
$3.7M · 8K shares
$3.6M · 128K shares
$3.6M · 25K shares
$3.4M · 25K shares
$3.3M · 24K shares
$3.1M · 5K shares
$3.0M · 32K shares
$2.9M · 45K shares
$2.8M · 65K shares
$2.7M · 9K shares
$2.7M · 10K shares
$2.7M · 5K shares
$2.6M · 22K shares
$2.6M · 12K shares
$2.6M · 4K shares
$2.6M · 26K shares
$2.5M · 93K shares
$2.5M · 60K shares
$2.5M · 8K shares
$2.5M · 27K shares
$2.5M · 9K shares
$2.5M · 15K shares
$2.5M · 49K shares
$2.4M · 88K shares
$2.4M · 8K shares
$2.4M · 29K shares
$2.3M · 27K shares
$2.2M · 11K shares
$2.2M · 4K shares
$2.2M · 37K shares
$2.1M · 245K shares
$2.1M · 17K shares
$2.1M · 22K shares
$2.1M · 4K shares
$2.1M · 15K shares
$2.1M · 10K shares
$2.0M · 34K shares
$2.0M · 28K shares
$2.0M · 21K shares
$1.9M · 7K shares
$1.9M · 19K shares
$1.9M · 35K shares
$1.9M · 20K shares
$1.9M · 38K shares
$1.9M · 7K shares
$1.9M · 10K shares
$1.8M · 41K shares
$1.8M · 21K shares
$1.8M · 14K shares
$1.7M · 5K shares
$1.7M · 15K shares
$1.7M · 10K shares
$1.7M · 17K shares
$1.6M · 15K shares
$1.6M · 10K shares
$1.6M · 18K shares
$1.6M · 7K shares
$1.5M · 7K shares
$1.5M · 11K shares
$1.5M · 28K shares
$1.4M · 5K shares
$1.4M · 13K shares
$1.4M · 58K shares
$1.4M · 6K shares
$1.4M · 3K shares
$1.4M · 12K shares
$1.4M · 38K shares
$1.4M · 11K shares
$1.4M · 8K shares
$1.4M · 22K shares
$1.3M · 9K shares
$1.3M · 27K shares
$1.3M · 5K shares
$1.3M · 14K shares
$1.3M · 16K shares
$1.3M · 2K shares
$1.3M · 9K shares
$1.2M · 3K shares
$1.2M · 9K shares
$1.2M · 4K shares
$1.2M · 13K shares
$1.2M · 10K shares
$1.1M · 8K shares
$1.1M · 2K shares
$1.1M · 17K shares
$1.1M · 22K shares
$1.1M · 2K shares
$1.1M · 2K shares
$1.0M · 3K shares
$1.0M · 6K shares
$1.0M · 12K shares
$1.0M · 2K shares
$1.0M · 63K shares
$996K · 5K shares
$988K · 10K shares
$986K · 25K shares
$949K · 18K shares
$904K · 9K shares
$901K · 2K shares
$900K · 5K shares
$896K · 7K shares
$882K · 16K shares
$869K · 2K shares
$866K · 3K shares
$858K · 11K shares
$854K · 4K shares
$848K · 12K shares
$846K · 5K shares
$835K · 9K shares
$835K · 21K shares
$819K · 4K shares
$803K · 3K shares
$793K · 7K shares
$787K · 3K shares
$770K · 9K shares
$755K · 9K shares
$754K · 1 shares
$748K · 9K shares
$743K · 13K shares
$741K · 984 shares
$710K · 6K shares
$708K · 12K shares
$706K · 2K shares
$706K · 1K shares
$705K · 2K shares
$698K · 3K shares
$673K · 3K shares
$667K · 2K shares
$649K · 16K shares
$647K · 6K shares
$635K · 7K shares
$606K · 4K shares
$592K · 6K shares
$579K · 6K shares
$573K · 55K shares
$571K · 5K shares
$560K · 4K shares
$560K · 19K shares
$559K · 2K shares
$557K · 6K shares
$557K · 24K shares
$549K · 20K shares
$547K · 20K shares
$528K · 4K shares
$517K · 11K shares
$514K · 19K shares
$513K · 6K shares
$508K · 955 shares
$507K · 11K shares
$494K · 9K shares
$491K · 10K shares
$489K · 44K shares
$480K · 2K shares
$471K · 4K shares
$460K · 14K shares
$449K · 14K shares
$444K · 2K shares
$441K · 10K shares
$441K · 2K shares
$434K · 5K shares
$431K · 6K shares
$423K · 6K shares
$420K · 2K shares
$417K · 4K shares
$417K · 4K shares
$416K · 866 shares
$414K · 8K shares
$408K · 15K shares
$407K · 16K shares
$405K · 7K shares
$402K · 5K shares
$399K · 2K shares
$398K · 4K shares
$397K · 2K shares
$393K · 6K shares
$386K · 3K shares
$386K · 8K shares
$379K · 5K shares
$379K · 12K shares
$376K · 2K shares
$375K · 4K shares
$371K · 2K shares
$363K · 3K shares
$362K · 626 shares
$360K · 7K shares
$358K · 7K shares
$350K · 4K shares
$350K · 4K shares
$332K · 2K shares
$329K · 6K shares
$317K · 2K shares
$308K · 1K shares
$307K · 13K shares
$307K · 13K shares
$304K · 2K shares
$302K · 2K shares
$299K · 573 shares
$295K · 12K shares
$292K · 14K shares
$291K · 6K shares
$291K · 2K shares
$285K · 2K shares
$284K · 955 shares
$284K · 11K shares
$283K · 2K shares
$279K · 11K shares
$277K · 1K shares
$276K · 2K shares
$275K · 257 shares
$271K · 4K shares
$267K · 2K shares
$265K · 1K shares
$260K · 805 shares
$258K · 8K shares
$257K · 3K shares
$257K · 4K shares
$254K · 723 shares
$250K · 1K shares
$245K · 6K shares
$245K · 11K shares
$241K · 1K shares
$240K · 2K shares
$239K · 1K shares
$239K · 2K shares
$238K · 4K shares
$235K · 5K shares
$231K · 1K shares
$229K · 2K shares
$229K · 2K shares
$229K · 4K shares
$229K · 3K shares
$229K · 7K shares
$226K · 4K shares
$223K · 370 shares
$222K · 1K shares
$221K · 3K shares
$219K · 17K shares
$219K · 1K shares
$218K · 5K shares
$217K · 19K shares
$214K · 797 shares
$212K · 1K shares
$211K · 450 shares
$209K · 12K shares
$205K · 4K shares
$203K · 5K shares
$200K · 4K shares
$126K · 12K shares
$117K · 18K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 158 | $613.2M | 36.0% |
| Technology | 28 | $332.5M | 19.5% |
| Healthcare | 22 | $146.7M | 8.6% |
| Consumer Cyclical | 22 | $137.8M | 8.1% |
| Industrials | 28 | $110.5M | 6.5% |
| Communication Services | 10 | $97.1M | 5.7% |
| Consumer Defensive | 14 | $75.2M | 4.4% |
| Unknown | 24 | $70.2M | 4.1% |
| Energy | 14 | $54.2M | 3.2% |
| Basic Materials | 9 | $36.0M | 2.1% |
| Utilities | 7 | $27.2M | 1.6% |
| Real Estate | 5 | $2.9M | 0.2% |