Back to PATTEN & PATTEN INC/TN

PATTEN & PATTEN INC/TN

Q2 2026 13F filing

Updated 37 days ago

350 disclosed positions worth $1.9B

Portfolio value
$1.9B
Total holdings
350
New positions
20
Closed positions
8
Increased
74
Decreased
154
Turnover
8.0%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-1.4%
Value
$177.4M
Shares
613.0K
% Port
9.39%
E

ISHARES TR

+4.9%
Value
$82.3M
Shares
569.8K
% Port
4.36%
V

VANGUARD SCOTTSDALE FDS

+58.3%
Value
$77.2M
Shares
1.33M
% Port
4.09%
G

ALPHABET INC

-1.5%
Value
$70.8M
Shares
198.2K
% Port
3.75%
M

MICROSOFT CORP

-0.1%
Value
$55.7M
Shares
149.2K
% Port
2.95%
G

GOLDMAN SACHS ETF TR

+176.1%
Value
$51.4M
Shares
1.02M
% Port
2.72%
A

ABBVIE INC

+0.4%
Value
$40.5M
Shares
161.0K
% Port
2.14%
J

JPMORGAN CHASE & CO

-0.6%
Value
$38.1M
Shares
116.3K
% Port
2.02%
S
9.SW

SMURFIT WESTROCK PLC

-0.2%
Value
$35.7M
Shares
772.3K
% Port
1.89%
V
10.V

VISA INC

-0.2%
Value
$33.6M
Shares
97.9K
% Port
1.78%
P
11.PGR

PROGRESSIVE CORP

-0.3%
Value
$29.2M
Shares
133.8K
% Port
1.55%
R
12.RTX

RTX CORPORATION

-0.4%
Value
$27.9M
Shares
147.1K
% Port
1.48%
G

ALPHABET INC

-1.5%
Value
$26M
Shares
73.6K
% Port
1.38%
W
14.WMT

WALMART INC

-1.6%
Value
$24.4M
Shares
215.0K
% Port
1.29%
L
15.LECO

LINCOLN ELEC HLDGS INC

Unchanged
Value
$22.9M
Shares
86.3K
% Port
1.21%
E
16.ETHA

ISHARES TR

-0.1%
Value
$22.7M
Shares
62.1K
% Port
1.20%
J
17.JNJ

JOHNSON & JOHNSON

-0.9%
Value
$22.5M
Shares
88.6K
% Port
1.19%
T
18.TJX

TJX COS INC NEW

-1.2%
Value
$21.3M
Shares
140.9K
% Port
1.13%
A
19.AMD

ADVANCED MICRO DEVICES INC

-3.7%
Value
$21.1M
Shares
36.4K
% Port
1.12%
C
20.COST

COSTCO WHOLESALE CORPORATION

-1.8%
Value
$19.9M
Shares
21.3K
% Port
1.05%
X
21.XOM

EXXON MOBIL CORP

+0.2%
Value
$19.4M
Shares
142.1K
% Port
1.03%
U
22.UNH

UNITEDHEALTH GROUP INC

-2.4%
Value
$18.3M
Shares
43.9K
% Port
0.97%
V
23.VGES

VANGUARD WORLD FD

+1.7%
Value
$18.1M
Shares
66.1K
% Port
0.96%
L
24.LLY

ELI LILLY & CO

-1.1%
Value
$18.1M
Shares
15.1K
% Port
0.96%
C
25.COP

CONOCOPHILLIPS

-0.1%
Value
$17.7M
Shares
170.6K
% Port
0.94%
G
26.GLD

SPDR GOLD TR

+7.9%
Value
$17.6M
Shares
47.8K
% Port
0.93%
V
27.VGES

VANGUARD SCOTTSDALE FDS

+1.0%
Value
$16.8M
Shares
212.6K
% Port
0.89%
G

GOLDMAN SACHS ETF TR

+3.1%
Value
$16.3M
Shares
275.4K
% Port
0.86%
S
29.SPY

STATE STR SPDR S&P 500 ETF T

-1.3%
Value
$15.8M
Shares
21.1K
% Port
0.84%
L
30.LPX

LOUISIANA PAC CORP

+0.4%
Value
$15.5M
Shares
196.6K
% Port
0.82%
V
31.VGES

VANGUARD INDEX FDS

-0.9%
Value
$15M
Shares
21.8K
% Port
0.79%
B
32.BTCW

WISDOMTREE TR

-0.2%
Value
$15M
Shares
262.6K
% Port
0.79%
C
33.CRWD

CROWDSTRIKE HLDGS INC

-2.9%
Value
$14.9M
Shares
19.5K
% Port
0.79%
M
34.MDY

SPDR SERIES TRUST

+0.3%
Value
$14.9M
Shares
198.5K
% Port
0.79%
M
35.MCD

ISHARES TR

-1.8%
Value
$14.6M
Shares
114.8K
% Port
0.78%
J

J P MORGAN EXCHANGE TRADED F

-6.4%
Value
$14.6M
Shares
258.5K
% Port
0.77%
A
37.AMZN

AMAZON COM INC

+1.5%
Value
$14.4M
Shares
60.5K
% Port
0.76%
K
38.KO

COCA COLA CO

-0.7%
Value
$13.9M
Shares
170.8K
% Port
0.73%
T
39.TXN

TEXAS INSTRS INC

-1.2%
Value
$13.9M
Shares
46.6K
% Port
0.73%
?
40.N/A

J P MORGAN EXCHANGE TRADED F

-5.1%
Value
$13.6M
Shares
201.2K
% Port
0.72%
S

SELECT SECTOR SPDR TR

+33.9%
Value
$13.2M
Shares
69.5K
% Port
0.70%
C
42.CSCO

CISCO SYS INC

-1.5%
Value
$13.2M
Shares
112.5K
% Port
0.70%
I
43.IVZ

INVESCO EXCHANGE TRADED FD T

+10.0%
Value
$12.9M
Shares
200.0K
% Port
0.68%
?
44.N/A

SPINNAKER ETF SERIES

+12.2%
Value
$12.9M
Shares
305.5K
% Port
0.68%
M
45.MRK

MERCK & CO INC

-0.8%
Value
$12.8M
Shares
99.3K
% Port
0.68%
P
46.PHM

PULTE GROUP INC

-0.0%
Value
$12.6M
Shares
91.9K
% Port
0.67%
N

NEXTERA ENERGY INC

-0.9%
Value
$12.1M
Shares
138.2K
% Port
0.64%
A
48.ABT

ABBOTT LABORATORIES

-4.7%
Value
$11.8M
Shares
130.5K
% Port
0.63%
S

SCHWAB CHARLES CORP

+11.7%
Value
$11.3M
Shares
122.3K
% Port
0.60%
N
50.NGVT

INGEVITY CORP

+0.7%
Value
$11M
Shares
147.5K
% Port
0.58%