Institutions / Patten & Patten INC/TN
Patten & Patten INC/TN
CIK 1044905 · Institution · as of Mar 31, 2026
Portfolio value
$1.66B
Positions
338
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.66B-2.8%Positions
338-0.9%Top holdings
Mar 31, 2026View all 338 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $157.73M | 9.5% |
| Alphabet Inc. | $57.87M | 3.5% |
| Microsoft Corp | $55.31M | 3.3% |
| iShares Tr | $54.31M | 3.3% |
| Vanguard Scottsdale Fds | $49.07M | 3.0% |
| AbbVie Inc. | $34.89M | 2.1% |
| JPMorgan Chase & Co | $34.42M | 2.1% |
| Smurfit Westrock plc | $30.85M | 1.9% |
| Visa Inc | $29.66M | 1.8% |
| RTX Corp | $28.48M | 1.7% |
| Walmart Inc. | $27.15M | 1.6% |
| Progressive CORP/OH | $26.61M | 1.6% |
| Exxon Mobil Corp | $24.07M | 1.5% |
| TJX Cos Inc/The | $22.78M | 1.4% |
| ConocoPhillips | $22.54M | 1.4% |
| Johnson & Johnson | $21.85M | 1.3% |
| Costco Wholesale Corp /New | $21.61M | 1.3% |
| Lincoln Electric Holdings Inc | $21.49M | 1.3% |
| Alphabet Inc. | $21.42M | 1.3% |
| iShares Tr | $19.76M | 1.2% |
| SPDR Gold Tr | $19.06M | 1.2% |
| Goldman Sachs ETF Tr | $18.60M | 1.1% |
| Vanguard Scottsdale Fds | $16.68M | 1.0% |
| J P Morgan Exchange Traded F | $15.65M | 0.9% |
| Vanguard World Fd | $15.37M | 0.9% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $4.74M | +12K +153.04% | 20,091 0.47% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-4.24M | -17K -2.62% | 621,500 9.52% of portfolio | low |
| Q1 2026 as of | Add | 78463V107 Common stock | $3.20M | +7K +20.21% | 44,288 1.15% of portfolio | low |
| Q1 2026 as of | Exit | Pinnacle Financial Partners, Inc. Common stock | $-3.02M | -32K -100.00% | 0 | low |
| Q1 2026 as of | New | Pinnacle Financial Partners, Inc. Common stock | $2.72M | +32K | 31,623 0.16% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $2.68M | +13K +27.60% | 59,579 0.75% of portfolio | low |
| Q1 2026 as of | Exit | Exact Sciences Corp. Common stock | $-2.61M | -26K -100.00% | 0 | low |
| Q1 2026 as of | Add | 46434G822 Common stock | $2.39M | +28K +97.00% | 57,387 0.29% of portfolio | low |
| Q1 2026 as of | Trim | 46654Q724 Common stock | $-2.05M | -32K -13.15% | 211,965 0.82% of portfolio | low |
| Q1 2026 as of | Add | Intuit Inc. Common stock | $1.95M | +5K +30.49% | 19,292 0.50% of portfolio | low |