Patten & Patten INC/TN
All holdings · as of Mar 31, 2026
| 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% |
| TRACTOR SUPPLY CO /DE | $15.13M | 0.9% |
| LOUISIANA-PACIFIC CORP | $14.25M | 0.9% |
| ABBOTT LABORATORIES | $14.06M | 0.8% |
| ELI LILLY & Co | $14.02M | 0.8% |
| STATE STR SPDR S&P 500 ETF T | $13.93M | 0.8% |
| WISDOMTREE TR | $13.76M | 0.8% |
| ISHARES TR | $13.76M | 0.8% |
| J P MORGAN EXCHANGE TRADED F | $13.55M | 0.8% |
| GOLDMAN SACHS ETF TR | $13.22M | 0.8% |
| VANGUARD INDEX FDS | $13.16M | 0.8% |
| COCA COLA CO | $13.08M | 0.8% |
| NEXTERA ENERGY INC | $12.95M | 0.8% |
| SPDR SERIES TRUST | $12.90M | 0.8% |
| Amazon.com Inc | $12.41M | 0.7% |
| UNITEDHEALTH GROUP INC | $12.17M | 0.7% |
| Merck & Co., Inc. | $12.04M | 0.7% |
| SPINNAKER ETF SERIES | $11.10M | 0.7% |
| PULTEGROUP INC/MI | $10.81M | 0.7% |
| CHEVRON CORP | $10.50M | 0.6% |
| Ingevity Corp | $10.43M | 0.6% |
| SCHWAB CHARLES CORP | $10.29M | 0.6% |
| TEXAS INSTRUMENTS INC | $9.15M | 0.6% |
| ISHARES TR | $9.11M | 0.5% |
| Edwards Lifesciences Corp | $8.93M | 0.5% |
| CISCO SYSTEMS, INC. | $8.87M | 0.5% |