PATTEN & PATTEN INC/TN - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, PATTEN & PATTEN INC/TN held in its portfolio 339 assets valued at $1,703,655,303 (i.e. $1.70B).

The most valuable assets in the portfolio included: APPLE INC ($173.51M), MICROSOFT CORP ($72.87M), and ALPHABET INC ($64.03M).

The chart below shows the top 10 valuable assets, and the table below shows the top 339 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in PATTEN & PATTEN INC/TN Portfolio
APPLE INC
MICROSOFT CORP
ALPHABET INC
ISHARES TR
VANGUARD SCOTTSDALE FDS
JPMORGAN CHASE & CO.
ABBVIE INC
VISA INC
PROGRESSIVE CORP
SMURFIT WESTROCK PLC
PATTEN & PATTEN INC/TN - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
APPLE INC 638218 173506057 COM
MICROSOFT CORP 150681 72872193 COM
ALPHABET INC 204557 64026237 CAP STK CL A
ISHARES TR 545249 57251145 GLOBAL TECH ETF
VANGUARD SCOTTSDALE FDS 816217 47936424 SHORT TERM TREAS
JPMORGAN CHASE & CO. 119676 38562056 COM
ABBVIE INC 162855 37210691 COM
VISA INC 98687 34610665 COM CL A
PROGRESSIVE CORP 138530 31546052 COM
SMURFIT WESTROCK PLC 775730 29997489 SHS
RTX CORPORATION 147845 27114763 COM
WALMART INC 226442 25227928 COM
ALPHABET INC 76923 24138399 CAP STK CL C
TJX COS INC NEW 145285 22317229 COM
ISHARES TR 62900 21572813 S&P 100 ETF
LINCOLN ELEC HLDGS INC 86281 20676379 COM
COSTCO WHSL CORP NEW 22010 18979736 COM
GOLDMAN SACHS ETF TR 370314 18689748 ULTRA SHORT BOND
JOHNSON & JOHNSON 88475 18309884 COM
ABBOTT LABS 140518 17605500 COM
J P MORGAN EXCHANGE TRADED F 302698 17326410 EQUITY PREMIUM
TRACTOR SUPPLY CO 338016 16904180 COM
EXXON MOBIL CORP 137941 16599780 COM
VANGUARD SCOTTSDALE FDS 207776 16565991 SHRT TRM CORP BD
ELI LILLY & CO 15364 16511384 COM
CONOCOPHILLIPS 176348 16507908 COM
J P MORGAN EXCHANGE TRADED F 244071 16213637 HEDGED EQUITY LA
UNITEDHEALTH GROUP INC 48021 15852076 COM
LOUISIANA PAC CORP 195921 15822580 COM
VANGUARD WORLD FD 62941 15808891 MEGA CAP INDEX
ISHARES TR 117282 15121168 U.S. FINLS ETF
SPDR GOLD TR 36841 14600457 GOLD SHS
SPDR S&P 500 ETF TR 21219 14469938 TR UNIT
WISDOMTREE TR 262612 13934193 EUROPE HEDGED EQ
SPDR SERIES TRUST 201148 13539046 STATE STREET SPD
VANGUARD INDEX FDS 21381 13408844 S&P 500 ETF SHS
GOLDMAN SACHS ETF TR 245344 12971361 NASDAQ-100 PREMI
COCA COLA CO 171376 11980903 COM
NEXTERA ENERGY INC 141655 11372040 COM
PULTE GROUP INC 96597 11326964 COM
QUALCOMM INC 63386 10842210 COM
AMAZON COM INC 46693 10777574 COM
MERCK & CO INC 101425 10676019 COM
SPINNAKER ETF SERIES 252540 10639510 SELECT STOXX EUR
SCHWAB CHARLES CORP 106436 10634024 COM
EDWARDS LIFESCIENCES CORP 116823 9959161 COM
INTUIT 14784 9793217 COM
INVESCO EXCHANGE TRADED FD T 196270 8932248 S&P500 EQL TEC
HOME DEPOT INC 25912 8916412 COM
CISCO SYS INC 115604 8905011 COM
INGEVITY CORP 147213 8712065 COM
ADVANCED MICRO DEVICES INC 40212 8611802 COM
TEXAS INSTRS INC 49414 8572788 COM
HILTON WORLDWIDE HLDGS INC 29308 8418723 COM
NVIDIA CORPORATION 43640 8138876 COM
SMITH A O CORP 119407 7985940 COM
ADOBE INC 22347 7821227 COM
CHEVRON CORP NEW 50954 7765847 COM
BOEING CO 35100 7620976 COM
HONEYWELL INTL INC 38134 7439562 COM
ISHARES TR 61195 7303623 3 7 YR TREAS BD
SELECT SECTOR SPDR TR 50721 7302318 STATE STREET TEC
ISHARES TR 87438 7241615 1 3 YR TREAS BD
PEPSICO INC 49569 7114158 COM
SELECT SECTOR SPDR TR 45277 7008880 STATE STREET HEA
PIMCO ETF TR 74925 6974019 ACTIVE BD ETF
OREILLY AUTOMOTIVE INC 76328 6961877 COM
DUKE ENERGY CORP NEW 58191 6820511 COM NEW
CANADIAN NATL RY CO 66294 6553162 COM
BROADCOM INC 18926 6550377 COM
ISHARES TR 118624 6411627 MSCI INDIA ETF
HCA HEALTHCARE INC 13407 6259351 COM
ISHARES TR 63582 6105779 MSCI EAFE ETF
LOWES COS INC 24255 5849221 COM
SELECT SECTOR SPDR TR 36107 5600918 STATE STREET IND
ISHARES TR 8140 5575275 CORE S&P500 ETF
NORFOLK SOUTHN CORP 18915 5461144 COM
TRUIST FINL CORP 102828 5060190 COM
FREEPORT-MCMORAN INC 95789 4865123 CL B
CITIGROUP INC 40908 4773548 COM NEW
GE AEROSPACE 14799 4558536 COM NEW
MORGAN STANLEY 25359 4501983 COM NEW
ISHARES TR 41537 4390046 EXPANDED TECH
DEXCOM INC 64352 4271042 COM
BANK AMERICA CORP 76833 4225792 COM
ISHARES TR 19637 4215910 US AER DEF ETF
DIGITAL RLTY TR INC 27155 4201150 COM
GE VERNOVA INC 6358 4155398 COM
GOLDMAN SACHS GROUP INC 4336 3811652 COM
BERKSHIRE HATHAWAY INC DEL 7447 3743235 CL B NEW
ISHARES TR 15129 3724136 RUSSELL 2000 ETF
INVESCO EXCHANGE TRADED FD T 19435 3722956 S&P500 EQL WGT
CROWDSTRIKE HLDGS INC 7940 3721954 CL A
SCHWAB STRATEGIC TR 127666 3635933 US SML CAP ETF
PROCTER AND GAMBLE CO 24927 3572282 COM
CONSTELLATION BRANDS INC 24996 3448448 CL A
NOVARTIS AG 23694 3266692 SPONSORED ADR
MASTERCARD INCORPORATED 5478 3127471 CL A
PINNACLE FINL PARTNERS INC 31693 3023829 COM
NIKE INC 45149 2876443 CL B
SELECT SECTOR SPDR TR 65032 2776208 STATE STREET UTI
MCDONALDS CORP 8881 2714386 COM
APPLIED MATLS INC 10499 2698102 COM
VANGUARD INDEX FDS 5439 2653475 GROWTH ETF
SELECT SECTOR SPDR TR 22499 2648582 STATE STREET COM
REPUBLIC SVCS INC 12343 2615852 COM
INVESCO QQQ TR 4253 2612628 UNIT SER 1
EXACT SCIENCES CORP 25713 2611412 COM
SSGA ACTIVE TR 93100 2546751 STATE STREET NUV
ISHARES INC 59775 2540438 MSCI GERMANY ETF
EATON CORP PLC 7925 2524192 SHS
NETFLIX INC 26908 2522894 COM
FEDEX CORP 8691 2510368 COM
3M CO 15457 2474666 COM
J P MORGAN EXCHANGE TRADED F 48576 2457437 ULTRA SHRT ETF
REGIONS FINANCIAL CORP NEW 88183 2389759 COM
VULCAN MATLS CO 8297 2366470 COM
ISHARES INC 29131 2352037 MSCI JAPAN ETF
ISHARES TR 26755 2269627 U.S. PHARMA ETF
ISHARES TR 11047 2194155 MSCI USA QLT FCT
NORTHROP GRUMMAN CORP 3833 2185615 COM
DOMINION ENERGY INC 37157 2177037 COM
ANGEL OAK FUNDS TRUST 244960 2142176 MORTGAGE BACKED
PHILLIPS 66 16593 2141123 COM
ISHARES TR 22480 2140546 MBS ETF
CATERPILLAR INC 3712 2126312 COM
XYLEM INC 15080 2053594 COM
ISHARES TR 10273 2051313 U.S. TECH ETF
PAYPAL HLDGS INC 34250 1999500 COM
DELTA AIR LINES INC DEL 28341 1966899 COM NEW
ISHARES TR 21226 1958099 U.S. FIN SVC ETF
INTERNATIONAL BUSINESS MACHS 6539 1936776 COM
ISHARES TR 18719 1930490 US CONSUM DISCRE
SELECT SECTOR SPDR TR 35166 1926027 STATE STREET FIN
PIMCO ETF TR 20031 1921874 ENHNCD LW DUR AC
NOVO-NORDISK A S 37553 1910703 ADR
ECOLAB INC 7160 1879643 COM
ORACLE CORP 9544 1860315 COM
SELECT SECTOR SPDR TR 41203 1842186 STATE STREET ENE
SOUTHERN CO 20834 1816719 COM
ZOETIS INC 14406 1812563 CL A
AMERICAN EXPRESS CO 4728 1749078 COM
INVESCO EXCHANGE TRADED FD T 14589 1723836 S&P 100 EQL WIGH
ISHARES TR 9909 1690773 RUS TOP 200 ETF
PIMCO ETF TR 16564 1669072 ULTRA SHORT GOVT
ISHARES TR 14964 1648285 TRUST ISHARE 0-1
ISHARES TR 9610 1613903 CORE S&P US GWT
CORNING INC 17796 1558218 COM
LULULEMON ATHLETICA INC 7488 1556081 COM
UNION PAC CORP 6688 1547115 COM
ISHARES TR 10848 1531128 SELECT DIVID ETF
GOLDMAN SACHS ETF TR 27650 1459920 S&P 500 PREMIUM
ISHARES TR 5221 1445904 RUS TP200 GR ETF
PLANET FITNESS INC 13250 1437228 CL A
PFIZER INC 57681 1436249 COM
ISHARES TR 5702 1427268 MSCI USA MMENTM
PRUDENTIAL FINL INC 12410 1400800 COM
LOCKHEED MARTIN CORP 2896 1400761 COM
INTEL CORP 37683 1390495 COM
PROLOGIS INC. 10833 1382941 COM
PHILIP MORRIS INTL INC 8466 1358010 COM
KROGER CO 21616 1350571 COM
WISDOMTREE TR 9355 1348617 JAPN HEDGE EQT
ISHARES BITCOIN TRUST ETF 26666 1323967 SHS BEN INT
AUTOMATIC DATA PROCESSING IN 5129 1319333 COM
CAMECO CORP 14285 1306935 COM
GENERAL MTRS CO 15729 1279082 COM
META PLATFORMS INC 1912 1262409 CL A
EMERSON ELEC CO 9446 1253673 COM
ISHARES TR 3328 1242808 RUS 1000 ETF
AMERICAN WTR WKS CO INC NEW 9391 1225498 COM
MARRIOTT INTL INC NEW 3922 1216761 CL A
MEDTRONIC PLC 12501 1200846 SHS
DISNEY WALT CO 10177 1157788 COM
ISHARES TR 7500 1115175 CORE S&P TTL STK
TESLA INC 2464 1107897 COM
ISHARES TR 16504 1089258 CORE S&P MCP ETF
INVESCO EXCH TRADED FD TR II 22246 1067808 S&P500 HDL VOL
ULTA BEAUTY INC 1760 1064818 COM
LINDE PLC 2467 1051904 SHS
AMGEN INC 3200 1047257 COM
ROYAL BK CDA 6080 1036579 COM
GE HEALTHCARE TECHNOLOGIES I 12374 1014915 COMMON STOCK
DEERE & CO 2167 1008890 COM
AURINIA PHARMACEUTICALS INC 63000 1004850 COM
VANGUARD SPECIALIZED FUNDS 4536 996906 DIV APP ETF
KIMBERLY-CLARK CORP 9799 988668 COM
ISHARES TR 24994 986021 INTL SEL DIV ETF
CARRIER GLOBAL CORPORATION 17976 949852 COM
ISHARES TR 9400 904938 RUS MID CAP ETF
QUANTA SVCS INC 2135 901098 COM
WILLIAMS SONOMA INC 5040 900181 COM
ISHARES TR 7372 896479 CORE HIGH DV ETF
BRISTOL-MYERS SQUIBB CO 16357 882289 COM
ISHARES TR 2247 869252 RUSSELL 3000 ETF
TAIWAN SEMICONDUCTOR MFG LTD 2851 866390 SPONSORED ADS
UNUM GROUP 11077 858468 COM
ELECTRONIC ARTS INC 4182 854508 COM
INVESCO EXCH TRADED FD TR II 11876 848154 S&P500 LOW VOL
ISHARES TR 5107 846792 DOW JONES US ETF
VERIZON COMMUNICATIONS INC 20524 835952 COM
WELLS FARGO CO NEW 8966 835631 COM
T-MOBILE US INC 4037 819672 COM
ROYAL CARIBBEAN GROUP 2880 803290 COM
ISHARES TR 7440 793848 SHRT NAT MUN ETF
TEXAS PACIFIC LAND CORPORATI 2741 787253 COM
SEI INVTS CO 9400 770988 COM
IMPERIAL OIL LTD 8750 755213 COM NEW
BERKSHIRE HATHAWAY INC DEL 1 754800 CL A
ISHARES GOLD TR 9225 748793 ISHARES NEW
ALTRIA GROUP INC 12899 743766 COM
VANGUARD WORLD FD 984 741720 INF TECH ETF
WILLIAMS COS INC 11787 708517 COM
ISHARES TR 1493 706637 RUS 1000 GRW ETF
VANECK ETF TRUST 1962 706604 SEMICONDUCTR ETF
VANGUARD INDEX FDS 2105 705874 TOTAL STK MKT
AIR PRODS & CHEMS INC 2827 698326 COM
DOVER CORP 3450 673578 COM
GENERAL DYNAMICS CORP 1984 667871 COM
SELECT SECTOR SPDR TR 16099 649595 STATE STREET REA
ISHARES TR 6222 647337 MORNINGSTAR GRWT
ISHARES TR 6747 635298 MSCI USA MIN VOL
ISHARES TR 4090 606015 US INDUSTRIALS
ISHARES TR 6158 592153 7-10 YR TRSY BD
TARGET CORP 5924 579071 COM
MOBILEYE GLOBAL INC 54960 573782 COMMON CLASS A
ISHARES TR 4753 571174 CORE S&P SCP ETF
GENERAC HLDGS INC 4113 560890 COM
COMCAST CORP NEW 18747 560359 CL A
CONSTELLATION ENERGY CORP 1583 559348 COM
ISHARES TR 5585 557869 CORE US AGGBD ET
WEYERHAEUSER CO MTN BE 23547 557821 COM NEW
KINDER MORGAN INC DEL 19978 549195 COM
SCHWAB STRATEGIC TR 19964 547611 US DIVIDEND EQ
ISHARES TR 4291 528909 S&P 500 GRWT ETF
DIMENSIONAL ETF TRUST 11068 517982 US CORE EQT MKT
SCHWAB STRATEGIC TR 19109 514223 US LRG CAP ETF
COLGATE PALMOLIVE CO 6492 513007 COM
CACI INTL INC 955 508834 CL A
ENBRIDGE INC 10603 507155 COM
ISHARES TR 8970 494696 US REGNL BKS ETF
ALPS ETF TR 10444 491077 ALERIAN MLP
COHEN & STEERS TOTAL RETURN 44301 489526 COM
VANGUARD WORLD FD 1670 480835 HEALTH CAR ETF
MOHAWK INDS INC 4313 471411 COM
ENTERPRISE PRODS PARTNERS L 14357 460272 COM
SCHWAB STRATEGIC TR 13771 449218 US LCAP GR ETF
VANGUARD INDEX FDS 1532 444617 MID CAP ETF
TRAVELERS COMPANIES INC 1523 441844 COM
GLOBAL X FDS 10335 441615 GLOBAL X URANIUM
ISHARES TR 4861 434826 CORE MSCI EAFE
ISHARES INC 6417 431351 CORE MSCI EMKT
COSTAR GROUP INC 6303 423814 COM
VANGUARD INDEX FDS 2204 420942 VALUE ETF
ISHARES TR 4070 417338 CORE S&P US VLU
AFLAC INC 3784 417262 COM
SPDR DOW JONES INDL AVERAGE 866 416174 UT SER 1
MONDELEZ INTL INC 7700 414484 CL A
SCHWAB STRATEGIC TR 15017 408613 FUNDAMENTAL US L
AT&T INC 16420 407864 COM
PACER FDS TR 7295 405456 TRENDP US LAR CP
ISHARES TR 5400 402354 US TRSPRTION
AMERICAN TOWER CORP NEW 2274 399241 COM
ISHARES TR 4247 398751 U.S. REAL ES ETF
PALANTIR TECHNOLOGIES INC 2239 397982 CL A
DOLBY LABORATORIES INC 6135 393990 COM CL A
GENERAL MLS INC 8318 386791 COM
BLACKSTONE INC 2506 386272 COM
ISHARES TR 12256 379446 PFD AND INCM SEC
SHELL PLC 5160 379157 SPON ADS
CAPITAL ONE FINL CORP 1555 376991 COM
AMERICAN INTL GROUP INC 4395 375992 COM NEW
ISHARES TR 2052 371755 RUS 2000 VAL ETF
PAYCHEX INC 3237 363127 COM
THERMO FISHER SCIENTIFIC INC 626 362736 COM
SOLSTICE ADVANCED MATLS INC 7430 360949 COM SHS
ISHARES TR 6560 358898 MSCI EMG MKT ETF
OTIS WORLDWIDE CORP 4010 350274 COM
STARBUCKS CORP 4159 350229 COM
VANGUARD WHITEHALL FDS 2319 332793 HIGH DIV YLD
VANGUARD INTL EQUITY INDEX F 6120 329014 FTSE EMR MKT ETF
ISHARES TR 1025 308679 ISHARES SEMICDTR
SCHWAB STRATEGIC TR 13408 307982 5 10YR CORP BD
HEWLETT PACKARD ENTERPRISE C 12798 307414 COM
COCA COLA CONS INC 1984 304099 COM
BANK MONTREAL QUE 2328 302151 COM
S&P GLOBAL INC 573 299444 COM
SCHWAB STRATEGIC TR 12275 295101 INTL EQTY ETF
ISHARES TR 14020 292597 US OIL EQ&SV ETF
VANGUARD WORLD FD 2318 291883 ENERGY ETF
VANGUARD SCOTTSDALE FDS 6199 291849 MTG-BKD SECS ETF
ATMOS ENERGY CORP 1702 285348 COM
VANGUARD WORLD FD 955 284953 INDUSTRIAL ETF
SCHWAB STRATEGIC TR 10855 284720 US BRD MKT ETF
VALERO ENERGY CORP 1744 283959 COM
SCHWAB STRATEGIC TR 11133 279216 INT-TRM U.S TRES
BECTON DICKINSON & CO 1429 277326 COM
NUCOR CORP 1698 276961 COM
BLACKROCK INC 257 275077 COM
DOCUSIGN INC 3971 271616 COM
VANGUARD WORLD FD 2006 267715 FINANCIALS ETF
VANGUARD INDEX FDS 1498 265700 MCAP VL IDXVIP
ISHARES TR 805 260023 RUS 2000 GRW ETF
UNITED CMNTY BKS BLAIRSVLE G 8266 258065 COM
HOLOGIC INC 3462 257884 COM
FIRST TR EXCH TRADED FD III 3627 257481 LNG/SHT EQUITY
STRYKER CORPORATION 723 254113 COM
WASTE MGMT INC DEL 1142 250850 COM
GLOBAL X FDS 6048 245745 S&P 500 COVERED
ISHARES ETHEREUM TR 10945 245496 SHS
ISHARES TR 1149 241713 RUS 1000 VAL ETF
ISHARES TR 2111 240485 EAFE GRWTH ETF
ISHARES INC 2018 239638 MSCI GBL MIN VOL
ALLSTATE CORP 1149 239164 COM
ISHARES TR 3562 238369 US CONSM STAPLES
SCHWAB STRATEGIC TR 5208 235454 FUNDAMENTAL INTL
VANGUARD WORLD FD 1251 231394 UTILITIES ETF
DOLLAR GEN CORP NEW 1730 229673 COM
ISHARES TR 3695 229644 U.S. MED DVC ETF
SCHWAB STRATEGIC TR 7287 229613 FUNDAMENTAL US S
VANGUARD BD INDEX FDS 3097 229395 TOTAL BND MRKT
ISHARES TR 2140 229215 NATIONAL MUN ETF
ISHARES SILVER TR 3517 226565 ISHARES
SPDR S&P MIDCAP 400 ETF TR 370 223214 UTSER1 S&PDCRP
ISHARES TR 1048 222249 S&P 500 VAL ETF
ISHARES TR 3400 221340 US HLTHCARE ETF
PIMCO CORPORATE & INCOME OPP 16996 219244 COM
MACOM TECH SOLUTIONS HLDGS I 1279 219067 COM
EXELON CORP 5024 218996 COM
CALAMOS CONV & HIGH INCOME F 19196 217107 COM SHS
FIRST TR EXCHANGE-TRADED FD 797 214536 DJ INTERNT IDX
LAM RESEARCH CORP 1240 212263 COM NEW
SYNOPSYS INC 450 211374 COM
HUNTINGTON BANCSHARES INC 12050 209068 COM
SANOFI SA 4232 205083 SPONSORED ADR
SLB LIMITED 5297 203299 COM STK
ISHARES TR 4317 200913 CORE UNIVRSL USD
PARK HOTELS & RESORTS INC 12125 126828 COM
NOKIA CORP 18150 117431 SPONSORED ADR