§ 13F · FUND PROFILE
PATTEN & PATTEN INC/TN.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1545.4T (13F)Positions · 323Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 638K | $173.5T | 10.2% | −6% |
| 2 | MSFT | MICROSOFT CORP | 151K | $72.9T | 4.3% | −3% |
| 3 | GOOGL | ALPHABET INC | 205K | $64.0T | 3.8% | −5% |
| 4 | IXN | ISHARES TR | 545K | $57.3T | 3.4% | +3% |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 816K | $47.9T | 2.8% | +1% |
| 6 | JPM | JPMORGAN CHASE & CO. | 120K | $38.6T | 2.3% | −5% |
| 7 | ABBV | ABBVIE INC | 163K | $37.2T | 2.2% | −5% |
| 8 | V | VISA INC | 99K | $34.6T | 2.0% | −5% |
| 9 | PGR | PROGRESSIVE CORP | 139K | $31.5T | 1.9% | −4% |
| 10 | SW | SMURFIT WESTROCK PLC | 776K | $30.0T | 1.8% | −18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PATTEN SIGNAL
AC read
PATTEN & PATTEN INC/TN is a Other fund managing $1545430.7 trillion in assets. The fund runs a broad portfolio of 323 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed