§ 13F · FUND PROFILE
PATTEN & PATTEN INC/TN.
AUM · $1.9B (13F)Positions · 350Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 613K | $177M | 9.4% | −1% |
| 2 | IXN | ISHARES TR | 570K | $82M | 4.4% | +5% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 1.33M | $77M | 4.1% | +58% |
| 4 | GOOGL | ALPHABET INC | 198K | $71M | 3.7% | −2% |
| 5 | MSFT | MICROSOFT CORP | 149K | $56M | 2.9% | ±0% |
| 6 | GSST | GOLDMAN SACHS ETF TR | 1.02M | $51M | 2.7% | +176% |
| 7 | ABBV | ABBVIE INC | 161K | $41M | 2.1% | ±0% |
| 8 | JPM | JPMORGAN CHASE & CO | 116K | $38M | 2.0% | −1% |
| 9 | SW | SMURFIT WESTROCK PLC | 772K | $36M | 1.9% | ±0% |
| 10 | V | VISA INC | 98K | $34M | 1.8% | ±0% |
§ 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 $1.9 billion in assets. The fund runs a broad portfolio of 350 positions.
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