§ 13F · FUND PROFILE
PATTEN & PATTEN INC/TN.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 344Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 622K | $158M | 9.5% | −3% |
| 2 | GOOGL | ALPHABET INC | 201K | $58M | 3.5% | −2% |
| 3 | MSFT | MICROSOFT CORP | 149K | $55M | 3.3% | −1% |
| 4 | IXN | ISHARES TR | 543K | $54M | 3.3% | ±0% |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 838K | $49M | 3.0% | +3% |
| 6 | ABBV | ABBVIE INC | 160K | $35M | 2.1% | −1% |
| 7 | JPM | JPMORGAN CHASE & CO | 117K | $34M | 2.1% | −2% |
| 8 | SW | SMURFIT WESTROCK PLC | 774K | $31M | 1.9% | ±0% |
| 9 | V | VISA INC | 98K | $30M | 1.8% | −1% |
| 10 | RTX | RTX CORPORATION | 148K | $28M | 1.7% | ±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 $1.7 billion in assets. The fund runs a broad portfolio of 344 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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