Patten & Patten Inc/Tn Top Holdings and 13F Report (2025) About Patten & Patten Inc/TnInvestment ActivityPatten & Patten Inc/Tn has $1.49 billion in total holdings as of March 31, 2025.Patten & Patten Inc/Tn owns shares of 317 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 3.41% of the portfolio was purchased this quarter.About 1.93% of the portfolio was sold this quarter.This quarter, Patten & Patten Inc/Tn has purchased 315 new stocks and bought additional shares in 104 stocks.Patten & Patten Inc/Tn sold shares of 152 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $162,490,624Microsoft $59,952,769SMURFIT WESTROCK PLC $44,174,120Progressive $41,964,440Vanguard Short-Term Treasury Index ETF $38,760,343 Largest New Holdings this Quarter 464287515 - iShares Expanded Tech-Software Sector ETF $4,352,056 Holding72201R775 - PIMCO ETF TR $1,218,292 Holding97717X701 - WisdomTree Europe Hedged Equity Fund $1,155,996 Holding084670108 - Berkshire Hathaway $798,442 Holding97717W851 - WisdomTree Japan Hedged Equity Fund $628,577 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury Index ETF 391,640 shares (about $22.99M)iShares Expanded Tech-Software Sector ETF 48,905 shares (about $4.35M)GOLDMAN SACHS ETF TR 38,358 shares (about $1.71M)Vanguard Mega Cap ETF 7,450 shares (about $1.50M)iShares Global Tech ETF 17,984 shares (about $1.36M) Largest Sales this Quarter Apple 9,275 shares (about $2.06M)Constellation Brands 10,565 shares (about $1.94M)NextEra Energy 12,307 shares (about $872.44K)Coca-Cola 11,210 shares (about $802.86K)AbbVie 3,366 shares (about $705.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPatten & Patten Inc/Tn Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$162,490,624$2,060,257 ▼-1.3%731,51110.9%Computer and TechnologyMSFTMicrosoft$59,952,769$224,859 ▲0.4%159,7084.0%Computer and TechnologySMURFIT WESTROCK PLC$44,174,120$83,361 ▼-0.2%980,3403.0%SHSPGRProgressive$41,964,440$517,908 ▼-1.2%148,2792.8%FinanceVGSHVanguard Short-Term Treasury Index ETF$38,760,343$22,985,351 ▲145.7%660,4252.6%ETFABBVAbbVie$37,680,402$705,243 ▼-1.8%179,8422.5%MedicalVVisa$37,273,671$445,436 ▼-1.2%106,3562.5%Business ServicesIXNiShares Global Tech ETF$36,953,016$1,362,108 ▲3.8%487,8932.5%ETFGOOGLAlphabet$33,986,161$767,169 ▲2.3%219,7762.3%Computer and TechnologyJPMJPMorgan Chase & Co.$31,992,728$698,368 ▼-2.1%130,4232.1%FinanceJEPIJPMorgan Equity Premium Income ETF$24,249,204$52,683 ▼-0.2%424,3821.6%ETFCOSTCostco Wholesale$23,832,271$470,044 ▼-1.9%25,1991.6%Retail/WholesaleUNHUnitedHealth Group$21,477,977$382,862 ▲1.8%41,0081.4%MedicalABTAbbott Laboratories$21,101,697$189,026 ▼-0.9%159,0781.4%MedicalWMTWalmart$21,095,909$458,790 ▼-2.1%240,3001.4%Retail/WholesaleRTXRTX$20,502,549$20,266 ▲0.1%154,7831.4%AerospaceTSCOTractor Supply$20,417,360$168,826 ▼-0.8%370,5511.4%Retail/WholesaleCOPConocoPhillips$20,265,903$286,599 ▼-1.4%192,9721.4%EnergyLPXLouisiana-Pacific$19,937,033$721,583 ▲3.8%216,7541.3%ConstructionTJXTJX Companies$18,930,034$180,508 ▼-0.9%155,4191.3%Retail/WholesaleOEFiShares S&P 100 ETF$18,154,818$67,707 ▼-0.4%67,0341.2%ETFJ P MORGAN EXCHANGE TRADED F$16,525,929$1,209,714 ▲7.9%276,9091.1%HEDGED EQUITY LALECOLincoln Electric$16,320,9140.0%86,2811.1%IndustrialsGSSTGoldman Sachs Ultra Short Bond ETF$16,128,325$131,151 ▼-0.8%319,1201.1%ETFXOMExxon Mobil$15,974,425$93,598 ▼-0.6%134,3181.1%EnergyJNJJohnson & Johnson$15,461,556$362,194 ▼-2.3%93,2321.0%MedicalVCSHVanguard Short-Term Corporate Bond ETF$15,444,621$325,391 ▲2.2%195,6501.0%ETFKOCoca-Cola$15,065,102$802,859 ▼-5.1%210,3481.0%Consumer StaplesLLYEli Lilly and Company$13,973,526$531,884 ▲4.0%16,9190.9%MedicalIYFiShares U.S. Financials ETF$13,360,424$137,564 ▼-1.0%118,3910.9%ETFGOOGAlphabet$13,235,315$117,329 ▼-0.9%84,7170.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$12,481,629$206,974 ▲1.7%22,3130.8%FinanceAOSA. O. Smith$12,127,940$318,303 ▼-2.6%185,5560.8%IndustrialsNEENextEra Energy$11,316,527$872,443 ▼-7.2%159,6350.8%UtilitiesPHMPulteGroup$11,080,812$87,277 ▼-0.8%107,7900.7%ConstructionINTUIntuit$10,911,830$279,979 ▼-2.5%17,7720.7%Computer and TechnologyEWEdwards Lifesciences$10,782,197$392,769 ▼-3.5%148,7610.7%MedicalMRKMerck & Co., Inc.$10,775,708$400,330 ▼-3.6%120,0500.7%MedicalQCOMQUALCOMM$10,741,020$218,433 ▼-2.0%69,9240.7%Computer and TechnologyADBEAdobe$10,668,270$26,080 ▲0.2%27,8160.7%Computer and TechnologyCSCOCisco Systems$10,344,845$372,853 ▼-3.5%167,6360.7%Computer and TechnologyPYPLPayPal$10,174,284$113,404 ▼-1.1%155,9280.7%Computer and TechnologyTXNTexas Instruments$10,111,131$171,433 ▼-1.7%56,2670.7%Computer and TechnologyHDHome Depot$9,689,473$21,989 ▲0.2%26,4390.6%Retail/WholesaleCVXChevron$9,622,864$148,888 ▼-1.5%57,5220.6%EnergyKRESPDR S&P Regional Banking ETF$9,395,173$1,089,363 ▲13.1%165,2620.6%ETFHONHoneywell International$8,897,523$141,661 ▼-1.6%42,0190.6%Multi-Sector ConglomeratesVOOVanguard S&P 500 ETF$8,879,212$1,132,642 ▲14.6%17,2780.6%ETFPEPPepsiCo$8,394,680$133,596 ▼-1.6%55,9870.6%Consumer StaplesSCHWCharles Schwab$8,337,678$42,115 ▲0.5%106,5110.6%FinanceORLYO'Reilly Automotive$7,989,499$310,870 ▼-3.7%5,5770.5%Retail/WholesaleAMZNAmazon.com$7,941,865$467,471 ▲6.3%41,7420.5%Retail/WholesaleHLTHilton Worldwide$7,882,104$17,066 ▲0.2%34,6390.5%Consumer DiscretionaryDUKDuke Energy$7,697,742$60,253 ▼-0.8%63,1120.5%UtilitiesCNICanadian National Railway$7,485,025$141,025 ▼-1.8%76,8010.5%TransportationNGVTIngevity$7,405,785$119,997 ▼-1.6%187,0620.5%Basic MaterialsGOLDMAN SACHS ETF TR$7,239,055$1,710,763 ▲30.9%162,3110.5%NASDAQ 100 COREXLVHealth Care Select Sector SPDR Fund$6,609,727$111,260 ▲1.7%45,2690.4%ETFAMDAdvanced Micro Devices$5,507,789$224,179 ▼-3.9%53,6090.4%Computer and TechnologyLOWLowe's Companies$5,426,918$107,284 ▼-1.9%23,2690.4%Retail/WholesaleDXCMDexCom$5,323,752$214,909 ▲4.2%77,9580.4%MedicalXLKTechnology Select Sector SPDR Fund$4,983,249$4,336 ▲0.1%24,1340.3%ETFHCAHCA Healthcare$4,909,807$33,863 ▼-0.7%14,2090.3%MedicalNSCNorfolk Southern$4,793,374$14,211 ▼-0.3%20,2380.3%TransportationPGProcter & Gamble$4,758,224$11,248 ▼-0.2%27,9210.3%Consumer StaplesBRK.BBerkshire Hathaway$4,555,689$21,303 ▼-0.5%8,5540.3%FinanceXLIIndustrial Select Sector SPDR Fund$4,469,749$574,742 ▲14.8%34,1020.3%ETFTFCTruist Financial$4,381,341$131,104 ▼-2.9%106,4720.3%FinanceIGViShares Expanded Tech-Software Sector ETF$4,352,056$4,352,056 ▲New Holding48,9050.3%ETFMGCVanguard Mega Cap ETF$4,295,033$1,500,281 ▲53.7%21,3280.3%ETFBABoeing$4,271,987$185,049 ▲4.5%25,0480.3%AerospaceBMYBristol-Myers Squibb$4,166,804$197,121 ▼-4.5%68,3190.3%MedicalMSMorgan Stanley$4,112,968$107,453 ▼-2.5%35,2530.3%FinanceDLRDigital Realty Trust$3,974,865$20,777 ▲0.5%27,7400.3%FinanceNVDANVIDIA$3,889,865$140,352 ▲3.7%35,8910.3%Computer and TechnologyFCXFreeport-McMoRan$3,784,864$288,115 ▼-7.1%99,9700.3%Basic MaterialsBACBank of America$3,643,678$89,636 ▼-2.4%87,3160.2%FinanceAVGOBroadcom$3,551,281$70,487 ▲2.0%21,2110.2%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$3,513,709$201,365 ▲6.1%42,4720.2%ManufacturingIWMiShares Russell 2000 ETF$3,511,312$59,250 ▼-1.7%17,6010.2%FinanceSTZConstellation Brands$3,451,828$1,938,889 ▼-36.0%18,8090.2%Consumer StaplesMBNDSPDR Nuveen Municipal Bond ETF$3,401,757$54,570 ▼-1.6%124,6750.2%ETFPNFPPinnacle Financial Partners$3,331,5650.0%31,4180.2%FinanceCCitigroup$3,308,698$26,266 ▼-0.8%46,6080.2%FinanceRSGRepublic Services$3,269,4020.0%13,5010.2%Business ServicesCRWDCrowdStrike$3,261,365$191,098 ▲6.2%9,2500.2%Computer and TechnologyNKENIKE$3,186,886$335,619 ▼-9.5%50,2030.2%Consumer DiscretionaryECLEcolab$3,174,324$410,195 ▼-11.4%12,5210.2%Basic MaterialsMAMastercard$3,101,822$12,059 ▲0.4%5,6590.2%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$3,057,611$7,275 ▼-0.2%17,6510.2%ETFNVSNovartis$3,036,381$314,708 ▼-9.4%27,2370.2%MedicalSCHASchwab US Small-Cap ETF$3,012,904$72,727 ▲2.5%128,5920.2%ETFMCDMcDonald's$2,906,476$5,622 ▲0.2%9,3050.2%Retail/WholesaleLULULululemon Athletica$2,886,929$18,399 ▲0.6%10,1990.2%Consumer DiscretionaryMMM3M$2,675,789$149,944 ▼-5.3%18,2200.2%Multi-Sector ConglomeratesGEGE Aerospace$2,601,950$53,840 ▲2.1%13,0000.2%IndustrialsULTAUlta Beauty$2,553,684$111,795 ▼-4.2%6,9670.2%Retail/WholesaleZTSZoetis$2,482,263$56,310 ▼-2.2%15,0760.2%MedicalFDXFedEx$2,445,335$27,791 ▼-1.1%10,0310.2%TransportationANGEL OAK FUNDS TRUST$2,325,961$107,024 ▲4.8%267,9680.2%MORTGAGE BACKEDShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
