Patten & Patten Inc/Tn Top Holdings and 13F Report (2026) About Patten & Patten Inc/TnInvestment ActivityPatten & Patten Inc/Tn has $1.66 billion in total holdings as of March 31, 2026.Patten & Patten Inc/Tn owns shares of 338 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 2.29% of the portfolio was purchased this quarter.About 2.49% of the portfolio was sold this quarter.This quarter, Patten & Patten Inc/Tn has purchased 341 new stocks and bought additional shares in 95 stocks.Patten & Patten Inc/Tn sold shares of 153 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $157,730,536Alphabet $57,873,072Microsoft $55,308,427iShares Global Tech ETF $54,308,403Vanguard Short-Term Treasury ETF $49,071,272 Largest New Holdings this Quarter 72348N109 - PINNACLE FINL PARTNERS INC $2,724,005 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $667,020 Holding260557103 - DOW $311,234 Holding464287341 - iShares Global Energy ETF $218,745 HoldingM9T951109 - ZIM Integrated Shipping Services $210,800 Holding Largest Purchases this Quarter CrowdStrike 12,151 shares (about $4.74M)SPDR Gold Shares 7,447 shares (about $3.20M)PINNACLE FINL PARTNERS INC 31,623 shares (about $2.72M)Amazon.com 12,886 shares (about $2.68M)iShares MSCI Japan ETF 28,256 shares (about $2.39M) Largest Sales this Quarter Apple 16,718 shares (about $4.24M)J P MORGAN EXCHANGE TRADED F 32,106 shares (about $2.05M)Truist Financial 41,868 shares (about $1.92M)JPMorgan Equity Premium Income ETF 26,627 shares (about $1.51M)Adobe 6,066 shares (about $1.47M) 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$157,730,536$4,242,863 ▼-2.6%621,5009.5%Computer and TechnologyGOOGLAlphabet$57,873,072$949,234 ▼-1.6%201,2563.5%Computer and TechnologyMSFTMicrosoft$55,308,427$469,004 ▼-0.8%149,4143.3%Computer and TechnologyIXNiShares Global Tech ETF$54,308,403$200,140 ▼-0.4%543,2473.3%ETFVGSHVanguard Short-Term Treasury ETF$49,071,272$1,289,929 ▲2.7%838,2523.0%ETFABBVAbbVie$34,894,947$524,368 ▼-1.5%160,4442.1%MedicalJPMJPMorgan Chase & Co.$34,420,662$783,351 ▼-2.2%117,0132.1%FinanceSMURFIT WESTROCK PLC$30,850,351$62,485 ▼-0.2%774,1621.9%SHSVVisa$29,664,092$163,210 ▼-0.5%98,1471.8%Business ServicesRTXRTX$28,478,392$40,895 ▼-0.1%147,6331.7%AerospaceWALMART INC$27,150,119$992,128 ▼-3.5%218,4591.6%COMPGRProgressive$26,609,359$852,828 ▼-3.1%134,2281.6%FinanceXOMExxonMobil$24,069,834$666,764 ▲2.8%141,8711.5%EnergyTJXTJX Companies$22,776,574$425,441 ▼-1.8%142,6211.4%Retail/WholesaleCOPConocoPhillips$22,541,672$736,297 ▼-3.2%170,7701.4%EnergyJNJJohnson & Johnson$21,847,751$220,973 ▲1.0%89,3791.3%MedicalCOSTCostco Wholesale$21,607,170$323,834 ▼-1.5%21,6851.3%Retail/WholesaleLECOLincoln Electric$21,490,8710.0%86,2811.3%IndustrialsGOOGAlphabet$21,415,795$650,311 ▼-2.9%74,6561.3%Computer and TechnologyOEFiShares S&P 100 ETF$19,758,826$247,777 ▼-1.2%62,1211.2%ETFGLDSPDR Gold Shares$19,056,684$3,204,370 ▲20.2%44,2881.2%FinanceGSSTGoldman Sachs Ultra Short Bond ETF$18,604,877$114,496 ▼-0.6%368,0491.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$16,684,464$214,029 ▲1.3%210,4761.0%ETFJEPIJPMorgan Equity Premium Income ETF$15,647,719$1,509,220 ▼-8.8%276,0710.9%ETFMGCVanguard Mega Cap ETF$15,373,622$497,517 ▲3.3%65,0460.9%ETFTSCOTractor Supply$15,126,531$185,594 ▼-1.2%333,9190.9%Retail/WholesaleLPXLouisiana-Pacific$14,248,379$4,874 ▼0.0%195,8540.9%ConstructionABTAbbott Laboratories$14,057,166$369,817 ▼-2.6%136,9160.8%MedicalLLYEli Lilly and Company$14,015,455$115,891 ▼-0.8%15,2380.8%MedicalSPYSPDR S&P 500 ETF Trust$13,931,929$132,666 ▲1.0%21,4230.8%FinanceHEDJWisdomTree Europe Hedged Equity Fund$13,764,942$30,334 ▲0.2%263,1920.8%FinanceIYFiShares U.S. Financials ETF$13,759,513$39,887 ▼-0.3%116,9430.8%ETFJ P MORGAN EXCHANGE TRADED F$13,546,683$2,051,894 ▼-13.2%211,9650.8%HEDGED EQUITY LAGOLDMAN SACHS ETF TR$13,215,683$1,073,588 ▲8.8%267,0370.8%NASDAQ-100 PREMIVOOVanguard S&P 500 ETF$13,162,835$386,615 ▲3.0%22,0280.8%ETFKOCocaCola$13,075,360$42,208 ▲0.3%171,9310.8%Consumer StaplesNEENextEra Energy$12,954,675$202,199 ▼-1.5%139,4780.8%UtilitiesKRESPDR S&P Regional Banking ETF$12,900,299$323,861 ▲2.6%198,0090.8%ETFAMZNAmazon.com$12,408,553$2,683,775 ▲27.6%59,5790.7%Retail/WholesaleUNHUnitedHealth Group$12,173,909$820,163 ▼-6.3%44,9900.7%MedicalMRKMerck & Co., Inc.$12,037,363$162,992 ▼-1.3%100,0700.7%MedicalSPINNAKER ETF SERIES$11,096,761$808,282 ▲7.9%272,3800.7%SELECT STOXX EURPHMPulteGroup$10,806,948$553,826 ▼-4.9%91,8880.7%ConstructionCVXChevron$10,501,107$41,173 ▼-0.4%50,7550.6%EnergyNGVTIngevity$10,430,138$55,844 ▼-0.5%146,4290.6%Basic MaterialsSCHWCharles Schwab$10,289,654$286,826 ▲2.9%109,4880.6%FinanceTXNTexas Instruments$9,145,883$447,296 ▼-4.7%47,1100.6%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$9,106,582$1,848,855 ▲25.5%76,7840.5%ETFEWEdwards Lifesciences$8,932,604$422,582 ▼-4.5%111,5460.5%MedicalCSCOCisco Systems$8,866,166$103,583 ▼-1.2%114,2690.5%Computer and TechnologyHDHome Depot$8,721,976$199,639 ▲2.3%26,5190.5%Retail/WholesaleHONHoneywell International$8,571,962$47,466 ▼-0.6%37,9240.5%Multi-Sector ConglomeratesHLTHilton Worldwide$8,493,258$418,718 ▼-4.7%27,9310.5%Consumer DiscretionaryINTUIntuit$8,341,475$1,949,169 ▲30.5%19,2920.5%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$8,228,042$655,139 ▼-7.4%181,7950.5%ETFCRWDCrowdStrike$7,843,727$4,743,872 ▲153.0%20,0910.5%Computer and TechnologyDUKDuke Energy$7,823,424$203,874 ▲2.7%59,7480.5%UtilitiesAMDAdvanced Micro Devices$7,693,723$486,605 ▼-5.9%37,8200.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$7,664,334$1,488,614 ▲24.1%78,9080.5%FinanceAOSA. O. Smith$7,604,992$268,705 ▼-3.4%115,3320.5%IndustrialsPEPPepsiCo$7,592,362$105,130 ▼-1.4%48,8920.5%Consumer StaplesNVDANVIDIA$7,583,624$27,206 ▼-0.4%43,4840.5%Computer and TechnologyBABoeing$7,435,097$449,207 ▲6.4%37,3570.4%AerospacePIMCO ETF TR$7,135,551$221,472 ▲3.2%77,3250.4%ACTIVE BD ETFORLYO'Reilly Automotive$6,972,451$73,386 ▼-1.0%75,5330.4%Retail/WholesaleQCOMQualcomm$6,948,718$1,214,139 ▼-14.9%53,9580.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$6,898,156$157,353 ▲2.3%51,9050.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$6,882,375$337,381 ▼-4.7%83,3520.4%ManufacturingCNICanadian National Railway$6,674,295$138,740 ▼-2.0%64,9440.4%TransportationXLVHealth Care Select Sector SPDR Fund$6,621,201$16,860 ▼-0.3%45,1620.4%ETFHCAHCA Healthcare$6,331,427$13,251 ▼-0.2%13,3790.4%MedicalXLIIndustrial Select Sector SPDR Fund$5,848,157$8,572 ▲0.1%36,1600.4%ETFLOWLowe's Companies$5,654,068$76,789 ▼-1.3%23,9300.3%Retail/WholesaleGE VERNOVA INC$5,601,399$51,501 ▲0.9%6,4170.3%COMNSCNorfolk Southern$5,462,763$34,153 ▲0.6%19,0340.3%TransportationFCXFreeport-McMoRan$5,366,261$264,216 ▼-4.7%91,2940.3%Basic MaterialsINDAiShares MSCI India ETF$5,360,089$196,260 ▼-3.5%114,4340.3%ETFIVViShares Core S&P 500 ETF$5,305,985$11,104 ▼-0.2%8,1230.3%ETFAVGOBroadcom$5,108,460$749,323 ▼-12.8%16,5050.3%Computer and TechnologyEWJiShares MSCI Japan ETF$4,845,758$2,385,937 ▲97.0%57,3870.3%ETFDLRDigital Realty Trust$4,722,532$171,017 ▼-3.5%26,2060.3%FinanceCCitigroup$4,616,841$22,569 ▼-0.5%40,7090.3%Financial ServicesITAiShares U.S. Aerospace & Defense ETF$4,436,983$141,315 ▲3.3%20,2830.3%ETFRSPInvesco S&P 500 Equal Weight ETF$4,264,647$534,688 ▲14.3%22,2210.3%ETFGEGE Aerospace$4,233,565$34,052 ▲0.8%14,9190.3%AerospaceMSMorgan Stanley$4,156,874$16,457 ▼-0.4%25,2590.3%FinanceIWMiShares Russell 2000 ETF$4,122,840$370,768 ▲9.9%16,6240.2%FinanceADBEAdobe$3,957,585$1,474,523 ▼-27.1%16,2810.2%Computer and TechnologySCHASchwab US Small-Cap ETF$3,928,134$215,600 ▲5.8%135,0800.2%ETFDXCMDexCom$3,806,622$234,684 ▼-5.8%60,6150.2%MedicalSTZConstellation Brands$3,780,750$31,350 ▲0.8%25,2050.2%Consumer StaplesBACBank of America$3,744,477$1,121 ▼0.0%76,8100.2%FinancePGProcter & Gamble$3,710,086$109,630 ▲3.0%25,6860.2%Consumer StaplesGSThe Goldman Sachs Group$3,630,486$38,073 ▼-1.0%4,2910.2%FinanceNVSNovartis$3,573,434$45,825 ▼-1.3%23,3940.2%MedicalBRK.BBerkshire Hathaway$3,517,328$51,274 ▼-1.4%7,3400.2%FinanceAMATApplied Materials$3,371,387$217,035 ▼-6.0%9,8640.2%Computer and TechnologyETNEaton$3,140,700$306,165 ▲10.8%8,7810.2%IndustrialsFDXFedEx$3,058,375$37,041 ▼-1.2%8,5870.2%TransportationIGViShares Expanded Tech-Software Sector ETF$2,984,024$341,013 ▼-10.3%37,2770.2%ETFShowing 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. 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