PATTEN & PATTEN INC/TN

Institutional manager (13F) · CIK 1044905

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B

#	Issuer	Value	Shares
1	APPLE INC	$158M	621,500
2	ALPHABET INC	$58M	201,256
3	MICROSOFT CORP	$55M	149,414
4	ISHARES TR	$54M	543,247
5	VANGUARD SCOTTSDALE FDS	$49M	838,252
6	ABBVIE INC	$35M	160,444
7	JPMORGAN CHASE & CO	$34M	117,013
8	SMURFIT WESTROCK PLC	$31M	774,162
9	VISA INC	$30M	98,147
10	RTX CORPORATION	$28M	147,633
11	WALMART INC	$27M	218,459
12	PROGRESSIVE CORP	$27M	134,228
13	EXXON MOBIL CORP	$24M	141,871
14	TJX COS INC NEW	$23M	142,621
15	CONOCOPHILLIPS	$23M	170,770
16	JOHNSON & JOHNSON	$22M	89,379
17	COSTCO WHOLESALE CORPORATION	$22M	21,685
18	LINCOLN ELEC HLDGS INC	$21M	86,281
19	ALPHABET INC	$21M	74,656
20	ISHARES TR	$20M	62,121
21	SPDR GOLD TR	$19M	44,288
22	GOLDMAN SACHS ETF TR	$19M	368,049
23	VANGUARD SCOTTSDALE FDS	$17M	210,476
24	J P MORGAN EXCHANGE TRADED F	$16M	276,071
25	VANGUARD WORLD FD	$15M	65,046
26	TRACTOR SUPPLY CO	$15M	333,919
27	LOUISIANA PAC CORP	$14M	195,854
28	ABBOTT LABORATORIES	$14M	136,916
29	ELI LILLY & CO	$14M	15,238
30	STATE STR SPDR S&P 500 ETF T	$14M	21,423
31	WISDOMTREE TR	$14M	263,192
32	ISHARES TR	$14M	116,943
33	J P MORGAN EXCHANGE TRADED F	$14M	211,965
34	GOLDMAN SACHS ETF TR	$13M	267,037
35	VANGUARD INDEX FDS	$13M	22,028
36	COCA COLA CO	$13M	171,931
37	NEXTERA ENERGY INC	$13M	139,478
38	SPDR SERIES TRUST	$13M	198,009
39	AMAZON COM INC	$12M	59,579
40	UNITEDHEALTH GROUP INC	$12M	44,990
41	MERCK & CO INC	$12M	100,070
42	SPINNAKER ETF SERIES	$11M	272,380
43	PULTE GROUP INC	$11M	91,888
44	CHEVRON CORPORATION	$11M	50,755
45	INGEVITY CORP	$10M	146,429
46	SCHWAB CHARLES CORP	$10M	109,488
47	TEXAS INSTRS INC	$9M	47,110
48	ISHARES TR	$9M	76,784
49	EDWARDS LIFESCIENCES CORP	$9M	111,546
50	CISCO SYS INC	$9M	114,269

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.