PATTEN & PATTEN INC/TN: 13F holdings

CIK 10449052026Q2

Positions350
Reported value$1.9bn
Filed2026-08-05

Change since last quarter

Positions350 (+12 vs prior quarter)
Reported value$1.9bn (+14.1%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC613,022$177.4m9.4%
IXN ISHARES TR569,817$82.3m4.4%
VGSH VANGUARD SCOTTSDALE FDS1,327,074$77.2m4.1%
GOOGL ALPHABET INC198,188$70.8m3.7%
MSFT MICROSOFT CORP149,249$55.7m2.9%
GSST GOLDMAN SACHS ETF TR1,016,204$51.4m2.7%
ABBV ABBVIE INC161,030$40.5m2.1%
JPM JPMORGAN CHASE & CO116,320$38.1m2.0%
SMURFIT WESTROCK PLC772,292$35.7m1.9%
V VISA INC97,925$33.6m1.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1044905")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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