Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PATTEN & PATTEN INC/TN (CIK 1044905) reported $1.66B across 336 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($157.7M, 9.52%), GOOGL ($57.9M, 3.49%), MSFT ($55.3M, 3.34%), IXN ($54.3M, 3.28%), VGSH ($49.1M, 2.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $157.7M | 9.52% | 621,500 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $57.9M | 3.49% | 201,256 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $55.3M | 3.34% | 149,414 | Trimmed |
| 4 | IXN | ISHARES TR | $54.3M | 3.28% | 543,247 | Trimmed |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $49.1M | 2.96% | 838,252 | Added |
| 6 | ABBV | ABBVIE INC | $34.9M | 2.11% | 160,444 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $34.4M | 2.08% | 117,013 | Trimmed |
| 8 | SW | SMURFIT WESTROCK PLC | $30.9M | 1.86% | 774,162 | Trimmed |
| 9 | V | VISA INC | $29.7M | 1.79% | 98,147 | Trimmed |
| 10 | RTX | RTX CORPORATION | $28.5M | 1.72% | 147,633 | Trimmed |
| 11 | WMT | WALMART INC | $27.2M | 1.64% | 218,459 | Trimmed |
| 12 | PGR | PROGRESSIVE CORP | $26.6M | 1.61% | 134,228 | Trimmed |
| 13 | XOM | EXXON MOBIL CORP | $24.1M | 1.45% | 141,871 | Added |
| 14 | TJX | TJX COS INC NEW | $22.8M | 1.37% | 142,621 | Trimmed |
| 15 | COP | CONOCOPHILLIPS | $22.5M | 1.36% | 170,770 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $21.8M | 1.32% | 89,379 | Added |
| 17 | LECO | LINCOLN ELEC HLDGS INC | $21.5M | 1.30% | 86,281 | Hold |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $21.6M | 1.30% | 21,685 | Trimmed |
| 19 | GOOG | ALPHABET INC | $21.4M | 1.29% | 74,656 | Trimmed |
| 20 | OEF | ISHARES TR | $19.8M | 1.19% | 62,121 | Trimmed |
| 21 | GLD | SPDR GOLD TR | $19.1M | 1.15% | 44,288 | Added |
| 22 | GSST | GOLDMAN SACHS ETF TR | $18.6M | 1.12% | 368,049 | Trimmed |
| 23 | VCSH | VANGUARD SCOTTSDALE FDS | $16.7M | 1.01% | 210,476 | Added |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | $15.6M | 0.94% | 276,071 | Trimmed |
| 25 | MGC | VANGUARD WORLD FD | $15.4M | 0.93% | 65,046 | Added |
Source: SEC Form 13F filings · as of 2026-03-31