PATTEN & PATTEN INC/TN

Q3 2025 13F Holdings

  • Location
    chattanooga, TN
  • Num holdings

    344

  • Value ($000)

    $1,701,710

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001044905
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$172.81M
10 %

678,668

M
MSFT

MICROSOFT CORP

COM
594918104
$80.39M
5 %

155,202

I
IXN

ISHARES TR

GLOBAL TECH ETF
464287291
$54.70M
3 %

529,964

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$52.14M
3 %

214,474

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$47.53M
3 %

807,675

---

SMURFIT WESTROCK PLC

SHS
G8267P108
$40.28M
2 %

946,185

A
ABBV

ABBVIE INC

COM
00287Y109
$39.62M
2 %

171,125

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$39.60M
2 %

125,529

P
PGR

PROGRESSIVE CORP

COM
743315103
$35.76M
2 %

144,811

V
V

VISA INC

COM CL A
92826C839
$35.42M
2 %

103,741

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