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PATTEN & PATTEN INC/TN

Q1 2026 13F Holdings

  • Location
    chattanooga, TN
  • Num holdings

    338

  • Value ($000)

    $1,656,621

  • Date Filed
    05/01/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$157.73M
10 %

621,500

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$57.87M
4 %

201,256

M
MSFT

MICROSOFT CORP

COM
594918104
$55.31M
3 %

149,414

I
IXN

ISHARES TR

GLOBAL TECH ETF
464287291
$54.31M
3 %

543,247

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$49.07M
3 %

838,252

A
ABBV

ABBVIE INC

COM
00287Y109
$34.89M
2 %

160,444

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$34.42M
2 %

117,013

---

SMURFIT WESTROCK PLC

SHS
G8267P108
$30.85M
2 %

774,162

V
V

VISA INC

COM CL A
92826C839
$29.66M
2 %

98,147

R
RTX

RTX CORPORATION

COM
75513E101
$28.48M
2 %

147,633

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