Top 50 Patten & Patten Inc/Tn Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.52% | 621.5K | $157.7M | -2.62%(-16.72K) | $18.13(+1548.43%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.49% | 201.3K | $57.9M | -1.61%(-3.30K) | $48.45(+731.01%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.34% | 149.4K | $55.3M | -0.84%(-1.27K) | $63.31(+540.07%) | 2026-03-31 | |
| IXN | ISHARES TR | 3.28% | 543.2K | $54.3M | -0.37%(-2.00K) | $27.36(+387.16%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.96% | 838.3K | $49.1M | +2.70%(+22.04K) | $58.56(-0.49%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.11% | 160.4K | $34.9M | -1.48%(-2.41K) | $67.29(+209.86%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.08% | 117.0K | $34.4M | -2.23%(-2.66K) | $56.58(+430.62%) | 2026-03-31 | |
| SW | SMURFIT WESTROCK PLC | 1.86% | 774.2K | $30.9M | -0.20%(-1.57K) | $47.76(-15.33%) | 2026-03-31 | |
| V | VISA INC | 1.79% | 98.1K | $29.7M | -0.55%(-540) | $59.22(+440.84%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 1.72% | 147.6K | $28.5M | -0.14%(-212) | $70.14(+153.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.49% | +42.34% |
| Top 20 Holdings Unweighted | +12.81% | +43.56% |
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