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Patten & Patten Inc/Tn

Portfolio Manager
Patten & Patten Inc/Tn
Performance
-5.53% (2026 Q1)
AUM (13F)
$1.66B
# of Holdings
338
Performance Rank
Allocation (Top 20)
45.98%

Patten & Patten Inc/Tn Holdings Map

Top 50 Patten & Patten Inc/Tn Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
9.52%621.5K$157.7M
-2.62%(-16.72K)
2025-Q1: 731.5K shares2025-Q2: 699.6K shares2025-Q3: 678.7K shares2025-Q4: 638.2K shares2026-Q1: 621.5K shares
$18.13(+1548.43%)
2026-03-31
GOOGL
ALPHABET INC
3.49%201.3K$57.9M
-1.61%(-3.30K)
2025-Q1: 219.8K shares2025-Q2: 214.6K shares2025-Q3: 214.5K shares2025-Q4: 204.6K shares2026-Q1: 201.3K shares
$48.45(+731.01%)
2026-03-31
MSFT
MICROSOFT CORP
3.34%149.4K$55.3M
-0.84%(-1.27K)
2025-Q1: 159.7K shares2025-Q2: 156.0K shares2025-Q3: 155.2K shares2025-Q4: 150.7K shares2026-Q1: 149.4K shares
$63.31(+540.07%)
2026-03-31
IXN
ISHARES TR
3.28%543.2K$54.3M
-0.37%(-2.00K)
2025-Q1: 487.9K shares2025-Q2: 506.6K shares2025-Q3: 530.0K shares2025-Q4: 545.2K shares2026-Q1: 543.2K shares
$27.36(+387.16%)
2026-03-31
VGSH
VANGUARD SCOTTSDALE FDS
2.96%838.3K$49.1M
+2.70%(+22.04K)
2025-Q1: 660.4K shares2025-Q2: 743.1K shares2025-Q3: 807.7K shares2025-Q4: 816.2K shares2026-Q1: 838.3K shares
$58.56(-0.49%)
2026-03-31
ABBV
ABBVIE INC
2.11%160.4K$34.9M
-1.48%(-2.41K)
2025-Q1: 179.8K shares2025-Q2: 173.7K shares2025-Q3: 171.1K shares2025-Q4: 162.9K shares2026-Q1: 160.4K shares
$67.29(+209.86%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.08%117.0K$34.4M
-2.23%(-2.66K)
2025-Q1: 130.4K shares2025-Q2: 126.8K shares2025-Q3: 125.5K shares2025-Q4: 119.7K shares2026-Q1: 117.0K shares
$56.58(+430.62%)
2026-03-31
SW
SMURFIT WESTROCK PLC
1.86%774.2K$30.9M
-0.20%(-1.57K)
2025-Q1: 980.3K shares2025-Q2: 950.0K shares2025-Q3: 946.2K shares2025-Q4: 775.7K shares2026-Q1: 774.2K shares
$47.76(-15.33%)
2026-03-31
V
VISA INC
1.79%98.1K$29.7M
-0.55%(-540)
2025-Q1: 106.4K shares2025-Q2: 104.7K shares2025-Q3: 103.7K shares2025-Q4: 98.7K shares2026-Q1: 98.1K shares
$59.22(+440.84%)
2026-03-31
RTX
RTX CORPORATION
1.72%147.6K$28.5M
-0.14%(-212)
2025-Q1: 154.8K shares2025-Q2: 153.9K shares2025-Q3: 153.2K shares2025-Q4: 147.8K shares2026-Q1: 147.6K shares
$70.14(+153.94%)
2026-03-31

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