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 $1.89B across 350 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($177.4M, 9.39%), IXN ($82.3M, 4.36%), VGSH ($77.2M, 4.09%), GOOGL ($70.8M, 3.75%), MSFT ($55.7M, 2.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $177.4M | 9.39% | 613,022 | Trimmed |
| 2 | IXN | ISHARES TR | $82.3M | 4.36% | 569,817 | Added |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $77.2M | 4.09% | 1.3M | Added |
| 4 | GOOGL | ALPHABET INC | $70.8M | 3.75% | 198,188 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $55.7M | 2.95% | 149,249 | Trimmed |
| 6 | GSST | GOLDMAN SACHS ETF TR | $51.4M | 2.72% | 1.0M | Added |
| 7 | ABBV | ABBVIE INC | $40.5M | 2.14% | 161,030 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $38.1M | 2.02% | 116,320 | Trimmed |
| 9 | SW | SMURFIT WESTROCK PLC | $35.7M | 1.89% | 772,292 | Trimmed |
| 10 | V | VISA INC | $33.6M | 1.78% | 97,925 | Trimmed |
| 11 | PGR | PROGRESSIVE CORP | $29.2M | 1.55% | 133,760 | Trimmed |
| 12 | RTX | RTX CORPORATION | $27.9M | 1.48% | 147,061 | Trimmed |
| 13 | GOOG | ALPHABET INC | $26.0M | 1.38% | 73,552 | Trimmed |
| 14 | WMT | WALMART INC | $24.4M | 1.29% | 215,034 | Trimmed |
| 15 | LECO | LINCOLN ELEC HLDGS INC | $22.9M | 1.21% | 86,281 | Hold |
| 16 | OEF | ISHARES TR | $22.7M | 1.20% | 62,089 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $22.5M | 1.19% | 88,599 | Trimmed |
| 18 | TJX | TJX COS INC NEW | $21.3M | 1.13% | 140,892 | Trimmed |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $21.1M | 1.12% | 36,406 | Trimmed |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $19.9M | 1.05% | 21,289 | Trimmed |
| 21 | XOM | EXXON MOBIL CORP | $19.4M | 1.03% | 142,108 | Added |
| 22 | UNH | UNITEDHEALTH GROUP INC | $18.3M | 0.97% | 43,934 | Trimmed |
| 23 | MGC | VANGUARD WORLD FD | $18.1M | 0.96% | 66,146 | Added |
| 24 | LLY | ELI LILLY & CO | $18.1M | 0.96% | 15,068 | Trimmed |
| 25 | COP | CONOCOPHILLIPS | $17.7M | 0.94% | 170,568 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30