Institutional Fund
Patten & Patten Inc/Tn
Chattanooga, TNCIK 10449055 filings on record
Portfolio Value
$1.66B
Q1 2026
Holdings
338
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-2.8%
from $1.70B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc9.5%
- Alphabet Inc3.5%
- Microsoft Corp3.3%
- Ishares Tr3.3%
- Vanguard Scottsdale Fds3.0%
- Abbvie Inc2.1%
- Other75.3%
Portfolio Holdings
338 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 621.5K | $157.73M | 9.5% | −16.7K | Reduced |
| 2 | Alphabet Inc | 201.3K | $57.87M | 3.5% | −3.3K | Reduced |
| 3 | Microsoft Corp | 149.4K | $55.31M | 3.3% | −1.3K | Reduced |
| 4 | Ishares Tr | 543.2K | $54.31M | 3.3% | −2.0K | Reduced |
| 5 | Vanguard Scottsdale Fds | 838.3K | $49.07M | 3.0% | +22.0K | Added |
| 6 | Abbvie Inc | 160.4K | $34.89M | 2.1% | −2.4K | Reduced |
| 7 | Jpmorgan Chase & Co. | 117.0K | $34.42M | 2.1% | −2.7K | Reduced |
| 8 | Smurfit Westrock PLC | 774.2K | $30.85M | 1.9% | −1.6K | Reduced |
| 9 | Visa Inc | 98.1K | $29.66M | 1.8% | −540 | Reduced |
| 10 | Rtx Corporation | 147.6K | $28.48M | 1.7% | −212 | Reduced |
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