13F Insight
DOSSIER · 13F-HR · Q1 2026

PATTEN & PATTEN INC/TN

$1.7B in tracked AUM across 338 positions as of Q1 2026.

P&
CIK 0001044905 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
338
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

PATTEN & PATTEN INC/TN filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$158M622K9.5%02
GOOGL
ALPHABET INC
$58M201K3.5%03
MSFT
MICROSOFT CORP
$55M149K3.3%04
IXN
ISHARES TR
$54M543K3.3%05
VGSH
VANGUARD SCOTTSDALE FDS
$49M838K3.0%06
ABBV
ABBVIE INC
$35M160K2.1%07
JPM
JPMORGAN CHASE & CO
$34M117K2.1%08
G8267P108
SMURFIT WESTROCK PLC
$31M774K1.9%09
V
VISA INC
$30M98K1.8%10
RTX
RTX CORPORATION
$28M148K1.7%

Filing history

2026Q1Mar 31
$1.7B▼ 2.8%
338 positionsView →2025Q4Dec 31
$1.7B▲ 0.1%
341 positionsView →2025Q3Sep 30
$1.7B▲ 10.1%
344 positionsView →2025Q2Jun 30
$1.5B▲ 3.5%
323 positionsLocked2025Q1Mar 31
$1.5B▼ 1.3%
317 positionsLocked2024Q4Dec 31
$1.5B▲ 0.5%
315 positionsLocked2024Q3Sep 30
$1.5B▲ 5.4%
317 positionsLocked2024Q2Jun 30
$1.4B▲ 1.9%
305 positionsLocked2024Q1Mar 31
$1.4B▲ 15.3%
308 positionsLocked2023Q4Dec 31
$1.2B▲ 7.0%
286 positionsLocked2023Q3Sep 30
$1.1B▼ 5.9%
278 positionsLocked2023Q2Jun 30
$1.2B▲ 6.4%
271 positionsLocked
Showing 12 of 69