13F Insight
DOSSIER · 13F-HR · Q2 2026

PATTEN & PATTEN INC/TN

$1.9B in tracked AUM across 350 positions as of Q2 2026.

P&
CIK 0001044905 · last filed Jun 30, 2026
Total AUM
$1.9B
as of Q2 2026
Holdings
350
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PATTEN & PATTEN INC/TN filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$177M613K9.4%02
IXN
ISHARES TR
$82M570K4.4%03
VGSH
VANGUARD SCOTTSDALE FDS
$77M1.3M4.1%04
GOOGL
ALPHABET INC
$71M198K3.7%05
MSFT
MICROSOFT CORP
$56M149K2.9%06
GSST
GOLDMAN SACHS ETF TR
$51M1.0M2.7%07
ABBV
ABBVIE INC
$41M161K2.1%08
JPM
JPMORGAN CHASE & CO
$38M116K2.0%09
G8267P108
SMURFIT WESTROCK PLC
$36M772K1.9%10
V
VISA INC
$34M98K1.8%

Filing history

2026Q2Jun 30
$1.9B▲ 14.1%
350 positionsView →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 positionsLocked
Showing 12 of 70