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Filers›Holding Co.›PATTEN & PATTEN INC/TN
DOSSIER · 13F-HR · Q1 2026

PATTEN & PATTEN INC/TN

PATTEN & PATTEN /TN's holding co. based in London, UK — $1.7B in tracked AUM across 338 positions as of Q1 2026.

P&
PATTEN & PATTEN /TN·London, UK·Holding Co.
CIK 0001044905 · last filed Mar 31, 2026
Total AUM
$1.7B
▲ 17.4%
vs prior
Holdings
338
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in PATTEN
haiku-4-5 · 338 positions indexed
Sector mix
  • Tech4%
  • Financials6%
  • Cons. Disc.24%
  • Communications12%
  • Industrials9%
  • Energy47%
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