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PATTEN & PATTEN INC/TN
PATTEN & PATTEN INC/TN is an institution, managing $1.7B across 343 long positions as of Q3 2025 with AAPL as the largest holding (10% allocation).
- Portfolio Value
- $1.7B
- Positions
- 343
- Top Holding
- AAPL at 10.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PATTEN & PATTEN INC/TN's portfolio (35.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $172.8M | 10.22% | -$5.3M Sold | 0.00% 678.7K shares | |
Software - Infrastructure Technology | $80.4M | 4.75% | -$411.3K Sold | 0.00% 155.2K shares | |
ETF ETF | $54.7M | 3.24% | +$2.4M Bought | — 530.0K shares | |
Internet Content & Information Communication Services | $52.1M | 3.08% | -$35.0K Sold | 0.00% 214.5K shares | |
ETF ETF | $47.5M | 2.81% | +$3.8M Bought | — 807.7K shares | |
Unknown Unknown | $40.3M | 2.38% | -$164.0K Sold | 0.18% 946.2K shares | |
Drug Manufacturers - General Healthcare | $39.6M | 2.34% | -$594.6K Sold | 0.01% 171.1K shares | |
Banks - Diversified Financial Services | $39.6M | 2.34% | -$416.1K Sold | 0.00% 125.5K shares | |
Insurance - Property & Casualty Financial Services | $35.8M | 2.12% | -$268.9K Sold | 0.02% 144.8K shares | |
Financial - Credit Services Financial Services | $35.4M | 2.09% | -$328.8K Sold | 0.01% 103.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PATTEN & PATTEN INC/TN's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for PATTEN & PATTEN INC/TN
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