PATTEN & PATTEN INC/TN
•CIK: 1044905•Filing: Q4 2025
PATTEN & PATTEN INC/TN manages $1.7B across a diversified portfolio of 341 positions. The fund maintains significant exposure to mega-cap technology leaders, notably holding AAPL at $173.5M and MSFT at $72.9M. Further allocations include substantial positions in GOOGL ($64.0M) and sector-specific plays like IXN ($57.3M). This structure suggests a core focus on established growth names alongside strategic sector tilts.
Total AUM
$1.7B
QoQ Performance
+0.1%
Positions
235
Top 10 Concentration
35.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL10.2%
MSFT4.3%
GOOGL3.8%
IXN3.4%
VGSH2.8%
JPM2.3%
ABBV2.2%
V2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.4%
Technology24.9%
Healthcare7.3%
Financial6.2%
Consumer5.2%
Industrial3.5%
ETF2.0%
Energy2.0%
🚪 Exited Positionssold since Q3 2025
+141 more exited positions
Changes from Q3 2025
NEW2 new positions
↑58 increased
↓119 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023