Patten & Patten Inc holds a diversified book of 338 stocks worth $1.7B as of Q1 2026 (disclosed May 1, 2026, a ~45-day 13F lag). This quarter they opened Pinnacle Financial Partners and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1044905/holdings"
Use Arkolith to show PATTEN & PATTEN INC/TN's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $157.7M | 621.5K | 9.5% | ▼−2.6% Reduced · −17K sh | |
| 2 | Alphabet Inc CAP STK CL A | $57.9M | 201.3K | 3.5% | ▼−1.6% Reduced · −3K sh | |
| 3 | Microsoft Corp COM | $55.3M | 149.4K | 3.3% | ▼−0.8% Reduced · −1K sh | |
| 4 | Ishares TR GLOBAL TECH ETF | $54.3M | 543.2K | 3.3% | ▼−0.4% Reduced · −2K sh | |
| 5 | Vanguard Scottsdale FDS SHORT TERM TREAS | $49.1M | 838.3K | 3.0% | ▲+2.7% Added · +22K sh | |
| 6 | Abbvie Inc COM | $34.9M | 160.4K | 2.1% | ▼−1.5% Reduced · −2K sh | |
| 7 | JPMorgan Chase & Co COM | $34.4M | 117.0K | 2.1% | ▼−2.2% Reduced · −3K sh | |
| 8 | Smurfit Westrock PLC SHS | $30.9M | 774.2K | 1.9% | ▼−0.2% Reduced · −2K sh | |
| 9 | Visa Inc COM CL A | $29.7M | 98.1K | 1.8% | ▼−0.5% Reduced · −540 sh | |
| 10 | RTX Corporation COM | $28.5M | 147.6K | 1.7% | ▼−0.1% Reduced · −212 sh | |
| 11 | Walmart Inc COM | $27.2M | 218.5K | 1.6% | ▼−3.5% Reduced · −8K sh | |
| 12 | Progressive Corp COM | $26.6M | 134.2K | 1.6% | ▼−3.1% Reduced · −4K sh | |
| 13 | Exxon Mobil Corp COM | $24.1M | 141.9K | 1.5% | ▲+2.8% Added · +4K sh | |
| 14 | TJX Cos Inc New COM | $22.8M | 142.6K | 1.4% | ▼−1.8% Reduced · −3K sh | |
| 15 | ConocoPhillips COM | $22.5M | 170.8K | 1.4% | ▼−3.2% Reduced · −6K sh | |
| 16 | Johnson & Johnson COM | $21.8M | 89.4K | 1.3% | ▲+1.0% Added · +904 sh | |
| 17 | Costco Wholesale Corporation COM | $21.6M | 21.7K | 1.3% | ▼−1.5% Reduced · −325 sh | |
| 18 | Lincoln Elec Hldgs Inc COM | $21.5M | 86.3K | 1.3% | —Held | |
| 19 | Alphabet Inc CAP STK CL C | $21.4M | 74.7K | 1.3% | ▼−2.9% Reduced · −2K sh | |
| 20 | Ishares TR S&P 100 ETF | $19.8M | 62.1K | 1.2% | ▼−1.2% Reduced · −779 sh | |
| 21 | SPDR Gold TR GOLD SHS | $19.1M | 44.3K | 1.2% | ▲+20% Added · +7K sh | |
| 22 | Goldman Sachs ETF TR ULTRA SHORT BOND | $18.6M | 368.0K | 1.1% | ▼−0.6% Reduced · −2K sh | |
| 23 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $16.7M | 210.5K | 1.0% | ▲+1.3% Added · +3K sh | |
| 24 | J P Morgan Exchange Traded F EQUITY PREMIUM | $15.6M | 276.1K | 0.9% | ▼−8.8% Reduced · −27K sh | |
| 25 | Vanguard World FD MEGA CAP INDEX | $15.4M | 65.0K | 0.9% | ▲+3.3% Added · +2K sh | |
| 26 | Tractor Supply Co COM | $15.1M | 333.9K | 0.9% | ▼−1.2% Reduced · −4K sh | |
| 27 | Louisiana Pac Corp COM | $14.2M | 195.9K | 0.9% | ▼~0% Reduced · −67 sh | |
| 28 | Abbott Laboratories COM | $14.1M | 136.9K | 0.8% | ▼−2.6% Reduced · −4K sh | |
| 29 | Eli Lilly & Co COM | $14.0M | 15.2K | 0.8% | ▼−0.8% Reduced · −126 sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $13.9M | 21.4K | 0.8% | ▲+1.0% Added · +204 sh | |
| 31 | Wisdomtree TR EUROPE HEDGED EQ | $13.8M | 263.2K | 0.8% | ▲+0.2% Added · +580 sh | |
| 32 | Ishares TR U.S. FINLS ETF | $13.8M | 116.9K | 0.8% | ▼−0.3% Reduced · −339 sh | |
| 33 | J P Morgan Exchange Traded F HEDGED EQUITY LA | $13.5M | 212.0K | 0.8% | ▼−13% Reduced · −32K sh | |
| 34 | Goldman Sachs ETF TR NASDAQ-100 PREMI | $13.2M | 267.0K | 0.8% | ▲+8.8% Added · +22K sh | |
| 35 | Vanguard Index FDS S&P 500 ETF SHS | $13.2M | 22.0K | 0.8% | ▲+3.0% Added · +647 sh | |
| 36 | Coca Cola Co COM | $13.1M | 171.9K | 0.8% | ▲+0.3% Added · +555 sh | |
| 37 | NextEra Energy Inc COM | $13.0M | 139.5K | 0.8% | ▼−1.5% Reduced · −2K sh | |
| 38 | SPDR Series Trust STATE STREET SPD | $12.9M | 198.0K | 0.8% | ▲+2.6% Added · +5K sh | |
| 39 | Amazon Com Inc COM | $12.4M | 59.6K | 0.7% | ▲+28% Added · +13K sh | |
| 40 | Unitedhealth Group Inc COM | $12.2M | 45.0K | 0.7% | ▼−6.3% Reduced · −3K sh | |
| 41 | Merck & Co Inc COM | $12.0M | 100.1K | 0.7% | ▼−1.3% Reduced · −1K sh | |
| 42 | Spinnaker ETF Series SELECT STOXX EUR | $11.1M | 272.4K | 0.7% | ▲+7.8% Added · +20K sh | |
| 43 | Pulte Group Inc COM | $10.8M | 91.9K | 0.7% | ▼−4.9% Reduced · −5K sh | |
| 44 | Chevron Corporation COM | $10.5M | 50.8K | 0.6% | ▼−0.4% Reduced · −199 sh | |
| 45 | Ingevity Corp COM | $10.4M | 146.4K | 0.6% | ▼−0.5% Reduced · −784 sh | |
| 46 | Schwab Charles Corp COM | $10.3M | 109.5K | 0.6% | ▲+2.9% Added · +3K sh | |
| 47 | Texas Instrs Inc COM | $9.1M | 47.1K | 0.6% | ▼−4.7% Reduced · −2K sh | |
| 48 | Ishares TR 3 7 YR TREAS BD | $9.1M | 76.8K | 0.5% | ▲+25% Added · +16K sh | |
| 49 | Edwards Lifesciences Corp COM | $8.9M | 111.5K | 0.5% | ▼−4.5% Reduced · −5K sh | |
| 50 | Cisco Sys Inc COM | $8.9M | 114.3K | 0.5% | ▼−1.1% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 338 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 341 | $1.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 344 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 323 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 317 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 315 | $1.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 317 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 305 | $1.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 308 | $1.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 23, 2024 | 286 | $1.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 27, 2023 | 278 | $1.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 14, 2023 | 271 | $1.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 25, 2023 | 265 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 1, 2023 | 260 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 19, 2022 | 265 | $1.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 2, 2022 | 276 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 25, 2022 | 283 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 26, 2022 | 281 | $1.4B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 22, 2021 | 278 | $1.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 13, 2021 | 274 | $1.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 23, 2021 | 271 | $1.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 19, 2021 | 259 | $1.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 8, 2020 | 241 | $1.0B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 21, 2020 | 233 | $914.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.