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Portfolio (Quarterly) Guide ↗

PATTEN & PATTEN INC/TN

· CIK 0001044905
13F Portfolio $1.9B AUM 350 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 350 New
Page 7 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DAL DELTA AIR LINES INC Industrials 27,177.0 $2.5M 0.14% NEW $93.66 -6.5%
122 MBND SSGA ACTIVE TR 92,850.0 $2.5M 0.13% NEW $27.34 -1.6%
123 J P MORGAN EXCHANGE TRADED F 49,001.0 $2.5M 0.13% NEW $50.57
124 MMM 3M CO Industrials 15,237.0 $2.5M 0.13% NEW $161.91 +11.3%
125 IHE ISHARES TR 24,815.0 $2.5M 0.13% NEW $99.01 +4.1%
126 QUAL ISHARES TR 11,157.0 $2.4M 0.13% NEW $219.43 +2.4%
127 VMC VULCAN MATLS CO Basic Materials 8,297.0 $2.4M 0.13% NEW $295.01 -5.7%
128 EQWL INVESCO EXCHANGE TRADED FD T 18,660.0 $2.4M 0.13% NEW $129.02 +4.0%
129 XLC SELECT SECTOR SPDR TR 22,244.0 $2.4M 0.13% NEW $107.13 +3.4%
130 GPIX GOLDMAN SACHS ETF TR 40,885.0 $2.3M 0.12% NEW $55.57 +1.5%
131 MCD MCDONALDS CORP Consumer Cyclical 8,323.0 $2.2M 0.12% NEW $270.32 -1.8%
132 SO SOUTHERN CO Utilities 22,801.0 $2.2M 0.12% NEW $95.71 -3.6%
133 MBS ANGEL OAK FUNDS TRUST 241,577.0 $2.1M 0.11% NEW $8.63 -0.9%
134 ECL ECOLAB INC Basic Materials 7,415.0 $2.1M 0.11% NEW $278.61 -1.0%
135 NOC NORTHROP GRUMMAN CORP Industrials 4,018.0 $2.0M 0.11% NEW $509.31 +12.0%
136 MTUM ISHARES TR 5,792.0 $2.0M 0.10% NEW $342.83 -6.1%
137 LDUR PIMCO ETF TR 20,439.0 $2.0M 0.10% NEW $95.61 -0.2%
138 XLF SELECT SECTOR SPDR TR 36,071.0 $1.9M 0.10% NEW $53.61 +7.4%
139 IYG ISHARES TR 21,176.0 $1.9M 0.10% NEW $90.47 +7.5%
140 IYC ISHARES TR 18,614.0 $1.9M 0.10% NEW $101.10 +0.9%
Page 7 of 18  ·  350 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Financial Services 15.3%
Healthcare 12.5%
Industrials 9.7%
Communication Services 8.5%
Consumer Cyclical 8.2%
Consumer Defensive 6.4%
Energy 4.5%
Basic Materials 3.3%
Utilities 2.8%