Patten & Patten Inc/tn
Patten & Patten Inc/tn reported 353 stocks worth $1.9B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are AAPL (10.4%), IXN (4.5%) and MSFT (4.0%). Compared with Q2 2026, the fund opened new positions in XOM, added to IXN, GOOGL and WMT, trimmed AAPL, MSFT and VGSH and sold out of XOM, NVO and PFF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $198M | 10.4% | 596K | −17K (−3%) | 8 of 8 | |
| 2 |  IXN Ishares TR | $86.3M | 4.5% | 582K | +12K (+2%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $76.1M | 4.0% | 148K | −955 (−1%) | 8 of 8 | |
| 4 |  VGSH Vanguard Scottsdale Fds | $74.8M | 3.9% | 1.3M | −28K (−2%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $69.1M | 3.6% | 201K | +2,494 (+1%) | 8 of 8 | |
| 6 |  GSST Goldman Sachs ETF TR | $49.9M | 2.6% | 989K | −27K (−3%) | 8 of 8 | |
| 7 |  ABBV Abbvie Inc | $41.5M | 2.2% | 159K | −2,311 (−1%) | 8 of 8 | |
| 8 |  JPM Jpmorgan Chase & Co. | $37.6M | 2.0% | 114K | −2,674 (−2%) | 8 of 8 | |
| 9 |  V Visa Inc | $34.7M | 1.8% | 97K | −1,391 (−1%) | 8 of 8 | |
| 10 |  SW Smurfit Westrock PLC | $34.1M | 1.8% | 773K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $19.4M | 142K |
 NVO Novo-Nordisk A S F | $876K | 18K |
ELECTRONIC ARTS INC | $837K | 4,082 |
 PFF Ishares TR | $286K | 9,376 |
 SYK Stryker Corporation | $243K | 773 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Patten & Patten Inc/tn 13F FAQ
What does Patten & Patten Inc/tn own?
Patten & Patten Inc/tn reported 353 stocks worth $1.9B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are AAPL (10.4%), IXN (4.5%) and MSFT (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Patten & Patten Inc/tn buy and sell in Q3 2026?
Compared with Q2 2026: 16 new positions, 88 added to, 169 trimmed and 13 sold out. New positions include XOM. It sold all of XOM, NVO and PFF.
When will Patten & Patten Inc/tn file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Patten & Patten Inc/tn's portfolio worth?
The Q3 2026 filing reports $1.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.