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Stephanie Graham

@Patten & Patten Inc Tn

Latest period2024 - Q3ReportedManaged Assets$1.507BTotal holdings317
Assets growth rate5.36%Assets growth rate (2-Q avg)3.62%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Patten & Patten Inc Tn's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 317 positions.

Assets under management

The assets under management (AUM) of Patten & Patten Inc Tn over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.507B in assets, with a quarterly growth rate of 5.36% and a 2-quarter average growth rate of 3.62%. The portfolio is managed by Stephanie Graham, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSCOTractor Supply Co
Recent Activity
Decreased -1.15%
1.48%
$22.192M
76,281 shares@ $290.93 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.41%
1.26%
$18.844M
155,530 shares@ $121.17 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.08%
1.25%
$18.722M
164,210 shares@ $114.01 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -0.36%
1.22%
$18.312M
155,796 shares@ $117.55 avg price
AOSSmith A O Corp
Recent Activity
Decreased -2.08%
1.21%
$18.084M
201,315 shares@ $89.83 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.25%
1.06%
$15.911M
221,418 shares@ $71.87 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.52%
1.06%
$15.847M
97,785 shares@ $162.07 avg price
PHMPulte Group Inc
Recent Activity
Decreased -1.69%
1.04%
$15.664M
109,135 shares@ $143.54 avg price
NEENextera Energy Inc
Recent Activity
Decreased -4.31%
1.02%
$15.345M
181,530 shares@ $84.54 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.37%
0.98%
$14.692M
87,876 shares@ $167.19 avg price