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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
NGVTIngevity Corp
Recent Activity
Increased 17.75%
0.55%
$8.269M
212,015 shares@ $39.0 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.29%
0.49%
$7.355M
13,938 shares@ $527.67 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 22.32%
0.47%
$7.05M
37,838 shares@ $186.34 avg price
ORLYOreilly Automotive Inc
Recent Activity
Increased 0.83%
0.47%
$7.004M
6,082 shares@ $1151.6 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 155.91%
0.45%
$6.751M
104,168 shares@ $64.82 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 3.95%
0.45%
$6.732M
43,709 shares@ $154.02 avg price
HCAHca Healthcare Inc
Recent Activity
Increased 4.43%
0.39%
$5.844M
14,380 shares@ $406.43 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Increased 0.98%
0.37%
$5.494M
110,060 shares@ $49.92 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.25%
0.37%
$5.491M
24,322 shares@ $225.77 avg price
GPIQGoldman Sachs Etf Tr
Recent Activity
Increased 97.49%
0.33%
$4.909M
102,384 shares@ $47.96 avg price