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Stephanie P Graham

Patten & Patten Inc Tn

Assets Managed
$1.657B
Holdings
338
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
-2.76%(2Q avg: -1.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Patten & Patten Inc Tn's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 338 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.657B in assets, with a quarterly growth rate of -2.76% and a 2-quarter average growth rate of -1.32%. The portfolio is managed by Stephanie P Graham, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.61%
9.53%
$157.731M
621,500 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.61%
3.5%
$57.873M
201,256 shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.84%
3.34%
$55.308M
149,414 shares@ $370.17 avg price
IXN
Ishares Global Tech Etf
Recent Activity
Decreased -0.36%
3.28%
$54.308M
543,247 shares@ $99.98 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 2.7%
2.97%
$49.071M
838,252 shares@ $58.54 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -1.48%
2.11%
$34.895M
160,444 shares@ $217.49 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.22%
2.08%
$34.421M
117,013 shares@ $294.17 avg price
SW
Smurfit Westrock Plc
Recent Activity
Decreased -0.2%
1.87%
$30.85M
774,162 shares@ $39.85 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.54%
1.8%
$29.664M
98,147 shares@ $302.25 avg price
RTX
Rtx Corp
Recent Activity
Decreased -0.14%
1.72%
$28.478M
147,633 shares@ $192.9 avg price

1-10 of 338