Patten & Patten Inc/Tn Top Holdings and 13F Report (2025) About Patten & Patten Inc/TnInvestment ActivityPatten & Patten Inc/Tn has $1.51 billion in total holdings as of December 31, 2024.Patten & Patten Inc/Tn owns shares of 315 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 4.21% of the portfolio was purchased this quarter.About 2.35% of the portfolio was sold this quarter.This quarter, Patten & Patten Inc/Tn has purchased 317 new stocks and bought additional shares in 95 stocks.Patten & Patten Inc/Tn sold shares of 167 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $185,507,603Microsoft $67,064,568SMURFIT WESTROCK PLC $52,900,753Alphabet $40,664,480iShares Global Tech ETF $39,824,788 Largest New Holdings this Quarter Vanguard Short-Term Treasury Index ETF $15,637,911 HoldingVanguard Mega Cap ETF $2,951,295 HoldingiShares MBS ETF $1,145,267 HoldingiShares U.S. Oil Equipment & Services ETF $414,326 HoldingQuanta Services $390,322 Holding Largest Purchases this Quarter Tractor Supply 297,334 shares (about $15.78M)Vanguard Short-Term Treasury Index ETF 268,785 shares (about $15.64M)Vanguard Short-Term Corporate Bond ETF 60,045 shares (about $4.68M)SPDR S&P Regional Banking ETF 64,864 shares (about $3.91M)Vanguard Mega Cap ETF 13,878 shares (about $2.95M) Largest Sales this Quarter Apple 12,786 shares (about $3.20M)ConocoPhillips 29,302 shares (about $2.91M)SMURFIT WESTROCK PLC 20,203 shares (about $1.09M)Constellation Brands 4,864 shares (about $1.07M)Weyerhaeuser 31,818 shares (about $895.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPatten & Patten Inc/Tn Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$185,507,603$3,201,870 ▼-1.7%740,78612.3%Computer and TechnologyMSFTMicrosoft$67,064,568$291,257 ▼-0.4%159,1094.4%Computer and TechnologySMURFIT WESTROCK PLC$52,900,753$1,088,134 ▼-2.0%982,1903.5%SHSGOOGLAlphabet$40,664,480$219,967 ▼-0.5%214,8152.7%Computer and TechnologyIXNiShares Global Tech ETF$39,824,788$373,324 ▲0.9%469,9092.6%ETFPGRProgressive$35,967,617$478,501 ▼-1.3%150,1092.4%FinanceVVisa$34,014,570$298,027 ▼-0.9%107,6272.2%Business ServicesABBVAbbVie$32,556,044$484,765 ▼-1.5%183,2082.2%MedicalJPMJPMorgan Chase & Co.$31,946,152$421,650 ▼-1.3%133,2702.1%FinanceJEPIJPMorgan Equity Premium Income ETF$24,467,752$475,601 ▲2.0%425,3041.6%ETFCOSTCostco Wholesale$23,544,321$385,747 ▼-1.6%25,6961.6%Retail/WholesaleWMTWalmart$22,183,266$441,721 ▼-2.0%245,5261.5%Retail/WholesaleLPXLouisiana-Pacific$21,632,527$225,428 ▼-1.0%208,9091.4%ConstructionUNHUnitedHealth Group$20,374,607$440,100 ▲2.2%40,2771.3%MedicalTSCOTractor Supply$19,824,012$15,776,542 ▲389.8%373,6151.3%Retail/WholesaleOEFiShares S&P 100 ETF$19,434,983$209,416 ▼-1.1%67,2841.3%ETFCOPConocoPhillips$19,407,688$2,905,882 ▼-13.0%195,7011.3%Oils/EnergyTJXTJX Companies$18,955,210$133,495 ▲0.7%156,9011.3%Retail/WholesaleABTAbbott Laboratories$18,154,494$419,299 ▼-2.3%160,5031.2%MedicalRTXRTX$17,893,823$104,148 ▼-0.6%154,6301.2%AerospaceGOOGAlphabet$16,276,500$458,579 ▼-2.7%85,4681.1%Computer and TechnologyLECOLincoln Electric$16,175,099$72,363 ▼-0.4%86,2811.1%Industrial ProductsGSSTGoldman Sachs Ultra Short Bond ETF$16,153,310$328,825 ▼-2.0%321,7151.1%ETFJ P MORGAN EXCHANGE TRADED F$15,921,884$1,290,556 ▲8.8%256,6391.1%HEDGED EQUITY LAVGSHVanguard Short-Term Treasury Index ETF$15,637,911$15,637,911 ▲New Holding268,7851.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$14,941,109$4,684,113 ▲45.7%191,5281.0%ETFXOMExxon Mobil$14,533,241$83,797 ▲0.6%135,1051.0%Oils/EnergyJNJJohnson & Johnson$13,799,024$342,604 ▼-2.4%95,4160.9%MedicalKOCoca-Cola$13,794,182$8,716 ▲0.1%221,5580.9%Consumer StaplesPYPLPayPal$13,456,770$11,181 ▼-0.1%157,6660.9%Computer and TechnologyIYFiShares U.S. Financials ETF$13,226,474$431,815 ▼-3.2%119,6100.9%ETFAOSA. O. Smith$12,988,957$742,739 ▼-5.4%190,4260.9%Industrial ProductsSPYSPDR S&P 500 ETF Trust$12,860,203$69,743 ▲0.5%21,9430.8%FinanceLLYEli Lilly and Company$12,564,258$3,860 ▲0.0%16,2750.8%MedicalMRKMerck & Co., Inc.$12,386,277$113,009 ▼-0.9%124,5100.8%MedicalADBEAdobe$12,338,981$4,447 ▲0.0%27,7480.8%Computer and TechnologyNEENextEra Energy$12,326,522$687,364 ▼-5.3%171,9420.8%UtilitiesPHMPulteGroup$11,830,787$54,014 ▼-0.5%108,6390.8%ConstructionINTUIntuit$11,456,298$505,314 ▼-4.2%18,2280.8%Computer and TechnologyEWEdwards Lifesciences$11,413,945$793,898 ▼-6.5%154,1800.8%MedicalQCOMQUALCOMM$10,960,154$540,127 ▼-4.7%71,3460.7%Computer and TechnologyTXNTexas Instruments$10,729,459$133,882 ▼-1.2%57,2210.7%Computer and TechnologyCSCOCisco Systems$10,281,764$343,124 ▼-3.2%173,6780.7%Computer and TechnologyHDHome Depot$10,261,328$128,369 ▼-1.2%26,3790.7%Retail/WholesaleHONHoneywell International$9,642,792$23,718 ▲0.2%42,6880.6%Multi-Sector ConglomeratesKRESPDR S&P Regional Banking ETF$8,817,165$3,914,556 ▲79.8%146,1000.6%ETFPEPPepsiCo$8,648,882$60,976 ▼-0.7%56,8780.6%Consumer StaplesAMZNAmazon.com$8,618,773$317,459 ▲3.8%39,2850.6%Retail/WholesaleHLTHilton Worldwide$8,542,838$505,689 ▼-5.6%34,5640.6%Consumer DiscretionaryCVXChevron$8,460,391$245,793 ▼-2.8%58,4120.6%Oils/EnergyVOOVanguard S&P 500 ETF$8,122,195$612,101 ▲8.2%15,0740.5%ETFCNICanadian National Railway$7,942,954$388,276 ▼-4.7%78,2480.5%TransportationSCHWCharles Schwab$7,843,074$133,588 ▲1.7%105,9730.5%FinanceNGVTIngevity$7,746,290$893,322 ▼-10.3%190,0930.5%Basic MaterialsORLYO'Reilly Automotive$6,870,525$341,510 ▼-4.7%5,7940.5%Retail/WholesaleDUKDuke Energy$6,852,885$132,412 ▼-1.9%63,6060.5%UtilitiesAMDAdvanced Micro Devices$6,738,995$67,159 ▼-1.0%55,7910.4%Computer and TechnologySTZConstellation Brands$6,491,654$1,074,944 ▼-14.2%29,3740.4%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$6,122,828$109,781 ▲1.8%44,5070.4%ETFGOLDMAN SACHS ETF TR$6,077,392$1,057,524 ▲21.1%123,9530.4%NASDAQ 100 CORELOWLowe's Companies$5,856,200$36,032 ▼-0.6%23,7290.4%Retail/WholesaleDXCMDexCom$5,818,051$277,639 ▲5.0%74,8110.4%MedicalXLKTechnology Select Sector SPDR Fund$5,606,699$48,596 ▼-0.9%24,1130.4%ETFDLRDigital Realty Trust$4,893,421$84,054 ▼-1.7%27,5950.3%FinanceAVGOBroadcom$4,819,954$79,985 ▼-1.6%20,7900.3%Computer and TechnologyNSCNorfolk Southern$4,763,945$37,317 ▼-0.8%20,2980.3%TransportationTFCTruist Financial$4,756,982$348,777 ▼-6.8%109,6580.3%FinancePGProcter & Gamble$4,691,991$57,839 ▲1.2%27,9870.3%Consumer StaplesNVDANVIDIA$4,645,895$9,803 ▼-0.2%34,5960.3%Computer and TechnologyMSMorgan Stanley$4,547,795$85,490 ▼-1.8%36,1740.3%FinanceHCAHCA Healthcare$4,294,178$21,911 ▼-0.5%14,3070.3%MedicalBABoeing$4,241,503$113,281 ▼-2.6%23,9630.3%AerospaceNKENIKE$4,198,928$788,860 ▼-15.8%55,4900.3%Consumer DiscretionaryFCXFreeport-McMoRan$4,096,646$94,438 ▼-2.3%107,5800.3%Basic MaterialsSMHVanEck Semiconductor ETF$4,085,892$86,455 ▼-2.1%16,8720.3%ManufacturingBMYBristol-Myers Squibb$4,046,920$380,535 ▼-8.6%71,5510.3%MedicalIWMiShares Russell 2000 ETF$3,954,840$798,569 ▲25.3%17,8980.3%FinanceBACBank of America$3,931,922$257,194 ▼-6.1%89,4640.3%FinanceXLIIndustrial Select Sector SPDR Fund$3,915,512$901,238 ▲29.9%29,7170.3%ETFBRK.BBerkshire Hathaway$3,895,488$9,519 ▼-0.2%8,5940.3%FinanceLULULululemon Athletica$3,875,343$89,102 ▼-2.2%10,1340.3%Consumer DiscretionaryPNFPPinnacle Financial Partners$3,593,9050.0%31,4180.2%FinanceMBNDSPDR Nuveen Municipal Bond ETF$3,485,463$240,894 ▼-6.5%126,6750.2%ETFECLEcolab$3,313,050$132,391 ▼-3.8%14,1390.2%Basic MaterialsCCitigroup$3,306,778$90,521 ▼-2.7%46,9780.2%FinanceSHYiShares 1-3 Year Treasury Bond ETF$3,282,315$432,772 ▲15.2%40,0380.2%ManufacturingSCHASchwab US Small-Cap ETF$3,245,121$2,174,620 ▲203.1%125,4880.2%ETFULTAUlta Beauty$3,162,811$10,873 ▼-0.3%7,2720.2%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$3,100,390$111,623 ▼-3.5%17,6930.2%ETFCRWDCrowdStrike$2,979,529$307,944 ▲11.5%8,7080.2%Computer and TechnologyMAMastercard$2,968,276$80,565 ▲2.8%5,6370.2%Business ServicesMGCVanguard Mega Cap ETF$2,951,295$2,951,295 ▲New Holding13,8780.2%ETFNVSNovartis$2,925,139$255,439 ▼-8.0%30,0600.2%MedicalFDXFedEx$2,854,060$32,353 ▼-1.1%10,1450.2%TransportationRSGRepublic Services$2,716,131$110,448 ▼-3.9%13,5010.2%Business ServicesMCDMcDonald's$2,692,127$117,402 ▲4.6%9,2870.2%Retail/WholesaleETNEaton$2,637,703$38,165 ▼-1.4%7,9480.2%Industrial ProductsDALDelta Air Lines$2,575,278$276,845 ▼-9.7%42,5670.2%TransportationCMCSAComcast$2,543,536$306,247 ▼-10.7%67,7730.2%Consumer DiscretionaryZTSZoetis$2,512,055$66,801 ▼-2.6%15,4180.2%MedicalShowing largest 100 holdings. 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