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Portfolio (Quarterly) Guide ↗

PATTEN & PATTEN INC/TN

· CIK 0001044905
13F Portfolio $1.9B AUM 350 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 350 New
Page 16 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PANW PALO ALTO NETWORKS INC Technology 816.0 $278K 0.01% NEW $341.02 +10.2%
302 FNDA SCHWAB STRATEGIC TR 7,287.0 $277K 0.01% NEW $38.06 +0.7%
303 PAYX PAYCHEX INC Industrials 2,802.0 $276K 0.01% NEW $98.33 +20.6%
304 IWD ISHARES TR 1,135.0 $275K 0.01% NEW $242.46 +5.8%
305 FNDF SCHWAB STRATEGIC TR 5,208.0 $275K 0.01% NEW $52.76 +5.6%
306 SCHR SCHWAB STRATEGIC TR 11,133.0 $275K 0.01% NEW $24.66 -1.0%
307 CHY CALAMOS CONV & HIGH INCOME F Financial Services 20,151.0 $274K 0.01% NEW $13.62 -1.3%
308 GIS GENERAL MILLS INC Consumer Defensive 7,706.0 $268K 0.01% NEW $34.80 +9.1%
309 FIRST TR EXCH TRADED FD III 3,627.0 $268K 0.01% NEW $73.80
310 DLB DOLBY LABORATORIES INC Technology 5,075.0 $267K 0.01% NEW $52.58 +16.7%
311 VFH VANGUARD WORLD FD 2,006.0 $264K 0.01% NEW $131.57 +7.3%
312 ALL ALLSTATE CORP Financial Services 1,099.0 $261K 0.01% NEW $237.94 +8.5%
313 SCHB SCHWAB STRATEGIC TR 9,005.0 $261K 0.01% NEW $28.96 +3.3%
314 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 370.0 $260K 0.01% NEW $703.34 +1.7%
315 IYK ISHARES TR 3,562.0 $259K 0.01% NEW $72.66 +1.3%
316 XYLD GLOBAL X FDS 6,330.0 $258K 0.01% NEW $40.79 +2.1%
317 SCHF SCHWAB STRATEGIC TR 8,959.0 $248K 0.01% NEW $27.70 +3.0%
318 SNPS SYNOPSYS INC Technology 555.0 $248K 0.01% NEW $446.07 -7.4%
319 BLK BLACKROCK INC Financial Services 257.0 $247K 0.01% NEW $961.56 +19.3%
320 VPU VANGUARD WORLD FD 1,251.0 $245K 0.01% NEW $195.65 -2.4%
Page 16 of 18  ·  350 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Financial Services 15.3%
Healthcare 12.5%
Industrials 9.7%
Communication Services 8.5%
Consumer Cyclical 8.2%
Consumer Defensive 6.4%
Energy 4.5%
Basic Materials 3.3%
Utilities 2.8%