SEC Form 13F

PATTEN & PATTEN INC/TN 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$1,889,397,689
Positions350

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$177,384,160613,022
ISHARES TRIXNGLOBAL TECH ETF$82,327,160569,817
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$77,235,7071,327,074
ALPHABET INCGOOGLCAP STK CL A$70,826,539198,188
MICROSOFT CORPMSFTCOM$55,672,744149,249
GOLDMAN SACHS ETF TRGSSTULTR SHOR BD ETF$51,394,5181,016,204
ABBVIE INCABBVCOM$40,521,467161,030
JPMORGAN CHASE & COJPMCOM$38,075,012116,320
SMURFIT WESTROCK PLCSWSHS$35,726,224772,292
VISA INCVCOM CL A$33,596,92597,925

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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