You're signed outSign in or to get full access.
Patten & Patten Inc/tn
Patten & Patten, Inc. is an independent investment advisory firm headquartered in Chattanooga, TN, United States. Founded in 1976, the firm offers customized investment strategies to individuals, families, trusts, endowments, foundations, profit-sharing plans, and other institutional accounts. As a registered investment adviser with the SEC, the firm has over 45 years of experience in serving a diverse client base, drawing on the expertise of Chartered Financial Analyst (CFA) designated professionals. Patten & Patten emphasizes service, integrity, and independence in its approach and employs a team led by experienced principals. The firm has approximately 15 employees.
Investment Strategy
Patten & Patten's investment strategy centers on designing customized portfolios tailored to the unique objectives and risk tolerances of each client. The firm leverages in-house research and the extensive experience of its team of CFA charterholders to deliver well-researched investment solutions. Patten & Patten focuses on long-term investment horizons, constructing diversified portfolios across asset classes while maintaining a high degree of client engagement. The firm serves both individual and institutional investors, emphasizing independent judgment, client-specific strategies, and ongoing portfolio management to adapt to evolving market conditions and client goals.
Latest 13F Filing Activity
Patten & Patten Inc/tn filed their most recent 13F report on Jun 30, 2025 disclosing 322 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Wisdomtree TR, Ishares TR among other positions. Patten & Patten Inc/tn reduced exposure to Apple Inc., Abbvie Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (322)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 9.29% | $143.5M | 699,582 | $23.44 | $205.17 | -$19.0M |
M MSFT | MICROSOFT CORP | 5.02% | $77.6M | 155,996 | $68.78 | $497.41 | +$17.6M |
I IXN | ISHARES TR | 3.03% | $46.8M | 506,634 | $22.39 | $92.34 | +$9.8M |
V VGSH | VANGUARD SCOTTSDALE FDS | 2.83% | $43.7M | 743,105 | $58.52 | $58.78 | +$4.9M |
S SW | SMURFIT WESTROCK PLC | 2.65% | $41.0M | 950,038 | $49.42 | $43.15 | -$3.2M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Chattanooga, TN , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more