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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PATTEN & PATTEN INC/TN

Quarter ended Q1 2023 · Filed February 1, 2023 · Accession 0001044905-23-000001

Total Value
$1.1M
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple Inc ComAAPL855,711$111,18310.09%
2WestRock CompanyWEST1,155,924$40,6423.69%
3Microsoft, Inc.MSFT164,790$39,5203.59%
4AbbVie Inc.ABBV188,736$30,5022.77%
5ConocoPhillipsCOP218,821$25,8212.34%
6Visa, Inc. - Cl. AV116,212$24,1442.19%
7Ishares S&P Global Tech Sector464287291509,580$22,8442.07%
8Progressive Corp.743315103166,838$21,6411.96%
9Alphabet Inc Cl AGOOG237,440$20,9491.90%
10Abbott LaboratoriesABLZF187,528$20,5891.87%
11UnitedHealth GroupUNH36,601$19,4051.76%
12Tractor Supply CompanyTSCO85,797$19,3021.75%
13JP Morgan Chase & Co ComVYLD142,503$19,1101.73%
14Johnson and JohnsonJNJ104,601$18,4781.68%
15NextEra Energy, Inc.NEE-PW187,546$15,6791.42%
16Merck & Co., Inc.MRK136,042$15,0941.37%
17Cisco Systems, Inc.CSCO294,966$14,0521.28%
18Costco Wholesale Corp.22160K10530,658$13,9961.27%
19Raytheon Technologies Corp.RTX135,368$13,6611.24%
20Edwards Lifesciences Corp.EW182,321$13,6031.23%
21Louisiana PacificLPX226,608$13,4151.22%
22TJX Companies872540109165,798$13,1981.20%
23JPMorgan Equity Premium Income46641q332241,728$13,1721.20%
24A.O. Smith Corp.AOS227,147$13,0021.18%
25Constellation Brands, Inc.STZ49,408$11,4501.04%
26Adobe Inc.ADBE32,585$10,9661.00%
27Texas Instruments88250810464,841$10,7130.97%
28Canadian National Railway Co.13637510289,656$10,6580.97%
29ChevronTexaco CorporationCVX58,930$10,5770.96%
30S & P 500 Depositary Receipt (SPY27,218$10,4090.94%
31IShares DJ US Financial Sect464287788134,179$10,1270.92%
32Nike Inc. Class BNKE81,820$9,5740.87%
33Qualcomm, Inc.QCOM84,523$9,2920.84%
34Delta AirlinesDAL281,878$9,2630.84%
35Wal-Mart StoresWMT64,423$9,1350.83%
36Ingevity CorporationNGVT129,429$9,1170.83%
37Intuit, Inc.INTU23,224$9,0390.82%
38PepsicoPEP49,880$9,0110.82%
39Home DepotHD27,859$8,8000.80%
40Honeywell International, Inc.43851610640,693$8,7210.79%
41PayPal Holdings, Inc.PYPL122,408$8,7180.79%
42Exxon Mobil CorporationXOM78,213$8,6270.78%
43Duke Energy Corp. DUKB82,306$8,4770.77%
44Alphabet Inc Cl CGOOG94,660$8,3990.76%
45Truist Financial Corp.89832Q109192,955$8,3030.75%
46Coca Cola CompanyKO128,630$8,1820.74%
47Bristol Myers Squibb CoCELG-RI105,674$7,6030.69%
48Lincoln Electric (leco)53390010649,750$7,1880.65%
49Weyerhaeuser Co.WY218,857$6,7850.62%
50O'Reilly Automotive, Inc.67103H1077,818$6,5990.60%
51Pultegroup Inc.745867101142,869$6,5050.59%
52Planet Fitness Inc. - Cl APLNT75,878$5,9790.54%
53Hilton Worldwide Holdings Inc.HLT45,461$5,7440.52%
54General Motors37045V100168,924$5,6830.52%
55DexCom Inc.DXCM47,609$5,3910.49%
56Lowe's Companies54866110726,305$5,2410.48%
57Comcast Corporation - Class ACCZ149,434$5,2260.47%
58Lululemon Athletica IncLULU16,165$5,1790.47%
59Health Care Select Sector81369y20938,087$5,1740.47%
60Norfolk Southern Corp.65584410820,552$5,0640.46%
61PfizerPFE97,520$4,9970.45%
62American Water Works, Inc.03042010332,210$4,9090.45%
63Citigroup, Inc.C-PR106,651$4,8240.44%
64Advanced Micro DevicesAMD73,457$4,7580.43%
65Freeport-McMoran CopperFCX121,122$4,6030.42%
66Bank of America Corp.060505104137,711$4,5610.41%
67Vanguard S&P 500 ETF92290836312,621$4,4340.40%
68Eli LillyLLY11,911$4,3580.40%
69Novartis A G Sponsored ADRNVSEF46,582$4,2260.38%
70Intel CorporationINTC159,365$4,2120.38%
71Verizon Communications Inc.VZ101,268$3,9900.36%
72EcolabECL26,655$3,8800.35%
733M CO COMMMM32,085$3,8480.35%
74Digital Realty Trust, Inc.25386810335,106$3,5200.32%
75Walt Disney25468710640,439$3,5130.32%
76American Tower CorporationAMT16,357$3,4650.31%
77Procter and Gamble74271810922,124$3,3530.30%
78HCA Healthcare Co.HCA13,208$3,1690.29%
79Morgan Stanley Com NewMS-PQ36,874$3,1350.28%
80Prologis, Inc.PLDGP26,402$2,9760.27%
81Dolby Laboratories, Inc.DLB39,310$2,7730.25%
82Xylem, Inc.XYL23,965$2,6500.24%
83Zoetis, Inc.ZTS17,525$2,5680.23%
84Amazon.com, Inc.AMZN30,310$2,5460.23%
85FEDEX CorporationFDX14,377$2,4900.23%
86MasterCard Inc. - Class AMA7,137$2,4820.23%
87McDonald's Corp.MCD9,124$2,4040.22%
88Ashland Global Holdings, Inc.ASH22,325$2,4010.22%
89Boeing Corp.BA-PA11,916$2,2700.21%
90Pinnacle Financial Partners, IPNFP-PA30,116$2,2110.20%
91Phillips 66PSX21,227$2,2090.20%
92IShares MSCI Emergin Mkt46428723457,155$2,1660.20%
93Becton, Dickinson CoBDX8,186$2,0820.19%
94Northrop Grumman Corp.NOC3,710$2,0240.18%
95Ishares Russell 200046428765511,141$1,9430.18%
96Technology Select Sect Spdr (x81369y80315,542$1,9340.18%
97Industrial Select Spdr81369y70419,557$1,9210.17%
98Hologic, Inc.HOLX24,670$1,8460.17%
99Moderna, Inc.MRNA10,131$1,8200.17%
100Ulta Salon Cosemetics & FragraULTA3,879$1,8200.17%
101Utilities Select Sector SPDR F81369Y88625,722$1,8130.16%
102Generac Holdings, Inc.GNRC17,873$1,7990.16%
103KrogerKR38,263$1,7060.15%
104Kimberly-ClarkKMB12,541$1,7020.15%
105Walgreens Boots Alliance, Inc.93142710844,495$1,6620.15%
106Republic Svcs Inc Com76075910012,834$1,6550.15%
107Regions Financial Corp. RF-PF74,159$1,5990.15%
108Nvidia CorpNVDA10,817$1,5810.14%
109ALPS Trust Alerian MLP ETF00162q45241,197$1,5680.14%
110Target CorporationTGT10,474$1,5610.14%
111Automatic Data ProcessingADP6,507$1,5540.14%
112IShares Core S&P 500 Index Fun4642872003,982$1,5300.14%
113Linde PLCLIN4,645$1,5150.14%
114Invesco QQQ Trust Series 1IVZ5,435$1,4470.13%
115Broadcom Inc.AVGO2,581$1,4430.13%
116Dow Inc.DOW27,984$1,4100.13%
117General Electric Corp.36960430116,763$1,4050.13%
118Eaton Corp. PLCETN8,738$1,3710.12%
119Southern Co.SOMN19,192$1,3710.12%
120Invesco S&P 500 High Dividend IVZ31,200$1,3680.12%
121Applied Materials, Inc.03822210513,816$1,3450.12%
122Invesco S&P Equal Weight ETFIVZ9,482$1,3390.12%
123IShares DJ US Financial Servic4642877708,492$1,3380.12%
124DocuSign Inc.DOCU22,931$1,2710.12%
125Berkshire Hathaway Inc. Class BRK-A4,112$1,2700.12%
126Vulcan Matls Co Com9291601097,135$1,2490.11%
127Goldman Sachs Group, Inc.GSCE3,547$1,2180.11%
128Communication Services Select 81369y85223,865$1,1450.10%
129Lockheed Martin CorporationLMT2,342$1,1390.10%
130Exact Sciences Corp30063P10522,980$1,1380.10%
131IShares Dow Jones US Pharmaceu4642888365,988$1,1150.10%
132Union PacificUNP5,323$1,1020.10%
133Invesco S&P 500 Low VolatilityIVZ16,300$1,0420.09%
134Ishares Dow Jones Select Divid4642871688,593$1,0360.09%
135Southwest Airlines Co.84474110830,660$1,0320.09%
136iShares High Dividend Equity F46429b6639,751$1,0160.09%
137Energy Select Sector SPDR81369y50611,578$1,0130.09%
138Vanguard Growth ETF9229087364,728$1,0080.09%
139CVS/Caremark Corp.CVS10,811$1,0070.09%
140Crown Castle International CorCCI7,347$9970.09%
141American ExpressAXP6,680$9870.09%
142Vanguard Dividend Appreciation9219088446,484$9850.09%
143Prudential Financial, Inc.PUKPF9,864$9810.09%
144Financial Select Sector SPDR (81369y60528,367$9700.09%
145Emerson Elec Co ComEMR9,893$9500.09%
146Vanguard Emerging Market ETF92204285824,299$9470.09%
147iShares Dow Jones U.S. Technol46428772112,255$9130.08%
148CaterpillarCAT3,794$9090.08%
149AmgenAMGN3,409$8950.08%
150Marriott International Inc. Cl5719032025,947$8850.08%
151Mohawk Industries6081901048,594$8780.08%
152AT&T, Inc.T-PC47,433$8730.08%
153Electronic Arts, Inc.EA7,095$8670.08%
154KBW Regional Banking Index78464a69814,740$8660.08%
155Philip Morris International, I7181721098,509$8610.08%
156Netflix Inc.NFLX2,891$8520.08%
157Dominion Res Inc VA NewD13,767$8440.08%
158T-Mobile US, Inc.TMUSZ5,989$8380.08%
159SPDR Gold TrustGLD4,857$8240.07%
160Air Products and Chemical Co.AIIR2,648$8160.07%
161Nestle SA Spons ADR for REG6410694067,075$8160.07%
162Park Hotels & Resorts Inc.PK68,000$8020.07%
163BP Amoco PLC - Spons ADRBPPFF22,783$7960.07%
164Carrier Global CorpCARR18,949$7820.07%
165Dollar General2566771053,119$7680.07%
166Deere & Co.DE1,788$7670.07%
167Paychex, Inc.PAYX6,521$7540.07%
168Texas Pacific Land TrustTPL320$7500.07%
169Vanguard Energy ETF92204a3065,763$6990.06%
170International Business MachineINTR4,941$6960.06%
171Roche Hldg LTD Sponsored ADR77119510417,472$6840.06%
172General Mills3703341048,146$6830.06%
173SPDR S&P Biotech ETF (xbi)78464A8707,950$6600.06%
174Corning Inc ComGLW20,663$6600.06%
175Masco Corp.MAS14,060$6560.06%
176Colgate-Palmolive Co.CL8,311$6550.06%
177Altria Group, Inc.MO13,087$5980.05%
178Tesla Motors, Inc.TSLA4,856$5980.05%
179Mondelez International Inc. (A6092071058,958$5970.05%
180Royal Bank of Canada7800871026,330$5950.05%
181Oracle Systems CorpORCL-PD6,980$5710.05%
182Graftech International Ltd.384313508118,955$5660.05%
183United Parcel Service CoUPS3,206$5570.05%
184Medtronic, PLCMDT6,981$5430.05%
185Starbucks Corp.SBUX5,418$5370.05%
186Vanguard Information Technolog92204a7021,680$5370.05%
187IShares Core S&P Midcap 400 In4642875072,183$5280.05%
188Unum Group ComUNMA12,771$5240.05%
189iShares Dow Jones US Regional 46428877810,065$4790.04%
190Imperial Oil Ltd.IMO9,604$4680.04%
191Enbridge IncENNPF11,927$4660.04%
192Vanguard US Total Stock Market9229087692,414$4620.04%
193iShares Core S&P U.S Growth ET4642876715,664$4620.04%
194Activision, Inc.00507V1095,927$4540.04%
195iShares Dow Jones U.S. Consume4642875807,902$4500.04%
196Schwab US Dividend Equity ETF8085247975,765$4350.04%
197Enterprise Products Partners29379210717,793$4290.04%
198SPDR S&P Dividend ETF78464a7633,385$4230.04%
199Vanguard Health Care ETF92204a5041,703$4220.04%
200IShares Dow Jones Intl Select 46428844815,510$4210.04%
201American International Group I0268747846,638$4200.04%
202CarMax, Inc.KMX6,685$4070.04%
203Dover Corp.DOV2,954$4000.04%
204Nokia Corp - ADRNOKBF86,180$4000.04%
205AFLAC Inc.AFL5,530$3980.04%
206XPO LogisticsXPO11,750$3910.04%
207IShares Russell 2000 Value4642876302,780$3860.04%
208Autodesk, Inc.ADSK1,954$3650.03%
209Resmed, Inc.RSMDF1,667$3470.03%
210General DynamicsGD1,393$3460.03%
211S&P Global Inc.SPGI1,024$3430.03%
212GXO Logistics, IncGXO8,000$3420.03%
213Williams-Sonoma, Inc.WSM2,957$3400.03%
214CoStar Group, Inc.CSGP4,382$3390.03%
215ALPS REIT Dividend Dogs ETF00162q1068,950$3380.03%
216Meta Platforms, Inc.META2,765$3330.03%
217Regeneron PharmaceuticalsREGN460$3320.03%
218I Shares Transportation Index 4642871921,550$3310.03%
219Otis Worldwide Corp.OTIS4,150$3250.03%
220Straumann Holding AG0132935463,000$3170.03%
221Thermo Fisher Scientific Inc.TMO573$3160.03%
222iShares Gold TrustIAU9,096$3150.03%
223DJ US Medical Devices ISHARES4642888105,990$3150.03%
224L3Harris Technologies, Inc.LHX1,503$3130.03%
225Dupont De Nemours, Inc.DD4,528$3110.03%
226IShares Russell 1000 Growth4642876141,423$3050.03%
227CACI International Inc.127190304950$2860.03%
228Ishares MSCI USA Minimum Volat46429B6973,933$2840.03%
229Shell PLC ADRRYDAF4,958$2820.03%
230IShares S&P Smallcap 6004642878042,946$2790.03%
231SPDR Dow Jones Industrial Aver78467X109831$2750.02%
232Vanguard REIT Index ETF9229085533,309$2730.02%
233Atmos Energy CorpATO2,352$2640.02%
234Nucor CorpNUE1,985$2620.02%
235Analog Devices Inc.ADI1,597$2620.02%
236Keycorp49326710814,961$2610.02%
237iShares Core S&P U.S. Value ET4642876633,695$2610.02%
238Vanguard Utilities ETF92204a8761,662$2550.02%
239Bank of Montreal0636711012,783$2520.02%
240First Republic Bank33616c1002,005$2440.02%
241PPG Industries6935061071,910$2400.02%
242Williams Companies, Inc.9694571007,250$2390.02%
243SPDR S&P Metals & Mining ETF78464a7554,770$2380.02%
244Ishares DJ US Healthcare464287762835$2370.02%
245Wells Fargo9497461015,689$2350.02%
246VanEck Oil Services ETF92189H607770$2340.02%
247SPDR S&P 500 Growth ETF78464a4094,452$2260.02%
248IShares MSCI EAFE Index Fund (4642874653,431$2250.02%
249Micron TechnologyMU4,413$2210.02%
250Travelers Companies, Inc.TRV1,162$2180.02%
251Exelon CorporationEXC4,996$2160.02%
252Sempra EnergySREA1,388$2150.02%
253Kinder Morgan, IncEP-PC11,819$2140.02%
254Toll Brothers IncTOL4,270$2130.02%
255Allstate Corp.ALL-PJ1,574$2130.02%
256Schwab US Large Cap ETC8085242014,690$2120.02%
257Vanguard Mid-Cap Value ETF9229085121,535$2080.02%
258Nuvista Energy Ltd.NU10,000$920.01%
259Dixie Group, Inc.DXYN33,300$270.00%
260American Lithium Corp.AMLIF10,715$220.00%