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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 Q3 2023 · Filed July 14, 2023 · Accession 0001044905-23-000003

Total Value
$1.21B
Positions
271
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (271)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple Inc ComAAPL815,197$158.1M13.07%
2Microsoft, Inc.MSFT162,205$55.2M4.57%
3Ishares S&P Global Tech Sector464287291492,110$30.6M2.53%
4Alphabet Inc Cl AGOOG230,157$27.5M2.28%
5Visa, Inc. - Cl. AV115,008$27.3M2.26%
6AbbVie Inc.ABBV194,437$26.2M2.17%
7ConocoPhillipsCOP232,280$24.1M1.99%
8Progressive Corp.743315103164,839$21.8M1.80%
9WestRock CompanyWEST720,404$20.9M1.73%
10JP Morgan Chase & Co ComVYLD142,933$20.8M1.72%
11Abbott LaboratoriesABLZF187,432$20.4M1.69%
12JPMorgan Equity Premium Income46641q332335,598$18.6M1.53%
13Tractor Supply CompanyTSCO81,940$18.1M1.50%
14Louisiana PacificLPX237,064$17.8M1.47%
15UnitedHealth GroupUNH35,920$17.3M1.43%
16Johnson and JohnsonJNJ101,973$16.9M1.39%
17Edwards Lifesciences Corp.EW178,239$16.8M1.39%
18Costco Wholesale Corp.22160K10531,069$16.7M1.38%
19A.O. Smith Corp.AOS222,045$16.2M1.34%
20Merck & Co., Inc.MRK136,510$15.8M1.30%
21Adobe Inc.ADBE31,764$15.5M1.28%
22Raytheon Technologies Corp.RTX142,468$14.0M1.15%
23NextEra Energy, Inc.NEE-PW187,157$13.9M1.15%
24TJX Companies872540109163,594$13.9M1.15%
25Cisco Systems, Inc.CSCO252,540$13.1M1.08%
26Constellation Brands, Inc.STZ47,823$11.8M0.97%
27Delta AirlinesDAL243,950$11.6M0.96%
28S & P 500 Depositary Receipt (SPY25,736$11.4M0.94%
29Texas Instruments88250810462,806$11.3M0.93%
30Alphabet Inc Cl CGOOG91,440$11.1M0.91%
31Canadian National Railway Co.13637510289,661$10.9M0.90%
32Pultegroup Inc.745867101138,866$10.8M0.89%
33Wal-Mart StoresWMT67,141$10.6M0.87%
34Intuit, Inc.INTU22,895$10.5M0.87%
35PepsicoPEP56,386$10.4M0.86%
36Qualcomm, Inc.QCOM86,067$10.2M0.85%
37ChevronTexaco CorporationCVX64,708$10.2M0.84%
38Lincoln Electric (leco)53390010649,330$9.8M0.81%
39IShares DJ US Financial Sect464287788128,863$9.6M0.79%
40Exxon Mobil CorporationXOM82,135$8.8M0.73%
41Home DepotHD27,952$8.7M0.72%
42Nike Inc. Class BNKE78,129$8.6M0.71%
43PayPal Holdings, Inc.PYPL123,786$8.3M0.68%
44Advanced Micro DevicesAMD71,718$8.2M0.68%
45Honeywell International, Inc.43851610639,067$8.1M0.67%
46Coca Cola CompanyKO134,148$8.1M0.67%
47Eli LillyLLY16,982$8.0M0.66%
48Ingevity CorporationNGVT132,825$7.7M0.64%
49Duke Energy Corp. DUKB85,023$7.6M0.63%
50Weyerhaeuser Co.WY220,244$7.4M0.61%
51O'Reilly Automotive, Inc.67103H1077,538$7.2M0.60%
52Bristol Myers Squibb CoCELG-RI110,310$7.1M0.58%
53Hilton Worldwide Holdings Inc.HLT43,088$6.3M0.52%
54Truist Financial Corp.89832Q109202,199$6.1M0.51%
55Lululemon Athletica IncLULU15,987$6.1M0.50%
56DexCom Inc.DXCM46,559$6.0M0.49%
57Lowe's Companies54866110726,009$5.9M0.49%
58Comcast Corporation - Class ACCZ139,704$5.8M0.48%
59Freeport-McMoran CopperFCX136,402$5.5M0.45%
60Vanguard S&P 500 ETF92290836312,586$5.1M0.42%
61Health Care Select Sector81369y20938,408$5.1M0.42%
62Planet Fitness Inc. - Cl APLNT70,863$4.8M0.39%
63Norfolk Southern Corp.65584410820,677$4.7M0.39%
64Citigroup, Inc.C-PR99,889$4.6M0.38%
65American Water Works, Inc.03042010331,275$4.5M0.37%
66Intel CorporationINTC124,274$4.2M0.34%
67Procter and Gamble74271810926,551$4.0M0.33%
68General Motors37045V100104,168$4.0M0.33%
69HCA Healthcare Co.HCA13,135$4.0M0.33%
70Amazon.com, Inc.AMZN29,930$3.9M0.32%
71EcolabECL20,872$3.9M0.32%
72Bank of America Corp.060505104134,581$3.9M0.32%
73Digital Realty Trust, Inc.25386810333,621$3.8M0.32%
74Novartis A G Sponsored ADRNVSEF36,900$3.7M0.31%
75Nvidia CorpNVDA8,569$3.6M0.30%
76PfizerPFE95,742$3.5M0.29%
77Prologis, Inc.PLDGP26,882$3.3M0.27%
78Dolby Laboratories, Inc.DLB38,700$3.2M0.27%
79Morgan Stanley Com NewMS-PQ37,292$3.2M0.26%
80FEDEX CorporationFDX12,668$3.1M0.26%
81American Tower CorporationAMT16,026$3.1M0.26%
82Verizon Communications Inc.VZ83,384$3.1M0.26%
83Walt Disney25468710632,126$2.9M0.24%
84Zoetis, Inc.ZTS16,537$2.8M0.24%
85Technology Select Sect Spdr (x81369y80316,273$2.8M0.23%
86MasterCard Inc. - Class AMA7,171$2.8M0.23%
87McDonald's Corp.MCD9,257$2.8M0.23%
883M CO COMMMM26,501$2.7M0.22%
89Boeing Corp.BA-PA11,916$2.5M0.21%
90Xylem, Inc.XYL21,640$2.4M0.20%
91Broadcom Inc.AVGO2,708$2.3M0.19%
92Generac Holdings, Inc.GNRC15,354$2.3M0.19%
93Becton, Dickinson CoBDX8,645$2.3M0.19%
94IShares MSCI Emergin Mkt46428723453,595$2.1M0.18%
95Ishares Russell 200046428765511,208$2.1M0.17%
96Industrial Select Spdr81369y70419,382$2.1M0.17%
97Pioneer Natural Resources7237871079,731$2.0M0.17%
98Hologic, Inc.HOLX24,868$2.0M0.17%
99Ulta Salon Cosemetics & FragraULTA4,262$2.0M0.17%
100Phillips 66PSX20,882$2.0M0.16%
101Ashland Global Holdings, Inc.ASH22,275$1.9M0.16%
102Republic Svcs Inc Com76075910012,524$1.9M0.16%
103Exact Sciences Corp30063P10520,129$1.9M0.16%
104KrogerKR39,673$1.9M0.15%
105Applied Materials, Inc.03822210512,876$1.9M0.15%
106General Electric Corp.36960430116,901$1.9M0.15%
107Linde PLCLIN4,795$1.8M0.15%
108Vulcan Matls Co Com9291601098,008$1.8M0.15%
109IShares Core S&P 500 Index Fun4642872004,040$1.8M0.15%
110Kimberly-ClarkKMB12,976$1.8M0.15%
111Invesco S&P Equal Weight ETFIVZ11,732$1.8M0.15%
112Eaton Corp. PLCETN8,568$1.7M0.14%
113Northrop Grumman Corp.NOC3,731$1.7M0.14%
114Pinnacle Financial Partners, IPNFP-PA29,081$1.6M0.14%
115Utilities Select Sector SPDR F81369Y88624,986$1.6M0.14%
116Invesco QQQ Trust Series 1IVZ4,266$1.6M0.13%
117ALPS Trust Alerian MLP ETF00162q45240,147$1.6M0.13%
118Communication Services Select 81369y85223,980$1.6M0.13%
119Dow Inc.DOW27,846$1.5M0.12%
120Berkshire Hathaway Inc. Class BRK-A4,177$1.4M0.12%
121Southern Co.SOMN20,189$1.4M0.12%
122Automatic Data ProcessingADP6,294$1.4M0.11%
123Prudential Financial, Inc.PUKPF15,539$1.4M0.11%
124Vanguard Growth ETF9229087364,773$1.4M0.11%
125Regions Financial Corp. RF-PF75,527$1.3M0.11%
126IShares DJ US Financial Servic4642877708,462$1.3M0.11%
127Union PacificUNP6,291$1.3M0.11%
128Invesco S&P 500 High Dividend IVZ30,765$1.3M0.11%
129Walgreens Boots Alliance, Inc.93142710844,374$1.3M0.10%
130Target CorporationTGT9,378$1.2M0.10%
131Netflix Inc.NFLX2,791$1.2M0.10%
132American ExpressAXP6,862$1.2M0.10%
133Tesla Motors, Inc.TSLA4,553$1.2M0.10%
134Goldman Sachs Group, Inc.GSCE3,685$1.2M0.10%
135iShares Dow Jones U.S. Technol46428772110,655$1.2M0.10%
136CaterpillarCAT4,692$1.2M0.10%
137Marriott International Inc. Cl5719032026,281$1.2M0.10%
138Moderna, Inc.MRNA9,495$1.2M0.10%
139Energy Select Sector SPDR81369y50614,020$1.1M0.09%
140Lockheed Martin CorporationLMT2,288$1.1M0.09%
141IShares Dow Jones US Pharmaceu4642888365,876$1.1M0.09%
1421/100 Berkshire Hathaway ClassBRK-A200$1.0M0.09%
143SPDR Gold TrustGLD5,788$1.0M0.09%
144DocuSign Inc.DOCU19,946$1.0M0.08%
145iShares High Dividend Equity F46429b6639,582$965,7490.08%
146Emerson Elec Co ComEMR10,425$942,3040.08%
147Carrier Global CorpCARR18,934$941,2090.08%
148Ishares Dow Jones Select Divid4642871688,305$940,9890.08%
149Invesco S&P 500 Low VolatilityIVZ14,885$934,9410.08%
150Financial Select Sector SPDR (81369y60527,597$930,2870.08%
151Oracle Systems CorpORCL-PD7,809$929,9970.08%
152Deere & Co.DE2,270$919,7810.08%
153Vanguard Emerging Market ETF92204285821,799$886,7860.07%
154Electronic Arts, Inc.EA6,835$886,4990.07%
155Crown Castle International CorCCI7,516$856,3280.07%
156Nestle SA Spons ADR for REG6410694067,051$848,5880.07%
157General Mills37033410411,001$843,7840.07%
158Vanguard Dividend Appreciation9219088445,191$843,1110.07%
159Air Products and Chemical Co.AIIR2,777$831,7530.07%
160Colgate-Palmolive Co.CL10,374$799,1750.07%
161Corning Inc ComGLW22,663$794,1120.07%
162Masco Corp.MAS13,735$788,1140.07%
163Park Hotels & Resorts Inc.PK60,120$770,7380.06%
164T-Mobile US, Inc.TMUSZ5,529$767,9780.06%
165Philip Morris International, I7181721097,822$763,6220.06%
166CVS/Caremark Corp.CVS10,923$755,1070.06%
167Altria Group, Inc.MO16,532$748,8860.06%
168Meta Platforms, Inc.META2,599$745,8610.06%
169Vanguard Information Technolog92204a7021,680$742,8290.06%
170AT&T, Inc.T-PC46,140$735,9320.06%
171Paychex, Inc.PAYX6,521$729,5040.06%
172AmgenAMGN3,033$673,4640.06%
173Schwab US Dividend Equity ETF8085247979,212$668,9910.06%
174Medtronic, PLCMDT7,577$667,5340.06%
175International Business MachineINTR4,972$665,2510.05%
176KBW Regional Banking Index78464a69816,015$653,9120.05%
177Mondelez International Inc. (A6092071058,929$651,2720.05%
178Vanguard Energy ETF92204a3065,768$651,1500.05%
179SPDR S&P Biotech ETF (xbi)78464A8707,705$641,0560.05%
180IShares Core S&P Midcap 400 In4642875072,438$637,4650.05%
181Dominion Res Inc VA NewD12,237$633,7540.05%
182XPO LogisticsXPO10,600$625,4000.05%
183Starbucks Corp.SBUX6,289$622,9880.05%
184Roche Hldg LTD Sponsored ADR77119510416,225$619,7950.05%
185Mohawk Industries6081901045,944$613,1830.05%
186Royal Bank of Canada7800871026,330$604,5780.05%
187BP Amoco PLC - Spons ADRBPPFF16,959$598,4930.05%
188Unum Group ComUNMA12,351$589,1430.05%
189Graftech International Ltd.384313508116,045$584,8670.05%
190United Parcel Service CoUPS3,099$555,4990.05%
191iShares Dow Jones U.S. Consume4642875807,772$553,1140.05%
192iShares Core S&P U.S Growth ET4642876715,664$553,0330.05%
193Charles Schwab Corp. NewSCHW-PJ9,395$532,5090.04%
194Southwest Airlines Co.84474110814,637$530,0190.04%
195Activision, Inc.00507V1095,927$499,6460.04%
196Dollar General2566771052,931$497,6190.04%
197Imperial Oil Ltd.IMO9,604$491,6610.04%
198GXO Logistics, IncGXO7,600$477,4320.04%
199GE Healthcare TechnologyGEHC5,742$466,4800.04%
200Enbridge IncENNPF12,362$459,2480.04%
201Enterprise Products Partners29379210717,027$448,6680.04%
202Dover Corp.DOV2,954$436,1580.04%
203Straumann Holding AG0132935463,000$435,4500.04%
204Vanguard US Total Stock Market9229087691,955$430,6980.04%
205Texas Pacific Land TrustTPL320$421,2030.03%
206Vanguard Health Care ETF92204a5041,720$421,0550.03%
207IShares Russell 1000 Growth4642876141,509$415,2470.03%
208IShares Dow Jones Intl Select 46428844815,760$414,9610.03%
209CarMax, Inc.KMX4,835$404,6890.03%
210SPDR S&P Dividend ETF78464a7633,184$390,2890.03%
211Autodesk, Inc.ADSK1,904$389,5770.03%
212I Shares Transportation Index 4642871921,550$387,2210.03%
213IShares Russell 2000 Value4642876302,735$385,1550.03%
214Royal Caribbean Cruises LTD.V7780T1033,690$382,8010.03%
215CoStar Group, Inc.CSGP4,174$371,4860.03%
216Williams-Sonoma, Inc.WSM2,957$370,0390.03%
217Resmed, Inc.RSMDF1,667$364,2390.03%
218AFLAC Inc.AFL5,080$354,5840.03%
219iShares Dow Jones US Regional 46428877810,365$350,8550.03%
220S&P Global Inc.SPGI874$350,3780.03%
221American International Group I0268747846,038$347,4270.03%
222Otis Worldwide Corp.OTIS3,843$342,0650.03%
223DJ US Medical Devices ISHARES4642888105,990$338,1950.03%
224Toll Brothers IncTOL4,270$337,6290.03%
225Regeneron PharmaceuticalsREGN466$334,8400.03%
226Nucor CorpNUE2,020$331,2400.03%
227iShares Gold TrustIAU9,096$331,0030.03%
228Kinder Morgan, IncEP-PC19,015$327,4380.03%
229Schwab US Large Cap ETC8085242015,953$311,7580.03%
230Analog Devices Inc.ADI1,597$311,1120.03%
231General DynamicsGD1,418$305,0830.03%
232Thermo Fisher Scientific Inc.TMO577$301,0500.02%
233Shell PLC ADRRYDAF4,958$299,3640.02%
234L3Harris Technologies, Inc.LHX1,503$294,2420.02%
235SPDR S&P Metals & Mining ETF78464a7555,645$286,8790.02%
236SPDR Dow Jones Industrial Aver78467X109831$285,7390.02%
237PPG Industries6935061071,910$283,2530.02%
238IShares S&P Smallcap 6004642878042,815$280,4800.02%
239Chubb LTD.CB1,449$279,0190.02%
240Micron TechnologyMU4,413$278,5040.02%
241Atmos Energy CorpATO2,352$273,6610.02%
242SPDR S&P 500 Growth ETF78464a4094,452$271,6170.02%
243iShares Core S&P U.S. Value ET4642876633,445$269,6060.02%
244Williams Companies, Inc.9694571007,970$260,0610.02%
245CACI International Inc.127190304750$255,6300.02%
246Ishares MSCI USA Minimum Volat46429B6973,395$252,3500.02%
247Rio Tinto Plc Spon ADRRTNTF3,940$251,5300.02%
248Bank of Montreal0636711012,783$251,3330.02%
249Dupont De Nemours, Inc.DD3,442$245,9200.02%
250IShares MSCI EAFE Index Fund (4642874653,366$244,0350.02%
251Wells Fargo9497461015,714$243,8740.02%
252S&P 400 Mid-Cap Dep. Recpt.MFICL505$241,8500.02%
253Vanguard REIT Index ETF9229085532,891$241,5720.02%
254CSX Corp.CSX7,060$240,7490.02%
255Vanguard Utilities ETF92204a8761,662$236,2160.02%
256Ishares DJ US Healthcare464287762840$235,3070.02%
257IShares Core MSCI EAFE ETF46432F8423,336$225,1510.02%
258Sempra EnergySREA1,526$222,2330.02%
259VanEck Oil Services ETF92189H607770$221,4520.02%
260Yum! Brands, Inc.YUM1,592$220,5720.02%
261Schwab US Broad Market ETF8085241024,129$213,4560.02%
262Vanguard Mid-Cap Value ETF9229085121,535$212,4130.02%
263iShares Russell 1000 Value Ind4642875981,338$211,1850.02%
264Schwab International Equity ET8085248055,800$206,7850.02%
265Exelon CorporationEXC5,036$205,1670.02%
266Huntington Bancshares, Inc.HBANP11,653$125,6190.01%
267Nokia Corp - ADRNOKBF30,160$125,4660.01%
268Nuvista Energy Ltd.NU10,000$80,2110.01%
269Dixie Group, Inc.DXYN33,300$44,2890.00%
270American Lithium Corp.AMLIF10,715$21,5370.00%
271Tilt Holdings Inc88688r10421,590$7340.00%