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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 2024 · Filed May 10, 2024 · Accession 0001044905-24-000002

Total Value
$1.40B
Positions
308
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (308)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL778,647$133.5M9.51%
2MICROSOFT CORPMSFT162,057$68.2M4.86%
3WESTROCK COWEST791,411$39.1M2.79%
4ABBVIE INCABBV192,085$35.0M2.49%
5ISHARES TR464287291460,808$34.5M2.46%
6ALPHABET INCGOOG217,391$32.8M2.34%
7PROGRESSIVE CORP743315103157,184$32.5M2.32%
8VISA INCV111,263$31.1M2.21%
9CONOCOPHILLIPSCOP227,737$29.0M2.06%
10JPMORGAN CHASE & COVYLD139,178$27.9M1.99%
11J P MORGAN EXCHANGE TRADED F46641Q332401,463$23.2M1.65%
12LINCOLN ELEC HLDGS INC53390010686,772$22.2M1.58%
13TRACTOR SUPPLY COTSCO78,695$20.6M1.47%
14COSTCO WHSL CORP NEW22160K10527,276$20.0M1.42%
15UNITEDHEALTH GROUP INCUNH39,750$19.7M1.40%
16ABBOTT LABSABLZF168,671$19.2M1.37%
17SMITH A O CORPAOS210,922$18.9M1.34%
18LOUISIANA PAC CORPLPX223,048$18.7M1.33%
19GOLDMAN SACHS ETF TRNVGLF336,024$16.9M1.21%
20MERCK & CO INCMRK127,982$16.9M1.20%
21TJX COS INC NEW872540109156,079$15.8M1.13%
22JOHNSON & JOHNSONJNJ99,819$15.8M1.12%
23RTX CORPORATIONRTX159,671$15.6M1.11%
24EDWARDS LIFESCIENCES CORPEW156,462$15.0M1.06%
25WALMART INCWMT235,625$14.2M1.01%
26ADOBE INCADBE27,936$14.1M1.00%
27PULTE GROUP INC745867101115,095$13.9M0.99%
28ALPHABET INCGOOG91,021$13.9M0.99%
29COCA COLA COKO225,500$13.8M0.98%
30QUALCOMM INCQCOM77,182$13.1M0.93%
31ELI LILLY & COLLY16,686$13.0M0.92%
32INTUITINTU19,640$12.8M0.91%
33SPDR S&P 500 ETF TRSPY23,525$12.3M0.88%
34NEXTERA ENERGY INCNEE-PW192,134$12.3M0.87%
35EXXON MOBIL CORPXOM105,548$12.3M0.87%
36ISHARES TR464287788127,930$12.2M0.87%
37VANGUARD SCOTTSDALE FDS92206C409148,789$11.5M0.82%
38CANADIAN NATL RY CO13637510286,938$11.5M0.82%
39HOME DEPOT INCHD28,219$10.8M0.77%
40CISCO SYS INCCSCO216,059$10.8M0.77%
41ADVANCED MICRO DEVICES INCAMD58,990$10.6M0.76%
42PEPSICO INCPEP60,720$10.6M0.76%
43TEXAS INSTRS INC88250810458,382$10.2M0.72%
44PAYPAL HLDGS INCPYPL150,867$10.1M0.72%
45CONSTELLATION BRANDS INCSTZ36,388$9.9M0.70%
46CHEVRON CORP NEWCVX61,201$9.7M0.69%
47ISHARES TR46428710138,434$9.5M0.68%
48J P MORGAN EXCHANGE TRADED F46654Q724167,457$9.4M0.67%
49INGEVITY CORPNGVT193,429$9.2M0.66%
50HONEYWELL INTL INC43851610644,315$9.1M0.65%
51HILTON WORLDWIDE HLDGS INCHLT38,266$8.2M0.58%
52WEYERHAEUSER CO MTN BEWY193,265$6.9M0.49%
53OREILLY AUTOMOTIVE INC67103H1076,096$6.9M0.49%
54DEXCOM INCDXCM48,359$6.7M0.48%
55NIKE INCNKE70,671$6.6M0.47%
56DUKE ENERGY CORP NEWDUKB67,431$6.5M0.46%
57VANGUARD INDEX FDS92290836313,564$6.5M0.46%
58LOWES COS INC54866110724,456$6.2M0.44%
59SELECT SECTOR SPDR TR81369Y20941,462$6.1M0.44%
60AMAZON COM INCAMZN30,834$5.6M0.40%
61INTEL CORPINTC123,276$5.4M0.39%
62NORFOLK SOUTHN CORP65584410821,088$5.4M0.38%
63TRUIST FINL CORP89832Q109135,456$5.3M0.38%
64FREEPORT-MCMORAN INCFCX110,607$5.2M0.37%
65SELECT SECTOR SPDR TR81369Y80324,175$5.0M0.36%
66PROCTER AND GAMBLE CO74271810930,525$5.0M0.35%
67COMCAST CORP NEWCCZ112,932$4.9M0.35%
68BRISTOL-MYERS SQUIBB COCELG-RI88,777$4.8M0.34%
69HCA HEALTHCARE INCHCA13,771$4.6M0.33%
70DIGITAL RLTY TR INC25386810329,038$4.2M0.30%
71BANK AMERICA CORP060505104108,009$4.1M0.29%
72LULULEMON ATHLETICA INCLULU10,417$4.1M0.29%
73ECOLAB INCECL17,386$4.0M0.29%
74SSGA ACTIVE TR78470P705141,430$3.9M0.28%
75CITIGROUP INCC-PR57,363$3.6M0.26%
76NVIDIA CORPORATIONNVDA3,897$3.5M0.25%
77MORGAN STANLEYMS-PQ36,834$3.5M0.25%
78NOVARTIS AGNVSEF35,500$3.4M0.24%
79PROLOGIS INC.PLDGP25,937$3.4M0.24%
80ULTA BEAUTY INCULTA6,458$3.4M0.24%
81PHILLIPS 66PSX20,617$3.4M0.24%
82MASTERCARD INCORPORATEDMA6,957$3.4M0.24%
83DISNEY WALT CO25468710626,025$3.2M0.23%
84BERKSHIRE HATHAWAY INC DELBRK-A7,550$3.2M0.23%
85MOBILEYE GLOBAL INCMBLY98,705$3.2M0.23%
86FEDEX CORPFDX10,253$3.0M0.21%
87SPDR SER TR78464A69857,971$2.9M0.21%
88SCHWAB CHARLES CORPSCHW-PJ40,270$2.9M0.21%
89VULCAN MATLS CO92916010910,501$2.9M0.20%
90ZOETIS INCZTS16,443$2.8M0.20%
91AMERICAN WTR WKS CO INC NEW03042010322,712$2.8M0.20%
92PINNACLE FINL PARTNERS INC72346Q10432,018$2.7M0.20%
93REPUBLIC SVCS INC76075910014,324$2.7M0.20%
94SELECT SECTOR SPDR TR81369Y70421,680$2.7M0.19%
95DOLBY LABORATORIES INCDLB32,285$2.7M0.19%
96DELTA AIR LINES INC DELDAL56,271$2.7M0.19%
97ISHARES TR46428745732,656$2.7M0.19%
98PIONEER NAT RES CO72378710710,171$2.7M0.19%
99EATON CORP PLCETN8,302$2.6M0.18%
100MCDONALDS CORPMCD9,098$2.6M0.18%
101ISHARES TR46428765512,048$2.5M0.18%
102BROADCOM INCAVGO1,901$2.5M0.18%
1033M COMMM23,693$2.5M0.18%
104BOEING COBA-PA12,998$2.5M0.18%
105INVESCO EXCHANGE TRADED FD TIVZ14,779$2.5M0.18%
106PIMCO ETF TR72201R71826,270$2.5M0.18%
107VANECK ETF TRUST92189F67611,060$2.5M0.18%
108LINDE PLCLIN5,306$2.5M0.18%
109APPLIED MATLS INC03822210511,833$2.4M0.17%
110GENERAL ELECTRIC CO36960430113,314$2.3M0.17%
111ISHARES TR46428815821,833$2.3M0.16%
112XYLEM INCXYL17,650$2.3M0.16%
113VERIZON COMMUNICATIONS INCVZ54,189$2.3M0.16%
114INVESCO QQQ TRIVZ4,840$2.1M0.15%
115PLANET FITNESS INCPLNT32,541$2.0M0.15%
116ISHARES TR4642872003,824$2.0M0.14%
117SELECT SECTOR SPDR TR81369Y50621,208$2.0M0.14%
118SELECT SECTOR SPDR TR81369Y85224,125$2.0M0.14%
119PFIZER INCPFE70,918$2.0M0.14%
120BECTON DICKINSON & COBDX7,876$1.9M0.14%
121REGIONS FINANCIAL CORP NEWRF-PF88,864$1.9M0.13%
122GENERAC HLDGS INCGNRC14,765$1.9M0.13%
123PRUDENTIAL FINL INCPUKPF15,850$1.9M0.13%
124AMERICAN TOWER CORP NEW03027X1009,165$1.8M0.13%
125SELECT SECTOR SPDR TR81369Y88627,313$1.8M0.13%
126TARGET CORPTGT9,837$1.7M0.12%
127VANGUARD INDEX FDS9229087364,896$1.7M0.12%
128DOW INCDOW28,531$1.7M0.12%
129KIMBERLY-CLARK CORPKMB12,768$1.7M0.12%
130UNION PAC CORPUNP6,613$1.6M0.12%
131ALPS ETF TR00162Q45234,150$1.6M0.12%
132GOLDMAN SACHS GROUP INCGSCE3,864$1.6M0.11%
133SOUTHERN COSOMN22,092$1.6M0.11%
134MARRIOTT INTL INC NEW5719032026,281$1.6M0.11%
135NORTHROP GRUMMAN CORPNOC3,223$1.5M0.11%
136ISHARES TR46428777023,181$1.5M0.11%
137AMERICAN EXPRESS COAXP6,533$1.5M0.11%
138GENERAL MTRS CO37045V10032,097$1.5M0.10%
139INVESCO EXCH TRADED FD TR IIIVZ32,725$1.5M0.10%
140KROGER COKR25,233$1.4M0.10%
141AUTOMATIC DATA PROCESSING INADP5,744$1.4M0.10%
142CATERPILLAR INCCAT3,913$1.4M0.10%
143ISHARES TR46428772110,280$1.4M0.10%
144EMERSON ELEC COEMR12,214$1.4M0.10%
145ISHARES TR46428723433,095$1.4M0.10%
146HOLOGIC INCHOLX17,198$1.3M0.10%
147SELECT SECTOR SPDR TR81369Y60531,435$1.3M0.09%
148ISHARES TR46428868741,002$1.3M0.09%
149ASHLAND INCASH13,413$1.3M0.09%
150EXACT SCIENCES CORP30063P10518,630$1.3M0.09%
151INTERNATIONAL BUSINESS MACHSINTR6,572$1.3M0.09%
152ISHARES TR46428841411,240$1.2M0.09%
153ISHARES TR46428883616,932$1.1M0.08%
154VANGUARD SPECIALIZED FUNDS9219088446,276$1.1M0.08%
155ORACLE CORPORCL-PD9,018$1.1M0.08%
156NETFLIX INCNFLX1,805$1.1M0.08%
157CARRIER GLOBAL CORPORATIONCARR18,724$1.1M0.08%
158GOLDMAN SACHS ETF TRNVGLF22,297$1.0M0.07%
159MODERNA INCMRNA9,494$1.0M0.07%
160INVESCO EXCH TRADED FD TR IIIVZ15,231$1.0M0.07%
161LOCKHEED MARTIN CORPLMT2,163$983,7530.07%
162T-MOBILE US INCTMUSZ5,921$966,4260.07%
163WALGREENS BOOTS ALLIANCE INC93142710843,844$950,9760.07%
164ISHARES TR4642871687,698$948,2750.07%
165META PLATFORMS INCMETA1,950$946,9830.07%
166ELECTRONIC ARTS INCEA6,730$892,8690.06%
167DEERE & CODE2,158$886,3770.06%
168SPDR GOLD TRGLD4,296$883,7730.06%
169AMGEN INCAMGN3,104$882,6320.06%
170GENERAL MLS INC37033410412,506$875,0510.06%
171COSTAR GROUP INCCSGP9,056$874,8100.06%
172MASCO CORPMAS10,618$837,5480.06%
173INVESCO EXCH TRADED FD TR IIIVZ34,911$829,8340.06%
174PIMCO ETF TR72201R5777,966$805,7610.06%
175TESLA INCTSLA4,565$802,4810.06%
176WILLIAMS SONOMA INCWSM2,507$796,2020.06%
177SCHWAB STRATEGIC TR80852460716,134$794,4300.06%
178VANGUARD WORLD FD92204A3065,948$783,3520.06%
179PHILIP MORRIS INTL INC7181721098,351$765,1550.05%
180UNUM GROUPUNMA14,207$762,3480.05%
181ISHARES TR46428750712,489$758,5760.05%
182DOCUSIGN INCDOCU12,535$746,4590.05%
183COLGATE PALMOLIVE COCL8,275$745,1320.05%
184SCHWAB STRATEGIC TR8085247979,171$739,4360.05%
185VANGUARD INDEX FDS9229087692,797$727,0000.05%
186VANGUARD INTL EQUITY INDEX F92204285817,399$726,7590.05%
187ISHARES TR46429B6636,505$716,8740.05%
188AIR PRODS & CHEMS INCAIIR2,940$712,2740.05%
189CVS HEALTH CORPCVS8,923$711,6980.05%
190ISHARES TR4642874407,470$707,1100.05%
191ISHARES TR4642872267,176$702,8420.05%
192DOVER CORPDOV3,954$700,6090.05%
193VANGUARD WORLD FD92204A7021,315$689,5070.05%
194MOHAWK INDS INC6081901045,260$688,4810.05%
195ISHARES TR4642875808,397$688,3020.05%
196SEI INVTS CO7841171039,500$683,0500.05%
197MEDTRONIC PLCMDT7,435$647,9600.05%
198ISHARES TR4642876141,909$643,4280.05%
199ROYAL BK CDA7800871026,330$638,5700.05%
200ALTRIA GROUP INCMO14,293$623,4600.04%
201MONDELEZ INTL INC6092071058,835$618,4410.04%
202DELL TECHNOLOGIES INCDELL5,387$614,7110.04%
203IMPERIAL OIL LTDIMO8,750$604,8880.04%
204SPDR SER TR78464A8706,345$602,0770.04%
205DOMINION ENERGY INCD12,022$591,3620.04%
206DIMENSIONAL ETF TRUST25434V10416,043$586,2110.04%
207CORNING INCGLW17,378$572,7790.04%
208DOLLAR GEN CORP NEW2566771053,639$567,9390.04%
209STARBUCKS CORPSBUX6,125$559,7640.04%
210TEXAS PACIFIC LAND CORPORATITPL959$554,7570.04%
211ISHARES TR46428844819,505$546,9200.04%
212GE HEALTHCARE TECHNOLOGIES IGEHC5,814$528,5510.04%
213BP PLCBPPFF13,851$521,8880.04%
214PAYCHEX INCPAYX4,166$511,5850.04%
215AMERICAN INTL GROUP INC0268747846,438$503,2580.04%
216ENTERPRISE PRODS PARTNERS L29379210717,191$501,6440.04%
217XPO INCXPO4,100$500,3230.04%
218ISHARES TR4642876714,164$488,0620.03%
219UNITED PARCEL SERVICE INCUPS3,232$480,4110.03%
220WILLIAMS COS INC96945710012,145$473,2910.03%
221SCHWAB STRATEGIC TR8085242017,578$470,2910.03%
222J P MORGAN EXCHANGE TRADED F46641Q8379,301$469,2110.03%
223VANGUARD WORLD FD92204A5041,721$465,4800.03%
224REGENERON PHARMACEUTICALSREGN472$454,2950.03%
225GENERAL DYNAMICS CORPGD1,597$451,1370.03%
226NUCOR CORPNUE2,261$447,4520.03%
227AFLAC INCAFL4,986$428,0980.03%
228SHELL PLCRYDAF6,319$423,6260.03%
229ROYAL CARIBBEAN GROUPV7780T1033,005$417,7250.03%
230ISHARES TR46429B5987,905$407,8190.03%
231ENBRIDGE INCENNPF11,111$401,9930.03%
232CROWN CASTLE INCCCI3,680$389,4700.03%
233PARK HOTELS & RESORTS INCPK22,250$389,1530.03%
234ISHARES TR4642887788,935$387,6000.03%
235AURINIA PHARMACEUTICALS INCAUPH77,115$386,3460.03%
236OTIS WORLDWIDE CORPOTIS3,843$381,4950.03%
237ISHARES TR4642871925,400$380,1600.03%
238ISHARES GOLD TRIAU9,013$378,6360.03%
239SCHWAB STRATEGIC TR8085247715,606$377,7880.03%
240ISHARES TR4642876302,360$374,7420.03%
241HEWLETT PACKARD ENTERPRISE CHPE-PC20,523$363,8780.03%
242ISHARES TR4642874323,792$358,7990.03%
243WELLS FARGO CO NEW9497461016,189$358,7140.03%
244SPDR DOW JONES INDL AVERAGE78467X109891$354,4040.03%
245CONSTELLATION ENERGY CORPCEG1,864$344,5600.02%
246BLACKSTONE INCBX2,609$342,7420.02%
247THERMO FISHER SCIENTIFIC INCTMO568$330,1270.02%
248ISHARES TR4642876481,205$326,3140.02%
249VANGUARD INDEX FDS9229087442,003$326,2090.02%
250SPDR SER TR78464A7632,484$325,9940.02%
251ISHARES TR4642878042,949$325,8850.02%
252ANALOG DEVICES INCADI1,632$322,7930.02%
253KINDER MORGAN INC DELEP-PC17,372$318,6020.02%
254SCHWAB STRATEGIC TR8085248546,409$314,3610.02%
255S&P GLOBAL INCSPGI733$311,8550.02%
256CABOT CORPCBT3,380$311,6360.02%
257ISHARES TR4642888105,270$308,7690.02%
258RESMED INCRSMDF1,517$300,4120.02%
259ISHARES TR4642876633,320$300,2610.02%
260VALERO ENERGY CORPVLO1,753$299,2760.02%
261ISHARES TR4642887602,246$296,3150.02%
262TRUMP MEDIA & TECHNOLOGY GRODJTWW4,691$290,6540.02%
263AT&T INCT-PC16,315$287,1390.02%
264DUPONT DE NEMOURS INCDD3,717$285,0070.02%
265CACI INTL INC127190304750$284,1230.02%
266SEMPRASREA3,876$278,4440.02%
267PPG INDS INC6935061071,910$276,7590.02%
268ISHARES TR46429B6973,220$269,1280.02%
269SCHWAB STRATEGIC TR8085246985,891$262,0910.02%
270SCHWAB STRATEGIC TR8085248056,709$261,8020.02%
271VANGUARD SCOTTSDALE FDS92206C7715,680$259,0650.02%
272VANECK ETF TRUST92189H607770$258,9740.02%
273NOVO-NORDISK A SNONOF2,010$258,0840.02%
274CSX CORPCSX6,961$258,0480.02%
275SPDR S&P MIDCAP 400 ETF TRMDY455$253,1620.02%
276SANOFISNYNF5,205$252,9630.02%
277SCHWAB STRATEGIC TR8085241024,129$252,0600.02%
278ATMOS ENERGY CORPATO2,102$249,8940.02%
279TRAVELERS COMPANIES INCTRV1,062$244,4740.02%
280SPIRIT AIRLS INC84857710250,501$244,4240.02%
281ISHARES TR4642875981,342$240,3750.02%
282ISHARES TR4642877623,825$236,7680.02%
283ISHARES TR4642873092,782$234,9120.02%
284ISHARES TR4642886792,125$234,8980.02%
285VANGUARD WORLD FD92204A603955$233,1630.02%
286VANGUARD WHITEHALL FDS9219464061,892$228,9120.02%
287BANK MONTREAL QUE0636711012,328$227,3990.02%
288ISHARES TR4642875231,005$227,0500.02%
289INVESCO EXCHANGE TRADED FD TIVZ3,390$225,6720.02%
290ISHARES TR4642874081,200$224,1720.02%
291YUM BRANDS INCYUM1,592$220,7310.02%
292WASTE MGMT INC DEL94106L109991$211,2340.02%
293BLACKROCK INCBLK252$210,0920.01%
294EXELON CORPEXC5,544$208,2880.01%
295GLOBAL X FDS37954Y7156,536$207,9240.01%
296UNITED CMNTY BKS BLAIRSVLE GUNTCW7,891$207,6910.01%
297WARNER BROS DISCOVERY INCWBD23,661$206,5610.01%
298GRAYSCALE BITCOIN TR BTCGBTC3,260$205,9340.01%
299VANGUARD INDEX FDS9229085121,319$205,6450.01%
300ISHARES TR4642878123,039$205,5280.01%
301SCHWAB STRATEGIC TR8085247633,580$204,1670.01%
302ISHARES TR4642871501,769$203,9660.01%
303HUNTINGTON BANCSHARES INCHBANP12,089$168,6420.01%
304GRAFTECH INTL LTD384313508100,160$138,2210.01%
305NOKIA CORPNOKBF33,140$117,3160.01%
306BLACKROCK CR ALLOCATION INCOBLK10,000$106,9000.01%
307DIXIE GROUP INCDXYN33,300$18,8840.00%
308AMERICAN LITHIUM CORPAMLIF10,715$7,2860.00%