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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 2024 · Filed November 4, 2024 · Accession 0001044905-24-000004

Total Value
$1.51B
Positions
317
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (317)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL753,572$175.6M11.65%
2MICROSOFT CORPMSFT159,800$68.8M4.56%
3SMURFIT WESTROCK PLCSW1,002,393$49.5M3.29%
4PROGRESSIVE CORP743315103152,106$38.6M2.56%
5ISHARES TR464287291465,504$38.4M2.55%
6ABBVIE INCABBV185,936$36.7M2.44%
7ALPHABET INCGOOG215,977$35.8M2.38%
8VISA INCV108,570$29.9M1.98%
9JPMORGAN CHASE & CO.VYLD135,029$28.5M1.89%
10J P MORGAN EXCHANGE TRADED F46641Q332417,037$24.8M1.65%
11CONOCOPHILLIPSCOP225,003$23.7M1.57%
12COSTCO WHSL CORP NEW22160K10526,117$23.2M1.54%
13UNITEDHEALTH GROUP INCUNH39,407$23.0M1.53%
14LOUISIANA PAC CORPLPX211,086$22.7M1.51%
15TRACTOR SUPPLY COTSCO76,281$22.2M1.47%
16WALMART INCWMT250,415$20.2M1.34%
17RTX CORPORATIONRTX155,530$18.8M1.25%
18ISHARES TR46428710168,009$18.8M1.25%
19ABBOTT LABSABLZF164,210$18.7M1.24%
20TJX COS INC NEW872540109155,796$18.3M1.22%
21SMITH A O CORPAOS201,315$18.1M1.20%
22LINCOLN ELEC HLDGS INC53390010686,667$16.6M1.10%
23GOLDMAN SACHS ETF TRNVGLF328,264$16.6M1.10%
24COCA COLA COKO221,418$15.9M1.06%
25JOHNSON & JOHNSONJNJ97,785$15.8M1.05%
26EXXON MOBIL CORPXOM134,326$15.7M1.04%
27PULTE GROUP INC745867101109,135$15.7M1.04%
28NEXTERA ENERGY INCNEE-PW181,530$15.3M1.02%
29ALPHABET INCGOOG87,876$14.7M0.98%
30J P MORGAN EXCHANGE TRADED F46654Q724235,837$14.4M0.96%
31ELI LILLY & COLLY16,270$14.4M0.96%
32ADOBE INCADBE27,738$14.4M0.95%
33MERCK & CO INCMRK125,646$14.3M0.95%
34ISHARES TR464287788123,515$12.8M0.85%
35QUALCOMM INCQCOM74,862$12.7M0.84%
36SPDR S&P 500 ETF TRSPY21,824$12.5M0.83%
37PAYPAL HLDGS INCPYPL157,797$12.3M0.82%
38TEXAS INSTRS INC88250810457,935$12.0M0.79%
39INTUITINTU19,032$11.8M0.78%
40EDWARDS LIFESCIENCES CORPEW164,904$10.9M0.72%
41HOME DEPOT INCHD26,709$10.8M0.72%
42VANGUARD SCOTTSDALE FDS92206C409131,483$10.4M0.69%
43PEPSICO INCPEP57,279$9.7M0.65%
44CANADIAN NATL RY CO13637510282,073$9.6M0.64%
45CISCO SYS INCCSCO179,474$9.6M0.63%
46ADVANCED MICRO DEVICES INCAMD56,347$9.2M0.61%
47CHEVRON CORP NEWCVX60,109$8.9M0.59%
48CONSTELLATION BRANDS INCSTZ34,238$8.8M0.59%
49HONEYWELL INTL INC43851610642,583$8.8M0.58%
50HILTON WORLDWIDE HLDGS INCHLT36,610$8.4M0.56%
51INGEVITY CORPNGVT212,015$8.3M0.55%
52DUKE ENERGY CORP NEWDUKB64,835$7.5M0.50%
53VANGUARD INDEX FDS92290836313,938$7.4M0.49%
54AMAZON COM INCAMZN37,838$7.1M0.47%
55OREILLY AUTOMOTIVE INC67103H1076,082$7.0M0.46%
56SCHWAB CHARLES CORPSCHW-PJ104,168$6.8M0.45%
57SELECT SECTOR SPDR TR81369Y20943,709$6.7M0.45%
58LOWES COS INC54866110723,875$6.5M0.43%
59HCA HEALTHCARE INCHCA14,380$5.8M0.39%
60NIKE INCNKE65,915$5.8M0.39%
61FREEPORT-MCMORAN INCFCX110,060$5.5M0.36%
62SELECT SECTOR SPDR TR81369Y80324,322$5.5M0.36%
63NORFOLK SOUTHN CORP65584410820,457$5.1M0.34%
64TRUIST FINL CORP89832Q109117,698$5.0M0.33%
65GOLDMAN SACHS ETF TRNVGLF102,384$4.9M0.33%
66PROCTER AND GAMBLE CO74271810927,642$4.8M0.32%
67DEXCOM INCDXCM71,241$4.8M0.32%
68SPDR SER TR78464A69881,236$4.6M0.31%
69DIGITAL RLTY TR INC25386810328,069$4.5M0.30%
70VANECK ETF TRUST92189F67617,229$4.2M0.28%
71NVIDIA CORPORATIONNVDA34,669$4.2M0.28%
72BRISTOL-MYERS SQUIBB COCELG-RI78,279$4.1M0.27%
73BERKSHIRE HATHAWAY INC DELBRK-A8,615$4.0M0.26%
74MORGAN STANLEYMS-PQ36,854$3.8M0.25%
75SSGA ACTIVE TR78470P705135,430$3.8M0.25%
76BANK AMERICA CORP06050510495,316$3.8M0.25%
77NOVARTIS AGNVSEF32,685$3.8M0.25%
78ECOLAB INCECL14,704$3.8M0.25%
79BOEING COBA-PA24,603$3.7M0.25%
80BROADCOM INCAVGO21,135$3.6M0.24%
81INVESCO EXCHANGE TRADED FD TIVZ18,330$3.3M0.22%
82COMCAST CORP NEWCCZ75,933$3.2M0.21%
83ISHARES TR46428765514,284$3.2M0.21%
84WEYERHAEUSER CO MTN BEWY92,495$3.1M0.21%
85SELECT SECTOR SPDR TR81369Y70422,877$3.1M0.21%
86ZOETIS INCZTS15,828$3.1M0.21%
87PINNACLE FINL PARTNERS INC72346Q10431,418$3.1M0.20%
88CITIGROUP INCC-PR48,264$3.0M0.20%
89ISHARES TR46428745734,759$2.9M0.19%
90ULTA BEAUTY INCULTA7,297$2.8M0.19%
91REPUBLIC SVCS INC76075910014,050$2.8M0.19%
92LULULEMON ATHLETICA INCLULU10,367$2.8M0.19%
93FEDEX CORPFDX10,260$2.8M0.19%
943M COMMM19,988$2.7M0.18%
95MASTERCARD INCORPORATEDMA5,484$2.7M0.18%
96MCDONALDS CORPMCD8,882$2.7M0.18%
97EATON CORP PLCETN8,063$2.7M0.18%
98PHILLIPS 66PSX20,141$2.6M0.18%
99PROLOGIS INC.PLDGP20,567$2.6M0.17%
100PFIZER INCPFE89,182$2.6M0.17%
101AMERICAN WTR WKS CO INC NEW03042010317,442$2.6M0.17%
102PIMCO ETF TR72201R71826,035$2.5M0.17%
103DELTA AIR LINES INC DELDAL47,143$2.4M0.16%
104ISHARES TR4642872004,119$2.4M0.16%
105GE AEROSPACE36960430112,520$2.4M0.16%
106APPLIED MATLS INC03822210511,648$2.4M0.16%
107XYLEM INCXYL17,025$2.3M0.15%
108SELECT SECTOR SPDR TR81369Y88627,727$2.2M0.15%
109SELECT SECTOR SPDR TR81369Y85224,334$2.2M0.15%
110CROWDSTRIKE HLDGS INCCRWD7,808$2.2M0.15%
111SCHWAB STRATEGIC TR80852460741,396$2.1M0.14%
112VERIZON COMMUNICATIONS INCVZ46,865$2.1M0.14%
113VULCAN MATLS CO9291601098,297$2.1M0.14%
114REGIONS FINANCIAL CORP NEWRF-PF88,864$2.1M0.14%
115SELECT SECTOR SPDR TR81369Y50622,464$2.0M0.13%
116GENERAC HLDGS INCGNRC12,324$2.0M0.13%
117ISHARES TR46428815818,428$2.0M0.13%
118GOLDMAN SACHS GROUP INCGSCE3,875$1.9M0.13%
119VANGUARD INDEX FDS9229087364,953$1.9M0.13%
120SOUTHERN COSOMN20,935$1.9M0.13%
121PIMCO ETF TR72201R57718,334$1.9M0.12%
122INVESCO QQQ TRIVZ3,792$1.9M0.12%
123INTEL CORPINTC78,230$1.8M0.12%
124ISHARES TR46428883625,813$1.8M0.12%
125EXACT SCIENCES CORP30063P10525,693$1.8M0.12%
126KIMBERLY-CLARK CORPKMB12,215$1.7M0.12%
127NORTHROP GRUMMAN CORPNOC3,223$1.7M0.11%
128PRUDENTIAL FINL INCPUKPF13,905$1.7M0.11%
129UNION PAC CORPUNP6,605$1.6M0.11%
130ISHARES TR46428777022,731$1.6M0.11%
131ALPS ETF TR00162Q45233,990$1.6M0.11%
132ORACLE CORPORCL-PD9,272$1.6M0.10%
133DISNEY WALT CO25468710616,298$1.6M0.10%
134LINDE PLCLIN3,283$1.6M0.10%
135AUTOMATIC DATA PROCESSING INADP5,648$1.6M0.10%
136INVESCO EXCH TRADED FD TR IIIVZ30,700$1.6M0.10%
137ISHARES TR46428772110,109$1.5M0.10%
138TARGET CORPTGT9,829$1.5M0.10%
139DOW INCDOW27,566$1.5M0.10%
140CATERPILLAR INCCAT3,824$1.5M0.10%
141CARRIER GLOBAL CORPORATIONCARR18,224$1.5M0.10%
142AMERICAN TOWER CORP NEW03027X1006,290$1.5M0.10%
143DOLBY LABORATORIES INCDLB18,705$1.4M0.09%
144SELECT SECTOR SPDR TR81369Y60531,542$1.4M0.09%
145KROGER COKR24,778$1.4M0.09%
146MOBILEYE GLOBAL INCMBLY103,150$1.4M0.09%
147PLANET FITNESS INCPLNT17,321$1.4M0.09%
148INTERNATIONAL BUSINESS MACHSINTR6,225$1.4M0.09%
149NETFLIX INCNFLX1,932$1.4M0.09%
150AMERICAN EXPRESS COAXP4,962$1.3M0.09%
151BECTON DICKINSON & COBDX5,179$1.2M0.08%
152T-MOBILE US INCTMUSZ6,044$1.2M0.08%
153EMERSON ELEC COEMR11,136$1.2M0.08%
154ANGEL OAK FUNDS TRUST03463K737134,850$1.2M0.08%
155META PLATFORMS INCMETA2,078$1.2M0.08%
156ISHARES TR46428868735,717$1.2M0.08%
157LOCKHEED MARTIN CORPLMT2,015$1.2M0.08%
158GENERAL MTRS CO37045V10025,930$1.2M0.08%
159HOLOGIC INCHOLX14,219$1.2M0.08%
160MARRIOTT INTL INC NEW5719032024,262$1.1M0.07%
161SPDR GOLD TRGLD4,328$1.1M0.07%
162VANGUARD SPECIALIZED FUNDS9219088445,208$1.0M0.07%
163PHILIP MORRIS INTL INC7181721098,416$1.0M0.07%
164DOMINION ENERGY INCD17,463$1.0M0.07%
165INVESCO EXCH TRADED FD TR IIIVZ14,049$1.0M0.07%
166ISHARES TR4642871687,380$996,8560.07%
167TESLA INCTSLA3,753$981,7730.07%
168AMGEN INCAMGN2,947$949,6490.06%
169GE VERNOVA INCGEV3,651$930,9320.06%
170ISHARES TR46429B59815,781$923,6620.06%
171DEERE & CODE2,125$886,8260.06%
172MASCO CORPMAS10,427$875,2420.06%
173SCHWAB STRATEGIC TR80852479710,255$866,8690.06%
174ISHARES TR46428723418,825$863,3150.06%
175AIR PRODS & CHEMS INCAIIR2,892$861,0640.06%
176COLGATE PALMOLIVE COCL8,270$858,4850.06%
177ISHARES TR46429B6637,295$858,0340.06%
178TEXAS PACIFIC LAND CORPORATITPL959$848,4140.06%
179ELECTRONIC ARTS INCEA5,897$845,8660.06%
180UNUM GROUPUNMA13,592$807,9080.05%
181MEDTRONIC PLCMDT8,939$804,7780.05%
182CORNING INCGLW17,778$802,6770.05%
183MOHAWK INDS INC6081901044,985$800,9900.05%
184WILLIAMS SONOMA INCWSM5,040$780,8720.05%
185DELL TECHNOLOGIES INCDELL6,573$779,1630.05%
186ISHARES TR4642887605,197$777,6720.05%
187ROYAL BK CDA7800871026,080$758,3580.05%
188DOVER CORPDOV3,950$757,3730.05%
189J P MORGAN EXCHANGE TRADED F46641Q83714,751$748,4410.05%
190VANGUARD WORLD FD92204A3066,003$735,1870.05%
191GENERAL MLS INC3703341049,819$725,1400.05%
192ISHARES TR4642875808,222$723,0430.05%
193ISHARES TR4642876141,911$717,3510.05%
194ASHLAND INCASH8,053$700,3690.05%
195ISHARES TR4642872266,786$687,1720.05%
196AURINIA PHARMACEUTICALS INCAUPH92,544$678,3480.05%
197COSTAR GROUP INCCSGP8,839$666,8140.04%
198VANGUARD WORLD FD92204A7021,130$662,7680.04%
199ISHARES TR4642874406,720$659,3660.04%
200SEI INVTS CO7841171039,500$657,3050.04%
201SPDR SER TR78464A8706,545$646,6460.04%
202MONDELEZ INTL INC6092071058,533$628,6160.04%
203ALTRIA GROUP INCMO12,297$627,6470.04%
204IMPERIAL OIL LTDIMO8,750$616,4380.04%
205MODERNA INCMRNA9,013$602,3390.04%
206ISHARES TR46428844819,555$591,1480.04%
207GE HEALTHCARE TECHNOLOGIES IGEHC6,294$590,6920.04%
208VANGUARD INDEX FDS9229087691,994$564,6870.04%
209VANGUARD INTL EQUITY INDEX F92204285811,789$564,1070.04%
210DIMENSIONAL ETF TRUST25434V10413,963$554,1910.04%
211GENERAL DYNAMICS CORPGD1,830$553,0340.04%
212ROYAL CARIBBEAN GROUPV7780T1033,085$547,1620.04%
213SELECT SECTOR SPDR TR81369Y86012,177$543,9470.04%
214SCHWAB STRATEGIC TR8085242017,578$514,1670.03%
215WILLIAMS COS INC96945710011,095$506,4870.03%
216ISHARES TR4642876713,814$503,1050.03%
217ISHARES TR4642884144,590$498,6120.03%
218REGENERON PHARMACEUTICALSREGN472$496,1850.03%
219ENTERPRISE PRODS PARTNERS L29379210716,990$494,5710.03%
220AFLAC INCAFL4,358$487,2240.03%
221VANGUARD WORLD FD92204A5041,721$485,6400.03%
222CONSTELLATION ENERGY CORPCEG1,858$483,1170.03%
223ISHARES GOLD TRIAU9,545$474,3870.03%
224ISHARES TR4642875077,450$464,2780.03%
225UNITED PARCEL SERVICE INCUPS3,385$461,4470.03%
226NOVO-NORDISK A SNONOF3,765$448,2990.03%
227STARBUCKS CORPSBUX4,563$444,8490.03%
228XPO INCXPO4,100$440,7910.03%
229DOCUSIGN INCDOCU7,009$435,1890.03%
230PAYCHEX INCPAYX3,166$424,8460.03%
231ISHARES TR4642887788,935$424,7700.03%
232DOLLAR GEN CORP NEW2566771054,976$420,7850.03%
233BP PLCBPPFF13,368$419,6210.03%
234VANGUARD INDEX FDS9229087442,392$417,5710.03%
235ENBRIDGE INCENNPF10,191$413,8660.03%
236WELLS FARGO CO NEW9497461017,189$406,1070.03%
237SCHWAB STRATEGIC TR8085247715,606$402,2870.03%
238BLACKSTONE INCBX2,609$399,5130.03%
239ISHARES TR4642874324,040$396,2930.03%
240KINDER MORGAN INC DELEP-PC17,929$396,0520.03%
241AT&T INCT-PC17,820$392,0320.03%
242ISHARES TR4642876302,275$379,5520.03%
243CACI INTL INC127190304750$378,4200.03%
244SPDR DOW JONES INDL AVERAGE78467X109891$377,0000.03%
245ISHARES TR4642871925,400$372,1140.02%
246OTIS WORLDWIDE CORPOTIS3,537$367,6360.02%
247ANALOG DEVICES INCADI1,586$365,0500.02%
248WALGREENS BOOTS ALLIANCE INC93142710840,592$363,7040.02%
249SPDR SER TR78464A7632,544$361,3430.02%
250THERMO FISHER SCIENTIFIC INCTMO574$355,0590.02%
251S&P GLOBAL INCSPGI683$352,8510.02%
252ISHARES TR4642878042,956$345,6930.02%
253ISHARES TR4642876481,205$342,2200.02%
254CAMECO CORPCCJ7,005$334,5590.02%
255AMERICAN INTL GROUP INC0268747844,520$331,0000.02%
256CVS HEALTH CORPCVS4,974$312,7410.02%
257ISHARES TR4642876633,220$307,4780.02%
258SCHWAB STRATEGIC TR8085248545,999$303,5490.02%
259NUCOR CORPNUE2,008$301,8830.02%
260VANGUARD WHITEHALL FDS9219464062,346$300,7340.02%
261DUPONT DE NEMOURS INCDD3,311$295,0720.02%
262ISHARES TR4642888104,930$291,9550.02%
263ATMOS ENERGY CORPATO2,102$291,6030.02%
264COCA COLA CONS INCCOKE221$290,5110.02%
265RESMED INCRSMDF1,167$284,8880.02%
266SCHWAB STRATEGIC TR8085248056,909$284,1160.02%
267SHELL PLCRYDAF4,183$275,8690.02%
268SCHWAB STRATEGIC TR8085241024,129$274,6440.02%
269PARK HOTELS & RESORTS INCPK19,350$272,8350.02%
270CROWN CASTLE INCCCI2,292$271,9360.02%
271SCHWAB STRATEGIC TR8085246985,854$270,2210.02%
272VANGUARD SCOTTSDALE FDS92206C7715,523$260,7410.02%
273ISHARES TR4642873092,720$260,4400.02%
274ISHARES TR4642875981,344$255,1570.02%
275PPG INDS INC6935061071,922$254,5880.02%
276ISHARES TR4642877623,900$253,5000.02%
277SPDR S&P MIDCAP 400 ETF TRMDY445$253,4990.02%
278VANGUARD INDEX FDS9229085121,500$251,5050.02%
279VANGUARD WORLD FD92204A603955$248,3670.02%
280SOLVENTUM CORPSOLV3,538$246,6690.02%
281BLACKROCK INCBLK258$244,9740.02%
282SANOFISNYNF4,232$243,8900.02%
283VALERO ENERGY CORPVLO1,774$239,5880.02%
284CSX CORPCSX6,937$239,5380.02%
285ISHARES TR4642878123,389$239,1620.02%
286TAIWAN SEMICONDUCTOR MFG LTD8740391001,375$238,7960.02%
287TRAVELERS COMPANIES INCTRV1,012$236,9960.02%
288ISHARES TR4642874081,194$235,4210.02%
289VANGUARD INDEX FDS9229085532,407$234,4900.02%
290UNITED CMNTY BKS BLAIRSVLE GUNTCW7,891$229,4700.02%
291ISHARES TR464287523990$228,2840.02%
292EXELON CORPEXC5,524$223,9980.01%
293ISHARES TR4642871501,769$222,2220.01%
294MACOM TECH SOLUTIONS HLDGS I55405Y1001,970$219,1820.01%
295VANECK ETF TRUST92189H607770$218,4570.01%
296VANGUARD WORLD FD92204A8761,251$217,6510.01%
297SCHWAB STRATEGIC TR8085247633,580$213,2610.01%
298ISHARES TR46429B6972,320$211,8390.01%
299GLOBAL X FDS37954Y7156,538$210,1990.01%
300CABOT CORPCBT1,880$210,1280.01%
301WASTE MGMT INC DEL94106L1091,012$210,0360.01%
302BANK MONTREAL QUE0636711012,328$209,9860.01%
303RIO TINTO PLCRTNTF2,938$209,0970.01%
304ISHARES TR4642877392,040$207,8150.01%
305TOLL BROTHERS INCTOL1,345$207,7890.01%
306SCHWAB STRATEGIC TR8085247555,534$206,8060.01%
307HEWLETT PACKARD ENTERPRISE CHPE-PC10,023$205,0760.01%
308DANAHER CORPORATION235851102729$202,6770.01%
309ONEOK INC NEWOKE2,206$201,0330.01%
310YUM BRANDS INCYUM1,438$200,9030.01%
311PALO ALTO NETWORKS INCPANW586$200,2950.01%
312HUNTINGTON BANCSHARES INCHBANP12,340$181,3980.01%
313SPIRIT AIRLS INC84857710275,035$180,0830.01%
314GRAFTECH INTL LTD38431350895,920$126,6140.01%
315NOKIA CORPNOKBF22,650$98,9810.01%
316DIXIE GROUP INCDXYN33,300$23,3070.00%
317AMERICAN LITHIUM CORPAMLIF10,715$6,0460.00%