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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 Q4 2024 · Filed February 10, 2025 · Accession 0001044905-25-000001

Total Value
$1.51B
Positions
315
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (315)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL740,786$185.5M12.25%
2MICROSOFT CORPMSFT159,109$67.1M4.43%
3SMURFIT WESTROCK PLCSW982,190$52.9M3.49%
4ALPHABET INCGOOG214,815$40.7M2.69%
5ISHARES TR464287291469,909$39.8M2.63%
6PROGRESSIVE CORP743315103150,109$36.0M2.38%
7VISA INCV107,627$34.0M2.25%
8ABBVIE INCABBV183,208$32.6M2.15%
9JPMORGAN CHASE & CO.VYLD133,270$31.9M2.11%
10J P MORGAN EXCHANGE TRADED F46641Q332425,304$24.5M1.62%
11COSTCO WHSL CORP NEW22160K10525,696$23.5M1.56%
12WALMART INCWMT245,526$22.2M1.47%
13LOUISIANA PAC CORPLPX208,909$21.6M1.43%
14UNITEDHEALTH GROUP INCUNH40,277$20.4M1.35%
15TRACTOR SUPPLY COTSCO373,615$19.8M1.31%
16ISHARES TR46428710167,284$19.4M1.28%
17CONOCOPHILLIPSCOP195,701$19.4M1.28%
18TJX COS INC NEW872540109156,901$19.0M1.25%
19ABBOTT LABSABLZF160,503$18.2M1.20%
20RTX CORPORATIONRTX154,630$17.9M1.18%
21ALPHABET INCGOOG85,468$16.3M1.08%
22LINCOLN ELEC HLDGS INC53390010686,281$16.2M1.07%
23GOLDMAN SACHS ETF TRNVGLF321,715$16.2M1.07%
24J P MORGAN EXCHANGE TRADED F46654Q724256,639$15.9M1.05%
25VANGUARD SCOTTSDALE FDS92206C102268,785$15.6M1.03%
26VANGUARD SCOTTSDALE FDS92206C409191,528$14.9M0.99%
27EXXON MOBIL CORPXOM135,105$14.5M0.96%
28JOHNSON & JOHNSONJNJ95,416$13.8M0.91%
29COCA COLA COKO221,558$13.8M0.91%
30PAYPAL HLDGS INCPYPL157,666$13.5M0.89%
31ISHARES TR464287788119,610$13.2M0.87%
32SMITH A O CORPAOS190,426$13.0M0.86%
33SPDR S&P 500 ETF TRSPY21,943$12.9M0.85%
34ELI LILLY & COLLY16,275$12.6M0.83%
35MERCK & CO INCMRK124,510$12.4M0.82%
36ADOBE INCADBE27,748$12.3M0.82%
37NEXTERA ENERGY INCNEE-PW171,942$12.3M0.81%
38PULTE GROUP INC745867101108,639$11.8M0.78%
39INTUITINTU18,228$11.5M0.76%
40EDWARDS LIFESCIENCES CORPEW154,180$11.4M0.75%
41QUALCOMM INCQCOM71,346$11.0M0.72%
42TEXAS INSTRS INC88250810457,221$10.7M0.71%
43CISCO SYS INCCSCO173,678$10.3M0.68%
44HOME DEPOT INCHD26,379$10.3M0.68%
45HONEYWELL INTL INC43851610642,688$9.6M0.64%
46SPDR SER TR78464A698146,100$8.8M0.58%
47PEPSICO INCPEP56,878$8.6M0.57%
48AMAZON COM INCAMZN39,285$8.6M0.57%
49HILTON WORLDWIDE HLDGS INCHLT34,564$8.5M0.56%
50CHEVRON CORP NEWCVX58,412$8.5M0.56%
51VANGUARD INDEX FDS92290836315,074$8.1M0.54%
52CANADIAN NATL RY CO13637510278,248$7.9M0.52%
53SCHWAB CHARLES CORPSCHW-PJ105,973$7.8M0.52%
54INGEVITY CORPNGVT190,093$7.7M0.51%
55OREILLY AUTOMOTIVE INC67103H1075,794$6.9M0.45%
56DUKE ENERGY CORP NEWDUKB63,606$6.9M0.45%
57ADVANCED MICRO DEVICES INCAMD55,791$6.7M0.45%
58CONSTELLATION BRANDS INCSTZ29,374$6.5M0.43%
59SELECT SECTOR SPDR TR81369Y20944,507$6.1M0.40%
60GOLDMAN SACHS ETF TRNVGLF123,953$6.1M0.40%
61LOWES COS INC54866110723,729$5.9M0.39%
62DEXCOM INCDXCM74,811$5.8M0.38%
63SELECT SECTOR SPDR TR81369Y80324,113$5.6M0.37%
64DIGITAL RLTY TR INC25386810327,595$4.9M0.32%
65BROADCOM INCAVGO20,790$4.8M0.32%
66NORFOLK SOUTHN CORP65584410820,298$4.8M0.31%
67TRUIST FINL CORP89832Q109109,658$4.8M0.31%
68PROCTER AND GAMBLE CO74271810927,987$4.7M0.31%
69NVIDIA CORPORATIONNVDA34,596$4.6M0.31%
70MORGAN STANLEYMS-PQ36,174$4.5M0.30%
71HCA HEALTHCARE INCHCA14,307$4.3M0.28%
72BOEING COBA-PA23,963$4.2M0.28%
73NIKE INCNKE55,490$4.2M0.28%
74FREEPORT-MCMORAN INCFCX107,580$4.1M0.27%
75VANECK ETF TRUST92189F67616,872$4.1M0.27%
76BRISTOL-MYERS SQUIBB COCELG-RI71,551$4.0M0.27%
77ISHARES TR46428765517,898$4.0M0.26%
78BANK AMERICA CORP06050510489,464$3.9M0.26%
79SELECT SECTOR SPDR TR81369Y70429,717$3.9M0.26%
80BERKSHIRE HATHAWAY INC DELBRK-A8,594$3.9M0.26%
81LULULEMON ATHLETICA INCLULU10,134$3.9M0.26%
82PINNACLE FINL PARTNERS INC72346Q10431,418$3.6M0.24%
83SSGA ACTIVE TR78470P705126,675$3.5M0.23%
84ECOLAB INCECL14,139$3.3M0.22%
85CITIGROUP INCC-PR46,978$3.3M0.22%
86ISHARES TR46428745740,038$3.3M0.22%
87SCHWAB STRATEGIC TR808524607125,488$3.2M0.21%
88ULTA BEAUTY INCULTA7,272$3.2M0.21%
89INVESCO EXCHANGE TRADED FD TIVZ17,693$3.1M0.20%
90CROWDSTRIKE HLDGS INCCRWD8,708$3.0M0.20%
91MASTERCARD INCORPORATEDMA5,637$3.0M0.20%
92VANGUARD WORLD FD92191087313,878$3.0M0.19%
93NOVARTIS AGNVSEF30,060$2.9M0.19%
94FEDEX CORPFDX10,145$2.9M0.19%
95REPUBLIC SVCS INC76075910013,501$2.7M0.18%
96MCDONALDS CORPMCD9,287$2.7M0.18%
97EATON CORP PLCETN7,948$2.6M0.17%
98DELTA AIR LINES INC DELDAL42,567$2.6M0.17%
99COMCAST CORP NEWCCZ67,773$2.5M0.17%
100ZOETIS INCZTS15,418$2.5M0.17%
1013M COMMM19,241$2.5M0.16%
102ISHARES TR4642872004,122$2.4M0.16%
103SELECT SECTOR SPDR TR81369Y85223,869$2.3M0.15%
104PHILLIPS 66PSX19,923$2.3M0.15%
105PIMCO ETF TR72201R71823,227$2.2M0.15%
106ANGEL OAK FUNDS TRUST03463K737255,638$2.2M0.14%
107PFIZER INCPFE80,994$2.1M0.14%
108VULCAN MATLS CO9291601098,297$2.1M0.14%
109GOLDMAN SACHS GROUP INCGSCE3,725$2.1M0.14%
110GE AEROSPACE36960430112,731$2.1M0.14%
111VANGUARD INDEX FDS9229087365,071$2.1M0.14%
112SELECT SECTOR SPDR TR81369Y88627,359$2.1M0.14%
113REGIONS FINANCIAL CORP NEWRF-PF84,439$2.0M0.13%
114XYLEM INCXYL17,025$2.0M0.13%
115INVESCO QQQ TRIVZ3,843$2.0M0.13%
116SELECT SECTOR SPDR TR81369Y50622,551$1.9M0.13%
117PIMCO ETF TR72201R57719,065$1.9M0.13%
118PROLOGIS INC.PLDGP17,916$1.9M0.13%
119NOVO-NORDISK A SNONOF21,855$1.9M0.12%
120APPLIED MATLS INC03822210511,113$1.8M0.12%
121NETFLIX INCNFLX2,017$1.8M0.12%
122ISHARES TR46428883627,018$1.8M0.12%
123DISNEY WALT CO25468710615,772$1.8M0.12%
124ISHARES TR46428777022,516$1.8M0.12%
125AMERICAN WTR WKS CO INC NEW03042010313,837$1.7M0.11%
126SOUTHERN COSOMN20,899$1.7M0.11%
127WEYERHAEUSER CO MTN BEWY60,677$1.7M0.11%
128PRUDENTIAL FINL INCPUKPF14,150$1.7M0.11%
129AUTOMATIC DATA PROCESSING INADP5,548$1.6M0.11%
130ORACLE CORPORCL-PD9,739$1.6M0.11%
131PLANET FITNESS INCPLNT16,376$1.6M0.11%
132VERIZON COMMUNICATIONS INCVZ40,144$1.6M0.11%
133ISHARES TR46428772110,005$1.6M0.11%
134GENERAC HLDGS INCGNRC10,194$1.6M0.10%
135KIMBERLY-CLARK CORPKMB12,010$1.6M0.10%
136MOBILEYE GLOBAL INCMBLY78,785$1.6M0.10%
137NORTHROP GRUMMAN CORPNOC3,288$1.5M0.10%
138UNION PAC CORPUNP6,742$1.5M0.10%
139AMERICAN EXPRESS COAXP5,109$1.5M0.10%
140TESLA INCTSLA3,700$1.5M0.10%
141SELECT SECTOR SPDR TR81369Y60530,842$1.5M0.10%
142INVESCO EXCH TRADED FD TR IIIVZ30,850$1.5M0.10%
143EXACT SCIENCES CORP30063P10526,153$1.5M0.10%
144KROGER COKR23,593$1.4M0.10%
145CATERPILLAR INCCAT3,924$1.4M0.09%
146LINDE PLCLIN3,283$1.4M0.09%
147EMERSON ELEC COEMR11,064$1.4M0.09%
148ISHARES TR46428815812,990$1.4M0.09%
149INTERNATIONAL BUSINESS MACHSINTR6,195$1.4M0.09%
150GENERAL MTRS CO37045V10025,494$1.4M0.09%
151DOLBY LABORATORIES INCDLB17,355$1.4M0.09%
152T-MOBILE US INCTMUSZ6,139$1.4M0.09%
153TARGET CORPTGT9,759$1.3M0.09%
154GE VERNOVA INCGEV3,862$1.3M0.08%
155INTEL CORPINTC62,562$1.3M0.08%
156CARRIER GLOBAL CORPORATIONCARR18,124$1.2M0.08%
157MARRIOTT INTL INC NEW5719032024,261$1.2M0.08%
158META PLATFORMS INCMETA2,028$1.2M0.08%
159DOMINION ENERGY INCD21,555$1.2M0.08%
160ISHARES TR46428858812,492$1.1M0.08%
161AMERICAN TOWER CORP NEW03027X1006,170$1.1M0.07%
162ALPS ETF TR00162Q45223,362$1.1M0.07%
163SPDR GOLD TRGLD4,559$1.1M0.07%
164TEXAS PACIFIC LAND CORPORATITPL959$1.1M0.07%
165LOCKHEED MARTIN CORPLMT2,087$1.0M0.07%
166PHILIP MORRIS INTL INC7181721098,306$999,6750.07%
167INVESCO EXCH TRADED FD TR IIIVZ14,167$991,7050.07%
168BECTON DICKINSON & COBDX4,307$977,1290.06%
169UNUM GROUPUNMA13,342$974,3660.06%
170ISHARES TR4642871687,282$956,0920.06%
171SCHWAB STRATEGIC TR80852479734,838$951,7730.06%
172DEERE & CODE2,206$934,6820.06%
173WILLIAMS SONOMA INCWSM5,040$933,3970.06%
174HOLOGIC INCHOLX12,839$925,5640.06%
175MEDTRONIC PLCMDT11,539$921,7350.06%
176DOW INCDOW22,135$888,2900.06%
177VANGUARD SPECIALIZED FUNDS9219088444,465$874,3370.06%
178ISHARES TR46429B59816,451$865,9810.06%
179ELECTRONIC ARTS INCEA5,897$862,7310.06%
180AIR PRODS & CHEMS INCAIIR2,957$857,6480.06%
181CORNING INCGLW17,628$837,6830.06%
182ISHARES TR46428868726,642$837,6240.06%
183ISHARES TR46429B6637,250$813,9010.05%
184J P MORGAN EXCHANGE TRADED F46641Q83715,897$800,7080.05%
185AMGEN INCAMGN3,012$785,1630.05%
186ISHARES TR4642887605,397$784,4120.05%
187SEI INVTS CO7841171039,500$783,5600.05%
188ISHARES TR4642875808,027$771,7160.05%
189ISHARES TR4642876141,911$767,4190.05%
190DELL TECHNOLOGIES INCDELL6,573$757,4730.05%
191COLGATE PALMOLIVE COCL8,273$752,0570.05%
192DOVER CORPDOV3,950$741,0200.05%
193MASCO CORPMAS10,152$736,7310.05%
194ROYAL BK CDA7800871026,080$732,7010.05%
195VANGUARD WORLD FD92204A3066,001$727,9810.05%
196ROYAL CARIBBEAN GROUPV7780T1033,085$711,7680.05%
197VANGUARD WORLD FD92204A7021,130$702,6340.05%
198ISHARES TR46428723416,532$691,3680.05%
199AURINIA PHARMACEUTICALS INCAUPH75,354$676,6790.04%
200ISHARES TR4642872266,555$635,1530.04%
201ALTRIA GROUP INCMO11,875$620,9530.04%
202GENERAL MLS INC3703341049,729$620,4240.04%
203ISHARES TR4642874406,703$619,6920.04%
204COSTAR GROUP INCCSGP8,563$613,0250.04%
205WILLIAMS COS INC96945710011,050$598,0260.04%
206MOHAWK INDS INC6081901044,967$591,7190.04%
207VANGUARD INDEX FDS9229087691,994$577,9480.04%
208DIMENSIONAL ETF TRUST25434V10413,963$565,3620.04%
209SPDR SER TR78464A8706,155$554,3190.04%
210DOCUSIGN INCDOCU6,109$549,4430.04%
211GENERAL DYNAMICS CORPGD2,073$546,3050.04%
212GE HEALTHCARE TECHNOLOGIES IGEHC6,952$543,5070.04%
213IMPERIAL OIL LTDIMO8,750$539,0000.04%
214XPO INCXPO4,100$537,7150.04%
215ENTERPRISE PRODS PARTNERS L29379210717,115$536,7220.04%
216WELLS FARGO CO NEW9497461017,451$523,3580.03%
217SELECT SECTOR SPDR TR81369Y86012,727$517,6070.03%
218ISHARES TR4642876713,614$503,6110.03%
219ISHARES TR46428844818,305$501,1910.03%
220CAMECO CORPCCJ9,685$497,7120.03%
221MONDELEZ INTL INC6092071058,264$493,6010.03%
222KINDER MORGAN INC DELEP-PC17,929$491,2550.03%
223ISHARES GOLD TRIAU9,710$480,7420.03%
224ISHARES TR4642884144,440$473,0820.03%
225AFLAC INCAFL4,541$469,7210.03%
226ISHARES TR4642875077,280$453,6110.03%
227STARBUCKS CORPSBUX4,967$453,2070.03%
228ISHARES TR4642887788,935$449,9670.03%
229BLACKSTONE INCBX2,600$448,2890.03%
230VANGUARD INTL EQUITY INDEX F92204285810,050$442,6050.03%
231VANGUARD INDEX FDS9229087442,612$442,2120.03%
232PAYCHEX INCPAYX3,146$441,1320.03%
233VANGUARD WORLD FD92204A5041,721$436,6950.03%
234ENBRIDGE INCENNPF10,193$432,4890.03%
235UNITED PARCEL SERVICE INCUPS3,388$427,1700.03%
236ISHARES TR4642874324,867$425,0260.03%
237ISHARES TR46428884420,915$414,3260.03%
238AT&T INCT-PC17,720$403,4760.03%
239SPDR DOW JONES INDL AVERAGE78467X109941$400,3960.03%
240SCHWAB STRATEGIC TR80852477116,818$398,2500.03%
241QUANTA SVCS INC74762E1021,235$390,3220.03%
242SCHWAB STRATEGIC TR80852420116,734$387,8940.03%
243WALGREENS BOOTS ALLIANCE INC93142710840,397$376,9040.02%
244ISHARES TR4642871925,535$374,0000.02%
245ISHARES TR4642876302,276$373,5700.02%
246CONSTELLATION ENERGY CORPCEG1,658$370,9110.02%
247ISHARES TR4642878043,148$362,6720.02%
248ASHLAND INCASH5,068$362,1590.02%
249BP PLCBPPFF11,903$351,8630.02%
250SCHWAB STRATEGIC TR80852430012,572$350,3890.02%
251ISHARES TR4642876481,205$346,8230.02%
252SPDR SER TR78464A7632,544$336,0560.02%
253REGENERON PHARMACEUTICALSREGN466$331,9460.02%
254AMERICAN INTL GROUP INC0268747844,520$329,0560.02%
255OTIS WORLDWIDE CORPOTIS3,527$326,6350.02%
256SCHLUMBERGER LTDSLB8,402$322,1330.02%
257TAIWAN SEMICONDUCTOR MFG LTD8740391001,625$320,9210.02%
258MODERNA INCMRNA7,503$311,9750.02%
259ANALOG DEVICES INCADI1,461$310,4040.02%
260THERMO FISHER SCIENTIFIC INCTMO592$307,9760.02%
261CACI INTL INC127190304750$303,0450.02%
262SHELL PLCRYDAF4,818$301,8480.02%
263VANGUARD WHITEHALL FDS9219464062,332$297,4910.02%
264ISHARES TR4642876633,170$293,5100.02%
265ATMOS ENERGY CORPATO2,102$292,7800.02%
266TRAVELERS COMPANIES INCTRV1,201$289,3780.02%
267SCHWAB STRATEGIC TR80852410212,385$281,1340.02%
268S&P GLOBAL INCSPGI560$278,8970.02%
269ISHARES TR4642888104,775$278,6210.02%
270COCA COLA CONS INCCOKE221$278,0620.02%
271GRAYSCALE BITCOIN TRUST ETFGBTC3,685$272,7640.02%
272ISHARES TR4642873092,657$269,7650.02%
273RESMED INCRSMDF1,167$266,8810.02%
274PARK HOTELS & RESORTS INCPK18,950$266,6270.02%
275DOLLAR GEN CORP NEW2566771053,474$263,4100.02%
276MACOM TECH SOLUTIONS HLDGS I55405Y1002,012$261,3790.02%
277PALO ALTO NETWORKS INCPANW1,426$259,4750.02%
278SCHWAB STRATEGIC TR80852469811,708$258,3960.02%
279BLACKROCK INCBLK252$258,3280.02%
280UNITED CMNTY BKS BLAIRSVLE GUNTCW7,891$254,9580.02%
281SPDR S&P MIDCAP 400 ETF TRMDY445$253,4630.02%
282SCHWAB STRATEGIC TR80852485410,350$251,4020.02%
283SCHWAB STRATEGIC TR80852480513,567$250,9970.02%
284VANGUARD WORLD FD92204A603955$242,9430.02%
285VANGUARD INDEX FDS9229085121,498$242,3310.02%
286VANGUARD SCOTTSDALE FDS92206C7715,223$236,8110.02%
287DUPONT DE NEMOURS INCDD3,093$235,8660.02%
288NUCOR CORPNUE2,008$234,3540.02%
289ISHARES TR4642875981,246$230,6060.02%
290ALLSTATE CORPALL-PJ1,196$230,5770.02%
291ISHARES TR4642871501,769$227,5290.02%
292ISHARES TR4642877623,900$227,2530.02%
293ISHARES TR4642874081,190$227,1470.02%
294BANK MONTREAL QUE0636711012,328$225,9320.01%
295ACCENTURE PLC IRELANDACN640$225,1460.01%
296CSX CORPCSX6,937$223,8600.01%
297ILLINOIS TOOL WKS INC452308109881$223,2910.01%
298VALERO ENERGY CORPVLO1,796$220,2120.01%
299ONEOK INC NEWOKE2,170$217,8680.01%
300WASTE MGMT INC DEL94106L1091,070$215,9390.01%
301VANGUARD INDEX FDS9229085532,407$214,4160.01%
302HEWLETT PACKARD ENTERPRISE CHPE-PC10,023$213,9970.01%
303GLOBAL X FDS37954Y7156,688$213,6840.01%
304ISHARES TR464287523990$213,3350.01%
305SCHWAB STRATEGIC TR8085247637,160$212,6520.01%
306PPG INDS INC6935061071,754$209,5150.01%
307SANOFISNYNF4,344$209,5110.01%
308VANECK ETF TRUST92189H607770$208,8470.01%
309VANGUARD WORLD FD92204A8761,251$204,3580.01%
310SOLVENTUM CORPSOLV3,075$203,1350.01%
311ISHARES TR4642878123,059$200,6400.01%
312ISHARES TR46429B6972,259$200,5770.01%
313HUNTINGTON BANCSHARES INCHBANP12,050$196,0540.01%
314GRAFTECH INTL LTD38431350878,530$135,8570.01%
315NOKIA CORPNOKBF21,650$95,9100.01%