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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 2025 · Filed May 7, 2025 · Accession 0001044905-25-000003

Total Value
$1.49B
Positions
317
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (317)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL731,511$162.5M10.88%
2MICROSOFT CORPMSFT159,708$60.0M4.01%
3SMURFIT WESTROCK PLCSW980,340$44.2M2.96%
4PROGRESSIVE CORP743315103148,279$42.0M2.81%
5VANGUARD SCOTTSDALE FDS92206C102660,425$38.8M2.60%
6ABBVIE INCABBV179,842$37.7M2.52%
7VISA INCV106,356$37.3M2.50%
8ISHARES TR464287291487,893$37.0M2.47%
9ALPHABET INCGOOG219,776$34.0M2.28%
10JPMORGAN CHASE & CO.VYLD130,423$32.0M2.14%
11J P MORGAN EXCHANGE TRADED F46641Q332424,382$24.2M1.62%
12COSTCO WHSL CORP NEW22160K10525,199$23.8M1.60%
13UNITEDHEALTH GROUP INCUNH41,008$21.5M1.44%
14ABBOTT LABSABLZF159,078$21.1M1.41%
15WALMART INCWMT240,300$21.1M1.41%
16RTX CORPORATIONRTX154,783$20.5M1.37%
17TRACTOR SUPPLY COTSCO370,551$20.4M1.37%
18CONOCOPHILLIPSCOP192,972$20.3M1.36%
19LOUISIANA PAC CORPLPX216,754$19.9M1.33%
20TJX COS INC NEW872540109155,419$18.9M1.27%
21ISHARES TR46428710167,034$18.2M1.22%
22J P MORGAN EXCHANGE TRADED F46654Q724276,909$16.5M1.11%
23LINCOLN ELEC HLDGS INC53390010686,281$16.3M1.09%
24GOLDMAN SACHS ETF TRNVGLF319,120$16.1M1.08%
25EXXON MOBIL CORPXOM134,318$16.0M1.07%
26JOHNSON & JOHNSONJNJ93,232$15.5M1.04%
27VANGUARD SCOTTSDALE FDS92206C409195,650$15.4M1.03%
28COCA COLA COKO210,348$15.1M1.01%
29ELI LILLY & COLLY16,919$14.0M0.94%
30ISHARES TR464287788118,391$13.4M0.89%
31ALPHABET INCGOOG84,717$13.2M0.89%
32SPDR S&P 500 ETF TRSPY22,313$12.5M0.84%
33SMITH A O CORPAOS185,556$12.1M0.81%
34NEXTERA ENERGY INCNEE-PW159,635$11.3M0.76%
35PULTE GROUP INC745867101107,790$11.1M0.74%
36INTUITINTU17,772$10.9M0.73%
37EDWARDS LIFESCIENCES CORPEW148,761$10.8M0.72%
38MERCK & CO INCMRK120,050$10.8M0.72%
39QUALCOMM INCQCOM69,924$10.7M0.72%
40ADOBE INCADBE27,816$10.7M0.71%
41CISCO SYS INCCSCO167,636$10.3M0.69%
42PAYPAL HLDGS INCPYPL155,928$10.2M0.68%
43TEXAS INSTRS INC88250810456,267$10.1M0.68%
44HOME DEPOT INCHD26,439$9.7M0.65%
45CHEVRON CORP NEWCVX57,522$9.6M0.64%
46SPDR SER TR78464A698165,262$9.4M0.63%
47HONEYWELL INTL INC43851610642,019$8.9M0.60%
48VANGUARD INDEX FDS92290836317,278$8.9M0.59%
49PEPSICO INCPEP55,987$8.4M0.56%
50SCHWAB CHARLES CORPSCHW-PJ106,511$8.3M0.56%
51OREILLY AUTOMOTIVE INC67103H1075,577$8.0M0.53%
52AMAZON COM INCAMZN41,742$7.9M0.53%
53HILTON WORLDWIDE HLDGS INCHLT34,639$7.9M0.53%
54DUKE ENERGY CORP NEWDUKB63,112$7.7M0.52%
55CANADIAN NATL RY CO13637510276,801$7.5M0.50%
56INGEVITY CORPNGVT187,062$7.4M0.50%
57GOLDMAN SACHS ETF TRNVGLF162,311$7.2M0.48%
58SELECT SECTOR SPDR TR81369Y20945,269$6.6M0.44%
59ADVANCED MICRO DEVICES INCAMD53,609$5.5M0.37%
60LOWES COS INC54866110723,269$5.4M0.36%
61DEXCOM INCDXCM77,958$5.3M0.36%
62SELECT SECTOR SPDR TR81369Y80324,134$5.0M0.33%
63HCA HEALTHCARE INCHCA14,209$4.9M0.33%
64NORFOLK SOUTHN CORP65584410820,238$4.8M0.32%
65PROCTER AND GAMBLE CO74271810927,921$4.8M0.32%
66BERKSHIRE HATHAWAY INC DELBRK-A8,554$4.6M0.31%
67SELECT SECTOR SPDR TR81369Y70434,102$4.5M0.30%
68TRUIST FINL CORP89832Q109106,472$4.4M0.29%
69ISHARES TR46428751548,905$4.4M0.29%
70VANGUARD WORLD FD92191087321,328$4.3M0.29%
71BOEING COBA-PA25,048$4.3M0.29%
72BRISTOL-MYERS SQUIBB COCELG-RI68,319$4.2M0.28%
73MORGAN STANLEYMS-PQ35,253$4.1M0.28%
74DIGITAL RLTY TR INC25386810327,740$4.0M0.27%
75NVIDIA CORPORATIONNVDA35,891$3.9M0.26%
76FREEPORT-MCMORAN INCFCX99,970$3.8M0.25%
77BANK AMERICA CORP06050510487,316$3.6M0.24%
78BROADCOM INCAVGO21,211$3.6M0.24%
79ISHARES TR46428745742,472$3.5M0.24%
80ISHARES TR46428765517,601$3.5M0.24%
81CONSTELLATION BRANDS INCSTZ18,809$3.5M0.23%
82SSGA ACTIVE TR78470P705124,675$3.4M0.23%
83PINNACLE FINL PARTNERS INC72346Q10431,418$3.3M0.22%
84CITIGROUP INCC-PR46,608$3.3M0.22%
85REPUBLIC SVCS INC76075910013,501$3.3M0.22%
86CROWDSTRIKE HLDGS INCCRWD9,250$3.3M0.22%
87NIKE INCNKE50,203$3.2M0.21%
88ECOLAB INCECL12,521$3.2M0.21%
89MASTERCARD INCORPORATEDMA5,659$3.1M0.21%
90INVESCO EXCHANGE TRADED FD TIVZ17,651$3.1M0.20%
91NOVARTIS AGNVSEF27,237$3.0M0.20%
92SCHWAB STRATEGIC TR808524607128,592$3.0M0.20%
93MCDONALDS CORPMCD9,305$2.9M0.19%
94LULULEMON ATHLETICA INCLULU10,199$2.9M0.19%
953M COMMM18,220$2.7M0.18%
96GE AEROSPACE36960430113,000$2.6M0.17%
97ULTA BEAUTY INCULTA6,967$2.6M0.17%
98ZOETIS INCZTS15,076$2.5M0.17%
99FEDEX CORPFDX10,031$2.4M0.16%
100ANGEL OAK FUNDS TRUST03463K737267,968$2.3M0.16%
101SELECT SECTOR SPDR TR81369Y85223,908$2.3M0.15%
102PHILLIPS 66PSX18,648$2.3M0.15%
103ISHARES TR4642872004,096$2.3M0.15%
104GOLDMAN SACHS GROUP INCGSCE4,188$2.3M0.15%
105SELECT SECTOR SPDR TR81369Y88627,941$2.2M0.15%
106EATON CORP PLCETN7,923$2.2M0.14%
107SELECT SECTOR SPDR TR81369Y50622,931$2.1M0.14%
108NOVO-NORDISK A SNONOF30,647$2.1M0.14%
109PIMCO ETF TR72201R71821,651$2.1M0.14%
110XYLEM INCXYL17,045$2.0M0.14%
111PFIZER INCPFE79,873$2.0M0.14%
112PROLOGIS INC.PLDGP17,531$2.0M0.13%
113VULCAN MATLS CO9291601098,297$1.9M0.13%
114AMERICAN WTR WKS CO INC NEW03042010313,087$1.9M0.13%
115SOUTHERN COSOMN20,967$1.9M0.13%
116VANGUARD INDEX FDS9229087365,156$1.9M0.13%
117INVESCO QQQ TRIVZ4,011$1.9M0.13%
118ISHARES TR46428883626,653$1.9M0.13%
119NETFLIX INCNFLX2,003$1.9M0.13%
120REGIONS FINANCIAL CORP NEWRF-PF84,344$1.8M0.12%
121COMCAST CORP NEWCCZ48,668$1.8M0.12%
122VERIZON COMMUNICATIONS INCVZ39,087$1.8M0.12%
123ISHARES TR46428777022,516$1.8M0.12%
124PIMCO ETF TR72201R57717,367$1.8M0.12%
125NORTHROP GRUMMAN CORPNOC3,428$1.8M0.12%
126KIMBERLY-CLARK CORPKMB11,610$1.7M0.11%
127INTERNATIONAL BUSINESS MACHSINTR6,631$1.6M0.11%
128DELTA AIR LINES INC DELDAL37,777$1.6M0.11%
129AUTOMATIC DATA PROCESSING INADP5,343$1.6M0.11%
130UNION PAC CORPUNP6,801$1.6M0.11%
131SPDR GOLD TRGLD5,565$1.6M0.11%
132SELECT SECTOR SPDR TR81369Y60531,692$1.6M0.11%
133APPLIED MATLS INC03822210510,795$1.6M0.10%
134PLANET FITNESS INCPLNT15,931$1.5M0.10%
135T-MOBILE US INCTMUSZ5,745$1.5M0.10%
136ORACLE CORPORCL-PD10,861$1.5M0.10%
137PRUDENTIAL FINL INCPUKPF13,569$1.5M0.10%
138KROGER COKR22,311$1.5M0.10%
139LINDE PLCLIN3,243$1.5M0.10%
140DOMINION ENERGY INCD26,460$1.5M0.10%
141DISNEY WALT CO25468710614,838$1.5M0.10%
142INVESCO EXCH TRADED FD TR IIIVZ28,875$1.5M0.10%
143ISHARES TR46428772110,005$1.4M0.09%
144WEYERHAEUSER CO MTN BEWY46,885$1.4M0.09%
145AMERICAN EXPRESS COAXP5,090$1.4M0.09%
146PHILIP MORRIS INTL INC7181721098,376$1.3M0.09%
147ISHARES TR46428858814,022$1.3M0.09%
148CATERPILLAR INCCAT3,899$1.3M0.09%
149AMERICAN TOWER CORP NEW03027X1005,901$1.3M0.09%
150INTEL CORPINTC55,760$1.3M0.08%
151ISHARES TR46429B59824,411$1.3M0.08%
152GE VERNOVA INCGEV4,038$1.2M0.08%
153PIMCO ETF TR72201R77513,175$1.2M0.08%
154TEXAS PACIFIC LAND CORPORATITPL914$1.2M0.08%
155ISHARES TR46428815811,120$1.2M0.08%
156EMERSON ELEC COEMR10,692$1.2M0.08%
157DOLBY LABORATORIES INCDLB14,445$1.2M0.08%
158WISDOMTREE TRWT24,347$1.2M0.08%
159CARRIER GLOBAL CORPORATIONCARR18,124$1.1M0.08%
160GENERAC HLDGS INCGNRC9,049$1.1M0.08%
161META PLATFORMS INCMETA1,986$1.1M0.08%
162GENERAL MTRS CO37045V10024,110$1.1M0.08%
163MOBILEYE GLOBAL INCMBLY76,610$1.1M0.07%
164ISHARES TR4642887607,057$1.1M0.07%
165UNUM GROUPUNMA13,202$1.1M0.07%
166INVESCO EXCH TRADED FD TR IIIVZ14,113$1.1M0.07%
167MEDTRONIC PLCMDT11,603$1.0M0.07%
168EXACT SCIENCES CORP30063P10523,998$1.0M0.07%
169ALPS ETF TR00162Q45219,639$1.0M0.07%
170DEERE & CODE2,170$1.0M0.07%
171MARRIOTT INTL INC NEW5719032024,256$1.0M0.07%
172TARGET CORPTGT9,609$1.0M0.07%
173AMGEN INCAMGN3,213$1.0M0.07%
174ISHARES TR4642871687,282$977,9390.07%
175SCHWAB STRATEGIC TR80852479734,966$977,6540.07%
176TESLA INCTSLA3,731$966,8030.06%
177LOCKHEED MARTIN CORPLMT2,121$947,4640.06%
178ISHARES TR46429B6637,510$909,6440.06%
179J P MORGAN EXCHANGE TRADED F46641Q83717,597$890,9120.06%
180VANGUARD SPECIALIZED FUNDS9219088444,468$866,8310.06%
181AIR PRODS & CHEMS INCAIIR2,927$863,2310.06%
182BECTON DICKINSON & COBDX3,736$855,7680.06%
183ELECTRONIC ARTS INCEA5,847$845,0080.06%
184CORNING INCGLW17,628$807,0100.05%
185BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.05%
186WILLIAMS SONOMA INCWSM5,040$796,9010.05%
187ISHARES TR46428868725,157$773,0750.05%
188SEI INVTS CO7841171039,500$737,4850.05%
189COLGATE PALMOLIVE COCL7,831$733,7180.05%
190DOW INCDOW20,993$733,0640.05%
191ALTRIA GROUP INCMO12,049$723,1910.05%
192ISHARES TR4642875807,862$694,4110.05%
193DOVER CORPDOV3,950$693,9360.05%
194ISHARES TR4642876141,911$690,0430.05%
195MASCO CORPMAS9,902$688,5850.05%
196ROYAL BK CDA7800871026,080$685,3380.05%
197ISHARES TR46428723415,567$680,2780.05%
198COSTAR GROUP INCCSGP8,558$678,0500.05%
199VANGUARD INDEX FDS9229087692,445$671,9680.04%
200ISHARES TR46428884433,445$652,1780.04%
201WILLIAMS COS INC96945710010,900$651,3840.04%
202ISHARES TR4642872266,564$649,3600.04%
203IMPERIAL OIL LTDIMO8,750$632,8000.04%
204ROYAL CARIBBEAN GROUPV7780T1033,061$628,8170.04%
205WISDOMTREE TRWT5,705$628,5770.04%
206ISHARES TR4642874406,583$627,8210.04%
207DELL TECHNOLOGIES INCDELL6,588$600,4960.04%
208VANGUARD WORLD FD92204A3064,612$598,2230.04%
209GE HEALTHCARE TECHNOLOGIES IGEHC7,318$590,6360.04%
210ENTERPRISE PRODS PARTNERS L29379210717,193$586,9700.04%
211AURINIA PHARMACEUTICALS INCAUPH72,586$583,5910.04%
212GENERAL MLS INC3703341049,729$581,7030.04%
213CAMECO CORPCCJ13,970$575,0050.04%
214ISHARES TR46428844818,475$573,0950.04%
215ISHARES GOLD TRIAU9,710$572,5020.04%
216GENERAL DYNAMICS CORPGD2,075$565,5580.04%
217MOHAWK INDS INC6081901044,857$554,5720.04%
218MONDELEZ INTL INC6092071058,146$552,6970.04%
219SELECT SECTOR SPDR TR81369Y86012,897$539,7390.04%
220SPDR SER TR78464A8706,556$531,7060.04%
221VANGUARD WORLD FD92204A702980$531,5320.04%
222WELLS FARGO CO NEW9497461017,394$530,8150.04%
223HOLOGIC INCHOLX8,475$523,5010.04%
224KINDER MORGAN INC DELEP-PC17,852$509,3180.03%
225AT&T INCT-PC17,921$506,7960.03%
226DIMENSIONAL ETF TRUST25434V10412,913$496,3760.03%
227SCHWAB STRATEGIC TR80852430019,398$485,7380.03%
228PAYCHEX INCPAYX3,146$485,3650.03%
229STARBUCKS CORPSBUX4,867$477,4260.03%
230ENBRIDGE INCENNPF10,498$465,1590.03%
231UNITED PARCEL SERVICE INCUPS4,218$463,9560.03%
232ISHARES TR4642876713,614$459,2670.03%
233VANGUARD WORLD FD92204A5041,722$455,7560.03%
234DOCUSIGN INCDOCU5,549$451,6890.03%
235WALGREENS BOOTS ALLIANCE INC93142710840,397$451,2340.03%
236VANGUARD INDEX FDS9229087442,612$451,1970.03%
237XPO INCXPO4,100$441,0780.03%
238ISHARES TR4642874324,782$435,3480.03%
239SCHWAB STRATEGIC TR80852477118,042$425,9720.03%
240ISHARES TR4642887788,935$416,6390.03%
241VANGUARD INTL EQUITY INDEX F9220428589,000$407,3430.03%
242SCHWAB STRATEGIC TR80852420118,447$407,3100.03%
243ISHARES TR4642875076,950$405,5270.03%
244AFLAC INCAFL3,470$385,8290.03%
245AMERICAN INTL GROUP INC0268747844,395$382,1010.03%
246BLACKSTONE INCBX2,681$374,7480.03%
247OTIS WORLDWIDE CORPOTIS3,525$363,7800.02%
248SPDR DOW JONES INDL AVERAGE78467X109866$363,6160.02%
249SCHLUMBERGER LTDSLB8,672$362,4900.02%
250SHELL PLCRYDAF4,910$359,8050.02%
251ISHARES TR4642871925,535$354,4060.02%
252SPINNAKER ETF SERIES84858T77210,560$354,0770.02%
253ISHARES TR4642874654,309$352,1750.02%
254QUANTA SVCS INC74762E1021,385$352,0390.02%
255SPDR SER TR78464A7632,544$345,1630.02%
256ISHARES BITCOIN TRUST ETFIBIT7,238$338,8110.02%
257CONSTELLATION ENERGY CORPCEG1,658$334,3030.02%
258BP PLCBPPFF9,639$325,7080.02%
259ISHARES TR4642876302,126$320,9360.02%
260TRAVELERS COMPANIES INCTRV1,201$317,6920.02%
261ISHARES TR4642878042,991$312,7320.02%
262THERMO FISHER SCIENTIFIC INCTMO622$309,5070.02%
263ISHARES TR4642876481,205$307,9140.02%
264S&P GLOBAL INCSPGI600$304,8600.02%
265ISHARES TR4642884142,890$304,7220.02%
266REGENERON PHARMACEUTICALSREGN480$304,4300.02%
267SCHWAB STRATEGIC TR80852469813,443$301,9300.02%
268VANGUARD WHITEHALL FDS9219464062,335$301,1150.02%
269ANALOG DEVICES INCADI1,481$298,6730.02%
270COCA COLA CONS INCCOKE221$297,9260.02%
271ISHARES TR4642876633,170$292,5590.02%
272ASHLAND INCASH4,918$291,5880.02%
273VANGUARD SCOTTSDALE FDS92206C7716,113$283,0930.02%
274SCHWAB STRATEGIC TR80852480514,128$279,4600.02%
275ISHARES TR4642888104,635$278,9810.02%
276CACI INTL INC127190304750$275,1900.02%
277TAIWAN SEMICONDUCTOR MFG LTD8740391001,657$275,0620.02%
278SCHWAB STRATEGIC TR80852485410,883$270,5510.02%
279GRAYSCALE BITCOIN TRUST ETFGBTC4,137$269,6080.02%
280SCHWAB STRATEGIC TR80852410212,385$266,6440.02%
281ATMOS ENERGY CORPATO1,702$263,1340.02%
282RESMED INCRSMDF1,127$252,2790.02%
283DOLLAR GEN CORP NEW2566771052,845$250,1850.02%
284PALO ALTO NETWORKS INCPANW1,464$249,8170.02%
285WASTE MGMT INC DEL94106L1091,071$248,0600.02%
286ALLSTATE CORPALL-PJ1,196$247,6560.02%
287ISHARES TR4642873092,657$246,6490.02%
288BLACKROCK INCBLK257$243,2450.02%
289NUCOR CORPNUE2,008$241,6430.02%
290SANOFISNYNF4,344$240,9180.02%
291VANGUARD INDEX FDS9229085121,498$240,4890.02%
292ISHARES TR4642877623,900$237,4710.02%
293VANGUARD WORLD FD92204A603955$236,4100.02%
294ISHARES TR4642875981,247$234,5760.02%
295VALERO ENERGY CORPVLO1,771$233,9400.02%
296EXELON CORPEXC5,024$231,5060.02%
297DUPONT DE NEMOURS INCDD3,093$231,0090.02%
298ISHARES TR4642874081,190$226,7900.02%
299BANK MONTREAL QUE0636711012,328$222,3470.01%
300UNITED CMNTY BKS BLAIRSVLE GUNTCW7,891$221,9740.01%
301VANGUARD INDEX FDS9229085532,407$217,9300.01%
302ISHARES TR4642871501,769$215,8360.01%
303ISHARES TR4642878123,009$215,3540.01%
304VANGUARD WORLD FD92204A8761,251$213,5990.01%
305ISHARES TR46429B6972,259$211,5780.01%
306ISHARES TR4642877392,205$211,1290.01%
307MODERNA INCMRNA7,400$209,7900.01%
308SOLVENTUM CORPSOLV2,728$207,4370.01%
309ANGEL OAK FUNDS TRUST03463K7524,049$206,8770.01%
310ILLINOIS TOOL WKS INC452308109830$205,7490.01%
311SCHWAB STRATEGIC TR8085247637,424$203,3430.01%
312VANECK ETF TRUST92189H607770$201,8320.01%
313PARK HOTELS & RESORTS INCPK18,550$198,1140.01%
314HUNTINGTON BANCSHARES INCHBANP12,050$180,8710.01%
315HEWLETT PACKARD ENTERPRISE CHPE-PC10,023$154,6590.01%
316NOKIA CORPNOKBF18,650$98,2860.01%
317GRAFTECH INTL LTD38431350869,130$60,4470.00%