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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 Q2 2025 · Filed July 28, 2025 · Accession 0001044905-25-000004

Total Value
$1.55B
Positions
323
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (323)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL699,582$143.5M9.29%
2MICROSOFT CORPMSFT155,996$77.6M5.02%
3ISHARES TR464287291506,634$46.8M3.03%
4VANGUARD SCOTTSDALE FDS92206C102743,105$43.7M2.83%
5SMURFIT WESTROCK PLCSW950,038$41.0M2.65%
6PROGRESSIVE CORP743315103145,900$38.9M2.52%
7ALPHABET INCGOOG214,618$37.8M2.45%
8VISA INCV104,704$37.2M2.41%
9JPMORGAN CHASE & CO.VYLD126,848$36.8M2.38%
10ABBVIE INCABBV173,693$32.2M2.09%
11COSTCO WHSL CORP NEW22160K10523,905$23.7M1.53%
12WALMART INCWMT234,338$22.9M1.48%
13RTX CORPORATIONRTX153,910$22.5M1.45%
14J P MORGAN EXCHANGE TRADED F46641Q332394,432$22.4M1.45%
15ABBOTT LABSABLZF150,692$20.5M1.33%
16TRACTOR SUPPLY COTSCO360,614$19.0M1.23%
17LOUISIANA PAC CORPLPX216,619$18.6M1.21%
18TJX COS INC NEW872540109150,440$18.6M1.20%
19ISHARES TR46428710159,170$18.0M1.17%
20LINCOLN ELEC HLDGS INC53390010686,281$17.9M1.16%
21GOLDMAN SACHS ETF TRNVGLF338,414$17.1M1.11%
22CONOCOPHILLIPSCOP190,453$17.1M1.11%
23UNITEDHEALTH GROUP INCUNH51,901$16.2M1.05%
24J P MORGAN EXCHANGE TRADED F46654Q724257,719$16.1M1.04%
25VANGUARD SCOTTSDALE FDS92206C409187,751$14.9M0.97%
26COCA COLA COKO207,789$14.7M0.95%
27EXXON MOBIL CORPXOM136,310$14.7M0.95%
28ALPHABET INCGOOG80,669$14.3M0.93%
29SPDR S&P 500 ETF TRSPY23,032$14.2M0.92%
30ISHARES TR464287788117,472$14.2M0.92%
31JOHNSON & JOHNSONJNJ91,307$13.9M0.90%
32INTUITINTU16,797$13.2M0.86%
33ELI LILLY & COLLY16,732$13.0M0.84%
34WISDOMTREE TRWT251,207$12.1M0.78%
35TEXAS INSTRS INC88250810454,856$11.4M0.74%
36PULTE GROUP INC745867101106,936$11.3M0.73%
37NEXTERA ENERGY INCNEE-PW155,390$10.8M0.70%
38QUALCOMM INCQCOM67,312$10.7M0.69%
39ADOBE INCADBE27,098$10.5M0.68%
40EDWARDS LIFESCIENCES CORPEW133,993$10.5M0.68%
41PAYPAL HLDGS INCPYPL137,876$10.2M0.66%
42SPDR SERIES TRUST78464A698169,347$10.1M0.65%
43VANGUARD INDEX FDS92290836317,287$9.8M0.64%
44SCHWAB CHARLES CORPSCHW-PJ106,724$9.7M0.63%
45HOME DEPOT INCHD26,191$9.6M0.62%
46HONEYWELL INTL INC43851610641,180$9.6M0.62%
47AMAZON COM INCAMZN42,927$9.4M0.61%
48GOLDMAN SACHS ETF TRNVGLF182,759$9.1M0.59%
49SMITH A O CORPAOS136,434$8.9M0.58%
50MERCK & CO INCMRK110,616$8.8M0.57%
51CISCO SYS INCCSCO124,433$8.6M0.56%
52HILTON WORLDWIDE HLDGS INCHLT31,280$8.3M0.54%
53CHEVRON CORP NEWCVX55,991$8.0M0.52%
54SPINNAKER ETF SERIES84858T772179,220$7.7M0.50%
55CANADIAN NATL RY CO13637510272,472$7.5M0.49%
56INGEVITY CORPNGVT172,485$7.4M0.48%
57DUKE ENERGY CORP NEWDUKB62,895$7.4M0.48%
58OREILLY AUTOMOTIVE INC67103H10780,378$7.2M0.47%
59DEXCOM INCDXCM82,738$7.2M0.47%
60PEPSICO INCPEP53,787$7.1M0.46%
61SPDR GOLD TRGLD21,950$6.7M0.43%
62ADVANCED MICRO DEVICES INCAMD45,720$6.5M0.42%
63BOEING COBA-PA30,778$6.4M0.42%
64VANGUARD WORLD FD92191087327,288$6.1M0.40%
65SELECT SECTOR SPDR TR81369Y80324,138$6.1M0.40%
66SELECT SECTOR SPDR TR81369Y20944,319$6.0M0.39%
67NVIDIA CORPORATIONNVDA36,588$5.8M0.37%
68SELECT SECTOR SPDR TR81369Y70436,127$5.3M0.34%
69BROADCOM INCAVGO19,020$5.2M0.34%
70HCA HEALTHCARE INCHCA13,540$5.2M0.34%
71LOWES COS INC54866110723,287$5.2M0.33%
72NORFOLK SOUTHN CORP65584410819,645$5.0M0.33%
73DIGITAL RLTY TR INC25386810328,760$5.0M0.32%
74ISHARES TR46428751544,832$4.9M0.32%
75CROWDSTRIKE HLDGS INCCRWD9,510$4.8M0.31%
76PROCTER AND GAMBLE CO74271810927,777$4.4M0.29%
77TRUIST FINL CORP89832Q109101,127$4.3M0.28%
78MORGAN STANLEYMS-PQ30,636$4.3M0.28%
79FREEPORT-MCMORAN INCFCX99,100$4.3M0.28%
80PIMCO ETF TR72201R77544,950$4.1M0.27%
81BANK AMERICA CORP06050510483,136$3.9M0.25%
82INVESCO EXCHANGE TRADED FD TIVZ21,410$3.9M0.25%
83ISHARES TR46428745745,976$3.8M0.25%
84ISHARES TR46428746542,339$3.8M0.24%
85GE AEROSPACE36960430114,610$3.8M0.24%
86ISHARES TR46429B59866,904$3.7M0.24%
87CITIGROUP INCC-PR43,058$3.7M0.24%
88BERKSHIRE HATHAWAY INC DELBRK-A7,524$3.7M0.24%
89ISHARES TR46428765516,410$3.5M0.23%
90PINNACLE FINL PARTNERS INC72346Q10430,546$3.4M0.22%
91GE VERNOVA INCGEV6,134$3.2M0.21%
92SCHWAB STRATEGIC TR808524607125,314$3.2M0.21%
93REPUBLIC SVCS INC76075910012,561$3.1M0.20%
94GOLDMAN SACHS GROUP INCGSCE4,363$3.1M0.20%
95MASTERCARD INCORPORATEDMA5,465$3.1M0.20%
96SSGA ACTIVE TR78470P705109,450$3.0M0.19%
97NOVARTIS AGNVSEF24,385$3.0M0.19%
98EATON CORP PLCETN7,923$2.8M0.18%
99SELECT SECTOR SPDR TR81369Y88633,046$2.7M0.17%
100MCDONALDS CORPMCD9,039$2.6M0.17%
101SELECT SECTOR SPDR TR81369Y85223,710$2.6M0.17%
102ISHARES TR4642872004,097$2.5M0.16%
103NETFLIX INCNFLX1,880$2.5M0.16%
1043M COMMM16,067$2.4M0.16%
105NIKE INCNKE34,212$2.4M0.16%
106INVESCO QQQ TRIVZ4,350$2.4M0.16%
107ZOETIS INCZTS14,866$2.3M0.15%
108ORACLE CORPORCL-PD10,587$2.3M0.15%
109VANGUARD INDEX FDS9229087365,255$2.3M0.15%
110FEDEX CORPFDX9,843$2.2M0.14%
111PHILLIPS 66PSX18,554$2.2M0.14%
112ECOLAB INCECL8,141$2.2M0.14%
113ANGEL OAK FUNDS TRUST03463K737253,523$2.2M0.14%
114VULCAN MATLS CO9291601098,297$2.2M0.14%
115NOVO-NORDISK A SNONOF30,166$2.1M0.13%
116XYLEM INCXYL16,055$2.1M0.13%
117PIMCO ETF TR72201R57720,280$2.1M0.13%
118ISHARES TR46428876010,705$2.0M0.13%
119REGIONS FINANCIAL CORP NEWRF-PF84,203$2.0M0.13%
120APPLIED MATLS INC03822210510,770$2.0M0.13%
121LULULEMON ATHLETICA INCLULU8,282$2.0M0.13%
122BRISTOL-MYERS SQUIBB COCELG-RI42,208$2.0M0.13%
123PIMCO ETF TR72201R71820,248$1.9M0.13%
124SOUTHERN COSOMN20,881$1.9M0.12%
125ISHARES TR46428777022,176$1.9M0.12%
126NORTHROP GRUMMAN CORPNOC3,743$1.9M0.12%
127ISHARES INC46428680644,175$1.9M0.12%
128INTERNATIONAL BUSINESS MACHSINTR6,294$1.9M0.12%
129ULTA BEAUTY INCULTA3,943$1.8M0.12%
130CONSTELLATION BRANDS INCSTZ11,258$1.8M0.12%
131SELECT SECTOR SPDR TR81369Y50621,166$1.8M0.12%
132SELECT SECTOR SPDR TR81369Y60533,446$1.8M0.11%
133DOMINION ENERGY INCD30,681$1.7M0.11%
134ISHARES TR46428883626,383$1.7M0.11%
135ISHARES TR4642877219,805$1.7M0.11%
136EXACT SCIENCES CORP30063P10530,723$1.6M0.11%
137AMERICAN WTR WKS CO INC NEW03042010311,663$1.6M0.10%
138AUTOMATIC DATA PROCESSING INADP5,243$1.6M0.10%
139AMERICAN EXPRESS COAXP5,040$1.6M0.10%
140KROGER COKR22,286$1.6M0.10%
141UNION PAC CORPUNP6,777$1.6M0.10%
142PFIZER INCPFE64,093$1.6M0.10%
143PROLOGIS INC.PLDGP14,718$1.5M0.10%
144DELTA AIR LINES INC DELDAL31,194$1.5M0.10%
145PLANET FITNESS INCPLNT14,049$1.5M0.10%
146PHILIP MORRIS INTL INC7181721098,376$1.5M0.10%
147CATERPILLAR INCCAT3,760$1.5M0.09%
148PRUDENTIAL FINL INCPUKPF13,521$1.5M0.09%
149KIMBERLY-CLARK CORPKMB11,099$1.4M0.09%
150ISHARES INC46434G82219,081$1.4M0.09%
151META PLATFORMS INCMETA1,906$1.4M0.09%
152ISHARES TR46428858814,927$1.4M0.09%
153INVESCO EXCH TRADED FD TR IIIVZ28,650$1.4M0.09%
154EMERSON ELEC COEMR10,140$1.4M0.09%
155MOBILEYE GLOBAL INCMBLY74,470$1.3M0.09%
156CARRIER GLOBAL CORPORATIONCARR18,124$1.3M0.09%
157LINDE PLCLIN2,793$1.3M0.08%
158T-MOBILE US INCTMUSZ5,487$1.3M0.08%
159DISNEY WALT CO25468710610,384$1.3M0.08%
160ISHARES BITCOIN TRUST ETFIBIT20,499$1.3M0.08%
161VERIZON COMMUNICATIONS INCVZ27,835$1.2M0.08%
162AMERICAN TOWER CORP NEW03027X1005,264$1.2M0.08%
163MARRIOTT INTL INC NEW5719032024,256$1.2M0.08%
164DEERE & CODE2,157$1.1M0.07%
165UNUM GROUPUNMA13,077$1.1M0.07%
166MEDTRONIC PLCMDT11,853$1.0M0.07%
167LOCKHEED MARTIN CORPLMT2,224$1.0M0.07%
168INVESCO EXCH TRADED FD TR IIIVZ13,639$993,2080.06%
169COMCAST CORP NEWCCZ27,474$980,5620.06%
170ISHARES TR4642881589,195$977,7960.06%
171VANGUARD SPECIALIZED FUNDS9219088444,735$969,0560.06%
172INTEL CORPINTC43,111$965,6820.06%
173TEXAS PACIFIC LAND CORPORATITPL914$965,4780.06%
174WISDOMTREE TRWT8,430$963,2960.06%
175CAMECO CORPCCJ12,930$959,7940.06%
176ISHARES TR4642871687,101$943,1220.06%
177ALPS ETF TR00162Q45219,099$933,1770.06%
178CORNING INCGLW17,628$927,0570.06%
179ELECTRONIC ARTS INCEA5,697$909,8110.06%
180ISHARES TR46429B6637,698$902,0230.06%
181ROYAL CARIBBEAN GROUPV7780T1032,880$901,8430.06%
182J P MORGAN EXCHANGE TRADED F46641Q83717,597$891,7930.06%
183SCHWAB STRATEGIC TR80852479733,349$883,7530.06%
184AMGEN INCAMGN3,125$872,5970.06%
185WEYERHAEUSER CO MTN BEWY33,500$860,6150.06%
186DOLBY LABORATORIES INCDLB11,430$848,7920.05%
187SEI INVTS CO7841171039,400$844,6840.05%
188WILLIAMS SONOMA INCWSM5,040$823,4640.05%
189GENERAL MTRS CO37045V10016,570$815,4100.05%
190ISHARES TR4642876141,895$804,5790.05%
191ROYAL BK CDA7800871026,080$799,8240.05%
192GE HEALTHCARE TECHNOLOGIES IGEHC10,737$795,2900.05%
193AIR PRODS & CHEMS INCAIIR2,814$793,7170.05%
194QUANTA SVCS INC74762E1022,060$778,8450.05%
195ISHARES TR4642875807,732$770,4160.05%
196TESLA INCTSLA2,388$758,4220.05%
197GENERAC HLDGS INCGNRC5,200$744,6920.05%
198BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.05%
199DOVER CORPDOV3,950$723,7590.05%
200ALTRIA GROUP INCMO12,049$706,4430.05%
201IMPERIAL OIL LTDIMO8,750$695,4500.05%
202COSTAR GROUP INCCSGP8,561$688,3040.04%
203WILLIAMS COS INC96945710010,900$684,6290.04%
204ISHARES TR46428844819,365$668,2730.04%
205ISHARES TR4642872266,580$652,7020.04%
206VANGUARD WORLD FD92204A702984$652,6680.04%
207VANGUARD INDEX FDS9229087692,131$647,6570.04%
208COLGATE PALMOLIVE COCL6,987$635,0740.04%
209ISHARES TR4642874406,583$630,4540.04%
210TAIWAN SEMICONDUCTOR MFG LTD8740391002,751$623,0740.04%
211AURINIA PHARMACEUTICALS INCAUPH72,586$614,8030.04%
212ISHARES GOLD TRIAU9,740$607,3860.04%
213TARGET CORPTGT6,074$599,2000.04%
214SCHWAB STRATEGIC TR80852430020,210$590,3370.04%
215GENERAL DYNAMICS CORPGD2,016$588,0820.04%
216ISHARES TR46428868718,632$571,6300.04%
217WELLS FARGO CO NEW9497461017,107$569,4130.04%
218MONDELEZ INTL INC6092071058,117$547,4010.04%
219VANGUARD WORLD FD92204A3064,594$547,2370.04%
220ISHARES TR4642876713,614$543,5460.04%
221ISHARES TR46428884431,720$538,2880.03%
222CONSTELLATION ENERGY CORPCEG1,658$535,1360.03%
223ISHARES TR46428723410,927$527,1180.03%
224KINDER MORGAN INC DELEP-PC17,816$523,7900.03%
225AT&T INCT-PC18,044$522,1890.03%
226ENTERPRISE PRODS PARTNERS L29379210716,570$513,8500.03%
227PAYCHEX INCPAYX3,446$501,2550.03%
228GENERAL MLS INC3703341049,629$498,8830.03%
229MOHAWK INDS INC6081901044,757$498,7240.03%
230DIMENSIONAL ETF TRUST25434V10411,718$496,3740.03%
231ENBRIDGE INCENNPF10,898$493,8890.03%
232SELECT SECTOR SPDR TR81369Y86011,634$481,8800.03%
233ISHARES TR4642875232,015$480,9810.03%
234DOW INCDOW17,998$476,5760.03%
235SPDR SERIES TRUST78464A8705,661$469,4810.03%
236VANGUARD INDEX FDS9229087442,612$461,6450.03%
237SCHWAB STRATEGIC TR80852420118,429$450,4050.03%
238ISHARES TR4642887788,970$444,4640.03%
239SCHWAB STRATEGIC TR80852477117,717$434,7750.03%
240VANGUARD WORLD FD92204A5041,722$427,5980.03%
241WALGREENS BOOTS ALLIANCE INC93142710837,230$427,4000.03%
242BECTON DICKINSON & COBDX2,379$409,7830.03%
243ISHARES TR4642874324,418$389,9250.03%
244BLACKSTONE INCBX2,581$386,0630.02%
245ISHARES TR4642876634,070$385,1440.02%
246SPDR DOW JONES INDL AVERAGE78467X109866$381,6030.02%
247SHELL PLCRYDAF5,410$380,9180.02%
248AMERICAN INTL GROUP INC0268747844,395$376,1680.02%
249ISHARES TR4642871925,400$370,1160.02%
250AFLAC INCAFL3,470$365,9460.02%
251STARBUCKS CORPSBUX3,959$362,7630.02%
252CACI INTL INC127190304750$357,5250.02%
253DOCUSIGN INCDOCU4,469$348,0900.02%
254OTIS WORLDWIDE CORPOTIS3,505$347,0650.02%
255PALANTIR TECHNOLOGIES INCPLTR2,529$344,7530.02%
256ISHARES TR4642876481,205$344,4610.02%
257ISHARES TR4642876302,126$335,3880.02%
258CAPITAL ONE FINL CORP14040H1051,555$330,9480.02%
259XPO INCXPO2,600$328,3540.02%
260VANGUARD INTL EQUITY INDEX F9220428586,625$327,6760.02%
261TRAVELERS COMPANIES INCTRV1,201$321,3920.02%
262ISHARES TR4642878042,932$320,4000.02%
263SPDR SERIES TRUST78464A7632,344$318,1440.02%
264ISHARES TR4642875075,070$314,4360.02%
265VANGUARD WHITEHALL FDS9219464062,338$311,7200.02%
266SCHWAB STRATEGIC TR80852480513,875$306,6470.02%
267SCHWAB STRATEGIC TR80852469813,443$305,9630.02%
268S&P GLOBAL INCSPGI573$302,1370.02%
269HEWLETT PACKARD ENTERPRISE CHPE-PC14,548$297,5120.02%
270SCHWAB STRATEGIC TR80852410212,385$295,1290.02%
271DOLLAR GEN CORP NEW2566771052,563$293,1970.02%
272VANGUARD SCOTTSDALE FDS92206C7716,113$283,2760.02%
273DRAFTKINGS INC NEWDKNG6,550$280,9300.02%
274SCHWAB STRATEGIC TR80852485411,133$278,6590.02%
275HOLOGIC INCHOLX4,267$278,0380.02%
276ISHARES TR4642888104,425$277,1820.02%
277ISHARES TR4642884142,595$271,1260.02%
278BLACKROCK INCBLK257$269,6570.02%
279VANGUARD WORLD FD92204A603955$267,4670.02%
280ATMOS ENERGY CORPATO1,702$262,3340.02%
281NUCOR CORPNUE2,008$260,1160.02%
282RESMED INCRSMDF1,000$258,0000.02%
283BANK MONTREAL QUE0636711012,328$257,5470.02%
284SCHLUMBERGER LTDSLB7,532$254,5820.02%
285THERMO FISHER SCIENTIFIC INCTMO622$252,1960.02%
286GLOBAL X FDS37954Y4756,430$250,3750.02%
287ISHARES TR4642873092,257$248,4960.02%
288UNITED PARCEL SERVICE INCUPS2,450$247,2560.02%
289ISHARES TR4642898674,004$246,5420.02%
290COCA COLA CONS INCCOKE2,207$246,3760.02%
291VANGUARD INDEX FDS9229085121,498$246,3610.02%
292ALLSTATE CORPALL-PJ1,196$240,7670.02%
293ISHARES TR4642871501,769$238,8860.02%
294VALERO ENERGY CORPVLO1,771$238,1020.02%
295UNITED CMNTY BKS BLAIRSVLE GUNTCW7,891$235,0730.02%
296ISHARES TR4642874081,168$228,2510.01%
297WASTE MGMT INC DEL94106L109991$226,7230.01%
298PIMCO CORPORATE & INCOME OPPPTY16,152$224,6680.01%
299BP PLCBPPFF7,475$223,7320.01%
300ISHARES TR4642875981,148$222,9320.01%
301VANGUARD WORLD FD92204A8761,251$220,7270.01%
302ISHARES TR4642877623,900$220,2720.01%
303GLOBAL X FDS37954Y7156,688$218,3660.01%
304EXELON CORPEXC5,024$218,1420.01%
305FIRST TR EXCHANGE-TRADED FD33733E302797$214,6560.01%
306VANGUARD INDEX FDS9229085532,407$214,3670.01%
307ISHARES TR4642878123,009$212,0740.01%
308SCHWAB STRATEGIC TR8085247637,362$210,9210.01%
309MACOM TECH SOLUTIONS HLDGS I55405Y1001,470$210,6360.01%
310DELL TECHNOLOGIES INCDELL1,713$210,0140.01%
311SPDR S&P MIDCAP 400 ETF TRMDY370$209,5980.01%
312ISHARES TR4642877392,203$208,7780.01%
313SCHWAB STRATEGIC TR8085247555,208$208,4240.01%
314ANGEL OAK FUNDS TRUST03463K7524,034$206,0300.01%
315SANOFISNYNF4,232$204,4480.01%
316GLOBAL X FDS37954Y6734,655$202,8650.01%
317ISHARES TR46429B6972,159$202,6650.01%
318HUNTINGTON BANCSHARES INCHBANP12,050$201,9580.01%
319ILLINOIS TOOL WKS INC452308109812$200,8510.01%
320CALAMOS CONV & HIGH INCOME F12811P10818,199$200,0110.01%
321PARK HOTELS & RESORTS INCPK12,575$128,6420.01%
322NOKIA CORPNOKBF18,650$96,6070.01%
323GRAFTECH INTL LTD38431350846,330$45,0610.00%