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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 2025 · Filed February 3, 2026 · Accession 0001044905-26-000001

Total Value
$1.70B
Positions
341
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (341)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL638,218$173.5M10.18%
2MICROSOFT CORPMSFT150,681$72.9M4.28%
3ALPHABET INCGOOG204,557$64.0M3.76%
4ISHARES TR464287291545,249$57.3M3.36%
5VANGUARD SCOTTSDALE FDS92206C102816,217$47.9M2.81%
6JPMORGAN CHASE & CO.VYLD119,676$38.6M2.26%
7ABBVIE INCABBV162,855$37.2M2.18%
8VISA INCV98,687$34.6M2.03%
9PROGRESSIVE CORP743315103138,530$31.5M1.85%
10SMURFIT WESTROCK PLCSW775,730$30.0M1.76%
11RTX CORPORATIONRTX147,845$27.1M1.59%
12WALMART INCWMT226,442$25.2M1.48%
13ALPHABET INCGOOG76,923$24.1M1.42%
14TJX COS INC NEW872540109145,285$22.3M1.31%
15ISHARES TR46428710162,900$21.6M1.27%
16LINCOLN ELEC HLDGS INC53390010686,281$20.7M1.21%
17COSTCO WHSL CORP NEW22160K10522,010$19.0M1.11%
18GOLDMAN SACHS ETF TRNVGLF370,314$18.7M1.10%
19JOHNSON & JOHNSONJNJ88,475$18.3M1.07%
20ABBOTT LABSABLZF140,518$17.6M1.03%
21J P MORGAN EXCHANGE TRADED F46641Q332302,698$17.3M1.02%
22TRACTOR SUPPLY COTSCO338,016$16.9M0.99%
23EXXON MOBIL CORPXOM137,941$16.6M0.97%
24VANGUARD SCOTTSDALE FDS92206C409207,776$16.6M0.97%
25ELI LILLY & COLLY15,364$16.5M0.97%
26CONOCOPHILLIPSCOP176,348$16.5M0.97%
27J P MORGAN EXCHANGE TRADED F46654Q724244,071$16.2M0.95%
28UNITEDHEALTH GROUP INCUNH48,021$15.9M0.93%
29LOUISIANA PAC CORPLPX195,921$15.8M0.93%
30VANGUARD WORLD FD92191087362,941$15.8M0.93%
31ISHARES TR464287788117,282$15.1M0.89%
32SPDR GOLD TRGLD36,841$14.6M0.86%
33SPDR S&P 500 ETF TRSPY21,219$14.5M0.85%
34WISDOMTREE TRWT262,612$13.9M0.82%
35VANGUARD INDEX FDS92290836321,381$13.4M0.79%
36GOLDMAN SACHS ETF TRNVGLF245,344$13.0M0.76%
37SPDR SERIES TRUST78464A698193,038$12.5M0.73%
38COCA COLA COKO171,376$12.0M0.70%
39NEXTERA ENERGY INCNEE-PW141,655$11.4M0.67%
40PULTE GROUP INC74586710196,597$11.3M0.66%
41QUALCOMM INCQCOM63,386$10.8M0.64%
42AMAZON COM INCAMZN46,693$10.8M0.63%
43MERCK & CO INCMRK101,425$10.7M0.63%
44SPINNAKER ETF SERIES84858T772252,540$10.6M0.62%
45SCHWAB CHARLES CORPSCHW-PJ106,436$10.6M0.62%
46EDWARDS LIFESCIENCES CORPEW116,823$10.0M0.58%
47INTUITINTU14,784$9.8M0.57%
48INVESCO EXCHANGE TRADED FD TIVZ196,270$8.9M0.52%
49HOME DEPOT INCHD25,912$8.9M0.52%
50CISCO SYS INCCSCO115,604$8.9M0.52%
51INGEVITY CORPNGVT147,213$8.7M0.51%
52ADVANCED MICRO DEVICES INCAMD40,212$8.6M0.51%
53TEXAS INSTRS INC88250810449,414$8.6M0.50%
54HILTON WORLDWIDE HLDGS INCHLT29,308$8.4M0.49%
55NVIDIA CORPORATIONNVDA43,640$8.1M0.48%
56SMITH A O CORPAOS119,407$8.0M0.47%
57ADOBE INCADBE22,347$7.8M0.46%
58CHEVRON CORP NEWCVX50,954$7.8M0.46%
59BOEING COBA-PA35,100$7.6M0.45%
60HONEYWELL INTL INC43851610638,134$7.4M0.44%
61ISHARES TR46428866161,195$7.3M0.43%
62SELECT SECTOR SPDR TR81369Y80350,721$7.3M0.43%
63ISHARES TR46428745787,438$7.2M0.43%
64PEPSICO INCPEP49,569$7.1M0.42%
65SELECT SECTOR SPDR TR81369Y20945,277$7.0M0.41%
66PIMCO ETF TR72201R77574,925$7.0M0.41%
67OREILLY AUTOMOTIVE INC67103H10776,328$7.0M0.41%
68DUKE ENERGY CORP NEWDUKB58,191$6.8M0.40%
69CANADIAN NATL RY CO13637510266,294$6.6M0.38%
70BROADCOM INCAVGO18,926$6.6M0.38%
71ISHARES TR46429B598118,624$6.4M0.38%
72HCA HEALTHCARE INCHCA13,407$6.3M0.37%
73ISHARES TR46428746563,582$6.1M0.36%
74LOWES COS INC54866110724,255$5.8M0.34%
75SELECT SECTOR SPDR TR81369Y70436,107$5.6M0.33%
76ISHARES TR4642872008,140$5.6M0.33%
77NORFOLK SOUTHN CORP65584410818,915$5.5M0.32%
78TRUIST FINL CORP89832Q109102,828$5.1M0.30%
79FREEPORT-MCMORAN INCFCX95,789$4.9M0.29%
80CITIGROUP INCC-PR40,908$4.8M0.28%
81GE AEROSPACE36960430114,799$4.6M0.27%
82MORGAN STANLEYMS-PQ25,359$4.5M0.26%
83ISHARES TR46428751541,537$4.4M0.26%
84DEXCOM INCDXCM64,352$4.3M0.25%
85BANK AMERICA CORP06050510476,833$4.2M0.25%
86ISHARES TR46428876019,637$4.2M0.25%
87DIGITAL RLTY TR INC25386810327,155$4.2M0.25%
88GE VERNOVA INCGEV6,358$4.2M0.24%
89GOLDMAN SACHS GROUP INCGSCE4,336$3.8M0.22%
90BERKSHIRE HATHAWAY INC DELBRK-A7,447$3.7M0.22%
91ISHARES TR46428765515,129$3.7M0.22%
92INVESCO EXCHANGE TRADED FD TIVZ19,435$3.7M0.22%
93CROWDSTRIKE HLDGS INCCRWD7,940$3.7M0.22%
94SCHWAB STRATEGIC TR808524607127,666$3.6M0.21%
95PROCTER AND GAMBLE CO74271810924,927$3.6M0.21%
96CONSTELLATION BRANDS INCSTZ24,996$3.4M0.20%
97NOVARTIS AGNVSEF23,694$3.3M0.19%
98MASTERCARD INCORPORATEDMA5,478$3.1M0.18%
99PINNACLE FINL PARTNERS INC72346Q10431,693$3.0M0.18%
100NIKE INCNKE45,149$2.9M0.17%
101SELECT SECTOR SPDR TR81369Y88665,032$2.8M0.16%
102MCDONALDS CORPMCD8,881$2.7M0.16%
103APPLIED MATLS INC03822210510,499$2.7M0.16%
104VANGUARD INDEX FDS9229087365,439$2.7M0.16%
105SELECT SECTOR SPDR TR81369Y85222,499$2.6M0.16%
106REPUBLIC SVCS INC76075910012,343$2.6M0.15%
107INVESCO QQQ TRIVZ4,253$2.6M0.15%
108EXACT SCIENCES CORP30063P10525,713$2.6M0.15%
109SSGA ACTIVE TR78470P70593,100$2.5M0.15%
110ISHARES INC46428680659,775$2.5M0.15%
111EATON CORP PLCETN7,925$2.5M0.15%
112NETFLIX INCNFLX26,908$2.5M0.15%
113FEDEX CORPFDX8,691$2.5M0.15%
1143M COMMM15,457$2.5M0.15%
115J P MORGAN EXCHANGE TRADED F46641Q83748,576$2.5M0.14%
116REGIONS FINANCIAL CORP NEWRF-PF88,183$2.4M0.14%
117VULCAN MATLS CO9291601098,297$2.4M0.14%
118ISHARES INC46434G82229,131$2.4M0.14%
119ISHARES TR46428883626,755$2.3M0.13%
120ISHARES TR46432F33911,047$2.2M0.13%
121NORTHROP GRUMMAN CORPNOC3,833$2.2M0.13%
122DOMINION ENERGY INCD37,157$2.2M0.13%
123ANGEL OAK FUNDS TRUST03463K737244,960$2.1M0.13%
124PHILLIPS 66PSX16,593$2.1M0.13%
125ISHARES TR46428858822,480$2.1M0.13%
126CATERPILLAR INCCAT3,712$2.1M0.12%
127XYLEM INCXYL15,080$2.1M0.12%
128ISHARES TR46428772110,273$2.1M0.12%
129PAYPAL HLDGS INCPYPL34,250$2.0M0.12%
130DELTA AIR LINES INC DELDAL28,341$2.0M0.12%
131ISHARES TR46428777021,226$2.0M0.11%
132INTERNATIONAL BUSINESS MACHSINTR6,539$1.9M0.11%
133ISHARES TR46428758018,719$1.9M0.11%
134SELECT SECTOR SPDR TR81369Y60535,166$1.9M0.11%
135PIMCO ETF TR72201R71820,031$1.9M0.11%
136NOVO-NORDISK A SNONOF37,553$1.9M0.11%
137ECOLAB INCECL7,160$1.9M0.11%
138ORACLE CORPORCL-PD9,544$1.9M0.11%
139SELECT SECTOR SPDR TR81369Y50641,203$1.8M0.11%
140SOUTHERN COSOMN20,834$1.8M0.11%
141ZOETIS INCZTS14,406$1.8M0.11%
142AMERICAN EXPRESS COAXP4,728$1.7M0.10%
143INVESCO EXCHANGE TRADED FD TIVZ14,589$1.7M0.10%
144ISHARES TR4642894469,909$1.7M0.10%
145PIMCO ETF TR72201R57716,564$1.7M0.10%
146ISHARES TR46428867914,964$1.6M0.10%
147ISHARES TR4642876719,610$1.6M0.09%
148CORNING INCGLW17,796$1.6M0.09%
149LULULEMON ATHLETICA INCLULU7,488$1.6M0.09%
150UNION PAC CORPUNP6,688$1.5M0.09%
151ISHARES TR46428716810,848$1.5M0.09%
152GOLDMAN SACHS ETF TRNVGLF27,650$1.5M0.09%
153ISHARES TR4642894385,221$1.4M0.08%
154PLANET FITNESS INCPLNT13,250$1.4M0.08%
155PFIZER INCPFE57,681$1.4M0.08%
156ISHARES TR46432F3965,702$1.4M0.08%
157PRUDENTIAL FINL INCPUKPF12,410$1.4M0.08%
158LOCKHEED MARTIN CORPLMT2,896$1.4M0.08%
159INTEL CORPINTC37,683$1.4M0.08%
160PROLOGIS INC.PLDGP10,833$1.4M0.08%
161PHILIP MORRIS INTL INC7181721098,466$1.4M0.08%
162KROGER COKR21,616$1.4M0.08%
163WISDOMTREE TRWT9,355$1.3M0.08%
164ISHARES BITCOIN TRUST ETFIBIT26,666$1.3M0.08%
165AUTOMATIC DATA PROCESSING INADP5,129$1.3M0.08%
166CAMECO CORPCCJ14,285$1.3M0.08%
167GENERAL MTRS CO37045V10015,729$1.3M0.08%
168META PLATFORMS INCMETA1,912$1.3M0.07%
169EMERSON ELEC COEMR9,446$1.3M0.07%
170ISHARES TR4642876223,328$1.2M0.07%
171AMERICAN WTR WKS CO INC NEW0304201039,391$1.2M0.07%
172MARRIOTT INTL INC NEW5719032023,922$1.2M0.07%
173MEDTRONIC PLCMDT12,501$1.2M0.07%
174DISNEY WALT CO25468710610,177$1.2M0.07%
175ISHARES TR4642871507,500$1.1M0.07%
176TESLA INCTSLA2,464$1.1M0.07%
177ISHARES TR46428750716,504$1.1M0.06%
178INVESCO EXCH TRADED FD TR IIIVZ22,246$1.1M0.06%
179ULTA BEAUTY INCULTA1,760$1.1M0.06%
180LINDE PLCLIN2,467$1.1M0.06%
181AMGEN INCAMGN3,200$1.0M0.06%
182ROYAL BK CDA7800871026,080$1.0M0.06%
183GE HEALTHCARE TECHNOLOGIES IGEHC12,374$1.0M0.06%
184DEERE & CODE2,167$1.0M0.06%
185AURINIA PHARMACEUTICALS INCAUPH63,000$1.0M0.06%
186VANGUARD SPECIALIZED FUNDS9219088444,536$996,9060.06%
187KIMBERLY-CLARK CORPKMB9,799$988,6680.06%
188ISHARES TR46428844824,994$986,0210.06%
189CARRIER GLOBAL CORPORATIONCARR17,976$949,8520.06%
190ISHARES TR4642874999,400$904,9380.05%
191QUANTA SVCS INC74762E1022,135$901,0980.05%
192WILLIAMS SONOMA INCWSM5,040$900,1810.05%
193ISHARES TR46429B6637,372$896,4790.05%
194BRISTOL-MYERS SQUIBB COCELG-RI16,357$882,2890.05%
195ISHARES TR4642876892,247$869,2520.05%
196TAIWAN SEMICONDUCTOR MFG LTD8740391002,851$866,3900.05%
197UNUM GROUPUNMA11,077$858,4680.05%
198ELECTRONIC ARTS INCEA4,182$854,5080.05%
199INVESCO EXCH TRADED FD TR IIIVZ11,876$848,1540.05%
200ISHARES TR4642878465,107$846,7920.05%
201VERIZON COMMUNICATIONS INCVZ20,524$835,9520.05%
202WELLS FARGO CO NEW9497461018,966$835,6310.05%
203T-MOBILE US INCTMUSZ4,037$819,6720.05%
204ROYAL CARIBBEAN GROUPV7780T1032,880$803,2900.05%
205ISHARES TR4642881587,440$793,8480.05%
206TEXAS PACIFIC LAND CORPORATITPL2,741$787,2530.05%
207SEI INVTS CO7841171039,400$770,9880.05%
208IMPERIAL OIL LTDIMO8,750$755,2130.04%
209BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.04%
210ISHARES GOLD TRIAU9,225$748,7930.04%
211ALTRIA GROUP INCMO12,899$743,7660.04%
212VANGUARD WORLD FD92204A702984$741,7200.04%
213SPDR SERIES TRUST78464A8705,826$710,3860.04%
214WILLIAMS COS INC96945710011,787$708,5170.04%
215ISHARES TR4642876141,493$706,6370.04%
216VANECK ETF TRUST92189F6761,962$706,6040.04%
217VANGUARD INDEX FDS9229087692,105$705,8740.04%
218AIR PRODS & CHEMS INCAIIR2,827$698,3260.04%
219DOVER CORPDOV3,450$673,5780.04%
220GENERAL DYNAMICS CORPGD1,984$667,8710.04%
221SELECT SECTOR SPDR TR81369Y86016,099$649,5950.04%
222ISHARES TR4642871196,222$647,3370.04%
223ISHARES TR46429B6976,747$635,2980.04%
224ISHARES TR4642877544,090$606,0150.04%
225ISHARES TR4642874406,158$592,1530.03%
226TARGET CORPTGT5,924$579,0710.03%
227MOBILEYE GLOBAL INCMBLY54,960$573,7820.03%
228ISHARES TR4642878044,753$571,1740.03%
229GENERAC HLDGS INCGNRC4,113$560,8900.03%
230COMCAST CORP NEWCCZ18,747$560,3590.03%
231CONSTELLATION ENERGY CORPCEG1,583$559,3480.03%
232ISHARES TR4642872265,585$557,8690.03%
233WEYERHAEUSER CO MTN BEWY23,547$557,8210.03%
234KINDER MORGAN INC DELEP-PC19,978$549,1950.03%
235SCHWAB STRATEGIC TR80852479719,964$547,6110.03%
236ISHARES TR4642873094,291$528,9090.03%
237DIMENSIONAL ETF TRUST25434V10411,068$517,9820.03%
238SCHWAB STRATEGIC TR80852420119,109$514,2230.03%
239COLGATE PALMOLIVE COCL6,492$513,0070.03%
240CACI INTL INC127190304955$508,8340.03%
241ENBRIDGE INCENNPF10,603$507,1550.03%
242ISHARES TR4642887788,970$494,6960.03%
243ALPS ETF TR00162Q45210,444$491,0770.03%
244COHEN & STEERS TOTAL RETURN19247R10344,301$489,5260.03%
245VANGUARD WORLD FD92204A5041,670$480,8350.03%
246MOHAWK INDS INC6081901044,313$471,4110.03%
247ENTERPRISE PRODS PARTNERS L29379210714,357$460,2720.03%
248SCHWAB STRATEGIC TR80852430013,771$449,2180.03%
249VANGUARD INDEX FDS9229086291,532$444,6170.03%
250TRAVELERS COMPANIES INCTRV1,523$441,8440.03%
251GLOBAL X FDS37954Y87110,335$441,6150.03%
252ISHARES TR46432F8424,861$434,8260.03%
253ISHARES INC46434G1036,417$431,3510.03%
254COSTAR GROUP INCCSGP6,303$423,8140.02%
255VANGUARD INDEX FDS9229087442,204$420,9420.02%
256ISHARES TR4642876634,070$417,3380.02%
257AFLAC INCAFL3,784$417,2620.02%
258SPDR DOW JONES INDL AVERAGE78467X109866$416,1740.02%
259MONDELEZ INTL INC6092071057,700$414,4840.02%
260SCHWAB STRATEGIC TR80852477115,017$408,6130.02%
261AT&T INCT-PC16,420$407,8640.02%
262PACER FDS TR69374H1057,295$405,4560.02%
263ISHARES TR4642871925,400$402,3540.02%
264AMERICAN TOWER CORP NEW03027X1002,274$399,2410.02%
265ISHARES TR4642877394,247$398,7510.02%
266PALANTIR TECHNOLOGIES INCPLTR2,239$397,9820.02%
267DOLBY LABORATORIES INCDLB6,135$393,9900.02%
268GENERAL MLS INC3703341048,318$386,7910.02%
269BLACKSTONE INCBX2,506$386,2720.02%
270ISHARES TR46428868712,256$379,4460.02%
271SHELL PLCRYDAF5,160$379,1570.02%
272CAPITAL ONE FINL CORP14040H1051,555$376,9910.02%
273AMERICAN INTL GROUP INC0268747844,395$375,9920.02%
274ISHARES TR4642876302,052$371,7550.02%
275PAYCHEX INCPAYX3,237$363,1270.02%
276THERMO FISHER SCIENTIFIC INCTMO626$362,7360.02%
277SOLSTICE ADVANCED MATLS INC83443Q1037,430$360,9490.02%
278ISHARES TR4642872346,560$358,8980.02%
279OTIS WORLDWIDE CORPOTIS4,010$350,2740.02%
280STARBUCKS CORPSBUX4,159$350,2290.02%
281VANGUARD WHITEHALL FDS9219464062,319$332,7930.02%
282VANGUARD INTL EQUITY INDEX F9220428586,120$329,0140.02%
283SPDR SERIES TRUST78464A7632,284$317,8350.02%
284ISHARES TR4642875231,025$308,6790.02%
285SCHWAB STRATEGIC TR80852469813,408$307,9820.02%
286HEWLETT PACKARD ENTERPRISE CHPE-PC12,798$307,4140.02%
287COCA COLA CONS INCCOKE1,984$304,0990.02%
288BANK MONTREAL QUE0636711012,328$302,1510.02%
289S&P GLOBAL INCSPGI573$299,4440.02%
290SCHWAB STRATEGIC TR80852480512,275$295,1010.02%
291ISHARES TR46428884414,020$292,5970.02%
292VANGUARD WORLD FD92204A3062,318$291,8830.02%
293VANGUARD SCOTTSDALE FDS92206C7716,199$291,8490.02%
294ATMOS ENERGY CORPATO1,702$285,3480.02%
295VANGUARD WORLD FD92204A603955$284,9530.02%
296SCHWAB STRATEGIC TR80852410210,855$284,7200.02%
297VALERO ENERGY CORPVLO1,744$283,9590.02%
298SCHWAB STRATEGIC TR80852485411,133$279,2160.02%
299BECTON DICKINSON & COBDX1,429$277,3260.02%
300NUCOR CORPNUE1,698$276,9610.02%
301BLACKROCK INCBLK257$275,0770.02%
302DOCUSIGN INCDOCU3,971$271,6160.02%
303VANGUARD WORLD FD92204A4052,006$267,7150.02%
304VANGUARD INDEX FDS9229085121,498$265,7000.02%
305ISHARES TR464287648805$260,0230.02%
306UNITED CMNTY BKS BLAIRSVLE GUNTCW8,266$258,0650.02%
307HOLOGIC INCHOLX3,462$257,8840.02%
308FIRST TR EXCH TRADED FD III33739P1033,627$257,4810.02%
309STRYKER CORPORATIONSYK723$254,1130.01%
310WASTE MGMT INC DEL94106L1091,142$250,8500.01%
311GLOBAL X FDS37954Y4756,048$245,7450.01%
312ISHARES ETHEREUM TR46438R10510,945$245,4960.01%
313ISHARES TR4642875981,149$241,7130.01%
314ISHARES TR4642888852,111$240,4850.01%
315ISHARES INC4642865252,018$239,6380.01%
316ALLSTATE CORPALL-PJ1,149$239,1640.01%
317ISHARES TR4642878123,562$238,3690.01%
318SCHWAB STRATEGIC TR8085247555,208$235,4540.01%
319VANGUARD WORLD FD92204A8761,251$231,3940.01%
320DOLLAR GEN CORP NEW2566771051,730$229,6730.01%
321ISHARES TR4642888103,695$229,6440.01%
322SCHWAB STRATEGIC TR8085247637,287$229,6130.01%
323VANGUARD BD INDEX FDS9219378353,097$229,3950.01%
324ISHARES TR4642884142,140$229,2150.01%
325ISHARES SILVER TRSLV3,517$226,5650.01%
326SPDR S&P MIDCAP 400 ETF TRMDY370$223,2140.01%
327ISHARES TR4642874081,048$222,2490.01%
328ISHARES TR4642877623,400$221,3400.01%
329PIMCO CORPORATE & INCOME OPPPTY16,996$219,2440.01%
330MACOM TECH SOLUTIONS HLDGS I55405Y1001,279$219,0670.01%
331EXELON CORPEXC5,024$218,9960.01%
332CALAMOS CONV & HIGH INCOME F12811P10819,196$217,1070.01%
333FIRST TR EXCHANGE-TRADED FD33733E302797$214,5360.01%
334LAM RESEARCH CORPLRCX1,240$212,2630.01%
335SYNOPSYS INCSNPS450$211,3740.01%
336HUNTINGTON BANCSHARES INCHBANP12,050$209,0680.01%
337SANOFI SASNYNF4,232$205,0830.01%
338SLB LIMITEDSLB5,297$203,2990.01%
339ISHARES TR46434V6134,317$200,9130.01%
340PARK HOTELS & RESORTS INCPK12,125$126,8280.01%
341NOKIA CORPNOKBF18,150$117,4310.01%