PATTEN & PATTEN INC/TN
All 13F Filings
- Location
- Chattanooga, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,703,655
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 341 | 1,703,655 | 13F-HR | PATTEN & PATTEN INC/TN |
| Q3 2025 | 10/31/2025 | 344 | 1,701,710 | 13F-HR | PATTEN & PATTEN INC/TN |
| Q2 2025 | 7/28/2025 | 323 | 1,545,431 | 13F-HR | PATTEN & PATTEN INC/TN |
| Q2 2014 | 7/25/2014 | 206 | 615,127 | 13F-HR | PATTEN & PATTEN INC/TN |
| Q1 2014 | 4/24/2014 | 262 | 738,790 | 13F-HR | PATTEN & PATTEN INC/TN |
| Q4 2013 | 1/15/2014 | 251 | 717,412 | 13F-HR | PATTEN & PATTEN INC/TN |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.496 M | 87.8% | 0 | 3.071 K | -3.071 K |
| ETFs | 188.8 K | 11.1% | 5.061 K | 0 | 5.061 K |
| Debt | 18.69 K | 1.1% | 0 | 55 | -55 |
| Other | 201 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
1,703,655
Holdings
341
QoQ value change ($000)
1,945
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.