$615 Million is the total value of PATTEN & PATTEN INC/TN's 206 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EBAY | New | eBay, Inc. | $4,520,000 | – | 90,297 | +100.0% | 0.74% | – |
| GOOG | New | Google Inc Cl C | $2,872,000 | – | 4,993 | +100.0% | 0.47% | – |
| SNECQ | New | Sanchez Energy Corp | $376,000 | – | 10,000 | +100.0% | 0.06% | – |
| IGE | New | iShares GS Natural Resources F | $213,000 | – | 4,255 | +100.0% | 0.04% | – |
| WAB | New | Wabtec Corporation | $212,000 | – | 2,570 | +100.0% | 0.03% | – |
| MDXG | New | MiMedx Group, Inc. | $98,000 | – | 13,800 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc Com | 45 | Q2 2024 | 13.1% |
| Microsoft, Inc. | 45 | Q2 2024 | 5.0% |
| ISHARES TR | 45 | Q2 2024 | 2.7% |
| ABBVIE INC | 45 | Q2 2024 | 2.8% |
| Visa, Inc. - Cl. A | 45 | Q2 2024 | 2.3% |
| Tractor Supply Company | 45 | Q2 2024 | 2.3% |
| JP Morgan Chase & Co Com | 45 | Q2 2024 | 2.0% |
| Intel Corporation | 45 | Q2 2024 | 2.7% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 1.7% |
| AT&T INC | 45 | Q2 2024 | 2.6% |
View PATTEN & PATTEN INC/TN's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-08-02 |
View PATTEN & PATTEN INC/TN's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.