Patten & Patten Inc/Tn Q2 Portfolio Shifts: Focus on ETF Buys and Tech Sells

As of June 30th, 2026, Patten & Patten Inc/Tn has shown active management within its portfolio during the second quarter. The filing details observable changes in holdings, reflecting strategic buying and selling activities.

Patten & Patten's Significant Purchases

The investor demonstrated a clear preference for Exchange-Traded Funds (ETFs) this quarter, significantly increasing allocations to several funds:

• GOLDMAN SACHS ETF TR (GSST) experienced the most dramatic increase, with a holding change percentage of 176.11%. This suggests substantial new investment in this fund.
• VANGUARD SCOTTSDALE FDS (VGSH), another ETF position, saw its allocation rise by 58.31% during the quarter.
• Additionally, there was a notable increase of 4.89% in holdings of ISHARES TR (IXN), indicating continued interest or new investment in this tracker fund.

Patten & Patten's Notable Sales and Decreases

Conversely, the investor also reduced exposure to certain stocks:

• The position in QUALCOMM INC (QCOM) decreased by a significant -40.49%.
• TRACTOR SUPPLY CO (TSCO)'s allocation dropped by -31.12%, representing one of the larger decreases.
• The investor also sold shares in NOVO-NORDISK A S (NVO), which decreased by -93.02% during the quarter, though this specific stock is not listed among their top holdings based on weight.

New Positions and Minor Activity

Furthermore, Patten & Patten Inc/Tn established new positions in certain ETFs:

• The investor initiated a position in MICROVISION INC DEL (MVIS), which had no prior holding.
• INVESCO EXCHANGE TRADED FD T (RSPT), despite its sector label, was also added to the portfolio with no previous allocation recorded.

The investor's actions were not limited to major shifts. They also:

• VANGUARD INDEX FDS (VUG) increased by a substantial +502.23%.
• Reduced holdings in NFLX (-93.02%) and XLK (+33.92%), though these changes were more pronounced than typical portfolio turnover.

Overall Portfolio Changes

The overall portfolio value stood at $1,861,599,225 as of June 30th, 2026. The investor's activity resulted in a total change percentage allocation shift across the portfolio.

Key indicators from this filing include:

• The holding count increased to 343 positions.
• The top five holdings account for approximately 24.53% of the portfolio value.

In summary, Patten & Patten Inc/Tn's Q2 activity highlights a focus on ETFs (particularly GSST and VGSH) while simultaneously reducing exposure to specific large-cap stocks like QUALCOMM and TRACTOR SUPPLY CO. For detailed analysis of their portfolio holdings, visit Patten & Patten Inc/Tn's profile or explore individual stock performance at GSS**T**, VGSH, and others.