Home / Leaderboard / Patten and Patten, Inc.
Patten and Patten, Inc.
Raymond V. Ryan · Investment Advisor · Value
Patten and Patten, Inc. is an independent wealth management firm headquartered in Chattanooga, Tennessee. Founded in 1976, the firm provides customized investment advisory services, including portfolio management and financial planning, to individuals, families, and institutional clients such as endowments and foundations. Registered with the SEC as an investment adviser, the firm emphasizes independence and a consultative approach to wealth management. Its investment process is built on fundamental analysis and a long-term orientation, avoiding short-term market timing in favor of tailored strategies that align with each client's specific risk tolerance and financial goals. The firm operates with a focus on risk-adjusted performance and high-touch service, ensuring that portfolios are managed to meet unique client objectives over multiple market cycles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.1% |
| YTD return | +12.5% |
| Sharpe ratio | 3.03 |
| Win rate | 61% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.patteninc.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 23.2% | +31.3% |
| GOOGL | Alphabet Inc Class A | 11.7% | +38.7% |
| MSFT | Microsoft Corporation | 9.2% | +1.0% |
| JPM | JPMorgan Chase & Co | 5.3% | +13.8% |
| ABBV | AbbVie Inc | 5.0% | +10.8% |
| SW | Smurfit WestRock plc | 4.8% | +6.6% |
| V | Visa Inc. Class A | 4.4% | +6.8% |
| RTX | Raytheon Technologies Corp | 4.0% | +15.1% |
| PGR | Progressive Corp | 3.5% | -6.3% |
| WMT | Walmart Inc. Common Stock | 3.1% | +3.2% |
| LECO | Lincoln Electric Holdings Inc | 3.0% | +10.1% |
| JNJ | Johnson & Johnson | 2.9% | +37.3% |
| XOM | Exxon Mobil Corp | 2.8% | +35.0% |
| TJX | The TJX Companies Inc | 2.7% | -10.1% |
| COP | ConocoPhillips | 2.7% | +31.8% |
| COST | Costco Wholesale Corp | 2.5% | -3.1% |
| LLY | Eli Lilly and Company | 2.3% | +13.4% |
| AMD | Advanced Micro Devices Inc | 2.2% | +67.1% |
| UNH | UnitedHealth Group Incorporated | 2.2% | +19.8% |
| CRWD | Crowdstrike Holdings Inc | 2.2% | +13.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | JPM | 5.2% → 5.3% |
| Aug 17, 2026 | SELL | AMD | 2.3% → 2.2% |
| Aug 17, 2026 | SELL | JNJ | 2.9% → 2.9% |
| Aug 17, 2026 | BUY | MSFT | 8.7% → 9.2% |
| Aug 17, 2026 | SELL | LECO | 2.9% → 3.0% |
Investment Style Analysis
Patten and Patten, Inc. is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Patten and Patten, Inc. made a significant move by reducing the position in JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Patten and Patten’s investment philosophy is centered on the core belief that investment strategies are most effective when highly customized to the unique situation of each client. As an independent firm, they maintain a long-term orientation and utilize a disciplined, fundamental research process to select securities across asset classes. The firm intentionally avoids market-timing and high-turnover trading strategies, focusing instead on providing risk-adjusted performance and personal service. Each client relationship is managed on a separate account basis, providing transparency and direct access to the portfolio managers who serve as the primary decision-makers.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Patten and Patten, Inc..
Similar Investment Style
Based on Value.
- Corstar Holdings, Inc. — Jeffrey J. Michael · 3M +20.3%
- Systematic Financial Management LP — Kenneth Burgess · 3M -15.1%
- Penn Capital Management Company, LLC — Richard A. Hocker · 3M -12.2%
- Reinhart Partners, LLC — James Reinhart · 3M -3.2%
Frequently asked questions
How is the simulated portfolio for Patten and Patten, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Patten and Patten, Inc.'s largest holding?
As of the latest filing, Patten and Patten, Inc.'s top position is Apple Inc (AAPL), representing 23.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Patten and Patten, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +17.1% with a win rate of 61%. Notably, the portfolio maintains a Sharpe Ratio of 3.03, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Patten and Patten, Inc. primarily invest in?
Patten and Patten, Inc. has a strong preference for the Consumer Electronics sector, which makes up 23.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Patten and Patten, Inc.'s portfolio concentrated or diversified?
Patten and Patten, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Patten and Patten, Inc. performed in 2026?
Our AI-simulated model portfolio for Patten and Patten, Inc. tracks a Year-to-Date (YTD) return of +12.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Raymond V. Ryan manage Patten and Patten, Inc. directly?
Yes, Raymond V. Ryan serves as the key portfolio manager for Patten and Patten, Inc., overseeing the investment strategy and final capital allocation decisions.