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Patriot Investment Management

Latest statistics and disclosures from Patriot Investment Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, BND, VEA, VCIT, VEU, and represent 53.24% of Patriot Investment Management Group's stock portfolio.
Added to shares of these 10 stocks: SPY (+$11M), BND (+$5.6M), IVV, VCIT, VTI, VEA, MDY, VCSH, SPSM, BNDX.
Started 9 new stock positions in INDY, VGIT, GOOG, MDY, EMHY, MKL, DCI, VSGX, FALN.
Reduced shares in these 10 stocks: , VYM, VDC, SCHX, VIG, VO, IBDQ, VEU, IAU, SCHM.
Sold out of its positions in ED, FLOT, VLUE, IBDQ, MRVL, MCD, PNFP, QLD.
Patriot Investment Management Group was a net buyer of stock by $27M.
Patriot Investment Management Group has $1.6B in assets under management (AUM), dropping by 2.89%.
Central Index Key (CIK): 0001773830

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Portfolio Holdings for Patriot Investment Management Group

Patriot Investment Management Group holds 243 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	31.2	$493M		1.5M	335.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.4	$132M	+4%	1.8M	74.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.5	$86M	+2%	1.4M	62.47	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.3	$68M	+3%	806k	83.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.9	$62M		836k	73.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$49M		919k	53.76	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.5	$39M	+3%	493k	79.73	View chart
Spdr Series Trust State Street Spd (SPSM)	2.3	$37M	+2%	790k	46.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.8	$28M		1.1M	26.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$26M	+2%	101k	257.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$22M	+4%	244k	88.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$20M		198k	99.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$17M	+33%	25k	684.93	View chart
Vanguard World Utilities Etf (VPU)	1.1	$17M		93k	185.04	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.0	$16M	+5%	264k	58.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$15M	-6%	53k	290.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$15M	-13%	106k	143.52	View chart
Vanguard World Consum Stp Etf (VDC)	0.9	$15M	-10%	69k	211.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$15M	+373%	21k	681.94	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$13M	+7%	276k	48.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$13M	-8%	58k	219.78	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$12M		508k	24.04	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$12M		37k	314.80	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$11M	+3%	167k	67.22	View chart
Apple (AAPL)	0.6	$10M		37k	271.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$9.9M		186k	52.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$9.7M		109k	89.46	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$9.3M	+9%	87k	107.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$9.0M		60k	148.69	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$8.9M		311k	28.48	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$8.7M	-4%	290k	30.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$8.2M	-15%	305k	26.91	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$7.5M		91k	82.48	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$7.0M	-3%	85k	82.82	View chart
NVIDIA Corporation (NVDA)	0.4	$6.8M	+9%	36k	186.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$6.7M	-3%	243k	27.43	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$6.3M	+9%	116k	53.88	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$6.2M		79k	78.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$6.2M	-5%	50k	123.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$5.8M	+2%	9.4k	614.31	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.4	$5.8M		52k	110.96	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$5.4M		164k	32.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$5.1M		101k	50.29	View chart
Microsoft Corporation (MSFT)	0.3	$4.5M	+3%	9.4k	483.62	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$4.5M		6.00	754800.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$4.5M		6.0k	753.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$4.5M		7.1k	627.17	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$3.8M	-9%	47k	81.17	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$3.8M	-5%	83k	45.53	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$3.7M		84k	44.41	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$3.4M		28k	120.96	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$3.3M		142k	23.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$3.1M		11k	279.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$3.0M		40k	75.44	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$2.8M	-4%	46k	60.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.7M	-3%	29k	94.16	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$2.7M	-3%	19k	143.33	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$2.6M	+25%	55k	46.54	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.6M		12k	211.78	View chart
Amazon (AMZN)	0.2	$2.5M		11k	230.82	View chart
Home Depot (HD)	0.1	$2.3M	+2%	6.7k	344.09	View chart
Johnson & Johnson (JNJ)	0.1	$2.2M		11k	206.95	View chart
Strategy Cl A New (MSTR)	0.1	$2.2M		15k	151.95	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$2.2M		33k	67.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.1M		11k	191.56	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$2.1M	-2%	27k	77.89	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$2.1M	-2%	42k	50.01	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.1M	+3%	6.4k	322.23	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$2.0M		23k	85.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.0M		17k	120.18	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.0M		53k	37.40	View chart
Tesla Motors (TSLA)	0.1	$2.0M		4.4k	449.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.0M	+9%	10k	190.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.0M		9.2k	212.07	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$1.9M		92k	20.89	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.9M		15k	120.34	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.1	$1.8M		37k	49.12	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.7M	+30%	18k	96.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.7M		7.0k	246.16	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.7M		12k	141.14	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.7M	+2%	24k	69.42	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.7M		8.0k	209.13	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.6M	+8%	9.1k	177.38	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.6M		13k	121.61	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$1.6M		53k	30.20	View chart
Amgen (AMGN)	0.1	$1.6M		4.9k	327.31	View chart
Caterpillar (CAT)	0.1	$1.6M		2.8k	572.82	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.6M	NEW	2.6k	603.28	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.5M		9.1k	168.78	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.5M	-3%	14k	105.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.5M		11k	141.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.5M		3.0k	487.89	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.4M		11k	125.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.4M	+37%	14k	96.03	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$1.3M	+100%	31k	42.69	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.3M		14k	96.27	View chart
Smartfinancial Com New (SMBK)	0.1	$1.3M		35k	36.99	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$1.3M	-3%	32k	40.35	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$1.3M		25k	51.77	View chart
Deere & Company (DE)	0.1	$1.3M		2.7k	465.57	View chart
Eli Lilly & Co. (LLY)	0.1	$1.3M	-12%	1.2k	1074.68	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M	-21%	11k	111.41	View chart
Barings Corporate Investors (MCI)	0.1	$1.2M		68k	18.15	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.1	$1.2M		12k	101.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.2M		18k	66.00	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.2M	-11%	5.8k	199.68	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$1.1M	-12%	7.9k	139.15	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.1M	-5%	9.8k	109.91	View chart
Abbvie (ABBV)	0.1	$1.1M	-11%	4.7k	228.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.0M	+5%	3.2k	313.02	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$994k		15k	64.65	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.1	$991k		5.7k	175.34	View chart
Merck & Co (MRK)	0.1	$971k	-7%	9.2k	105.26	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$971k		22k	43.33	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$964k	+19%	9.4k	102.39	View chart
Procter & Gamble Company (PG)	0.1	$953k	-12%	6.7k	143.32	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$950k		4.4k	214.70	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$948k	+5%	19k	49.46	View chart
Jabil Circuit (JBL)	0.1	$947k		4.2k	228.02	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$933k		8.2k	113.72	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$926k		6.6k	141.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$912k		13k	71.42	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$902k		29k	30.96	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$888k	+28%	37k	24.28	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$880k		12k	70.98	View chart
Moody's Corporation (MCO)	0.1	$863k		1.7k	510.85	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$858k		16k	54.71	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$825k	NEW	14k	59.93	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$799k		6.6k	121.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$790k	+39%	2.0k	396.31	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$782k		2.6k	301.15	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$781k		9.1k	86.25	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.0	$757k		13k	56.61	View chart
Pepsi (PEP)	0.0	$741k	-6%	5.2k	143.52	View chart
Analog Devices (ADI)	0.0	$730k	-2%	2.7k	271.20	View chart
Costco Wholesale Corporation (COST)	0.0	$730k	+2%	846.00	862.61	View chart
Coca-Cola Company (KO)	0.0	$725k	-7%	10k	69.91	View chart
Raytheon Technologies Corp (RTX)	0.0	$719k		3.9k	183.40	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$717k		30k	24.23	View chart
CSX Corporation (CSX)	0.0	$706k		20k	36.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$698k	-2%	21k	32.62	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$692k	+116%	7.7k	90.40	View chart
Enterprise Products Partners (EPD)	0.0	$688k		21k	32.06	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$683k		6.2k	110.19	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.0	$661k		18k	37.61	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$654k	+10%	13k	49.84	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$649k		6.4k	101.67	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$615k	+4%	10k	61.36	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$612k		9.4k	65.10	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$608k	+90%	14k	44.71	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$589k		6.5k	90.00	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$588k	+2%	5.5k	106.70	View chart
Philip Morris International (PM)	0.0	$587k	-13%	3.7k	160.40	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$584k		13k	46.81	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$575k	-9%	12k	49.65	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$559k		3.1k	181.21	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.0	$558k		18k	31.22	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$553k		13k	42.87	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$553k		21k	26.49	View chart
Broadcom (AVGO)	0.0	$537k	+30%	1.6k	346.10	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$529k		8.3k	64.04	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$507k		18k	28.07	View chart
Ishares Tr Us Consum Discre (IYC)	0.0	$501k		4.9k	103.13	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM)	0.0	$501k		7.3k	68.80	View chart
Truist Financial Corp equities (TFC)	0.0	$487k		9.9k	49.21	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$482k		6.0k	80.63	View chart
Ishares Tr Future Exponenti (XT)	0.0	$478k		6.9k	69.74	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$475k		4.9k	97.40	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$464k		6.9k	66.92	View chart
Vanguard World Health Car Etf (VHT)	0.0	$463k		1.6k	287.86	View chart
EQT Corporation (EQT)	0.0	$461k		8.6k	53.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$443k		936.00	473.30	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$443k	+6%	8.1k	54.77	View chart
Rbc Cad (RY)	0.0	$430k		2.5k	170.49	View chart
Visa Com Cl A (V)	0.0	$422k		1.2k	350.71	View chart
Verizon Communications (VZ)	0.0	$417k		10k	40.73	View chart
Abbott Laboratories (ABT)	0.0	$408k	-5%	3.3k	125.28	View chart
Cisco Systems (CSCO)	0.0	$402k	-4%	5.2k	77.02	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$393k		4.3k	91.93	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$393k		13k	29.61	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$381k		7.5k	50.59	View chart
Southern Company (SO)	0.0	$372k	+27%	4.3k	87.20	View chart
Ishares Tr India 50 Etf (INDY)	0.0	$369k	NEW	7.5k	49.29	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$367k		2.4k	153.96	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$363k		1.1k	323.01	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$359k	+2%	14k	25.45	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$358k	+100%	2.5k	143.97	View chart
Duke Energy Corp Com New (DUK)	0.0	$358k	-14%	3.1k	117.21	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$352k		2.3k	154.79	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$351k	-5%	2.4k	148.17	View chart
At&t (T)	0.0	$348k		14k	24.84	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$341k	+4%	2.4k	141.05	View chart
Archer Daniels Midland Company (ADM)	0.0	$339k		5.9k	57.49	View chart
TJX Companies (TJX)	0.0	$335k	+35%	2.2k	153.62	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$328k	+2%	19k	17.66	View chart
Lowe's Companies (LOW)	0.0	$327k		1.4k	241.22	View chart
International Business Machines (IBM)	0.0	$324k		1.1k	296.25	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$323k	-4%	2.9k	110.16	View chart
Netflix (NFLX)	0.0	$322k	+900%	3.4k	93.77	View chart
Meta Platforms Cl A (META)	0.0	$317k		480.00	660.10	View chart
Carpenter Technology Corporation (CRS)	0.0	$315k		1.0k	314.84	View chart
Live Oak Bancshares (LOB)	0.0	$308k		9.0k	34.35	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$305k		2.6k	118.75	View chart
Bristol Myers Squibb (BMY)	0.0	$302k		5.6k	53.94	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$299k		1.1k	269.18	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$295k		2.2k	131.58	View chart
Chevron Corporation (CVX)	0.0	$290k	-8%	1.9k	152.41	View chart
United Parcel Service CL B (UPS)	0.0	$285k	-9%	2.9k	99.19	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$282k		2.4k	119.35	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$282k		933.00	302.11	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$279k	NEW	6.9k	40.37	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$270k	-12%	8.6k	31.51	View chart
Ishares Tr Glb Cns Disc Etf (RXI)	0.0	$268k		1.3k	205.30	View chart
Nxp Semiconductors N V (NXPI)	0.0	$265k		1.2k	217.06	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$264k	NEW	9.7k	27.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$251k	NEW	800.00	313.87	View chart
Mastercard Incorporated Cl A (MA)	0.0	$250k		437.00	570.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$248k		2.9k	84.64	View chart
Altria (MO)	0.0	$245k	-28%	4.3k	57.66	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$242k		4.6k	52.62	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$241k		1.1k	210.34	View chart
Bank of America Corporation (BAC)	0.0	$238k		4.3k	55.00	View chart
General Dynamics Corporation (GD)	0.0	$237k		703.00	336.66	View chart
Hershey Company (HSY)	0.0	$235k		1.3k	181.98	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$235k	-4%	1.6k	149.01	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$230k		2.4k	96.88	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$226k		2.3k	97.51	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.0	$225k	-18%	3.6k	62.14	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$225k	+2%	4.6k	48.75	View chart
Ishares Tr Global Mater Etf (MXI)	0.0	$222k		2.3k	96.64	View chart
Markel Corporation (MKL)	0.0	$219k	NEW	102.00	2149.66	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$219k	NEW	3.1k	71.61	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	0.0	$218k		2.0k	108.94	View chart
Xcel Energy (XEL)	0.0	$217k	-9%	2.9k	73.86	View chart
Ge Aerospace Com New (GE)	0.0	$216k		702.00	308.03	View chart
Palantir Technologies Cl A (PLTR)	0.0	$214k		1.2k	177.75	View chart
Walt Disney Company (DIS)	0.0	$213k		1.9k	113.79	View chart
Pfizer (PFE)	0.0	$213k	-39%	8.5k	24.90	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$209k	-18%	2.0k	105.69	View chart
Marathon Petroleum Corp (MPC)	0.0	$203k		1.2k	162.63	View chart
Donaldson Company (DCI)	0.0	$201k	NEW	2.3k	88.67	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$180k	-41%	16k	11.24	View chart
Westrock Coffee (WEST)	0.0	$49k		12k	4.07	View chart

Past Filings by Patriot Investment Management Group

SEC 13F filings are viewable for Patriot Investment Management Group going back to 2019

Patriot Investment Management Group 2025 Q4 filed Jan. 23, 2026
Patriot Investment Management Group 2025 Q3 filed Oct. 15, 2025
Patriot Investment Management Group 2025 Q2 filed July 15, 2025
Patriot Investment Management Group 2025 Q1 filed April 16, 2025
Patriot Investment Management Group 2024 Q4 filed Jan. 21, 2025
Patriot Investment Management Group 2024 Q3 filed Oct. 11, 2024
Patriot Investment Management Group 2024 Q2 filed July 15, 2024
Patriot Investment Management Group 2024 Q1 filed April 17, 2024
Patriot Investment Management Group 2023 Q4 filed Jan. 17, 2024
Patriot Investment Management Group 2023 Q3 filed Oct. 17, 2023
Patriot Investment Management Group 2023 Q2 filed July 14, 2023
Patriot Investment Management Group 2023 Q1 filed April 19, 2023
Patriot Investment Management Group 2022 Q4 filed Feb. 15, 2023
Patriot Investment Management 2022 Q3 filed Nov. 3, 2022
Patriot Investment Management 2022 Q2 filed July 26, 2022
Patriot Investment Management 2022 Q1 filed May 2, 2022

View all past filings

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