Patriot Investment Management

Patriot Investment Management Group as of March 31, 2026

Portfolio Holdings for Patriot Investment Management Group

Patriot Investment Management Group holds 236 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 30.1 $471M 1.5M 320.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.9 $139M 1.9M 73.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.6 $88M 1.4M 64.08
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.4 $69M 838k 82.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.8 $60M 792k 75.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $50M 925k 54.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $40M 508k 79.27
Spdr Series Trust State Street Spd (SPSM) 2.5 $39M 810k 48.32
Vanguard Index Fds Small Cp Etf (VB) 1.7 $26M 99k 261.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.6 $26M 1.0M 25.10
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $22M 249k 88.70
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $20M 200k 99.27
Vanguard World Utilities Etf (VPU) 1.2 $18M 91k 198.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $17M 283k 58.54
Ishares Tr Core S&p500 Etf (IVV) 1.1 $17M 25k 653.21
Vanguard World Consum Stp Etf (VDC) 1.0 $16M 69k 224.59
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $15M 104k 148.10
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $15M 53k 287.18
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.9 $14M 290k 48.05
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $14M 21k 650.33
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $13M 58k 215.06
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $12M 491k 24.75
Ishares Core Msci Emkt (IEMG) 0.7 $11M 164k 69.75
Vanguard Index Fds Large Cap Etf (VV) 0.7 $11M 37k 298.85
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $9.8M 187k 52.56
Ishares Tr National Mun Etf (MUB) 0.6 $9.3M 87k 106.15
Ishares Tr Core Msci Eafe (IEFA) 0.6 $9.2M 102k 90.53
Apple (AAPL) 0.6 $9.1M 36k 253.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $8.7M 299k 29.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $8.7M 281k 30.96
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $8.4M 59k 142.43
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $7.8M 305k 25.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $7.4M 242k 30.68
Ishares Tr Core Msci Intl (IDEV) 0.5 $7.4M 88k 83.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $7.1M 91k 78.41
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $7.1M 86k 82.57
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $6.1M 115k 53.22
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.4 $5.8M 51k 114.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $5.7M 50k 113.11
NVIDIA Corporation (NVDA) 0.4 $5.6M 32k 174.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $5.6M 113k 49.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $5.6M 9.7k 577.15
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $5.2M 159k 32.95
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $4.3M 6.00 718140.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $4.3M 7.2k 597.54
Ishares Gold Tr Ishares New (IAU) 0.3 $4.1M 47k 88.16
Vanguard World Inf Tech Etf (VGT) 0.3 $4.1M 5.9k 697.76
Spdr Index Shs Fds State Street Spd (SPDW) 0.2 $3.9M 84k 45.65
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $3.8M 80k 46.74
Microsoft Corporation (MSFT) 0.2 $3.4M 9.2k 370.16
Global X Fds Glb X Mlp Enrg I (MLPX) 0.2 $3.3M 45k 73.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $3.3M 141k 23.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $3.1M 41k 77.11
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $3.0M 27k 112.27
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $2.8M 11k 257.35
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $2.7M 19k 145.79
Johnson & Johnson (JNJ) 0.2 $2.6M 11k 244.45
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $2.6M 29k 92.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $2.6M 12k 217.24
Exxon Mobil Corporation (XOM) 0.2 $2.6M 15k 169.66
Ishares Tr Core Univrsl Usd (IUSB) 0.2 $2.6M 55k 46.19
Pinnacle Finl Partners (PNFP) 0.2 $2.4M 28k 86.14
Home Depot (HD) 0.1 $2.2M 6.6k 328.91
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $2.1M 23k 91.77
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $2.1M 33k 65.69
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.1M 11k 191.92
Amazon (AMZN) 0.1 $2.1M 10k 208.27
Ishares Tr Core Intl Aggr (IAGG) 0.1 $2.1M 42k 50.04
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.1M 17k 124.31
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.1 $2.0M 37k 55.71
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $2.0M 26k 77.38
Vanguard Index Fds Value Etf (VTV) 0.1 $2.0M 10k 196.19
Caterpillar (CAT) 0.1 $2.0M 2.8k 708.39
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $2.0M 9.2k 211.15
Vanguard World Energy Etf (VDE) 0.1 $1.9M 11k 173.04
Ishares Tr Broad Usd High (USHY) 0.1 $1.9M 52k 36.84
JPMorgan Chase & Co. (JPM) 0.1 $1.9M 6.4k 294.18
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $1.9M 87k 21.49
Strategy Cl A New (MSTR) 0.1 $1.8M 15k 124.80
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.8M 13k 135.72
Ishares Tr Select Divid Etf (DVY) 0.1 $1.7M 12k 151.41
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.7M 7.0k 248.00
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.7M 24k 70.18
Amgen (AMGN) 0.1 $1.7M 4.8k 351.83
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.6M 8.8k 184.27
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $1.6M 2.6k 616.76
Spdr Series Trust State Street Spd (SPSB) 0.1 $1.6M 53k 30.07
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.6M 16k 97.13
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.6M 7.7k 205.81
Tesla Motors (TSLA) 0.1 $1.5M 4.1k 371.75
Ishares Tr Ishares Biotech (IBB) 0.1 $1.5M 8.7k 168.84
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.5M 11k 138.32
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $1.4M 31k 45.89
Deere & Company (DE) 0.1 $1.4M 2.5k 563.30
Ishares Tr Global Tech Etf (IXN) 0.1 $1.4M 14k 99.97
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.4M 15k 93.93
Wal-Mart Stores (WMT) 0.1 $1.4M 11k 124.28
Smartfinancial Com New (SMBK) 0.1 $1.4M 35k 39.08
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.3M 3.0k 436.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.3M 13k 97.23
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $1.3M 25k 51.23
Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $1.3M 31k 40.83
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.2M 18k 67.53
Barings Corporate Investors (MCI) 0.1 $1.2M 68k 17.24
Spdr Series Trust State Street Spd (SDY) 0.1 $1.2M 7.9k 145.95
Merck & Co (MRK) 0.1 $1.1M 9.1k 120.29
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.1M 7.3k 144.71
Ishares Tr Tips Bd Etf (TIP) 0.1 $1.1M 9.6k 110.36
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.1M 5.8k 181.42
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.0M 21k 49.95
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.1 $1.0M 12k 88.38
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.1 $1.0M 15k 67.01
Jabil Circuit (JBL) 0.1 $1.0M 3.9k 265.63
Ishares Tr Glob Indstrl Etf (EXI) 0.1 $1.0M 5.7k 181.01
Abbvie (ABBV) 0.1 $1.0M 4.7k 217.48
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $1.0M 20k 49.78
Eli Lilly & Co. (LLY) 0.1 $1.0M 1.1k 919.77
Alphabet Cap Stk Cl A (GOOGL) 0.1 $980k 3.4k 287.58
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $977k 22k 43.62
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $974k 9.4k 103.43
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $961k 8.1k 118.45
Procter & Gamble Company (PG) 0.1 $961k 6.7k 144.45
Ishares Tr Us Aer Def Etf (ITA) 0.1 $956k 4.4k 218.77
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $934k 13k 73.14
Spdr Series Trust State Street Spd (XBI) 0.1 $900k 7.0k 127.73
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $890k 16k 56.79
Costco Wholesale Corporation (COST) 0.1 $888k 891.00 996.29
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $886k 37k 24.24
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $884k 29k 30.32
Ishares Tr Core Msci Euro (IEUR) 0.1 $872k 12k 70.27
Spdr Gold Tr Gold Shs (GLD) 0.1 $858k 2.0k 430.29
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $850k 2.6k 328.66
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $846k 18k 48.14
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $833k 14k 61.26
Analog Devices (ADI) 0.1 $830k 2.6k 318.14
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $827k 9.1k 91.37
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $820k 14k 59.55
Enterprise Products Partners (EPD) 0.1 $818k 22k 37.84
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $813k 7.6k 106.50
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) 0.1 $803k 13k 60.07
Pepsi (PEP) 0.1 $802k 5.2k 155.29
Coca-Cola Company (KO) 0.1 $801k 11k 76.05
CSX Corporation (CSX) 0.1 $799k 20k 41.05
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $748k 7.7k 97.73
Moody's Corporation (MCO) 0.0 $737k 1.7k 436.25
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $717k 30k 24.24
Raytheon Technologies Corp (RTX) 0.0 $697k 3.6k 192.90
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $676k 6.2k 108.99
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $671k 10k 67.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $625k 21k 29.13
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $621k 6.6k 94.24
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.0 $589k 7.3k 80.94
Spdr Index Shs Fds State Street Spd (SPEM) 0.0 $586k 13k 46.91
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $584k 3.1k 189.59
Philip Morris International (PM) 0.0 $584k 3.5k 165.34
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $580k 9.4k 61.64
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $562k 18k 31.49
Broadcom (AVGO) 0.0 $555k 1.8k 309.51
EQT Corporation (EQT) 0.0 $547k 8.6k 63.64
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $546k 13k 42.31
Ishares Msci Emerg Mrkt (EEMV) 0.0 $533k 8.2k 64.73
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $497k 19k 26.61
Verizon Communications (VZ) 0.0 $496k 9.9k 50.20
Ishares Tr Us Consm Staples (IYK) 0.0 $486k 6.9k 70.04
Ishares Tr Us Consum Discre (IYC) 0.0 $471k 4.9k 96.93
Ishares Tr Future Exponenti (XT) 0.0 $449k 6.6k 68.15
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $445k 18k 24.63
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $440k 12k 38.42
Vanguard World Health Car Etf (VHT) 0.0 $438k 1.6k 272.39
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $424k 5.3k 79.56
Astrazeneca Ord (AZN) 0.0 $422k 2.1k 197.22
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $419k 2.4k 175.92
Truist Financial Corp equities (TFC) 0.0 $416k 9.1k 45.97
Southern Company (SO) 0.0 $411k 4.3k 96.52
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $408k 4.4k 93.54
Rbc Cad (RY) 0.0 $408k 2.5k 161.78
Cisco Systems (CSCO) 0.0 $405k 5.2k 77.59
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $404k 13k 30.50
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $399k 8.1k 49.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $399k 936.00 426.40
Duke Energy Corp Com New (DUK) 0.0 $396k 3.0k 130.94
Carpenter Technology Corporation (CRS) 0.0 $394k 1.0k 394.15
At&t (T) 0.0 $375k 13k 28.99
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $365k 7.2k 50.61
Visa Com Cl A (V) 0.0 $364k 1.2k 302.24
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $357k 14k 25.33
Chevron Corporation (CVX) 0.0 $356k 1.7k 206.90
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $353k 1.1k 313.81
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $352k 2.4k 145.74
Ishares Tr Us Industrials (IYJ) 0.0 $350k 2.4k 147.54
Archer Daniels Midland Company (ADM) 0.0 $349k 4.8k 72.69
TJX Companies (TJX) 0.0 $348k 2.2k 159.71
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $331k 2.3k 141.43
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $330k 2.5k 132.90
Abbott Laboratories (ABT) 0.0 $323k 3.1k 102.66
Ishares Tr India 50 Etf (INDY) 0.0 $317k 7.5k 42.24
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $315k 1.3k 234.03
Bristol Myers Squibb (BMY) 0.0 $313k 5.2k 60.65
Lowe's Companies (LOW) 0.0 $309k 1.3k 236.32
Ishares Msci Gbl Min Vol (ACWV) 0.0 $307k 2.6k 119.51
Marathon Petroleum Corp (MPC) 0.0 $305k 1.2k 244.18
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $297k 2.2k 132.49
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $295k 2.0k 146.58
Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $291k 2.6k 110.38
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $285k 2.4k 118.60
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $282k 933.00 302.25
Altria (MO) 0.0 $281k 4.3k 65.99
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $278k 8.6k 32.43
United Parcel Svcs CL B (UPS) 0.0 $275k 2.8k 98.37
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.0 $273k 6.9k 39.38
Spdr Index Shs Fds State Street Spd (GNR) 0.0 $271k 3.6k 74.67
Meta Platforms Cl A (META) 0.0 $270k 472.00 572.14
Hershey Company (HSY) 0.0 $269k 1.3k 207.89
International Business Machines (IBM) 0.0 $268k 1.1k 242.44
Ishares Tr Us Infrastruc (IFRA) 0.0 $263k 4.6k 57.20
Ishares Tr Faln Angls Usd (FALN) 0.0 $259k 9.7k 26.72
Ishares Tr Core Msci Total (IXUS) 0.0 $254k 2.9k 86.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $245k 1.1k 213.67
Ishares Tr Global Mater Etf (MXI) 0.0 $244k 2.3k 106.22
Ishares Tr Glb Cns Disc Etf (RXI) 0.0 $243k 1.3k 186.48
Netflix (NFLX) 0.0 $241k 2.5k 96.16
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $239k 2.4k 100.62
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $236k 4.9k 48.46
Xcel Energy (XEL) 0.0 $234k 2.9k 79.44
General Dynamics Corporation (GD) 0.0 $230k 670.00 343.22
Ishares Tr Asia 50 Etf (AIA) 0.0 $225k 2.1k 106.15
Nxp Semiconductors N V (NXPI) 0.0 $224k 1.1k 196.86
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $222k 3.1k 71.73
Live Oak Bancshares (LOB) 0.0 $221k 6.7k 33.07
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 0.0 $221k 2.0k 110.31
Mastercard Incorporated Cl A (MA) 0.0 $218k 437.00 499.66
Alphabet Cap Stk Cl C (GOOG) 0.0 $217k 756.00 286.92
Bank of America Corporation (BAC) 0.0 $211k 4.3k 48.75
Lockheed Martin Corporation (LMT) 0.0 $203k 336.00 604.39
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $175k 16k 10.88
Westrock Coffee (WEST) 0.0 $51k 12k 4.25