PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
Sector Allocation
- Other93.5%$1.6B
- Technology2.3%$40.5M
- Financials1.5%$26.6M
- Consumer Discretionary0.9%$16.0M
- Healthcare0.5%$9.4M
- Industrials0.5%$7.8M
- Consumer Staples0.3%$5.3M
- Energy0.2%$4.2M
- Utilities0.1%$905,636
- Materials0.1%$860,750
AUM History
13fpro.ai/research/fund/patriot-investment-management-group-inc-1773830
Conviction and streaks
Stable · top 10 = 64.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$549.5M
- VANGUARD$135.4M
- VANGUARD$98.6M
- VANGUARD$68.1M
- VANGUARD$66.0M
- VANGUARD$56.1M
- SPDR$44.3M
- VANGUARD$41.0M
- SCHWAB$29.2M
- VANGUARD$28.1M
- ISHARES$24.9M
- VANGUARD$23.4M
- VANGUARD$20.2M
- ISHARES$19.1M
SPY
$16.1M- VANGUARD$16.1M
- VANGUARD$15.7M
- VANGUARD$15.2M
- VANGUARD$14.8M
- VANGUARD$14.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/patriot-investment-management-group-inc-1773830
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 13F holdings — Q3 2026
$1.7B portfolio (+0.3% QoQ) · 236 holdings · Q3 2026 13F · top 10 are 65% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR TTL STK
$549.5M
31.8% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$135.4M
7.8% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$98.6M
5.7% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$68.1M
3.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$66.0M
3.8% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$56.1M
3.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR SP600 SML
$44.3M
2.6% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$41.0M
2.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB STRATEGIC TR - US BRD MKT ETF
$29.2M
1.7% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - MRNGSTR SML CAP
$28.1M
1.6% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $549.5M | 31.8% | +0.0% | — | — | — | — | |
| 2 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $135.4M | 7.8% | -0.8% | — | — | — | — | |
| 3 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $98.6M | 5.7% | +0.1% | — | — | — | — | |
| 4 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $68.1M | 3.9% | +2% | — | — | — | — | |
| 5 | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $66.0M | 3.8% | +0.8% | — | — | — | — | |
| 6 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $56.1M | 3.2% | +1% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST STR SP600 SML | $44.3M | 2.6% | +0.6% | — | — | — | — | |
| 8 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $41.0M | 2.4% | +2% | — | — | — | — | |
| 9 | SCHWAB STRATEGIC TR - US BRD MKT ETF | $29.2M | 1.7% | -0.7% | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - MRNGSTR SML CAP | $28.1M | 1.6% | +0.1% | — | — | — | — |
All holdings — PATRIOT INVESTMENT MANAGEMENT GROUP, INC. (Q3 2026)
236 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $24.9M | 1.4% | 264K | +31% | — | — | 13F |
| 12 | — | VANGUARD INDEX FDS - REAL ESTATE ETFetf/fund | — | $23.4M | 1.4% | 261K | +2% | — | — | 13F |
| 13 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREASetf/fund | — | $20.2M | 1.2% | 351K | +12% | — | — | 13F |
| 14 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $19.1M | 1.1% | 25K | -1% | — | — | 13F |
| 15 | SPDR S&P 500 ETF TRUSTetf/fund | — | $16.1M | 0.9% | 21K | — | 11+ qtrs | — | 13F | |
| 16 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $16.1M | 0.9% | 205K | -1% | — | — | 13F |
| 17 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $15.7M | 0.9% | 101K | -0.8% | — | — | 13F |
| 18 | — | VANGUARD WORLD FD - UTILITIES ETFetf/fund | — | $15.2M | 0.9% | 89K | -2% | — | — | 13F |
| 19 | — | VANGUARD WORLD FD - CONSUM STP ETFetf/fund | — | $14.8M | 0.9% | 68K | +0.3% | — | — | 13F |
| 20 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFetf/fund | — | $14.6M | 0.8% | 311K | +5% | — | — | 13F |
| 21 | Apple Inc. | Technology | $13.8M | 0.8% | 41K | -2% | 11+ qtrs | 75.7 | 13F | |
| 22 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $13.3M | 0.8% | 57K | -0.4% | — | — | 13F |
| 23 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $13.2M | 0.8% | 482K | -1% | — | — | 13F |
| 24 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $13.1M | 0.8% | 161K | +0.9% | — | — | 13F |
| 25 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAPetf/fund | — | $12.3M | 0.7% | 35K | -1% | — | — | 13F |
| 26 | $TSLA | Tesla, Inc. | Consumer Discretionary | $11.6M | 0.7% | 33K | +695% | |||
| 27 | — | ISHARES TR - ISHS 1-5YR INVS | — | $11.0M | 0.6% | 214K | +14% | |||
| 28 | — | ISHARES TR - CORE MSCI EAFE | — | $9.8M | 0.6% | 101K | -0.3% | |||
| 29 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $9.4M | 0.5% | 289K | +0.8% | |||
| 30 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $9.4M | 0.5% | 276K | -2% | |||
| 31 | — | ISHARES TR - NATIONAL MUN ETF | — | $9.4M | 0.5% | 93K | +7% | |||
| 32 | — | ISHARES TR - CORE S&P TTL STK | — | $9.2M | 0.5% | 55K | +2% | |||
| 33 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $8.9M | 0.5% | 297K | -1% | |||
| 34 | — | ISHARES TR - CORE MSCI INTL | — | $7.8M | 0.5% | 87K | +2% | |||
| 35 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $7.6M | 0.4% | 234K | -0.1% | |||
| 36 | $META | Meta Platforms, Inc. | Technology | $7.4M | 0.4% | 97K | +26% | |||
| 37 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $6.8M | 0.4% | 9,195 | -0.0% | |||
| 38 | — | ISHARES TR - ISHS 5-10YR INVT | — | $6.7M | 0.4% | 134K | +14% | |||
| 39 | — | ISHARES TR - 1 3 YR TREAS BD | — | $6.7M | 0.4% | 83K | -2% | |||
| 40 | — | ISHARES TR - S&P 500 GRWT ETF | — | $6.6M | 0.4% | 47K | -6% | |||
| 41 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | — | $6.3M | 0.4% | 50K | -2% | |||
| 42 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $6.2M | 0.4% | 130K | +10% | |||
| 43 | $NVDA | NVIDIA CORP | Technology | $6.1M | 0.3% | 27K | -3% | |||
| 44 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $5.7M | 0.3% | 156K | -2% | |||
| 45 | — | VANGUARD WORLD FD - INF TECH ETF | — | $5.6M | 0.3% | 45K | -4% | |||
| 46 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $5.0M | 0.3% | 7,157 | +1% | |||
| 47 | $MSFT | MICROSOFT CORP | Technology | $4.5M | 0.3% | 8,760 | -3% | |||
| 48 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $4.5M | 0.3% | 6 | — | |||
| 49 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $4.2M | 0.3% | 84K | — | |||
| 50 | $IAU | ISHARES GOLD TRUST | Financials | $4.1M | 0.2% | 52K | +33% | |||
| 51 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $3.8M | 0.2% | 76K | -3% | |||
| 52 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $3.7M | 0.2% | 27K | +0.1% | |||
| 53 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $3.5M | 0.2% | 41K | +0.0% | |||
| 54 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $3.2M | 0.2% | 11K | — | |||
| 55 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $3.1M | 0.2% | 140K | -0.8% | |||
| 56 | — | GLOBAL X FDS - GLB X MLP ENRG I | — | $3.0M | 0.2% | 44K | -2% | |||
| 57 | — | ISHARES TR - CORE INTL AGGR | — | $2.9M | 0.2% | 60K | +20% | |||
| 58 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $2.9M | 0.2% | 19K | +1.0% | |||
| 59 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.9M | 0.2% | 11K | +0.7% | |||
| 60 | — | ISHARES TR - MSCI USA MIN ETF | — | $2.8M | 0.2% | 29K | +0.6% | |||
| 61 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $2.8M | 0.2% | 12K | +0.0% | |||
| 62 | $PNFP | Pinnacle Financial Partners, Inc. | Financials | $2.6M | 0.1% | 28K | +0.3% | |||
| 63 | — | ISHARES TR - CORE UNIVRSL USD | — | $2.4M | 0.1% | 55K | -0.7% | |||
| 64 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.4M | 0.1% | 15K | New | |||
| 65 | $CAT | CATERPILLAR INC | Industrials | $2.4M | 0.1% | 2,912 | -2% | |||
| 66 | $IVZ | Invesco Ltd. | Financials | $2.3M | 0.1% | 11K | — | |||
| 67 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.2M | 0.1% | 16K | — | |||
| 68 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $2.2M | 0.1% | 10K | +0.0% | |||
| 69 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.2M | 0.1% | 8,776 | -9% | |||
| 70 | $JPM | JPMORGAN CHASE & CO | Financials | $2.1M | 0.1% | 6,445 | +0.8% | |||
| 71 | — | ISHARES TR - S&P 500 VAL ETF | — | $2.1M | 0.1% | 9,237 | — | |||
| 72 | $SNPS | SYNOPSYS INC | Technology | $2.1M | 0.1% | 33K | +1% | |||
| 73 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $2.1M | 0.1% | 23K | — | |||
| 74 | $AMGN | AMGEN INC | Healthcare | $2.0M | 0.1% | 4,721 | -0.1% | |||
| 75 | — | ISHARES TR - CORE HIGH DV ETF | — | $1.9M | 0.1% | 69K | +8% | |||
| 76 | — | VANGUARD MALVERN FDS - CORE BD ETF | — | $1.9M | 0.1% | 26K | +3% | |||
| 77 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.9M | 0.1% | 6,952 | — | |||
| 78 | — | ISHARES TR - GLOBAL TECH ETF | — | $1.9M | 0.1% | 13K | -5% | |||
| 79 | — | VANGUARD WORLD FD - ENERGY ETF | — | $1.9M | 0.1% | 11K | +2% | |||
| 80 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $1.9M | 0.1% | 87K | -0.2% | |||
| 81 | — | ISHARES TR - CORE DIV GRWTH | — | $1.9M | 0.1% | 25K | +8% | |||
| 82 | — | ISHARES TR - ISHARES BIOTECH | — | $1.8M | 0.1% | 8,535 | +8% | |||
| 83 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $1.8M | 0.1% | 7,748 | +0.5% | |||
| 84 | — | ISHARES TR - SELECT DIVID ETF | — | $1.7M | 0.1% | 11K | -0.5% | |||
| 85 | $SMBK | SMARTFINANCIAL INC. | Financials | $1.7M | 0.1% | 35K | — | |||
| 86 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $1.7M | 0.1% | 35K | +38% | |||
| 87 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.7M | 0.1% | 2,606 | — | |||
| 88 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $1.7M | 0.1% | 8,741 | — | |||
| 89 | — | ISHARES TR - BROAD USD HIGH | — | $1.7M | 0.1% | 47K | +1% | |||
| 90 | $DOV | DOVER Corp | Industrials | $1.7M | 0.1% | 11K | — | |||
| 91 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.7M | 0.1% | 5,802 | +0.5% | |||
| 92 | $DE | DEERE & CO | Industrials | $1.6M | 0.1% | 2,438 | -0.8% | |||
| 93 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.1% | 37K | — | |||
| 94 | — | ISHARES TR - MSCI EAFE ETF | — | $1.6M | 0.1% | 15K | -12% | |||
| 95 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $1.6M | 0.1% | 17K | -2% | |||
| 96 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $1.6M | 0.1% | 32K | +9% | |||
| 97 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $1.5M | 0.1% | 52K | -2% | |||
| 98 | — | ISHARES TR - RUS MID CAP ETF | — | $1.4M | 0.1% | 13K | — | |||
| 99 | — | ISHARES TR - U.S. TECH ETF | — | $1.4M | 0.1% | 5,121 | -12% | |||
| 100 | — | ISHARES U S ETF TR - U.S. TECH INDEPD | — | $1.3M | 0.1% | 11K | +3% | |||
| 101 | $STT | STATE STREET CORP | Financials | $1.3M | 0.1% | 31K | +7% | |||
| 102 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.2M | 0.1% | 17K | -2% | |||
| 103 | — | ISHARES TR - ISHARES SEMICDTR | — | $1.2M | 0.1% | 2,180 | -16% | |||
| 104 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.1% | 8,467 | +0.0% | |||
| 105 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $1.2M | 0.1% | 31K | — | |||
| 106 | $MCI | BARINGS CORPORATE INVESTORS | Other | $1.2M | 0.1% | 68K | — | |||
| 107 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.1% | 4,574 | +17% | |||
| 108 | $LLY | ELI LILLY & Co | Healthcare | $1.2M | 0.1% | 1,013 | -4% | |||
| 109 | — | ISHARES TR - S&P SML 600 GWT | — | $1.2M | 0.1% | 7,209 | -0.6% | |||
| 110 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $1.1M | 0.1% | 7,840 | — | |||
| 111 | — | ISHARES TR - USD INV GRDE ETF | — | $1.1M | 0.1% | 24K | -5% | |||
| 112 | $WMT | Walmart Inc. | Consumer Staples | $1.1M | 0.1% | 11K | +1.0% | |||
| 113 | — | ISHARES TR - GLB CNSM STP ETF | — | $1.1M | 0.1% | 17K | +2% | |||
| 114 | $MSTR | Strategy Inc | Financials | $1.1M | 0.1% | 7,264 | — | |||
| 115 | — | ISHARES TR - JPMORGAN USD EMG | — | $1.1M | 0.1% | 12K | -19% | |||
| 116 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | — | $1.1M | 0.1% | 13K | — | |||
| 117 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $1.1M | 0.1% | 6,823 | +0.2% | |||
| 118 | — | ISHARES TR - GLOB INDSTRL ETF | — | $1.1M | 0.1% | 5,652 | — | |||
| 119 | — | ISHARES TR - SP SMCP600VL ETF | — | $1.0M | 0.1% | 8,117 | — | |||
| 120 | $JBL | JABIL INC | Technology | $1.0M | 0.1% | 3,615 | -3% | |||
| 121 | — | ISHARES TR - SHRT NAT MUN ETF | — | $1.0M | 0.1% | 9,595 | +25% | |||
| 122 | $ADI | ANALOG DEVICES INC | Technology | $995K | 0.1% | 2,507 | -2% | |||
| 123 | — | ISHARES TR - MSCI USA SMCP MN | — | $960K | 0.1% | 22K | -4% | |||
| 124 | — | ISHARES TR - TIPS BD ETF | — | $928K | 0.1% | 8,920 | -7% | |||
| 125 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $919K | 0.1% | 9,221 | — | |||
| 126 | — | ISHARES TR - MSCI EMG MKT ETF | — | $914K | 0.1% | 14K | -7% | |||
| 127 | $KO | COCA COLA CO | Consumer Staples | $907K | 0.1% | 11K | -0.3% | |||
| 128 | — | ISHARES TR - US AER DEF ETF | — | $905K | 0.1% | 4,369 | +10% | |||
| 129 | $IVZ | Invesco Ltd. | Financials | $900K | 0.1% | 13K | — | |||
| 130 | — | ISHARES TR - PFD AND INCM SEC | — | $899K | 0.1% | 30K | +4% | |||
| 131 | — | ISHARES TR - CORE MSCI EURO | — | $898K | 0.1% | 12K | -2% | |||
| 132 | $DJP | BARCLAYS BANK PLC | Financials | $895K | 0.1% | 17K | — | |||
| 133 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | — | $886K | 0.1% | 7,652 | — | |||
| 134 | $CSX | CSX CORP | Industrials | $882K | 0.1% | 19K | -2% | |||
| 135 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $872K | 0.1% | 6,000 | +0.0% | |||
| 136 | — | ISHARES TR - IBONDS 27 ETF | — | $862K | 0.1% | 36K | +1% | |||
| 137 | $GOOGL | Alphabet Inc. | Technology | $859K | 0.1% | 2,497 | -21% | |||
| 138 | — | ISHARES TR - MSCI EAFE MIN VL | — | $858K | 0.1% | 9,421 | +8% | |||
| 139 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $780K | 0.1% | 14K | — | |||
| 140 | $GLD | SPDR GOLD TRUST | Financials | $778K | 0.0% | 2,043 | +17% | |||
| 141 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $771K | 0.0% | 21K | — | |||
| 142 | — | ISHARES TR - IBONDS DEC2026 | — | $702K | 0.0% | 29K | — | |||
| 143 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $679K | 0.0% | 6,712 | +0.7% | |||
| 144 | $PM | Philip Morris International Inc. | Consumer Staples | $675K | 0.0% | 3,535 | +0.2% | |||
| 145 | — | ISHARES TR - US HLTHCARE ETF | — | $667K | 0.0% | 9,316 | — | |||
| 146 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $664K | 0.0% | 13K | +3% | |||
| 147 | $PEP | PEPSICO INC | Consumer Staples | $654K | 0.0% | 5,161 | — | |||
| 148 | $AVGO | Broadcom Inc. | Technology | $630K | 0.0% | 1,794 | — | |||
| 149 | — | ISHARES TR - 0-5YR HI YL CP | — | $620K | 0.0% | 15K | +12% | |||
| 150 | — | ISHARES TR - GLB INFRASTR ETF | — | $617K | 0.0% | 10K | +4% |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 93 added to, 71 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$XOM.R34088EXXON MOBIL CORP$2.4M
first bought this quarter
$ARCCARES CAPITAL CORP$545K
first bought this quarter
- ISHARES TR - ESG AW MSCI EAFE$229K
first bought this quarter
$PLTRPalantir Technologies Inc.$216K
first bought this quarter
- ISHARES TR - EXPANDED TECH$211K
first bought this quarter
- ISHARES TR - ESG AWR US AGRGT$202K
first bought this quarter
Added to (93)
$TSLATesla, Inc.+695%
now $11.6M · held 11+ qtrs
- ISHARES TR - CORE US AGGBD ET+31%
now $24.9M
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS+12%
now $20.2M
$METAMeta Platforms, Inc.+26%
now $7.4M · held 11+ qtrs
- ISHARES TR - ISHS 1-5YR INVS+14%
now $11.0M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+2%
now $68.1M
+87 more in the Excel export
Trimmed (71)
- VANGUARD BD INDEX FDS - TOTAL BND MRKT-0.8%
now $135.4M
- ISHARES TR - S&P 500 GRWT ETF-6%
now $6.6M
- ISHARES TR - RUS 2000 VAL ETF-62%
now $243K
- SELECT SECTOR SPDR TR - ST STR ENERG ETF-38%
now $492K
$AAPLApple Inc.-2%
now $13.8M · held 11+ qtrs
- VANGUARD WORLD FD - UTILITIES ETF-2%
now $15.2M
+65 more in the Excel export
Holdings by quarter
Every 13F PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has filed, 30 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PATRIOT INVESTMENT MANAGEMENT GROUP's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-0.9%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 4% over the last 4
Top 10 weight
65%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. disclosed 236 positions worth $1.7B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 6 new positions and exited 9 — including a new stake in $XOM.R34088 and a full exit from $MCO. The portfolio is most concentrated in Other (93.5% of disclosed assets). All figures are sourced directly from PATRIOT INVESTMENT MANAGEMENT GROUP, INC.’s Form 13F-HR filing with the SEC under CIK 1773830.
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AI-Powered Hedge Fund Analysis: PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
13F Pro is an AI hedge fund tracker and stock research platform. For PATRIOT INVESTMENT MANAGEMENT GROUP, INC. (SEC CIK: 1773830), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.