Latest Patriot Investment Management Inc. Stock Portfolio

Patriot Investment Management Inc. Performance:

2025 Q4: 0.95%YTD: 12.28%2024: 3.99%

Performance for 2025 Q4 is 0.95%, and YTD is 12.28%, and 2024 is 3.99%.

About Patriot Investment Management Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, PATRIOT INVESTMENT MANAGEMENT GROUP, INC. reported an equity portfolio of $1.6 Billions as of 31 Dec, 2025.

The top stock holdings of PATRIOT INVESTMENT MANAGEMENT GROUP, INC. are VB, BIV, VEA. The fund has invested 31.2% of it's portfolio in VANGUARD INDEX FDS and 8.4% of portfolio in VANGUARD BD INDEX FDS.

The fund managers got completely rid off PINNACLE FINL PARTNERS INC (PNFP), ISHARES TR (AMPS) and ISHARES TR (IBCE) stocks. They significantly reduced their stock positions in PFIZER INC (PFE), ALTRIA GROUP INC (MO) and WALMART INC (WMT). PATRIOT INVESTMENT MANAGEMENT GROUP, INC. opened new stock positions in SPDR S&P MIDCAP 400 ETF TR (MDY), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (AOA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SPDR S&P 500 ETF TR (SPY) and VANGUARD INTL EQUITY INDEX F (VEU).

Patriot Investment Management Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that PATRIOT INVESTMENT MANAGEMENT GROUP, INC. made a return of 0.95% in the last quarter. In trailing 12 months, it's portfolio return was 12.28%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr s&p midcap 400 etf tr	1,572,150
vanguard scottsdale fds	825,057
ishares tr	369,380
ishares inc	279,442
ishares tr	264,401
alphabet inc	251,094
markel group inc	219,265
vanguard world fd	218,696

New stocks bought by Patriot Investment Management Inc.

Additions

Ticker	% Inc.
netflix inc	900
spdr s&p 500 etf tr	373
vanguard intl equity index f	116
select sector spdr tr	100
select sector spdr tr	100
select sector spdr tr	90.05
spdr gold tr	39.66
ishares tr	37.1

Additions to existing portfolio by Patriot Investment Management Inc.

Reductions

Ticker	% Reduced
invesco exch traded fd tr ii	-41.03
pfizer inc	-39.81
altria group inc	-28.54
walmart inc	-21.77
spdr index shs fds	-18.9
ishares tr	-18.18
schwab strategic tr	-15.64
duke energy corp new	-14.49

Patriot Investment Management Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-741,544
pinnacle finl partners inc	-2,419,170
ishares tr	-282,386
marvell technology inc	-218,330
consolidated edison inc	-223,959
ishares tr	-249,475
proshares tr	-244,354
mcdonalds corp	-217,890

Patriot Investment Management Inc. got rid off the above stocks

Sector Distribution

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has about 95.3% of it's holdings in Others sector.

Sector	%
Others	95.3
Technology	1.7

Market Cap. Distribution

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has about 4.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	95.3
MEGA-CAP	2.9
LARGE-CAP	1.2

Stocks belong to which Index?

About 3.9% of the stocks held by PATRIOT INVESTMENT MANAGEMENT GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.4
S&P 500	3.9

Top 5 Winners (%)		%
SQM	sociedad quimica y minera de	60.1 %
LLY	eli lilly & co	38.4 %
CRS	carpenter technology corp	28.2 %
GOOG	alphabet inc	27.9 %
MRK	merck & co inc	24.5 %

Top 5 Winners ($)		$
VB	vanguard index fds	10.4 M
VEA	vanguard tax-managed fds	3.5 M
VEU	vanguard intl equity index f	1.8 M
AAPL	apple inc	0.6 M
FNDA	schwab strategic tr	0.5 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
MSTR	strategy inc	-52.8 %
XLB	select sector spdr tr	-43.9 %
XLB	select sector spdr tr	-43.2 %
XLB	select sector spdr tr	-41.8 %

Top 5 Losers ($)		$
MSTR	strategy inc	-2.5 M
NFLX	netflix inc	-2.1 M
XLB	select sector spdr tr	-1.0 M
VB	vanguard index fds	-0.7 M
BIV	vanguard bd index fds	-0.5 M

Patriot Investment Management Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Patriot Investment Management Inc.

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has 239 stocks in it's portfolio. About 64.6% of the portfolio is in top 10 stocks. MSTR proved to be the most loss making stock for the portfolio. VB was the most profitable stock for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. last quarter.

Last Reported on: 23 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.64	37,241	10,124,500	reduced	-1.31

AAXJ	ishares tr	0.62	186,418	9,857,800	reduced	-0.37

AAXJ	ishares tr	0.59	86,825	9,299,830	added	9.74

AAXJ	ishares tr	0.40	116,367	6,269,840	added	9.14

AAXJ	ishares tr	0.11	17,778	1,711,620	added	30.62

AAXJ	ishares tr	0.08	24,528	1,269,820	added	0.7

AAXJ	ishares tr	0.06	15,371	993,733	added	0.05

AAXJ	ishares tr	0.06	5,650	990,686	added	0.04

AAXJ	ishares tr	0.06	4,426	950,272	reduced	-0.29

AAXJ	ishares tr	0.06	29,137	902,082	reduced	-0.17

AAXJ	ishares tr	0.04	6,380	648,632	added	1.43

AAXJ	ishares tr	0.04	10,020	614,857	added	4.38

AAXJ	ishares tr	0.04	5,508	587,704	added	2.32

AAXJ	ishares tr	0.03	5,972	481,523	unchanged	0.00

AAXJ	ishares tr	0.02	2,935	323,332	reduced	-4.89

AAXJ	ishares tr	0.02	2,365	282,263	unchanged	0.00

AAXJ	ishares tr	0.02	1,304	267,705	added	0.08

AAXJ	ishares tr	0.01	2,315	225,733	unchanged	0.00

AAXJ	ishares tr	0.01	2,300	222,272	unchanged	0.00

ABBV	abbvie inc	0.07	4,677	1,068,660	reduced	-11.4