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Latest Patriot Investment Management Inc. Stock Portfolio

$1.73Billion | No. of Holdings #233

Patriot Investment Management Inc. Performance

2026 Q3-1.33%
YTD+3.68%
2025+12.66%

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

On 2026-10-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, PATRIOT INVESTMENT MANAGEMENT GROUP, INC. reported an equity portfolio of $1.7 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of PATRIOT INVESTMENT MANAGEMENT GROUP, INC. are VB, BIV, VEA. The fund has invested 31.8% of it's portfolio in VANGUARD INDEX FDS and 7.8% of portfolio in VANGUARD BD INDEX FDS. <br><br> The fund managers got completely rid off MOODYS CORP (MCO), ARCHER DANIELS MIDLAND CO (ADM) and ISHARES TR (AOA) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), SELECT SECTOR SPDR TR (XLB) and ALPHABET INC (GOOG). PATRIOT INVESTMENT MANAGEMENT GROUP, INC. opened new stock positions in EXXONMOBIL HOLDINGS CORP, ISHARES TR (AGT) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), BNY MELLON ETF TRUST (BKAG) and ISHARES TR (AGT).
Patriot Investment Management Inc. Equity Portfolio Value
Last Reported on: 15 Oct, 2026
$1.73Billion
  as of Oct 15, 2026

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 -1.33% in the last quarter. In trailing 12 months, it's portfolio return was 5.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp2,405,710
ares capital corp544,938
ishares tr228,545
palantir technologies inc216,230
ishares tr210,831
ishares tr202,291
New stocks bought by Patriot Investment Management Inc.

Additions

Ticker% Inc.
tesla inc694
bny mellon etf trust200
ishares tr46.13
ishares tr42.27
vanguard bd index fds38.15
j p morgan exchange traded f35.7
ishares gold tr33.38
ishares tr31.47
Additions to existing portfolio by Patriot Investment Management Inc.

Reductions

Ticker% Reduced
ishares tr-62.36
select sector spdr tr-38.45
alphabet inc-20.53
ishares tr-18.73
ishares tr-16.89
ishares tr-16.34
ishares tr-16.08
ishares tr-15.67
Patriot Investment Management Inc. reduced stake in above stock

Sold off

Ticker$ Sold
invesco exch traded fd tr ii-198,806
ishares tr-325,615
ishares tr-234,833
archer daniels midland co-366,562
ishares tr-288,927
donaldson inc-204,203
moodys corp-764,982
international business machs-254,607
Patriot Investment Management Inc. got rid off the above stocks

Sector Distribution

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has about 95.1% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others95.1
Technology1.7

Market Cap. Distribution

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has about 4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED95.1
MEGA-CAP4

Stocks belong to which Index?

About 4.2% of the stocks held by PATRIOT INVESTMENT MANAGEMENT GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others95.2
S&P 5004.2
Top 5 Winners (%)%
MSTR
strategy inc
76.1 %
MPC
marathon pete corp
54.7 %
ishares bitcoin trust etf
42.0 %
MSFT
microsoft corp
37.0 %
META
meta platforms inc
28.4 %
Top 5 Winners ($)$
VB
vanguard index fds
6.2 M
AAPL
apple inc
1.8 M
MSFT
microsoft corp
1.2 M
NVDA
nvidia corporation
0.8 M
MSTR
strategy inc
0.5 M
Top 5 Losers (%)%
BKAG
bny mellon etf trust
-59.6 %
CRS
carpenter technology corp
-37.0 %
BAB
invesco exch traded fd tr ii
-25.7 %
JBL
jabil inc
-25.2 %
CAT
caterpillar inc
-23.6 %
Top 5 Losers ($)$
BIV
vanguard bd index fds
-6.3 M
BIL
spdr series trust
-4.0 M
BNDW
vanguard scottsdale fds
-3.7 M
VAW
vanguard world fd
-2.2 M
VB
vanguard index fds
-1.8 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 233 stocks in it's portfolio. About 64.6% of the portfolio is in top 10 stocks. BIV 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.

$1.73BTotal Value
246Positions
15 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Patriot Investment Management Inc., last reported on 15 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.64%214,223
$10.97M
0.64%
increased 14.44 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.54%92,769
$9.38M
0.54%
increased 6.76 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.39%133,626
$6.73M
0.39%
increased 14.46 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.07%23,543
$1.15M
0.07%
decreased 4.75 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.07%17,488
$1.14M
0.07%
increased 2.28 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.06%12,226
$1.11M
0.06%
decreased 18.73 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.06%5,652
$1.07M
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.06%9,595
$1.00M
0.06%
increased 24.93 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.05%4,369
$905.1K
0.05%
increased 10.02 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.05%30,491
$899.5K
0.05%
increased 3.87 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.04%10,030
$617.4K
0.04%
increased 4.26 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.02%4,458
$344.2K
0.02%
decreased 16.34 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.02%2,115
$300.7K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.01%2,300
$246.1K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0.01%1,305
$241.2K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Patriot Investment Management Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Patriot Investment Management Inc.'s holding in Etf Ser Solutions over time
0.03%18,074
$510.1K
0.03%
increased 6.64 percentadded