Latest Patriot Investment Management Inc. Stock Portfolio
Patriot Investment Management Inc. Performance:
2025 Q3: 0.65%YTD: 1.49%2024: 1.82%
Performance for 2025 Q3 is 0.65%, and YTD is 1.49%, and 2024 is 1.82%.
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 $1.5 Billions as of 30 Sep, 2025.
The top stock holdings of PATRIOT INVESTMENT MANAGEMENT GROUP, INC. are VB, BIV, VEA. The fund has invested 31.3% of it's portfolio in VANGUARD INDEX FDS and 8.3% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off VANGUARD WORLD FD (EDV), PROSHARES TR (BIB) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), ISHARES TR (IJR) and PALANTIR TECHNOLOGIES INC (PLTR). PATRIOT INVESTMENT MANAGEMENT GROUP, INC. opened new stock positions in MASTERCARD INCORPORATED (MA), PROSHARES TR (BIB) and TJX COS INC NEW (TJX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (BGRN), SPDR GOLD TR (GLD) and ISHARES TR (AAXJ).
The top stock holdings of PATRIOT INVESTMENT MANAGEMENT GROUP, INC. are VB, BIV, VEA. The fund has invested 31.3% of it's portfolio in VANGUARD INDEX FDS and 8.3% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off VANGUARD WORLD FD (EDV), PROSHARES TR (BIB) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), ISHARES TR (IJR) and PALANTIR TECHNOLOGIES INC (PLTR). PATRIOT INVESTMENT MANAGEMENT GROUP, INC. opened new stock positions in MASTERCARD INCORPORATED (MA), PROSHARES TR (BIB) and TJX COS INC NEW (TJX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (BGRN), SPDR GOLD TR (GLD) and ISHARES TR (AAXJ).
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 0.65% in the last quarter. In trailing 12 months, it's portfolio return was 1.67%.
New Buys
| Ticker | $ Bought |
|---|---|
| mastercard incorporated | 248,570 |
| proshares tr | 244,354 |
| tjx cos inc new | 232,881 |
| ishares tr | 218,999 |
| ishares tr | 212,681 |
| ge aerospace | 211,176 |
New stocks bought by Patriot Investment Management Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 30.02 |
| ishares tr | 25.6 |
| ishares tr | 24.3 |
| spdr gold tr | 23.87 |
| ishares tr | 20.38 |
| strategy inc | 19.46 |
| ishares tr | 15.58 |
| ishares bitcoin trust etf | 13.89 |
Additions to existing portfolio by Patriot Investment Management Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard world fd | -44.17 |
| ishares tr | -31.53 |
| palantir technologies inc | -30.35 |
| schwab strategic tr | -19.1 |
| united parcel service inc | -16.87 |
| visa inc | -16.57 |
| ishares tr | -15.5 |
| ishares gold tr | -15.29 |
Patriot Investment Management Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| direxion shs etf tr | -93,800 |
| vanguard world fd | -454,287 |
| comcast corp new | -203,275 |
| molson coors beverage co | -215,732 |
| proshares tr | -420,587 |
| ishares tr | -224,545 |
| invesco exchange traded fd t | -245,833 |
| markel group inc | -203,731 |
Patriot Investment Management Inc. got rid off the above stocks
Sector Distribution
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has about 94.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 94.9 |
| Technology | 1.9 |
Market Cap. Distribution
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has about 4.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 94.9 |
| MEGA-CAP | 2.9 |
| LARGE-CAP | 1.4 |
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 | 95.2 |
| S&P 500 | 3.9 |
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 237 stocks in it's portfolio. About 64.5% of the portfolio is in top 10 stocks. MSTR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. last quarter.
Last Reported on: 15 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.63 | 37,734 | 9,608,110 | added | 1.31 | ||
| AAXJ | ishares tr | 0.65 | 187,107 | 9,922,280 | reduced | -1.8 | ||
| AAXJ | ishares tr | 0.55 | 79,119 | 8,425,380 | added | 20.38 | ||
| AAXJ | ishares tr | 0.38 | 106,624 | 5,767,310 | reduced | -2.44 | ||
| AAXJ | ishares tr | 0.09 | 13,610 | 1,295,520 | reduced | -1.28 | ||
| AAXJ | ishares tr | 0.08 | 24,358 | 1,271,980 | reduced | -1.15 | ||
| AAXJ | ishares tr | 0.06 | 15,364 | 989,007 | added | 4.1 | ||
| AAXJ | ishares tr | 0.06 | 5,648 | 975,732 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.06 | 4,439 | 928,958 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.06 | 29,187 | 922,893 | reduced | -2.55 | ||
| AAXJ | ishares tr | 0.04 | 6,290 | 647,796 | added | 1.11 | ||
| AAXJ | ishares tr | 0.04 | 9,600 | 586,734 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.04 | 5,383 | 574,797 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.03 | 5,972 | 484,867 | reduced | -8.45 | ||
| AAXJ | ishares tr | 0.02 | 3,086 | 340,978 | reduced | -4.43 | ||
| AAXJ | ishares tr | 0.02 | 2,365 | 282,642 | added | 3.5 | ||
| AAXJ | ishares tr | 0.02 | 1,303 | 269,853 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 2,315 | 218,999 | new | |||
| AAXJ | ishares tr | 0.01 | 2,300 | 212,681 | new | |||
| ABBV | abbvie inc | 0.08 | 5,279 | 1,222,210 | reduced | -0.11 | ||