Latest Patriot Investment Management Inc. Stock Portfolio

Patriot Investment Management Inc. Performance:

2026 Q1: -1.08%YTD: -1.08%2025: 12.66%

Performance for 2026 Q1 is -1.08%, and YTD is -1.08%, and 2025 is 12.66%.

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

On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, PATRIOT INVESTMENT MANAGEMENT GROUP, INC. reported an equity portfolio of $1.6 Billions as of 31 Mar, 2026.

The top stock holdings of PATRIOT INVESTMENT MANAGEMENT GROUP, INC. are VB, BIV, VEA. The fund has invested 30% of it's portfolio in VANGUARD INDEX FDS and 8.9% of portfolio in VANGUARD BD INDEX FDS.

The fund managers got completely rid off ISHARES TR (AAXJ), ASTRAZENECA PLC (AZN) and VANECK ETF TRUST (AFK) stocks. They significantly reduced their stock positions in NETFLIX INC. (NFLX), LIVE OAK BANCSHARES INC (LOB) and ARCHER DANIELS MIDLAND CO (ADM). PATRIOT INVESTMENT MANAGEMENT GROUP, INC. opened new stock positions in PINNACLE FINL PARTNERS INC and LOCKHEED MARTIN CORP (LMT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (VUSB), ISHARES TR (AGT) 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 -1.08% in the last quarter. In trailing 12 months, it's portfolio return was 12.99%.

Performance
S&P 500

New Buys

Ticker	$ Bought
pinnacle finl partners inc	2,365,070
astrazeneca plc	421,657
lockheed martin corp	203,076

New stocks bought by Patriot Investment Management Inc.

Additions

Ticker	% Inc.
vanguard bd index fds	55.61
ishares tr	48.7
ishares tr	38.58
first tr exchange-traded fd	21.46
vanguard bd index fds	15.86
broadcom inc	15.74
ishares tr	15.42
ishares tr	11.63

Additions to existing portfolio by Patriot Investment Management Inc.

Reductions

Ticker	% Reduced
netflix inc.	-26.82
live oak bancshares inc	-25.5
archer daniels midland co	-18.57
ishares tr	-15.59
select sector spdr tr	-11.61
nvidia corporation	-11.12
ishares tr	-10.77
ishares tr	-10.66

Patriot Investment Management Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
vaneck etf trust	-328,115
pfizer inc	-212,796
ishares tr	-648,632
astrazeneca plc	-393,369
donaldson inc	-201,018
ishares tr	-209,267
disney walt co	-213,240
palantir technologies inc	-214,011

Patriot Investment Management Inc. got rid off the above stocks

Sector Distribution

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has about 95.5% of it's holdings in Others sector.

Sector	%
Others	95.5
Technology	1.5

Market Cap. Distribution

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has about 3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	95.5
MEGA-CAP	3

Stocks belong to which Index?

About 3.7% of the stocks held by PATRIOT INVESTMENT MANAGEMENT GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.6
S&P 500	3.7

Top 5 Winners (%)		%
MPC	marathon pete corp	50.1 %
XOM	exxon mobil corp	40.6 %
XLB	select sector spdr tr	37.0 %
VAW	vanguard world fd	37.0 %
CVX	chevron corporation	34.0 %

Top 5 Winners ($)		$
VEA	vanguard tax-managed fds	2.2 M
VEU	vanguard intl equity index f	1.3 M
VAW	vanguard world fd	1.2 M
BIL	spdr series trust	1.2 M
VAW	vanguard world fd	0.9 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.2 %
	ishares bitcoin trust etf	-22.5 %
IBM	international business machs	-18.1 %
MSTR	strategy inc	-17.9 %
ABT	abbott laboratories	-17.7 %

Top 5 Losers ($)		$
VB	vanguard index fds	-21.2 M
FNDA	schwab strategic tr	-1.2 M
MSFT	microsoft corp	-1.1 M
BNDW	vanguard scottsdale fds	-0.8 M
IJR	ishares tr	-0.8 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 232 stocks in it's portfolio. About 64.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. last quarter.

Last Reported on: 14 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.58	35,762	9,075,950	reduced	-3.97

AAXJ	ishares tr	0.63	186,606	9,808,010	added	0.1

AAXJ	ishares tr	0.59	87,338	9,270,950	added	0.59

AAXJ	ishares tr	0.39	114,540	6,095,820	reduced	-1.57

AAXJ	ishares tr	0.09	15,007	1,409,610	reduced	-15.59

AAXJ	ishares tr	0.08	24,898	1,275,520	added	1.51

AAXJ	ishares tr	0.07	15,371	1,030,010	unchanged	0.00

AAXJ	ishares tr	0.06	5,650	1,022,720	unchanged	0.00

AAXJ	ishares tr	0.06	4,371	956,231	reduced	-1.24

AAXJ	ishares tr	0.06	29,145	883,677	added	0.03

AAXJ	ishares tr	0.05	7,633	812,915	added	38.58

AAXJ	ishares tr	0.04	10,020	671,373	unchanged	0.00

AAXJ	ishares tr	0.03	5,329	423,976	reduced	-10.77

AAXJ	ishares tr	0.02	2,637	291,068	reduced	-10.15

AAXJ	ishares tr	0.02	2,400	284,640	added	1.48

AAXJ	ishares tr	0.02	2,300	244,306	unchanged	0.00

AAXJ	ishares tr	0.02	1,304	243,173	unchanged	0.00

AAXJ	ishares tr	0.01	2,115	224,508	reduced	-8.64

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.06	4,682	1,018,230	added	0.11