Latest Patriot Investment Management Inc. Stock Portfolio

Patriot Investment Management Inc. Performance:

2025 Q2: 1.18%YTD: 0.87%2024: 1.8%

Performance for 2025 Q2 is 1.18%, and YTD is 0.87%, and 2024 is 1.8%.

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 $1.4 Billions as of 30 Jun, 2025.

The top stock holdings of PATRIOT INVESTMENT MANAGEMENT GROUP, INC. are VB, BIV, VEA. The fund has invested 30.7% 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 ISHARES TR (IJR), VSE CORP (VSEC) and ALBEMARLE CORP (ALB) stocks. They significantly reduced their stock positions in MCDONALDS CORP (MCD), PHILIP MORRIS INTL INC (PM) and ALTRIA GROUP INC (MO). PATRIOT INVESTMENT MANAGEMENT GROUP, INC. opened new stock positions in MICROSTRATEGY INC (MSTR), BARINGS CORPORATE INVS and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD STAR FDS (VXUS) and EXXON MOBIL CORP (XOM).

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 1.18% in the last quarter. In trailing 12 months, it's portfolio return was 1.76%.

New Buys

Ticker	$ Bought
microstrategy inc	4,894,820
barings corporate invs	1,475,050
ishares tr	632,098
select sector spdr tr	607,070
truist finl corp	433,211
select sector spdr tr	397,279
broadcom inc	332,458
archer daniels midland co	310,980

New stocks bought by Patriot Investment Management Inc.

Additions

Ticker	% Inc.
vanguard index fds	53.42
vanguard star fds	51.1
vanguard index fds	33.93
exxon mobil corp	26.81
first tr exchange-traded fd	17.76
astrazeneca plc	16.52
visa inc	13.1
verizon communications inc	11.32

Additions to existing portfolio by Patriot Investment Management Inc.

Reductions

Ticker	% Reduced
mcdonalds corp	-49.37
philip morris intl inc	-48.32
altria group inc	-46.87
cisco sys inc	-41.74
schwab strategic tr	-17.06
ishares tr	-16.44
vaneck etf trust	-16.12
ishares tr	-14.02

Patriot Investment Management Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
medicus pharma ltd	-108,636
intel corp	-214,805
ishares tr	-774,838
albemarle corp	-327,530
mondelez intl inc	-283,241
vse corp	-371,137

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	1.8

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	2.8
LARGE-CAP	1.5

Stocks belong to which Index?

About 3.8% 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	3.8

Top 5 Winners (%)		%
AMPS	ishares tr	821.2 %
JBL	jabil inc	58.2 %
NVDA	nvidia corporation	45.2 %
NFLX	netflix inc	42.5 %
MSFT	microsoft corp	31.3 %

Top 5 Winners ($)		$
AMPS	ishares tr	5.9 M
NVDA	nvidia corporation	1.7 M
IJR	ishares tr	1.1 M
MSFT	microsoft corp	1.1 M
IJR	ishares tr	1.0 M

Top 5 Losers (%)		%
BMY	bristol-myers squibb co	-24.0 %
WEST	westrock coffee co	-20.6 %
TAP	molson coors beverage co	-20.4 %
CVX	chevron corp new	-14.4 %
MRK	merck & co inc	-11.8 %

Top 5 Losers ($)		$
AAPL	apple inc	-0.6 M
AMGN	amgen inc	-0.2 M
JNJ	johnson & johnson	-0.1 M
XOM	exxon mobil corp	-0.1 M
ABBV	abbvie inc	-0.1 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 63.8% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. last quarter.

Last Reported on: 15 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	30.72	1,460,100	443,771,000	added	1.06
Historical Trend of VANGUARD INDEX FDS Position Held By Patriot Investment Management Inc. What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	BIV	vanguard bd index fds	8.37	1,641,780	120,885,000	added	2.09

	VEA	vanguard tax-managed fds	5.23	1,325,530	75,568,400	added	1.32

	BNDW	vanguard scottsdale fds	4.32	751,904	62,347,900	added	0.29

	VEU	vanguard intl equity index f	4.03	867,006	58,280,200	reduced	-0.48

	VEU	vanguard intl equity index f	3.06	894,697	44,251,700	added	1.05

	BNDW	vanguard scottsdale fds	2.52	457,889	36,402,200	added	0.59

	BIL	spdr series trust	2.17	736,144	31,359,800	added	7.19

	FNDA	schwab strategic tr	1.75	1,064,260	25,361,200	added	0.15

	VB	vanguard index fds	1.63	99,349	23,543,700	added	0.97

	VB	vanguard index fds	1.40	226,989	20,215,600	added	3.59

	IJR	ishares tr	1.32	192,482	19,094,200	reduced	-0.63

	VAW	vanguard world fd	1.19	78,643	17,222,700	reduced	-2.00

	VAW	vanguard world fd	1.15	93,795	16,555,800	reduced	-1.14

	VIGI	vanguard whitehall fds	1.13	122,366	16,312,700	added	4.01

	VB	vanguard index fds	1.12	58,058	16,246,300	reduced	-0.78

	BNDW	vanguard scottsdale fds	0.97	237,605	13,966,400	added	3.02

	VIG	vanguard specialized funds	0.92	65,215	13,347,500	reduced	-1.01

	IJR	ishares tr	0.84	19,471	12,089,200	reduced	-0.13

	BNDX	vanguard charlotte fds	0.83	241,640	11,963,600	added	2.04