Patriot Investment Management Inc. Portfolio Holdings

Patriot Investment Management Inc.

  • $1.44 Billion
  • Q2 2025

Patriot Investment Management Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.44 Billion distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $444M, Vanguard Bd Index Fd Inc Total with a value of $121M, Vanguard Ftse Developed Market with a value of $75.6M, Vanguard Intermediate Term Cor with a value of $62.3M, and Vanguard Ftse All World Ex Us with a value of $58.3M.

Examining the 13F form we can see an increase of $114M in the current position value, from $1.32B to 1.44B.

Below you can find more details about Patriot Investment Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.44 Billion
ETFs: $1.36 Billion
Technology: $25.9 Million
Financial Services: $15 Million
Healthcare: $7.37 Million
Consumer Defensive: $6.85 Million
Consumer Cyclical: $6.78 Million
Industrials: $4.59 Million
Energy: $3.38 Million
Other: $4.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$444 Million 30.85% of portfolio
1,460,097
Q2 2025 Added 1.06%
$0
$121 Million 8.4% of portfolio
1,641,785
Q2 2025 Added 2.09%
$0
$75.6 Million 5.25% of portfolio
1,325,529
Q2 2025 Added 1.32%
$0
$62.3 Million 4.33% of portfolio
751,904
Q2 2025 Added 0.29%
$0
$58.3 Million 4.05% of portfolio
867,006
Q2 2025 Reduced 0.48%
$0
$44.3 Million 3.08% of portfolio
894,697
Q2 2025 Added 1.05%
$0
$36.4 Million 2.53% of portfolio
457,889
Q2 2025 Added 0.59%
$0
$31.4 Million 2.18% of portfolio
736,144
Q2 2025 Added 7.19%
$0
$25.4 Million 1.76% of portfolio
1,064,255
Q2 2025 Added 0.15%
$0
$23.5 Million 1.64% of portfolio
99,349
Q2 2025 Added 0.97%
$0
$20.2 Million 1.41% of portfolio
226,989
Q2 2025 Added 3.59%
$0
$19.1 Million 1.33% of portfolio
192,482
Q2 2025 Reduced 0.63%
$0
$17.2 Million 1.2% of portfolio
78,643
Q2 2025 Reduced 2.0%
$0
$16.6 Million 1.15% of portfolio
93,795
Q2 2025 Reduced 1.14%
$0
$16.3 Million 1.13% of portfolio
122,366
Q2 2025 Added 4.01%
$0
$16.2 Million 1.13% of portfolio
58,058
Q2 2025 Reduced 0.78%
$0
$12.1 Million 0.84% of portfolio
19,471
Q2 2025 Reduced 0.13%
$0
$11.9 Million 0.83% of portfolio
65,215
Q2 2025 Reduced 1.01%
$0
$12 Million 0.83% of portfolio
241,640
Q2 2025 Added 2.04%
$0
$11.6 Million 0.8% of portfolio
523,538
Q2 2025 Reduced 1.88%
$0
$10.7 Million 0.74% of portfolio
37,421
Q2 2025 Reduced 1.55%
$0
$10.1 Million 0.7% of portfolio
190,537
Q2 2025 Reduced 3.29%
$0
$9.38 Million 0.65% of portfolio
112,384
Q2 2025 Added 1.01%
$0
$8.95 Million 0.62% of portfolio
366,285
Q2 2025 Reduced 0.34%
$0
$8.74 Million 0.61% of portfolio
311,541
Q2 2025 Reduced 1.36%
$0
$8.77 Million 0.61% of portfolio
163,466
Q2 2025 Reduced 1.24%
$0
$8.21 Million 0.57% of portfolio
60,801
Q2 2025 Reduced 14.02%
$0
$8.04 Million 0.56% of portfolio
317,695
Q2 2025 Reduced 0.5%
$3.35T
$7.64 Million 0.53% of portfolio
37,246
Q2 2025 Reduced 0.65%
$0
$7.23 Million 0.5% of portfolio
87,275
Q2 2025 Added 1.96%
$0
$6.87 Million 0.48% of portfolio
65,723
Q2 2025 Added 9.86%
$0
$6.85 Million 0.48% of portfolio
90,122
Q2 2025 Added 1.25%
$0
$6.89 Million 0.48% of portfolio
260,128
Q2 2025 Reduced 2.4%
$0
$6.53 Million 0.45% of portfolio
59,307
Q2 2025 Reduced 1.53%
$0
$6.16 Million 0.43% of portfolio
78,320
Q2 2025 Added 1.67%
$0
$5.82 Million 0.4% of portfolio
109,290
Q2 2025 Reduced 1.84%
$0
$5.51 Million 0.38% of portfolio
50,298
Q2 2025 Added 4.39%
$409B
$5.33 Million 0.37% of portfolio
33,759
Q2 2025 Reduced 2.3%
$0
$5.29 Million 0.37% of portfolio
52,302
Q2 2025 Reduced 9.67%
$0
$5.26 Million 0.37% of portfolio
107,213
Q2 2025 Added 7.25%
$0
$5.02 Million 0.35% of portfolio
9,097
Q2 2025 Added 2.49%
$0
$4.98 Million 0.35% of portfolio
165,182
Q2 2025 Reduced 1.86%
$4.21B
$4.89 Million 0.34% of portfolio
12,109
Q2 2025 New
$3.75T
$4.73 Million 0.33% of portfolio
9,511
Q2 2025 Added 4.77%
$427B
$4.37 Million 0.3% of portfolio
6
Q1 2025 New
$0
$4.04 Million 0.28% of portfolio
7,108
Q2 2025 Added 53.42%
$0
$4.06 Million 0.28% of portfolio
6,124
Q2 2025 Added 0.79%
$0
$3.83 Million 0.27% of portfolio
89,810
Q2 2025 Reduced 3.38%
$53.5B
$3.82 Million 0.27% of portfolio
61,197
Q4 2024 Reduced 8.29%

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $1.44 Billion
  • Prior Value $1.32 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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