Patriot Investment Management Inc. New Holdings in Q2 2025

Patriot Investment Management Inc.

  • $1.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
12.1K
New
$237.95 - $421.61 $2.88M - $5.11M
12.1K $4.89M
MCI
Barings Corporate Investors

Financial Services
68.1K
New
$18.92 - $22.71 $1.29M - $1.55M
68.1K $1.48M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.22K
New
$97.29 - $105.63 $605K - $657K
6.22K $632K
XLE
Energy Sector Spdr

ETFs
7.16K
New
$76.44 - $94.13 $547K - $674K
7.16K $607K
TFC
Truist Financial Corp

Financial Services
10.1K
New
$34.79 - $42.99 $351K - $433K
10.1K $433K
XLF
Financial Sector Spdr

ETFs
7.59K
New
$43.92 - $52.37 $333K - $397K
7.59K $397K
AVGO
Broadcom Inc.

Technology
1.21K
New
$146.29 - $275.65 $176K - $332K
1.21K $332K
ADM
Archer Daniels Midland CO

Consumer Defensive
5.89K
New
$41.79 - $54.16 $246K - $319K
5.89K $310K
CRS
Carpenter Technology Corp

Industrials
1K
New
$151.3 - $276.38 $151K - $276K
1K $276K
VBK
Vanguard Small Cap Growth ETF

ETFs
933
New
$219.76 - $276.94 $205K - $258K
933 $258K
PLTR
Palantir Technologies Inc.

Technology
1.72K
New
$74.01 - $144.25 $127K - $248K
1.72K $234K
BAC
Bank Of America Corp

Financial Services
4.94K
New
$34.39 - $47.46 $170K - $234K
4.94K $233K
DIS
Walt Disney CO

Communication Services
1.87K
New
$81.72 - $124.01 $153K - $232K
1.87K $232K
IGM
Ishares Expanded Tech Sector E

ETFs
2K
New
$79.8 - $112.34 $160K - $225K
2K $224K
ED
Consolidated Edison Inc

Utilities
2.23K
New
$98.05 - $113.3 $218K - $252K
2.23K $223K
XEL
Xcel Energy Inc

Utilities
3.27K
New
$65.65 - $72.39 $214K - $236K
3.27K $222K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.38K
New
$73.7 - $90.98 $175K - $216K
2.38K $216K
GD
General Dynamics Corp

Industrials
714
New
$247.68 - $291.66 $177K - $208K
714 $208K
MPC
Marathon Petroleum Corp

Energy
1.25K
New
$118.55 - $170.08 $148K - $212K
1.25K $207K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
2K
New
$83.55 - $102.36 $167K - $205K
2K $204K
MKL
Markel Corp

Financial Services
102
New
$1678.5 - $1997.36 $171K - $204K
102 $203K
MRVL
Marvell Technology, Inc.

Technology
2.6K
New
$49.38 - $79.97 $128K - $208K
2.6K $201K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
20K
New
$4.69 - $9.84 $93.8K - $197K
20K $93K
Activity Summary
Buys All Purchases 106 New Holdings 24 Increased Positions 82 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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