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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$7.64 Million 0.53% of portfolio
37,246
Q2 2025 Reduced 0.65%
$409B
$5.33 Million 0.37% of portfolio
33,759
Q2 2025 Reduced 2.3%
$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
$9.1B
$2.84 Million 0.2% of portfolio
25,748
Q2 2025 Added 0.16%
$379B
$2.41 Million 0.17% of portfolio
6,574
Q2 2025 Added 0.35%
$2.3T
$2.42 Million 0.17% of portfolio
11,022
Q2 2025 Reduced 1.14%
$475B
$1.72 Million 0.12% of portfolio
15,996
Q2 2025 Added 26.81%
$847B
$1.8 Million 0.12% of portfolio
6,197
Q2 2025 Added 7.92%
$410B
$1.68 Million 0.12% of portfolio
11,006
Q2 2025 Reduced 3.59%
$1T
$1.43 Million 0.1% of portfolio
4,517
Q2 2025 Reduced 2.59%
$159B
$1.42 Million 0.1% of portfolio
5,069
Q2 2025 Added 0.42%
$0
$1.48 Million 0.1% of portfolio
68,100
Q2 2025 New
$153B
$1.42 Million 0.1% of portfolio
2,786
Q2 2025 Reduced 2.45%
$260B
$1.4 Million 0.1% of portfolio
14,350
Q2 2025 Added 6.84%
$364B
$1.21 Million 0.08% of portfolio
7,607
Q2 2025 Added 0.2%
$760B
$1.06 Million 0.07% of portfolio
1,365
Q2 2025 Reduced 2.43%
$339B
$981,000 0.07% of portfolio
5,285
Q2 2025 Added 0.32%
$214B
$1.07 Million 0.07% of portfolio
2,745
Q2 2025 Reduced 1.96%
$300B
$796,000 0.06% of portfolio
11,265
Q2 2025 Reduced 5.59%
$29.7B
$914,000 0.06% of portfolio
4,195
Q2 2025 Reduced 5.39%
$212B
$798,000 0.06% of portfolio
10,082
Q2 2025 Reduced 4.77%
$92.2B
$847,000 0.06% of portfolio
1,689
Q1 2024 Reduced 10.63%
$434B
$829,000 0.06% of portfolio
838
Q2 2025 Reduced 1.64%
$187B
$741,000 0.05% of portfolio
5,617
Q2 2025 Added 2.16%
$125B
$660,000 0.05% of portfolio
2,774
Q2 2025 Reduced 1.81%
$280B
$772,000 0.05% of portfolio
4,242
Q2 2025 Reduced 48.32%
$175B
$519,000 0.04% of portfolio
12,014
Q2 2025 Added 11.32%
$219B
$599,000 0.04% of portfolio
4,104
Q2 2025 Reduced 3.55%
$573B
$511,000 0.04% of portfolio
1,442
Q2 2025 Added 13.1%
$562B
$520,000 0.04% of portfolio
389
Q2 2025 Reduced 6.71%
$69.3B
$647,000 0.04% of portfolio
20,882
Q2 2025 Added 0.94%
$71.4B
$635,000 0.04% of portfolio
19,475
Q4 2024 Reduced 3.16%
$3.11B
$522,000 0.04% of portfolio
17,858
Q1 2022 New
$73B
$387,000 0.03% of portfolio
3,835
Q2 2025 Reduced 6.92%
$60.6B
$433,000 0.03% of portfolio
10,077
Q2 2025 New
$278B
$381,000 0.03% of portfolio
5,498
Q2 2025 Reduced 41.74%
$194B
$405,000 0.03% of portfolio
14,018
Q2 2025 Added 1.97%
$231B
$466,000 0.03% of portfolio
3,433
Q2 2025 Added 0.06%
$142B
$369,000 0.03% of portfolio
15,234
Q2 2025 Reduced 9.08%
$1.07T
$492,000 0.03% of portfolio
2,793
Q2 2025 Added 8.17%
$90.8B
$424,000 0.03% of portfolio
3,600
Q2 2025 Reduced 2.17%
$21.4B
$501,000 0.03% of portfolio
8,599
Q4 2022 Reduced 0.35%
$104B
$350,000 0.02% of portfolio
5,971
Q2 2025 Reduced 46.87%
$29.8B
$310,000 0.02% of portfolio
5,892
Q2 2025 New
$222B
$314,000 0.02% of portfolio
4,494
Q2 2025 Added 16.52%
$378B
$233,000 0.02% of portfolio
4,939
Q2 2025 New
$101B
$280,000 0.02% of portfolio
6,054
Q2 2025 Reduced 4.06%

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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