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 Market Cap. of $10 Billions to $200 Billions
