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
$3.44 Million 0.24% of portfolio
148,688
Q2 2025 Added 3.03%
$0
$3.41 Million 0.24% of portfolio
84,206
Q2 2025 Added 0.17%
$0
$3.12 Million 0.22% of portfolio
10,972
Q2 2024 Reduced 0.04%
$0
$2.96 Million 0.21% of portfolio
47,290
Q2 2025 Added 0.85%
$9.1B
$2.84 Million 0.2% of portfolio
25,748
Q2 2025 Added 0.16%
$0
$2.88 Million 0.2% of portfolio
4,658
Q2 2025 Added 3.79%
$0
$2.77 Million 0.19% of portfolio
29,461
Q2 2025 Added 0.02%
$0
$2.78 Million 0.19% of portfolio
40,309
Q2 2025 Added 51.1%
$0
$2.59 Million 0.18% of portfolio
19,277
Q2 2025 Added 0.78%
$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%
$0
$2.37 Million 0.16% of portfolio
12,162
Q2 2025 Added 1.92%
$0
$2.18 Million 0.15% of portfolio
42,725
Q2 2025 Added 1.13%
$0
$2.03 Million 0.14% of portfolio
43,951
Q2 2025 Reduced 0.96%
$0
$2.06 Million 0.14% of portfolio
33,004
Q2 2025 Reduced 2.29%
$0
$2.02 Million 0.14% of portfolio
11,125
Q2 2025 Reduced 3.76%
$0
$1.81 Million 0.13% of portfolio
9,237
Q1 2025 Reduced 0.19%
$0
$1.84 Million 0.13% of portfolio
16,824
Q2 2025 Added 0.47%
$475B
$1.72 Million 0.12% of portfolio
15,996
Q2 2025 Added 26.81%
$0
$1.78 Million 0.12% of portfolio
47,504
Q2 2025 Reduced 0.63%
$847B
$1.8 Million 0.12% of portfolio
6,197
Q2 2025 Added 7.92%
$0
$1.66 Million 0.12% of portfolio
9,576
Q2 2024 Reduced 1.24%
$410B
$1.68 Million 0.12% of portfolio
11,006
Q2 2025 Reduced 3.59%
$0
$1.6 Million 0.11% of portfolio
12,072
Q2 2025 Reduced 3.45%
$0
$1.65 Million 0.11% of portfolio
54,534
Q2 2025 Reduced 2.41%
$0
$1.56 Million 0.11% of portfolio
8,084
Q2 2025 Added 33.93%
$0
$1.55 Million 0.11% of portfolio
13,259
Q4 2024 Reduced 2.21%
$0
$1.65 Million 0.11% of portfolio
9,356
Q1 2025 Reduced 4.29%
$0
$1.51 Million 0.1% of portfolio
6,993
Q4 2024 Reduced 2.51%
$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
$1.5 Million 0.1% of portfolio
23,478
Q3 2024 Reduced 0.07%
$0
$1.4 Million 0.1% of portfolio
15,157
Q1 2025 Reduced 0.85%
$0
$1.48 Million 0.1% of portfolio
68,100
Q2 2025 New
$0
$1.38 Million 0.1% of portfolio
11,543
Q2 2025 Added 11.02%
$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%
$0
$1.38 Million 0.1% of portfolio
8,412
Q2 2024 Reduced 11.81%
$0
$1.24 Million 0.09% of portfolio
13,484
Q4 2023 Reduced 0.95%
$0
$1.35 Million 0.09% of portfolio
3,086
Q1 2025 Reduced 8.51%
$0
$1.27 Million 0.09% of portfolio
15,519
Q4 2024 Reduced 0.92%
$0
$1.26 Million 0.09% of portfolio
36,654
Q1 2025 Added 1.46%
$0
$1.36 Million 0.09% of portfolio
10,564
Q2 2025 Reduced 3.96%
$0
$1.27 Million 0.09% of portfolio
24,642
Q2 2025 Reduced 1.99%
$0
$1.33 Million 0.09% of portfolio
32,109
Q2 2025 Reduced 11.39%
$0
$1.28 Million 0.09% of portfolio
13,787
Q2 2025 Reduced 7.59%
$0
$1.23 Million 0.09% of portfolio
9,060
Q2 2025 Added 0.02%
$0
$1.14 Million 0.08% of portfolio
10,376
Q2 2025 Reduced 8.34%
$599M
$1.18 Million 0.08% of portfolio
34,938
Q4 2020 Reduced 5.33%

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
Track This Portfolio

Track Patriot Investment Management Inc. Portfolio

Follow Patriot Investment Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Patriot Investment Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email