Institutions / Patriot Investment Management Group, Inc.

Patriot Investment Management Group, Inc.

CIK 1773830 · Institution · as of Dec 31, 2025

Portfolio value

$1.58B

Positions

243

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 243 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$492.55M	1,469,102	31.2%
Vanguard Bd Index Fds	—	$131.93M	1,781,109	8.4%
Vanguard Tax-Managed Fds	—	$86.34M	1,382,059	5.5%
Vanguard Scottsdale Fds	—	$67.47M	805,609	4.3%
Vanguard Intl Equity Index F	—	$61.53M	836,435	3.9%
Vanguard Intl Equity Index F	—	$49.39M	918,759	3.1%
Vanguard Scottsdale Fds	—	$39.28M	492,687	2.5%
SPDR Series Trust	—	$37.02M	790,099	2.3%
Schwab Strategic Tr	—	$27.72M	1,056,993	1.8%
Vanguard Index Fds	—	$26.08M	101,104	1.7%
Vanguard Index Fds	—	$21.59M	243,968	1.4%
iShares Tr	—	$19.81M	198,307	1.3%
iShares Tr	—	$17.26M	25,196	1.1%
Vanguard World Fd	—	$17.24M	93,167	1.1%
Vanguard Scottsdale Fds	—	$15.48M	263,556	1.0%
Vanguard Index Fds	—	$15.39M	53,028	1.0%
Vanguard Whitehall Fds	—	$15.14M	105,497	1.0%
Vanguard World Fd	—	$14.67M	69,449	0.9%
SPDR S&P 500 ETF Tr	—	$14.49M	21,250	0.9%
Vanguard Charlotte Fds	—	$13.34M	275,998	0.8%
Vanguard Specialized Funds	—	$12.82M	58,334	0.8%
Schwab Strategic Tr	—	$12.21M	507,808	0.8%
Vanguard Index Fds	—	$11.67M	37,058	0.7%
iShares Inc	—	$11.24M	167,286	0.7%
Apple Inc.	—	$10.12M	37,241	0.6%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.