Patriot Investment Management Inc. Portfolio Holdings

Patriot Investment Management Inc.

  • $1.52 Billion
  • Q3 2025

Patriot Investment Management Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.52 Billion distributed in 242 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 $480M, Vanguard Bd Index Fd Inc Total with a value of $127M, Vanguard Ftse Developed Market with a value of $81M, Vanguard Intermediate Term Cor with a value of $65.2M, and Vanguard Ftse All World Ex Us with a value of $60.4M.

Examining the 13F form we can see an increase of $86.4M in the current position value, from $1.44B to 1.52B.

Below you can find more details about Patriot Investment Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.52 Billion
ETFs: $1.45 Billion
Technology: $28.6 Million
Financial Services: $14.9 Million
Healthcare: $7.9 Million
Consumer Cyclical: $7.8 Million
Consumer Defensive: $6.6 Million
Industrials: $4.86 Million
Energy: $3.47 Million
Other: $4.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$480 Million 31.48% of portfolio
1,462,759
Q3 2025 Added 0.18%
$0
$127 Million 8.32% of portfolio
1,705,220
Q3 2025 Added 3.86%
$0
$81 Million 5.31% of portfolio
1,351,580
Q3 2025 Added 1.97%
$0
$65.2 Million 4.28% of portfolio
775,555
Q3 2025 Added 3.15%
$0
$60.4 Million 3.96% of portfolio
846,486
Q3 2025 Reduced 2.37%
$0
$49.5 Million 3.24% of portfolio
912,904
Q3 2025 Added 2.03%
$0
$38.2 Million 2.5% of portfolio
477,368
Q3 2025 Added 4.25%
$0
$35.6 Million 2.34% of portfolio
769,539
Q3 2025 Added 4.54%
$0
$27.2 Million 1.78% of portfolio
1,057,006
Q3 2025 Reduced 0.68%
$0
$25 Million 1.64% of portfolio
98,300
Q3 2025 Reduced 1.06%
$0
$21.4 Million 1.4% of portfolio
233,650
Q3 2025 Added 2.93%
$0
$19.8 Million 1.3% of portfolio
197,903
Q3 2025 Added 2.82%
$0
$17.5 Million 1.15% of portfolio
92,401
Q3 2025 Reduced 1.49%
$0
$17.1 Million 1.12% of portfolio
121,638
Q3 2025 Reduced 0.59%
$0
$16.6 Million 1.09% of portfolio
56,644
Q3 2025 Reduced 2.44%
$0
$16.6 Million 1.09% of portfolio
77,516
Q3 2025 Reduced 1.43%
$0
$12.6 Million 0.83% of portfolio
18,866
Q3 2025 Reduced 3.11%
$0
$12.7 Million 0.83% of portfolio
256,138
Q3 2025 Added 6.0%
$0
$11.9 Million 0.78% of portfolio
512,308
Q3 2025 Reduced 2.15%
$0
$11.6 Million 0.76% of portfolio
63,946
Q3 2025 Reduced 1.95%
$0
$11.4 Million 0.75% of portfolio
37,163
Q3 2025 Reduced 0.69%
$0
$9.92 Million 0.65% of portfolio
187,107
Q3 2025 Reduced 1.8%
$0
$9.61 Million 0.63% of portfolio
110,123
Q3 2025 Reduced 2.01%
$4.3T
$9.61 Million 0.63% of portfolio
37,734
Q3 2025 Added 1.31%
$0
$9.51 Million 0.62% of portfolio
361,003
Q3 2025 Reduced 1.44%
$0
$9 Million 0.59% of portfolio
303,670
Q3 2025 Reduced 2.53%
$0
$8.83 Million 0.58% of portfolio
316,540
Q3 2025 Reduced 0.36%
$0
$8.77 Million 0.58% of portfolio
60,220
Q3 2025 Reduced 0.96%
$0
$8.69 Million 0.57% of portfolio
161,980
Q3 2025 Reduced 0.91%
$0
$8.43 Million 0.55% of portfolio
79,119
Q3 2025 Added 20.38%
$0
$7.31 Million 0.48% of portfolio
88,097
Q3 2025 Added 0.94%
$0
$7.22 Million 0.47% of portfolio
90,044
Q3 2025 Reduced 0.09%
$0
$6.87 Million 0.45% of portfolio
251,574
Q3 2025 Reduced 3.29%
$0
$6.42 Million 0.42% of portfolio
53,147
Q3 2025 Reduced 10.39%
$465B
$6.21 Million 0.41% of portfolio
33,301
Q3 2025 Reduced 1.36%
$0
$6.18 Million 0.41% of portfolio
78,374
Q3 2025 Added 0.07%
$0
$5.77 Million 0.38% of portfolio
52,273
Q3 2025 Reduced 0.06%
$0
$5.77 Million 0.38% of portfolio
106,624
Q3 2025 Reduced 2.44%
$0
$5.52 Million 0.36% of portfolio
9,192
Q3 2025 Added 1.04%
$0
$5.5 Million 0.36% of portfolio
164,692
Q3 2025 Reduced 0.3%
$0
$4.99 Million 0.33% of portfolio
99,736
Q3 2025 Reduced 6.97%
$3.78T
$4.71 Million 0.31% of portfolio
9,094
Q3 2025 Reduced 4.38%
$1.87B
$4.66 Million 0.31% of portfolio
14,465
Q3 2025 Added 19.46%
$453B
$4.53 Million 0.3% of portfolio
6
Q1 2025 New
$0
$4.44 Million 0.29% of portfolio
5,950
Q3 2025 Reduced 2.84%
$0
$4.29 Million 0.28% of portfolio
7,008
Q3 2025 Reduced 1.41%
$0
$4 Million 0.26% of portfolio
87,823
Q3 2025 Reduced 2.21%
$65.3B
$3.77 Million 0.25% of portfolio
51,839
Q3 2025 Reduced 15.29%
$0
$3.6 Million 0.24% of portfolio
84,206
Q2 2025 Added 0.17%

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $1.52 Billion
  • Prior Value $1.44 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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