Patriot Investment Management Inc. Portfolio Holdings

Patriot Investment Management Inc.

  • $1.32 Billion
  • Q1 2025

Patriot Investment Management Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.32 Billion distributed in 226 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 $395M, Vanguard Bd Index Fd Inc Total with a value of $118M, Vanguard Ftse Developed Market with a value of $67M, Vanguard Intermediate Term Cor with a value of $61.2M, and Vanguard Ftse All World Ex Us with a value of $53.2M.

Examining the 13F form we can see an decrease of $4.2M in the current position value, from $1.33B to 1.32B.

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

Portfolio value $1.32 Billion
ETFs: $1.26 Billion
Technology: $18 Million
Financial Services: $12.3 Million
Healthcare: $8.22 Million
Consumer Defensive: $7.72 Million
Consumer Cyclical: $6.49 Million
Industrials: $4.22 Million
Energy: $3.01 Million
Other: $3.22 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.41B
$2.73 Million 0.21% of portfolio
25,706
Q1 2025 Added 0.15%
$3.11B
$522,000 0.04% of portfolio
17,858
Q1 2022 New
$6.42B
$327,000 0.02% of portfolio
4,548
Q1 2025 Added 0.11%

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $1.32 Billion
  • Prior Value $1.33 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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