Patriot Investment Management Inc. Portfolio Holdings

Patriot Investment Management Inc.

  • $1.33 Billion
  • Q4 2024

Patriot Investment Management Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.33 Billion distributed in 234 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 $415M, Vanguard Bd Index Fd Inc Total with a value of $109M, Vanguard Ftse Developed Market with a value of $60.2M, Vanguard Intermediate Term Cor with a value of $58.5M, and Vanguard Ftse All World Ex Us with a value of $49.2M.

Examining the 13F form we can see an decrease of $28.1M in the current position value, from $1.36B to 1.33B.

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

Portfolio value $1.33 Billion
ETFs: $1.26 Billion
Technology: $26.9 Million
Financial Services: $8.02 Million
Consumer Cyclical: $7.73 Million
Healthcare: $7.71 Million
Consumer Defensive: $7.3 Million
Industrials: $4.18 Million
Energy: $2.72 Million
Other: $3.68 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.7B
$5.22 Million 0.39% of portfolio
18,032
Q4 2024 Added 44.14%
$8.03B
$2.94 Million 0.22% of portfolio
25,668
Q4 2024 Added 0.12%
$3.11B
$522,000 0.04% of portfolio
17,858
Q1 2022 New
$8.44B
$391,000 0.03% of portfolio
4,543
Q4 2024 Reduced 6.41%

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $1.33 Billion
  • Prior Value $1.36 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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