Patriot Investment Management Inc. Portfolio Holdings

Patriot Investment Management Inc.

  • $1.36 Billion
  • Q3 2024

Patriot Investment Management Inc. has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.36 Billion distributed in 237 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 $412M, Vanguard Bd Index Fd Inc Total with a value of $109M, Vanguard Ftse Developed Market with a value of $64.8M, Vanguard Intermediate Term Cor with a value of $58.9M, and Vanguard Ftse All World Ex Us with a value of $52.7M.

Examining the 13F form we can see an increase of $80.7M in the current position value, from $1.28B to 1.36B.

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

Portfolio value $1.36 Billion
ETFs: $1.29 Billion
Technology: $25.6 Million
Healthcare: $9.38 Million
Consumer Defensive: $7.45 Million
Financial Services: $7.44 Million
Consumer Cyclical: $6.92 Million
Industrials: $4.97 Million
Energy: $3.01 Million
Other: $3.38 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$531M
$1.02 Million 0.08% of portfolio
34,938
Q4 2020 Reduced 5.33%
$1.74B
$444,000 0.03% of portfolio
9,393
Q1 2024 Reduced 0.27%
$1.26B
$255,000 0.02% of portfolio
3,093
Q1 2024 New
$483M
$78,000 0.01% of portfolio
12,061
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $1.36 Billion
  • Prior Value $1.28 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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