PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
CIK: 0001773830SEC EDGAR →
Portfolio Value
$1.6B
Holdings
243
As of
Q4 2025
New Positions
6
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,469,102 | $492.5M | 31.23% |
| 2 | VANGUARD BD INDEX FDS | 1,781,109 | $131.9M | 8.36% |
| 3 | VANGUARD TAX-MANAGED FDS | 1,382,059 | $86.3M | 5.47% |
| 4 | VANGUARD SCOTTSDALE FDS | 805,609 | $67.5M | 4.28% |
| 5 | VANGUARD INTL EQUITY INDEX F | 836,435 | $61.5M | 3.90% |
| 6 | VANGUARD INTL EQUITY INDEX F | 918,759 | $49.4M | 3.13% |
| 7 | VANGUARD SCOTTSDALE FDS | 492,687 | $39.3M | 2.49% |
| 8 | SPDR SERIES TRUST | 790,099 | $37.0M | 2.35% |
| 9 | SCHWAB STRATEGIC TR | 1,056,993 | $27.7M | 1.76% |
| 10 | VANGUARD INDEX FDS | 101,104 | $26.1M | 1.65% |
Quarterly Changes
Top Buys
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 175 | $1.5B | 94.2% |
| Unknown | 9 | $30.1M | 1.9% |
| Technology | 12 | $26.7M | 1.7% |
| Healthcare | 9 | $8.4M | 0.5% |
| Consumer Cyclical | 5 | $7.4M | 0.5% |
| Industrials | 9 | $5.5M | 0.3% |
| Consumer Defensive | 9 | $5.3M | 0.3% |
| Energy | 5 | $3.5M | 0.2% |
| Communication Services | 6 | $2.5M | 0.2% |
| Utilities | 3 | $945K | 0.1% |
| Basic Materials | 1 | $500K | 0.0% |