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CIK: 0001773830
Total reported value
$1.7B
$1.7B
244 檔
44.1%
In Q2 2025, Patriot Investment Management Group, Inc.'s U.S. equity holdings reached a combined market value of $1.7B, distributed across 244 disclosed stock positions.
In Q2 2025, Patriot Investment Management Group, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 244 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 30.72% | +1.44% | +1.06% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.37% | -0.61% | +2.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.23% | +0.11% | +1.32% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.32% | -0.34% | +0.29% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.03% | +0.03% | -0.48% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.06% | +0.05% | +1.05% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.52% | -0.18% | +0.59% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.17% | +0.29% | +7.19% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.76% | +0.05% | +0.15% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.63% | +0.07% | +0.97% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | +0.03% | +3.59% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.32% | -0.12% | -0.63% | |
| 13 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.19% | -0.11% | -2.00% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-Other | 1.15% | -0.12% | -1.14% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.13% | -0.05% | +4.01% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.12% | — | -0.78% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.97% | — | +3.02% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.92% | -0.02% | -1.01% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.04% | -0.13% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.83% | -0.06% | +2.04% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.80% | — | -1.88% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.74% | — | -1.55% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.70% | -0.06% | -3.29% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.68% | +0.04% | -1.24% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | -0.02% | +1.01% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.62% | +0.01% | -0.34% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.60% | +0.04% | -1.36% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.57% | -0.02% | -14.02% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.56% | +0.04% | -0.50% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.53% | +0.13% | -0.65% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.05% | +1.96% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.05% | -2.40% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | -0.05% | +9.86% | |
| 34 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.47% | -0.03% | +1.25% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.04% | -1.53% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.43% | -0.11% | +1.67% | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.40% | -0.03% | -1.84% | |
| 38 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.38% | +0.02% | +4.39% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | -0.04% | -2.30% | |
| 40 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.37% | +0.04% | -9.67% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.36% | -0.01% | +7.25% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.03% | +2.49% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.34% | — | -1.86% | |
| 44 | MSTR | Strategy Inc | Stock-Tech | 0.34% | -0.08% | — | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.03% | +4.77% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.30% | -0.02% | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | +0.07% | +0.79% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | +53.42% | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.26% | -0.02% | -3.38% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.26% | -0.09% | — |
According to official SEC Form 13F filings, Patriot Investment Management Group, Inc. reported a total U.S. public equity portfolio value of $1.7B across 244 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VEA) accounted for 44.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
MSTR
市值: $4.9M
Top Position Liquidated / Trimmed
TLT
前期市值: $774.8K
During Q2 2025, Patriot Investment Management Group, Inc.'s top holdings by market value included VTI (30.7%)、BND (8.4%)、VEA (5.2%). The largest single position, VTI, represented 30.7% of total portfolio value.
In Q2 2025, Patriot Investment Management Group, Inc. made 48 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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