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CIK: 0001773830
Total reported value
$1.7B
$1.7B
236 檔
47.9%
According to the latest 13F quarterly dataset, Patriot Investment Management Group, Inc. managed an equity portfolio of $1.7B at the end of Q1 2026, spanning 236 distinct U.S. exchange-listed positions.
In Q1 2026, Patriot Investment Management Group, Inc. adopted a defensive or profit-taking posture, trimming 84 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 30.05% | +1.44% | -0.18% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.89% | -0.61% | +6.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.65% | +0.11% | -0.14% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.43% | -0.34% | +3.98% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.80% | +0.03% | -5.34% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.19% | +0.05% | +0.64% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.57% | -0.18% | +3.02% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.50% | +0.29% | +2.50% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.66% | +0.07% | -1.71% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.64% | +0.05% | -3.30% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.41% | +0.03% | +1.95% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.27% | -0.12% | +0.72% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-Other | 1.15% | -0.12% | -2.26% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.06% | — | +7.27% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.04% | +0.12% | |
| 16 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.99% | -0.11% | -0.62% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.98% | -0.05% | -1.76% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.97% | — | -0.22% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.89% | -0.06% | +5.09% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | +0.04% | +0.00% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.80% | -0.02% | -0.71% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.78% | — | -3.35% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | +0.04% | -2.26% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 0.70% | — | -0.68% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.63% | -0.06% | +0.10% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.59% | -0.05% | +0.59% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | -0.02% | -6.52% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.13% | -3.97% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.56% | +0.04% | -3.92% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.56% | +0.04% | -3.27% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.54% | -0.02% | -2.08% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.50% | +0.01% | +0.20% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.05% | -0.08% | |
| 34 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.47% | -0.03% | -3.21% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.46% | -0.11% | +15.86% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.05% | +0.91% | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.39% | -0.03% | -1.57% | |
| 38 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.37% | +0.04% | -2.41% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.04% | -0.26% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | -0.04% | -11.12% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.36% | -0.01% | +11.40% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.03% | +2.82% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.33% | — | -2.89% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.28% | -0.02% | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.01% | +0.42% | |
| 46 | IAU | Ishares Gold Trust | ETF-Commodities | 0.26% | -0.09% | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.26% | +0.07% | -1.21% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.25% | — | — | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.24% | -0.02% | -3.64% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.03% | -1.86% |
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 236 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VEA) accounted for 47.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
PNFP
市值: $2.4M
Top Position Liquidated / Trimmed
TLH
前期市值: $648.6K
During Q1 2026, Patriot Investment Management Group, Inc.'s top holdings by market value included VTI (30.1%)、BND (8.9%)、VEA (5.7%). The largest single position, VTI, represented 30.1% of total portfolio value.
In Q1 2026, Patriot Investment Management Group, Inc. made 146 total portfolio adjustments, initiating 3 new buys, adding to 49 positions, trimming 84 holdings, and fully liquidating 10 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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