Patriot-Investment-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "DJP",
  null,
  "GDX",
  null,
  null,
  null,
  "FNDA",
  null,
  "ABT",
  "ABBV",
  null,
  null,
  "GOOGL",
  "VDE",
  null,
  "SCHH",
  "T",
  "CAT",
  "LOW",
  null,
  null,
  "DUK",
  null,
  null,
  "WEST",
  "HD",
  "AZN",
  "MCD",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "IWS",
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "EQT",
  null,
  "HSY",
  "IJR",
  "IWD",
  "VHT",
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  "PEP",
  null,
  "VGSH",
  "IEMG",
  null,
  null,
  "IVV",
  null,
  null,
  null,
  null,
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  null,
  "NVDA",
  "INTC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  null,
  null,
  "IEFA",
  "RY",
  "SCHX",
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "IBM",
  "UPS",
  "VNQ",
  "VO",
  "PNFP",
  "VSEC",
  "VXF",
  "VV",
  "VOE",
  "ACWV",
  null,
  "VWO",
  "JBL",
  "VSS",
  null,
  null,
  null,
  "LOB",
  "VCIT",
  "VIG",
  null,
  "SMBK",
  "IWO",
  "IWN",
  null,
  null,
  null,
  null,
  "VYM",
  "ALB",
  "SDY",
  "TAP",
  "IWR",
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "UCB",
  null,
  "VEU",
  "VPL",
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  "VYMI",
  null,
  null,
  null,
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "NXPI",
  "SO",
  null,
  null,
  "IXUS",
  null,
  null,
  "DGRO",
  null,
  null,
  "ESGU",
  null,
  null,
  "BRK-A",
  "BMY",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "COST",
  "CSX",
  "DE",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "QQQ",
  "IWM",
  "EPD",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 226
Total Value: 1331499000
Accession Number: 0001085146-25-002125
Form Type: 13F-HR
CIK: patriot-investment-management-group
Manager Name: Patriot-Investment-Management-Group

Data Enrichment

62% identified

140 identified86 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

226 positions • $1,331,499K total value

226 positions

Manager:

SEC FilingSEC DataHachi Filing

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COMCAST CORP

CMCSA|20030N101

Shares:5.7K

Value:$210.1K

46435G425

ESGU|46435G425

Shares:1.7K

Value:$206.6K

33733E302

Shares:929

Value:$206.4K

46137V100

Shares:1.7K

Value:$202.2K

58471K202

Shares:29.2K

Value:$108.6K

Westrock Coffee Co

WEST|96145W103

Shares:12.1K

Value:$87.1K

Instrument	Shares		Other Manager	Value
COMCAST CORP(CMCSAcusip20030N101)	5.7K	QoQ -1.53% (-89) YoY -9.04% (-566)	All Managers (Combined)	$210.1K	QoQ -3.20% (-$6.9K) YoY -22.57% (-$61.2K)
(ESGUcusip46435G425)	1.7K	QoQ -33.54% (-855) YoY -36.88% (-990)	All Managers (Combined)	$206.6K	QoQ -37.10% (-$121.9K) YoY -33.04% (-$102.0K)
(cusip33733E302)✕	929	QoQ NEW(+929) YoY NEW(+929)	All Managers (Combined)	$206.4K	QoQ NEW(+$206.4K) YoY NEW(+$206.4K)
(cusip46137V100)✕	1.7K	QoQ NEW(+1.7K) YoY -14.53% (-295)	All Managers (Combined)	$202.2K	QoQ NEW(+$202.2K) YoY -1.92% (-$4.0K)
(cusip58471K202)✕	29.2K	QoQ +0.34% (+100) YoY NEW(+29.2K)	All Managers (Combined)	$108.6K	QoQ +53.61% (+$37.9K) YoY NEW(+$108.6K)
Westrock Coffee Co(WESTcusip96145W103)	12.1K	QoQ 0.00% (+0) YoY NEW(+12.1K)	All Managers (Combined)	$87.1K	QoQ +12.46% (+$9.6K) YoY NEW(+$87.1K)