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 • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524805

SCHF|808524805

Shares:533.6K

Value:$10.6M

% of Portfolio:0.8% ($10.6M/$1.3B)

464288646

Shares:197.0K

Value:$10.3M

% of Portfolio:0.8% ($10.3M/$1.3B)

922908637

VV|922908637

Shares:38.0K

Value:$9.8M

% of Portfolio:0.7% ($9.8M/$1.3B)

46434G103

IEMG|46434G103

Shares:165.5K

Value:$8.9M

% of Portfolio:0.7% ($8.9M/$1.3B)

464287150

ITOT|464287150

Shares:70.7K

Value:$8.6M

% of Portfolio:0.6% ($8.6M/$1.3B)

46432F842

IEFA|46432F842

Shares:111.3K

Value:$8.4M

% of Portfolio:0.6% ($8.4M/$1.3B)

Apple Inc.

AAPL|037833100

Shares:37.5K

Value:$8.3M

% of Portfolio:0.6% ($8.3M/$1.3B)

808524508

Shares:315.8K

Value:$8.3M

% of Portfolio:0.6% ($8.3M/$1.3B)

808524201

SCHX|808524201

Shares:367.5K

Value:$8.1M

% of Portfolio:0.6% ($8.1M/$1.3B)

808524607

SCHA|808524607

Shares:319.3K

Value:$7.5M

% of Portfolio:0.6% ($7.5M/$1.3B)

808524797

SCHD|808524797

Shares:266.5K

Value:$7.5M

% of Portfolio:0.6% ($7.5M/$1.3B)

464287457

Shares:85.6K

Value:$7.1M

% of Portfolio:0.5% ($7.1M/$1.3B)

464288414

MUB|464288414

Shares:59.8K

Value:$6.3M

% of Portfolio:0.5% ($6.3M/$1.3B)

46435G326

Shares:89.0K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.3B)

921937827

BSV|921937827

Shares:77.0K

Value:$6.0M

% of Portfolio:0.5% ($6.0M/$1.3B)

464288638

Shares:111.3K

Value:$5.8M

% of Portfolio:0.4% ($5.8M/$1.3B)

464287309

IVW|464287309

Shares:60.2K

Value:$5.6M

% of Portfolio:0.4% ($5.6M/$1.3B)

921932828

Shares:57.9K

Value:$5.6M

% of Portfolio:0.4% ($5.6M/$1.3B)

922907746

VTEB|922907746

Shares:100.0K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.3B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:6

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHFcusip808524805)	533.6K	QoQ -4.21% (-23.5K) YoY +90.09% (-252.9K)	All Managers (Combined)	$10.6M	0.8% ($10.6M/$1.3B)	QoQ +2.41% (-$248.7K) YoY -3.63% (-$398.5K)
(cusip464288646)✕	197.0K	QoQ +2.79% (+5.4K) YoY +5.16% (+9.7K)	All Managers (Combined)	$10.3M	0.8% ($10.3M/$1.3B)	QoQ +4.12% (+$408.7K) YoY +7.40% (+$711.3K)
(VVcusip922908637)	38.0K	QoQ -5.33% (-2.1K) YoY -6.97% (-2.9K)	All Managers (Combined)	$9.8M	0.7% ($9.8M/$1.3B)	QoQ -9.78% (-$1.1M) YoY -0.27% (-$27.1K)
(IEMGcusip46434G103)	165.5K	QoQ +5.38% (+8.5K) YoY +4.24% (+6.7K)	All Managers (Combined)	$8.9M	0.7% ($8.9M/$1.3B)	QoQ +8.91% (+$731.4K) YoY +9.03% (+$740.1K)
(ITOTcusip464287150)	70.7K	QoQ +19.72% (+11.7K) YoY +10.55% (+6.8K)	All Managers (Combined)	$8.6M	0.6% ($8.6M/$1.3B)	QoQ +13.56% (+$1.0M) YoY +16.98% (+$1.3M)
(IEFAcusip46432F842)	111.3K	QoQ +0.42% (+470) YoY +0.54% (+602)	All Managers (Combined)	$8.4M	0.6% ($8.4M/$1.3B)	QoQ +8.09% (+$630.5K) YoY +2.48% (+$203.8K)
Apple Inc.(AAPLcusip037833100)	37.5K	QoQ -0.93% (-352) YoY -16.77% (-7.6K)	All Managers (Combined)	$8.3M	0.6% ($8.3M/$1.3B)	QoQ -12.12% (-$1.1M) YoY +7.79% (-$602.5K)
(cusip808524508)✕	315.8K	QoQ +1.72% (-5.4K) YoY +202.18% (-211.3K)	All Managers (Combined)	$8.3M	0.6% ($8.3M/$1.3B)	QoQ -3.81% (-$328.5K) YoY -2.77% (-$235.9K)
(SCHXcusip808524201)	367.5K	QoQ -0.64% (-2.4K) YoY +172.10% (-232.5K)	All Managers (Combined)	$8.1M	0.6% ($8.1M/$1.3B)	QoQ -5.36% (-$459.8K) YoY -3.18% (-$267.4K)
(SCHAcusip808524607)	319.3K	QoQ -2.38% (-7.8K) YoY +90.86% (-152.0K)	All Managers (Combined)	$7.5M	0.6% ($7.5M/$1.3B)	QoQ -11.55% (-$977.5K) YoY -9.17% (-$756.0K)
(SCHDcusip808524797)	266.5K	QoQ +1.94% (+5.1K) YoY +201.22% (+178.1K)	All Managers (Combined)	$7.5M	0.6% ($7.5M/$1.3B)	QoQ +4.33% (+$309.8K) YoY +4.45% (+$317.9K)
(cusip464287457)✕	85.6K	QoQ +0.46% (+399) YoY -2.84% (-2.5K)	All Managers (Combined)	$7.1M	0.5% ($7.1M/$1.3B)	QoQ +1.38% (+$96.9K) YoY -1.71% (-$123.4K)
(MUBcusip464288414)	59.8K	QoQ +20.94% (+10.4K) YoY +19.15% (+9.6K)	All Managers (Combined)	$6.3M	0.5% ($6.3M/$1.3B)	QoQ +19.68% (+$1.0M) YoY +16.76% (+$905.6K)
(cusip46435G326)✕	89.0K	QoQ +12.23% (+9.7K) YoY -25.70% (-30.8K)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.3B)	QoQ +19.93% (+$1.0M) YoY -23.75% (-$1.9M)
(BSVcusip921937827)	77.0K	QoQ +3.46% (+2.6K) YoY +0.44% (+339)	All Managers (Combined)	$6.0M	0.5% ($6.0M/$1.3B)	QoQ +4.82% (+$277.3K) YoY +2.55% (+$150.0K)
(cusip464288638)✕	111.3K	QoQ +3.50% (+3.8K) YoY +20.25% (+18.8K)	All Managers (Combined)	$5.8M	0.4% ($5.8M/$1.3B)	QoQ +5.53% (+$306.6K) YoY +22.39% (+$1.1M)
(IVWcusip464287309)	60.2K	QoQ 0.00% (-0) YoY -1.75% (-1.1K)	All Managers (Combined)	$5.6M	0.4% ($5.6M/$1.3B)	QoQ -8.56% (-$524.0K) YoY +8.00% (-$414.3K)
(cusip921932828)✕	57.9K	QoQ -6.70% (-4.2K) YoY -39.31% (-37.5K)	All Managers (Combined)	$5.6M	0.4% ($5.6M/$1.3B)	QoQ -15.09% (-$993.1K) YoY -42.30% (-$4.1M)
(VTEBcusip922907746)	100.0K	QoQ +5.89% (+5.6K) YoY +9.50% (+8.7K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.3B)	QoQ +4.82% (+$228.1K) YoY +7.37% (+$340.9K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	6	QoQ NEW(+6) YoY NEW(+6)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.3B)	QoQ NEW(+$4.8M) YoY NEW(+$4.8M)