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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921910733

ESGV|921910733

Shares:48.2K

Value:$4.7M

808524706

Shares:168.3K

Value:$4.6M

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:8.9K

Value:$4.2M

NVIDIA CORP

NVDA|67066G104

Shares:34.6K

Value:$3.7M

464285204

Shares:61.2K

Value:$3.6M

MICROSOFT CORP

MSFT|594918104

Shares:9.1K

Value:$3.4M

808524839

Shares:144.3K

Value:$3.3M

808524888

Shares:92.9K

Value:$3.3M

92204A702

VGT|92204A702

Shares:6.1K

Value:$3.3M

78463X889

SPDW|78463X889

Shares:84.1K

Value:$3.1M

37954Y293

Shares:46.9K

Value:$3.0M

46429B697

USMV|46429B697

Shares:29.5K

Value:$2.8M

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

Shares:25.7K

Value:$2.7M

922908538

VOT|922908538

Shares:11.0K

Value:$2.7M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.5K

Value:$2.5M

HOME DEPOT, INC.

HD|437076102

Shares:6.6K

Value:$2.4M

922908363

VOO|922908363

Shares:4.6K

Value:$2.4M

922908611

VBR|922908611

Shares:11.9K

Value:$2.2M

922042718

VSS|922042718

Shares:19.1K

Value:$2.2M

921946885

Shares:33.8K

Value:$2.2M

Instrument	Shares		Other Manager	Value
(ESGVcusip921910733)	48.2K	QoQ +3.49% (-1.6K) YoY +9.12% (+4.0K)	All Managers (Combined)	$4.7M	QoQ -3.35% (-$163.8K) YoY +14.69% (+$604.6K)
(cusip808524706)✕	168.3K	QoQ -4.63% (-8.2K) YoY -7.81% (-14.3K)	All Managers (Combined)	$4.6M	QoQ -1.27% (-$59.9K) YoY +0.65% (-$30.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	8.9K	QoQ -1.60% (-145) YoY -42.97% (-6.7K)	All Managers (Combined)	$4.2M	QoQ -9.75% (-$449.7K) YoY -39.78% (-$2.7M)
NVIDIA CORP(NVDAcusip67066G104)	34.6K	QoQ -10.98% (-4.3K) YoY +378.69% (-27.3K)	All Managers (Combined)	$3.7M	QoQ -28.16% (-$1.5M) YoY -42.58% (-$2.8M)
(cusip464285204)✕	61.2K	QoQ 0.00% (+0) YoY -8.29% (-5.5K)	All Managers (Combined)	$3.6M	QoQ +19.08% (+$578.3K) YoY +28.71% (-$804.9K)
MICROSOFT CORP(MSFTcusip594918104)	9.1K	QoQ -0.25% (-23) YoY -14.45% (-1.5K)	All Managers (Combined)	$3.4M	QoQ -11.16% (-$428.2K) YoY -23.67% (-$1.1M)
(cusip808524839)✕	144.3K	QoQ -13.17% (-21.9K) YoY +52.38% (-49.6K)	All Managers (Combined)	$3.3M	QoQ -11.41% (-$430.8K) YoY -23.27% (-$1.0M)
(cusip808524888)✕	92.9K	QoQ -4.61% (-4.5K) YoY -4.38% (-4.3K)	All Managers (Combined)	$3.3M	QoQ -0.31% (-$10.5K) YoY -4.16% (-$145.0K)
(VGTcusip92204A702)	6.1K	QoQ -4.97% (-318) YoY -9.48% (-637)	All Managers (Combined)	$3.3M	QoQ -17.10% (-$680.2K) YoY -6.37% (-$224.5K)
(SPDWcusip78463X889)	84.1K	QoQ 0.00% (+0) YoY +0.31% (+262)	All Managers (Combined)	$3.1M	QoQ +6.68% (+$191.7K) YoY +1.90% (+$57.3K)
(cusip37954Y293)✕	46.9K	QoQ +0.32% (+152) YoY +0.41% (+194)	All Managers (Combined)	$3.0M	QoQ +5.71% (+$161.6K) YoY +30.79% (+$704.4K)
(USMVcusip46429B697)	29.5K	QoQ +0.08% (+25) YoY +1.58% (+460)	All Managers (Combined)	$2.8M	QoQ +5.57% (+$145.7K) YoY +13.83% (+$335.3K)
PINNACLE FINANCIAL PARTNERS INC(PNFPcusip72346Q104)	25.7K	QoQ +0.14% (-38) YoY -1.60% (-419)	All Managers (Combined)	$2.7M	QoQ -7.16% (-$210.2K) YoY +21.49% (-$482.3K)
(VOTcusip922908538)	11.0K	QoQ 0.00% (-0) YoY -0.03% (-4)	All Managers (Combined)	$2.7M	QoQ -3.58% (-$99.9K) YoY +3.71% (-$96.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.5K	QoQ -1.21% (-55) YoY -10.32% (-517)	All Managers (Combined)	$2.5M	QoQ -5.70% (-$151.9K) YoY -4.11% (-$107.6K)
HOME DEPOT, INC.(HDcusip437076102)	6.6K	QoQ -2.81% (-190) YoY +0.78% (-51)	All Managers (Combined)	$2.4M	QoQ -8.43% (-$221.3K) YoY -3.71% (-$92.6K)
(VOOcusip922908363)	4.6K	QoQ -14.40% (-780) YoY +2.36% (+107)	All Managers (Combined)	$2.4M	QoQ -18.37% (-$536.0K) YoY +9.43% (+$205.3K)
(VBRcusip922908611)	11.9K	QoQ +0.44% (-53) YoY +1.58% (-186)	All Managers (Combined)	$2.2M	QoQ -5.58% (-$131.4K) YoY -1.37% (-$31.0K)
(VSScusip922042718)	19.1K	QoQ -1.42% (-277) YoY -8.94% (-1.9K)	All Managers (Combined)	$2.2M	QoQ -0.46% (-$10.3K) YoY -9.91% (-$243.4K)
(cusip921946885)✕	33.8K	QoQ +1.70% (+567) YoY -34.76% (-18.0K)	All Managers (Combined)	$2.2M	QoQ +3.39% (+$71.3K) YoY -34.40% (-$1.1M)