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

Page 4 of 12

Sort by:

922020748

Shares:27.5K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$1.3B)

AMAZON COM INC

AMZN|023135106

Shares:11.1K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$1.3B)

46435G672

Shares:42.2K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$1.3B)

46434V613

Shares:44.4K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$1.3B)

46137V357

RSP|46137V357

Shares:11.6K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$1.3B)

808524847

SCHH|808524847

Shares:91.3K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$1.3B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:11.4K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$1.3B)

464287408

IVE|464287408

Shares:9.2K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$1.3B)

46435U853

Shares:47.8K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$1.3B)

464287804

IJR|464287804

Shares:16.7K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$1.3B)

78464A474

Shares:55.9K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.3B)

464287168

DVY|464287168

Shares:12.5K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.3B)

921909768

VXUS|921909768

Shares:26.7K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.3B)

922908744

VTV|922908744

Shares:9.4K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.3B)

46429B663

Shares:13.3K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.3B)

AMGEN INC

AMGN|031162100

Shares:5.0K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.3B)

81369Y860

Shares:36.2K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.3B)

EXXON MOBIL CORP

XOM|30231G102

Shares:12.6K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.3B)

46434V621

DGRO|46434V621

Shares:23.5K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.3B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.7K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip922020748)✕	27.5K	QoQ +5.52% (+1.4K) YoY +237.29% (+19.4K)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$1.3B)	QoQ +7.77% (+$153.8K) YoY +241.40% (+$1.5M)
AMAZON COM INC(AMZNcusip023135106)	11.1K	QoQ -0.24% (-27) YoY -19.36% (-2.7K)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$1.3B)	QoQ -13.48% (-$330.7K) YoY -14.94% (-$372.7K)
(cusip46435G672)✕	42.2K	QoQ +7.43% (+2.9K) YoY +13.86% (+5.1K)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$1.3B)	QoQ +7.58% (+$148.9K) YoY +13.95% (+$258.7K)
(cusip46434V613)✕	44.4K	QoQ +0.02% (+10) YoY -4.61% (-2.1K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$1.3B)	QoQ +1.96% (+$39.5K) YoY -3.58% (-$76.1K)
(RSPcusip46137V357)	11.6K	QoQ -0.05% (-6) YoY -3.50% (-420)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$1.3B)	QoQ -1.19% (-$24.2K) YoY -1.30% (-$26.5K)
(SCHHcusip808524847)	91.3K	QoQ -4.86% (-4.7K) YoY -5.78% (-5.6K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$1.3B)	QoQ -2.83% (-$57.2K) YoY -0.17% (-$3.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	11.4K	QoQ -2.86% (-337) YoY -13.31% (-1.8K)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$1.3B)	QoQ +11.38% (-$193.5K) YoY -9.12% (-$190.0K)
(IVEcusip464287408)	9.2K	QoQ -0.19% (-18) YoY -0.19% (-18)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$1.3B)	QoQ -0.35% (-$6.2K) YoY +1.81% (-$31.5K)
(cusip46435U853)✕	47.8K	QoQ +3.87% (+1.8K) YoY +58.36% (+17.6K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$1.3B)	QoQ +3.93% (+$66.6K) YoY +59.31% (+$655.2K)
(IJRcusip464287804)	16.7K	QoQ -0.42% (-72) YoY -48.82% (-16.0K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$1.3B)	QoQ -9.63% (-$186.6K) YoY -51.57% (-$1.9M)
(cusip78464A474)✕	55.9K	QoQ -1.40% (-799) YoY -8.45% (-5.2K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.3B)	QoQ -0.61% (-$10.4K) YoY -7.43% (-$135.1K)
(DVYcusip464287168)	12.5K	QoQ -0.79% (-100) YoY -5.82% (-773)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.3B)	QoQ +1.47% (-$24.4K) YoY +2.67% (-$43.7K)
(VXUScusip921909768)	26.7K	QoQ +4.46% (+1.1K) YoY +7.67% (+1.9K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.3B)	QoQ +10.08% (+$151.8K) YoY +10.88% (+$162.6K)
(VTVcusip922908744)	9.4K	QoQ -4.28% (-419) YoY +3.94% (+355)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.3B)	QoQ -2.34% (-$38.8K) YoY +10.25% (+$150.3K)
(cusip46429B663)✕	13.3K	QoQ 0.00% (+0) YoY -1.70% (-230)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.3B)	QoQ +7.89% (+$117.5K) YoY +8.02% (-$119.3K)
AMGEN INC(AMGNcusip031162100)	5.0K	QoQ +0.63% (+32) YoY -2.73% (-142)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.3B)	QoQ +20.29% (+$265.3K) YoY +6.58% (-$97.2K)
(cusip81369Y860)✕	36.2K	QoQ +17.95% (+5.5K) YoY +30.46% (+8.5K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.3B)	QoQ +21.37% (+$267.1K) YoY +38.12% (+$418.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	12.6K	QoQ -0.66% (-85) YoY -18.18% (-2.8K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.3B)	QoQ +9.81% (-$134.1K) YoY -16.28% (-$291.9K)
(DGROcusip46434V621)	23.5K	QoQ 0.00% (+0) YoY -0.07% (-17)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.3B)	QoQ +0.71% (+$10.3K) YoY +6.33% (-$86.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.7K	QoQ 0.00% (+0) YoY +2.95% (+165)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.3B)	QoQ +2.33% (+$32.1K) YoY +26.08% (+$291.4K)